Investment Q&A

Q: Hi team,
ON holdings has gone parabolic lately, most recently on good earnings release. Is this move justified or is valuation sky high now for a fashion company? Would you prefer crox to this name or is there a compelling long term story here to ON? Could you also compare Atz to this name too? Atz looks like the cheapest name of the three mentioned with high growth as well. I rarely hear this name talked about. Your comments are appreciated . Thanks

Shane

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

Q: Hi Team,
I am having a hard time deciding which of these 3 names to add new funds to today. ATZ, ATS, and CROX. Of these 3 which would be your best bet if aiming for top potential returns over the course of the next say 3-5yrs? Could you please rank in order of buying preference here along with any comments on the potential of each name you wish to add? Thanks

Shane.

Q: Good morning 5i
Yesterday i asked about a replacement for Magna and you kindly offered tfii and ats. I like these suggestions. But, the problem ( nice to have such a problem) is that i am already quite overweightin tfii and am also overweight inthe industrial sector. So, i am hesitant to buy ats. Do you have an equivalent for ats? Any other sector is ok, although my technology holdings are high. Also a US stock would be ok. It may not be the right mindset but i would like something with growth that can help recuperate some of my loses on mga
Thanks

Q: My MO is to look at positive-earnings and earnings-growth stocks with price momentum in the past year that seem to be temporarily stalling in the previous month.

Any thoughts on PARR, VIST, CROX, OSG, NRDS?

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: Any stocks being unfairly punished today because of SVB fallout that look interesting to you?
Thanks

Q: Hi 5I Team
Please suggest 5 Can & 5 US Mid-Cap to buy today.
Thanks
Best Regards

Q: What are your thoughts on EXPI latest earnings report? Was there anything of particular interest on the conference call (either positive or negative)? The stock has been punished with interest rate hikes impacting real estate markets. Does it look like a company that will do well when it comes out of this and real estate picks up or have the fundamentals and story changed here? Is this an add while its down, hold and do nothing, or time to move onto other higher conviction names (please suggest any). Currently held in TFSA so no opportunity to claim a loss (down 70%, currently less than 1% weighting due to drop). Thanks so much!

Q: If you could invest some money in one of these three companies (TSLA, CPRT, CROX), which one would you prefer? Also, could you rank the three, strongest to weakest please? Thanks and enjoyed the webinar this week.

Q: Hi, can you comment on crocs report please.

Q: About 2 weeks ago, Adam asked a question and 5i answered, as follows:

Q. Would now be a time to review ones stock holdings, maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?

A. We think it is too early to go all in on growth or add risks. While we think the overall outlook is positive, there are still plenty of challenges. .....We still wouldn't time the market with a cash call.....When doing a review, however, we would still focus on the fundamentals rather than the stock movements. We think high-quality growth stocks look good, and there is no need to keep or layer on extra risk when solid companies still remain cheap even after recent moves.

Two questions from me:

1. Two weeks is a mere blip in the investment time horizon, nonetheless with a bit of news (interest rate + market response, some earnings releases, etc,) do you have any further thoughts about the overall outlook for adding cash or more of a tilt to growth?

2. Can you list 10 high - quality growth names (Cdn or US) that fit your desired fundamental profiles, contemplated by your answer to Adam?

Many thanks for your excellent service.

Q: Hi 5I
I still have my 6500 in my Tfsa
What’s your recommendation, doesn’t matter
about risk or sector
Thanks again
Maurice

Q: What would be your top 10 Canadian and US value equities for 2023? Appreciate the work you do. Thanks. Rick

Q: I own the above US Stocks in my RRSP. Please rate each one as a BUY, HOLD or SELL and the reasons for your Rating.

Q: CROX has had a nice run with great momentum. Could you explain the key risks, that may derail CROX future stock performance? Is CROX a buy or hold right now?

Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Q: In a recent answer you concluded with: “At some point, all the 'worry' will be priced in, and contrarian, more bullish investors may do very well, if they are positioned BEFORE the market pivots.”

I agree that ‘before’ is key. Would good stocks for this strategy be Shop and Goeasy? What others do you suggest for contrarian bullish investors?

Q: What are a few non-tech, non-financial stocks that you are high on right now?

Q: Can I please get your opinion on the consumer cyclical company Traeger Inc. (COOK). Since its IPO in 2021 it has declined close to 90%. Normally this trend would not appeal to me but I do find it interesting the Ontario Teachers Pension Plan is the largest shareholder. What do you think of this company after a year of being public and do you think it has any prospects? If you are not in favor of this company, can you suggest some other consumer cyclical names in the US that would think highly of? Portfolio analytics suggests I should increase my consumer cyclical weighting.