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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.
Read Answer Asked by Alan on March 19, 2024
Q: I’m looking to add a Canadian stock with great potential to compound over the next 5 years or more. I already own stocks such as TFII, ATD, BN and CSU. Which do you think has is the best opportunity to start a new position along GSY, DOL or TRI? Or maybe WSP? Please rank and/is there another I should maybe consider?
Read Answer Asked by Gerry on March 18, 2024
Q: These stocks have had some very nice gains over the last few months. CLS, DE, DRX, EQB, LMN, PAY, TOI, TVK. If you held a partial position in these and wanted to add to the position to create a full position, which ones would you just buy at the current market price despite big run up? Are there some that you would try to buy at a somewhat lower price? If so, what price would you use?
Read Answer Asked by Dan on March 08, 2024
Q: After reading you were disappointed with the results by Nuvei -- on top of your tepid reviews prior to this week's earnings results -- I'm thinking of replacing it.

Note, I don't use asset allocation, instead selecting stocks with the best overall potential for capital appreciation (in this case over the next 5 years).

With that in mind, please rank Celestica, Tecsys, Docebo, TFII and Terravest against Nuvei from 1 to 6, one being the best, 6 the least appealing.

Pete.
Read Answer Asked by Peter on March 07, 2024
Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks
Read Answer Asked by Ben on March 04, 2024
Q: Are there a few Canadian and/or US companies that are “hiding in plain sight” that have the potential to be long term compounders similar to a CSU, MKL, ROP etc?
Read Answer Asked by Peter on February 28, 2024
Q: Making my annual TFSA contribution. Please rank the above and rationale and entry price. Also other ideas would be appreciated.
Thanks Steve
Read Answer Asked by Stephen on February 27, 2024
Q: Can you please comment on:
(1) Insider Ownership
(2) How is management compensated - salary, options, common shares purchased in open market?
(3) Do they dilute shareholders? Perhaps share count over the last 3-5 years and if it was warranted in your opinion

Thank you so much for your valued information. I am really appreciating 5i Research.
Read Answer Asked by Francise on February 27, 2024
Q: Good Morning
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you
Read Answer Asked by Marty on February 22, 2024
Q: Underweight Energy. Considering either CEU or TVK. Please rank. Or are they different enough to own both in equal amounts? Thanks for your insights.
Read Answer Asked by Jerry on February 21, 2024
Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…
Read Answer Asked by Ron on February 21, 2024
Q: Are there any small cap names on your radar that have been growing their top line and profits every year that appear to have a long runway of growth ahead of them -or any that you're excited about?
Along with that are there any that stand out to you that would begin to garner attention from bigger players in the coming years if they continue to grow stay on track? I Would like to a few ideas for a long term hold if the companies can continue to execute.

Thanks very much
Read Answer Asked by Dustin on February 21, 2024
Q: Hi 5i team. Your thoughts on switching ATS for either BYD or TVK. Looking for growth over extended time frame in a non registered account. Worry about the recent run up of BYD and TVK and wondering if I should wait for a pull back or if I should just stay the course after ATS pull back. Not looking to add another position in my already heavy industrial holdings.

Thank you
Read Answer Asked by Mark on February 20, 2024
Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.
Read Answer Asked by Gerry on February 16, 2024
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Read Answer Asked by Timothy on February 14, 2024
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