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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: Thanks to 5i I have held Kinaxis for many years and even with the current drop in price am still up 320% on it in my TFSA. I am considering selling and replacing it with Shopify which I already have a very small position in at much higher prices. Would you consider this to be a logical move if you were in my position ? Alternatively would you recommend any other stocks with potentially outsize returns over time that you currently like better. All proceeds will be going to my family eventually so time frame is not an issue for me.

John
Read Answer Asked by JOHN on July 10, 2022
Q: I have these U.S. stocks in a RIF (ABBV, CSCO, DGRO ) and TFSA (DIS, MA, GOOG, NVDA) .

Please rate these in terms of safety and growth potential.
Read Answer Asked by Valerie on July 10, 2022
Q: Jennifer Gauthier in the Globe presented an article indicating that some of the key drivers of consumer price growth are declining. ie. oil (WTI) drops below $100, wholesale gas price drops 7%, lumber prices are a fraction of their pandemic peak, freight rates on major shipping routes have fallen 40% since September 2021 but remain a lot higher than pre-pandemic rates.

By contrast, Eric Lascelles Chief Econ. At RBC Global Asset Mgmnt. is quoted as saying that inflation has spread to a wide range of products rather than just a few key drivers and he believes that inflation has not yet peaked.

I have a few questions after reading it.

Do you agree with these assessments?

I suppose the way to know that inflation has peaked is to see it drop. Would it be unlikely to rise soon after once the market signals it’s peaked?

At the peak, do you see any sectors rising quicker than others?

Do GIC rates quickly start coming down once the peak is signaled?
Read Answer Asked by TOM on July 10, 2022
Q: Hi all,
I feel right now like playing Sleeping Beauty. To sit tight on my choices, ignore market moves and wake up in few months. Mind you I already sold some stocks for profit or loss, but no rush to buy back. Breathe, enjoy summer, friends and family. All be well. Waiting for the Prince, Denise.
Read Answer Asked by Denise on July 10, 2022
Q: Hi Everyone at 5i!!!

My son is building his RRSP holdings. What 5-10 stocks or ETFs would you consider to add for long term, sleep at night positions in the RRSP.
Cheers, Tamara
Read Answer Asked by Tamara on July 10, 2022
Q: In each of the following 2 groups, please rank the best holdings in order today:

SLF, TSU, BAM, GSY, TRI


WSP, TFII, MG, ATA


Thank you.
Read Answer Asked by Alan on July 10, 2022
Q: Based on your answer over a year ago...has anything changed for better for worse in your view on this particular stock addressing the points you came up with previously and looking at trending financial metrics for URC? Would it be a buy here at these levels, hold or sell? How do you feel about the uranium market going forward, the effect of the war and sanctions on Russia on the uranium market?

Asked by James on February 04, 2021
5I RESEARCH ANSWER:
There is not much to add really. It still has no revenue, losses and negative cash flow. It had $11M cash as of its last report. We have no real concerns with its royalty portfolio, but the stock has moved with the sector as opposed to any specific company news. We think the outlook is decent but would see no need to add to a naturally growing position. Insiders are 4%. Uranium Energy is 19.5%. We think management is quite decent overall.

Read Answer Asked by James on July 10, 2022
Q: As a long term hold (5+ years), do you see one/both of these businesses as having strong growth potential? I hold small positions in each, and am looking to potentially add to one (or both). Thank you.
Read Answer Asked by Anthony on July 08, 2022
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