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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: Long investor trying my best to hang in there in with some of my dog stocks. Down significantly in Matterport 85%. Guardant Health 29%. Canada Goose 45%. Inmode 40%. Southwest Airlines 40%. Viemed 32%.
My 5i membership has been a stalwart of sound reason over the years, and I’ve appreciated your take on some companies that nose dive, but you feel are worthy of hanging onto, even if it takes a year or more. (ROKU and PINS spring to mind). With some potential tax loss harvesting coming up, which of the following would you think could be a re-buy, and which could be saluted and sent off to oblivion after the sale? I’m consigned now to doing either.
Read Answer Asked by Chris on November 07, 2023
Q: Except for CTS, ATZ, SHOP and LAC all of these, once darlings, are below where they were 5 years ago and all of them are down sharply from their all-time highs. Can you provide your thoughts on which, if any, of these stocks will be able to get back to their old highs and a guess on when. Also, please identify your top picks (ones that you are sure will survive and thrive in the next 2 to 3 years) and your bottom picks (ones that are destined to struggle for years). They don’t all need to go into those two groups, as the future of some of them may be fuzzy. A sentence or two on why you placed these stocks in these groups would be appreciated. Thanks
Read Answer Asked by Mark on November 03, 2023
Q: Hi 5i,

Would appreciate your thoughts on GOOS recent earnings.

Market doesn't seem to be too happy with this company today but I didn't see anything that would warrant a 8% drop in value. Given the potential upcoming/current economic headwinds I believe they performed well and lowering their guidance to be a prudent move.

What am I missing?

Thank you.

Greg C.
Read Answer Asked by GREGORY on November 01, 2023
Q: Hello,
Based on their financial statements, are these companies worth keeping or exit before year end for capital loss?
Thanks
CR
Read Answer Asked by Carlo on October 19, 2023
Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?

Thx
Read Answer Asked by blake on October 12, 2023
Q: You mention in your last response that GOOS can be kept. Would you start a position here? What of the other names in the growth portfolio would you buy here?
Thanks!
Read Answer Asked by Gregory on September 01, 2023
Q: Hello, I am down on these stocks and with the risk of a recession, would you preemptively sell any or all?
Thanks
CR
Read Answer Asked by Carlo on June 26, 2023
Q: Good morning team,
Could you please give your take on these holdings .. keepers or let go? With the exception of TECK, I am down with the rest. Although they are good companies, they don't seem to have +ve momentum ..
I appreciate your thoughts ?
Thanks
CR
Read Answer Asked by Carlo on May 30, 2023
Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.
Read Answer Asked by Nizar on May 11, 2023
Q: Good Morning 5i,

We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on April 14, 2023
Q: ATZ,CIA,FCR.UN,MTY,PD,NTR,TSU,TDM,GOOS,ECN,ALL TSE
Losses in all this stocks and confused need your Opinion Badly,I know they are maany stocks and Highly apreciate your help.
Read Answer Asked by Nizar on April 10, 2023
Q: Are there any small to mid-cap companies that have been beaten up over the past year that you really like the longer term outlook for?

Thanks
Read Answer Asked by Dustin on March 13, 2023
Q: Hi 5i,

I have owned GOOS for the past 3yrs and I am questioning the company's prospects moving forward giving their performance and their dependence on the Chinese economy for growth.

Considering replacing GOOS with ATZ. Management seems to execute well and their track record of growth is impressive.

Would appreciate your thoughts.

Thank you in advance.
Read Answer Asked by GREGORY on February 22, 2023
Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Thanks
Read Answer Asked by Dave on February 21, 2023
Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?
Read Answer Asked by ZIM on February 01, 2023
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