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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: Hi,
You may have seen an article in The Globe about KSS. It linked Stephen Harper chaired Hedge fund with a connection to Carl Ichan's protege and such. It is trading around 26 USD. It apparently rejected an offer of 64$. They wanted 70 $ which didn't materialize. I scanned the Q&A section and I don't see anything recently.

There seems to be a decent risk reward trade here.

What is the downside risk and if not KSS what are your other choices? Do you think KSS will be taken over by Stephen Harper's Hedge fund? Your guess is a lot better than mine!!

Many thanks.
Read Answer Asked by Savalai on February 08, 2024
Q: We know from recent reports of grid failures during extreme low and high temperatures that North American electrical infrastructure is inadequate to meet our rapidly growing requirements for electrification.

My questions are:
- will governments re-design, regulate and install new infrastructure in partnerships with private sector/s? (what could possibly go wrong?)
- what exactly constitutes the grid (the components)?
- what companies or types of companies will provide the designs and components for the transitions in Canada and the US?
- are there any obvious stock picks that 5i can recommend at this point?

I realize that this topic falls somewhat into speculation and opinion at this point. I am looking for best thoughts from 5i - not necessarily definitive answers. Maybe 5i would consider producing ongoing articles and references on grid revitalization as we move forward.

Read Answer Asked by Heather on January 23, 2024
Q: For industrials, currently hold TFII, ATS, TRI. In that order of weighting. Also have WSP, NVEE, AXON on my watchlist.

I'm happy just sticking with 3, but 5-6 is great if they may improve my performance or diversification (if the new companies are similar quality).

If it was you, would you add more to the 3 holdings, or add one of the others? How would you rank the 6 names as far as quality and resiliance of the companies go?
Read Answer Asked by Kel on October 10, 2023
Q: Hi Everyone!
I have all of the above and am underwater on all but Nvee . I am cleaning up my portfolio. I am not in need of the money at the moment , but are any of the ones listed not worth keeping or do they have a good chance of recovery.
Read Answer Asked by Tamara on September 19, 2023
Q: Hi 5i Team,

Would you still recommend holding onto this company? Their recent results have been disappointing which has been reflected in its share price. Would you still hold or would you recommend moving on from this one in favor if another company? If move on, is there another name in the sector that you would recommend?

Thanks in advance,
Read Answer Asked by Jonathan on May 24, 2023
Q: Could you please rank from top to bottom your six highest conviction US mid cap stocks for a 5year plus hold.
Read Answer Asked by Greg on March 27, 2023
Q: Please suggest a buy, hold or sell on the following based on the idea that the markets may not yet have found bottom, and these are likely to sink lower in price before a markets turn around: TSU, NVDA, ROKU, TOI, NVEE, CRWD. Thanks!
Read Answer Asked by Kim on March 27, 2023

Is STRL big and strong enough to do well in these times? any safer stock with good growth prospects--Canadian or USA? Take as many credits as needed to answer. Helen
Read Answer Asked by Helen on March 21, 2023
Q: We’ve currently run into a situation where we’ve become a bit overweight with our wsp holding (Thank you!). We’re wondering if you would endorse taking profits and putting them into a company like NVEE or is there another, preferably US listed company that you would endorse that is in the same sector. Thank you for the great insight.
Read Answer Asked by Mike on February 08, 2023
Q: I have been able to top up my TFSA accounts and now find I am sitting on about 40K in USD. I am looking for growth, preferably with a dividend, in a well managed and reliable company, or companies. I'm overweight in Tech & Utilities, OK in Finance, low in Energy, underweight in Industrial. A quick look at the US sectors has given me the feeling that now isn't the time to start with Staples, Health Care or Utilities and that there seems to be caution with respect to Energy. Materials and possibly Industrials, which has puzzled me, as I would think China reopening and the US's infrastructure spending would have helped the last three sectors mentioned. I welcome your thoughts, and any suggestions, as they are usually very insightful!
Read Answer Asked by Dawn on February 07, 2023
Q: Looking ahead to the US re-industrialization policy what companies or sectors will benefit most from the growth outlined in the IRA? Top US and Canadian traded please.
Read Answer Asked by Regan on February 07, 2023
Q: My question is on US stock market in general. Due to this interest hike and other market conditions, you think those companies which have more sales in US will have better chance to show growth in sales and profit compared to large caps with has more sales outside of USA. Your opinion. If yes than if you can name some industrial names which has bright growth prospects.
Read Answer Asked by Piyush on January 16, 2023
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
Read Answer Asked by Gerry on January 09, 2023
Q: What three US names would you suggest to buy that offer the best growth opportunities over the next year? What factors influence selecting each name?
Read Answer Asked on December 06, 2022
Q: In one of your recent answers you said, "the small mid cap tech and industry and pharma sectors in the US are the places to be". Could you please give some specific names that would fall in those categories? Thank you
Read Answer Asked by Neil on December 05, 2022