Investment Q&A

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,
Jon

Q: Looking to add two of the three stocks. In which order would you add?

Thanks

Q: Could you please rank from top to bottom your six highest conviction US mid cap stocks for a 5year plus hold.

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!

Q:


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

Q: Hi Peter,

Is the conservative guidance a damper for both FOXF and NVEE for the next quarter or two? Would you consider them tradeable after the drop today or do they need patience over a longer term?
Regards
Rajiv

Q: Can you please discuss NVEE latest results. This one hurt a little. Would you still recommend? Thanks

Q: Could you tell me the 5 year growth rate, current price vs historical price ratios. Is NV5 Global expensive here? It has pulled back today... what is your buy thesis?

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.
Mike

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!
Dawn

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.

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.
Thanks
Piyush

Q: What are you top few materials and industrial stocks in Canada and the US for 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?

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

Q: In your update you note that this is a once in a decade opportunity for Small and Mid Cap Stocks.

What are your top 5 Canadian and US names in this space.
Thanks
Tim

Q: Who are NVEE's closest peers and why do you like it? What large cap would pair nicely with it?

Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.

Q: Could you please provide me with 2 buy and hold Industrial names in Canada and the US. Thank you.

Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.