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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: 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: How would you value above companies for a long term industrial hold.? Are there other companies in the North American industry you would prefer? Thank you.
Read Answer Asked by Mark 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
Q: Hi Team,
I continue to hold Nvei with big losses. Would you endorse a switch into HPS.A today? Which stock/ company do you see having more potential say 3-5yrs down the road when comparing the two? Also, do you know the earnings dates for both?

Thanks,
Shane.
Read Answer Asked by Shane on February 13, 2024
Q: Hi Team,
I was debating if it was time to trim some NVDA after the big gains the stock has had over the past while. Do you have any quality growth names that would you suggest buying with the funds if I do decide to trim at this point? From my end I was thinking of HPS.A...would this be advisable? Or perhaps ISRG. Your opinion would be greatly appreciated.

Thanks,
Shane.
Read Answer Asked by Shane on February 12, 2024
Q: I just finished rebalancing in my TFSA and would like to take the extra dollars generated and invest in a conservative growth company for a 3 yo 5 year term. Please rank the names provided including any Canadian favourites of your own.
Much appreciated. ram
Read Answer Asked by Ray on February 12, 2024
Q: Good Evening
I am a long time holder of Premium Brands, have always liked its prospects but have grown impatient with the stagnation in stock price. Considering a move to Hammond but wonder if I have missed out on the run up in price. Would you endorse the switch or have another suggestion. When I have made these types of decisions in the past many times patience would have been the best move.
Thank you
Read Answer Asked by Marty on February 09, 2024
Q: Hello, can you suggest 5 consumer stocks and 5 industrial stocks, either in Canada and US, with a brief reason for each suggestion. I am trying to re-balance my portfolio and I am overweight in tech right now. Thanks!
Read Answer Asked by Martin on February 09, 2024
Q: Hi guys,

I have the following stocks inside my portfolio all around the 1.5%. I have some additional cash available to invest inside a "balance" portfolio. Please rank them for a 3 year hold.
DRX, ATZ, DOL, HPS.A, TVK and WELL.

Thanks,

Jim
Read Answer Asked by jim on February 08, 2024
Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etfís for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian
Read Answer Asked by Brian on February 07, 2024
Q: is there any upside at all to this company because exactly a year ago today well was at $3.85 per share and today it is at $3.72 per share. I have lost my patience with this company can you please suggest a better company that might have potential in the next year or 2 thank you
Read Answer Asked by wilson on February 05, 2024
Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didnít want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. Iím reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think weíre in for each? Still long runways? And I know itís hard, but what would be good price targets to buy if they pulled back? Thanks!
Read Answer Asked by Keith on February 02, 2024
Q: Any TSX/TSV listed stocks that you feel are currently undervalued?
Read Answer Asked by Tony on February 01, 2024
Q: I'm down 50% on this one. Any chance of recovery in the next 12-18 months or time to move on as there appears to be better opportunities out there? If so, can you suggest a couple replacements? Many thanks.
Read Answer Asked by Tony on February 01, 2024
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
Read Answer Asked on January 31, 2024
Q: Hey Guys,

- I'm trying to help out a family member that is 67 years old, that is not financially literate, has no investments, no savings...
- He will be receiving approx $ 80k in an inheritance in the next 6 months...

- He Already blew through a previous inheritance of over $100k in about 3 years

- I am setting up a TFSA Investment/Trading account for him and doing a Financial Intervention , So To Speak to get him Back on track...

- His minimum basic expenses like rent is covered by payments he receives..., But additional living expenses and extra income is what I want to help him with and extend the life of the extra inheritance he will be receiving...

- The listed stocks are the ones I am planning on recommending for him to look at and research...

- Please comment and suggest other stocks and investment ideas to consider for:
- Considering His Age and Small investment of $60k

-Looking for:
- Somewhat Safe/Bit Aggressive Growth
- Preservation of Capital
- Income

***Not looking for total financial planning here, But I'm Looking for Ideas to look at and suggest in this type of scenario...
- You Suggest, I Research further and my relative decides...

Thanks
Read Answer Asked by michael on January 30, 2024
Q: Hello Peter and 5i team,
My TFSA contains the aforementioned stocks in roughly even percentages except for nominal investments in Park Lawn and DRX. I would like to make my annual contribution to one or some of these companies and would like to know what your order of preference would be for buys/adds at this time. Please also include Celestica in your considerations.
Also, are there any companies in this list that you would consider undervalued at this time?
Thank you.
Read Answer Asked by Bob on January 29, 2024
Q: I am looking to initiate a 2.5% position in one of these two companies, in order to increase the industrial component of my portfolio. Both have received favourable commentary by 5i. Looking at a five-year time horizon, which one would be deemed to be the more prudent position to initiate?
Read Answer Asked by Domenic on January 29, 2024
Q: Hi, Would you have any thoughts on how HPS.a stock traded today, touching an all time high of $96.75 at the open and then reverse course to close 5% down from previous day's close, with momentum on the downside, for most part of the day ? This, of course, followed stock price going up almost everyday in a straight line for past couple of months.

Does it indicate a near term term Top in the stock ( at least between now and the results in early March ) ? Also, do you think, it could simply be profit taking after an incredible 300% run over past 12 months, and there has been no adverse or material change, specific to the company and the industry ( demand related to transformers/electrification/grids , competition etc). Noted that company weight was bumped up to 3%, in your model Portfolio, last week, so 5i, likely has strong conviction in Hammond Power and comfort at current levels. Thank You
Read Answer Asked by rajeev on January 25, 2024