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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: I was doing a high level look at my portfolio in terms of recent vs 3, 5, and 10 yr CAGR and saw what I expected from stellar performers like CSU, TRI, WSP, IFC and DSG. What surprised me was seemingly declining longer term performance (ie pre-dating interest rate changes) from FTS, QSR, GIB.A, and EIF. The balance of the portfolio is holding it’s own or is cyclical or I can see a path to renewed growth/performance. Are the four named really lagging or am I looking at the wrong metrics? If you agree they might be considered to be faltering versus past performance can you suggest “growthier” replacements without going too far out the risk scale? Thank you.
Read Answer Asked by Stephen R. on July 23, 2024
Q: Hello 5i...with respect to Cdn Industrials...I am looking to consolidate 9 positions into 6 to 7 holdings...thaey are ( largest to smaillest holding ) WSP, TFII, EIF, ATS, CJT, HPS.A, TRI, TVK, DRX, I am looking for some sort of combo of stable growth ( I have good gains in WSP and TFII and will hold, but could trim ) and potential exceptional growth. Would appreciate if you could rank based on growth and how you might see a consolidation effort for these.

One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )

thanks/Art
Read Answer Asked by Arthur on July 22, 2024
Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?

Thanks as always,

Dave
Read Answer Asked by David on July 18, 2024
Q: Calfrac Well Services crossed my screen. Can you give me an in depth analysis in this stock, insider buying, financial ratios, management , and industry. Will it ever catch up to Precision Drilling’s success? what do you like or dislike about it ? Buy , sell or hold?
Read Answer Asked by James on July 18, 2024
Q: Electrification seems to be a big theme going forward. Can you suggest some companies, large and small cap, and any utilities that stand to benefit the most from this . I would assume Hammond would be a beneficiary.
Read Answer Asked by Mario on July 10, 2024
Q: Please comment on the recent big price swing in SHOP , HPS . I want to add either LMN or TOI , which one offer better return ? Thanks for your excellent service.
Read Answer Asked by Lai Kuen on July 08, 2024
Q: I have a large (15-20%) holding in CSU, as it has grown really well. They say to keep running with your winners; as I continue investing, would it be better to continue slowly adding to my CSU position, or to work on diversifying my portfolio? If diversify, I am obviously looking for other stocks that will compound at a high level over the long term. At today's valuations, in which order would 5i recommend buying these other stocks? Similarly, to diversify, does it make sense to sell some CSU to reinvest in any of these other stocks? Thank you so much!
Read Answer Asked by Petra on July 08, 2024
Q: I have narrowed down 4 choices of Industrials to add to my portfolio: DRX, HMM.A, HPS.A and BYD. The reason is they are all currently under valued compared to fair value according to Morningstar.
Please rate these 4 in descending order of confidence. Preference is growth in the next 3-5 years. And also please include suggested entry price. Thank you very much.
Read Answer Asked by Anh on July 08, 2024
Q: Follow up on your SBC comment on HPS:
there is nothing in the SBC situation that should be of any surprise here. If options are granted then there are consequences.
My point is: management is fully aware already of SBC impact so why would they wait for quarterly results with disclosure?
Don’t they have a duty to disclose material information impact ahead of the results?
Read Answer Asked by JR on July 05, 2024
Q: Hi, These two stocks are off their recent lows but still trading significantly below their 52 week highs. Based on your comments, their valuations are still attractive compared to the historic average and their peers. Are there any near term catalysts, in your view, which could propel the stocks higher, back to their glory ?

Thank You
Read Answer Asked by rajeev on July 03, 2024
Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.
Read Answer Asked by Anh on June 27, 2024
Q: Do you thing Small/Mid cap companies will do well in next 2 to 3 years?

What are your top 5 Canadian and US names in this space that you would buy today?

Thanks
Tim
Read Answer Asked by Timothy on June 26, 2024
Q: What are your top picks right now? Would you include recent laggards such as lulu, hps, doo or Pbh among them?
Read Answer Asked by Peter on June 25, 2024
Q: With the tsx dropping over the last few weeks and valuations adjusting for companies you like. What would be your top 3 Canadian and top 3 US names that you would start a position in, if buying today for the long term? Thx
Read Answer Asked by Adam on June 21, 2024