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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 also like LULU for the longer term growth potential and the fact they seem to executing well on their plan to get to $12B in revenue by 2026. I'm optimistic about the Chinese growth opportunity, but I did see an interesting WSJ video this week in which they reported that young Chinese have less reverence for Western brands than previous generations. Sharing a bear case perspective for others to consider in their analysis: https://youtu.be/hHOSEFRtaNc?si=biHglaJfBs0yuJ_c
Read Answer Asked by Michael on July 15, 2024
Q: Hi, We have some large capital gains crystallized this year, as a result of trimming of some overweight holdings and rebalancing of our Taxable account portfolio. The two securities, we have some losses in, are DRX and TVK. We are toying with a plan to sell those positions in full ( 2% and 1.75%, respectively) in order to book some losses to help us offset the large gains.

We also intend to buy back full or partial positions, after 30 days, as these are some of highly recommended companies by 5i.

Considering that both stocks are trading close to their recent lows, do you see any merit in this strategy ? Are there any catalysts, in the near term for these companies, which could be favourable to stocks but pose a risk to our buyback plan ?

Thank You
Read Answer Asked by rajeev on July 15, 2024
Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.
Read Answer Asked by Alex on July 15, 2024
Q: Hello Team,

Looking at starting a new position in a few of the 12 companies tagged. Can you rank from 1 to 12 on which companies you think is the best to start a new position in. No worries on size, industry or risk, looking for capital appreciation only over the next 3 years.

Thanks again!
Read Answer Asked by Kevin on July 15, 2024
Q: Hello,
I thought given the news about Goeasy's ceo change (uncertainty) would have moved some investors to propel holdings.. Also, what is holding the stock back? The market is moving higher today but propel is hardly moving... also, any news on Topicus.. The stock is at a standstill with few trades taking it higher than it dips again.. is it becoming a trading stock
Read Answer Asked by umedali on July 15, 2024
Q: With ongoing growth in the Indian economy, do you recommend investing in an etf or other vehicle there? Our access looks to be limited to a handful of large caps.
Read Answer Asked by Peter on July 15, 2024
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Read Answer Asked by Lois on July 15, 2024
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