Investment Q&A

Q: Hi 5i Team!
Wondering with the new variant if anything has changed in terms of your outlook on stocks going forward. When faced with lots of volatility if one has a well diversified portfolio, relies on dividends for income and has a long time frame until retirement can a buy and hold strategy be adopted? With so many investments I would never be able to time the perfect exit, know when to rebuy, so I just buy and hold. I know you are not fans of stop losses, nor am I, but do you also ride out bear markets and hold investments rather than sell and reenter. Your thoughts would be most appreciated. Thank you!

Q: This company has grown in value very rapidly. How does Generac compare to similar companies like Trane Tech? Can the company stock continue to rise after its recent decline or would you recommend another company in this sector?
Thank you Team!

Q: I have been holding this for a few years and it has finally started to move up nicely, up about 400% this year. Can you see this going to $3 or $4 or is the fun over on this one? Thank you.

Q: Thank you for your response to my last question. As a follow-up, do the four utilities stocks that I currently own (BEP, FTS, AQN, NPI) offer adequate diversification within the sector? Just wondering if I should add to these (in the best to worst ranking you provided) or is there another utilities name (Cdn nor US) that you would add to be better diversified and if there is, would you sell one of my current 4 utility stocks or just add the other name?
Your insight much appreciated,
Doris

Q: I would appreciate your analysis of their latest financial results.

Thanks
Dave.

Q: Suggestion for 5i. Please be more careful in what stocks you feel will move up in price and raise to your customers' attention.
I see that MRS has fallen like a rock since 5i spoke so highly of it back I believe in April. A mere 7 months ago the stock was 70 cents and now under 20 cents. When 5i first touted the stock, I found it odd as it didn't seem all that solid a company for the long term, something that 5i keeps reminding customers about. MRS had won big government contracts but much was related to the pandemic. What would it do for an encore after the pandemic? I was lucky I guess and chose to pay little attention to it but I'm sure others didn't and had to take a loss. It's on us (customers) to due due diligence and decide what seems like good investments. But I expect 5i to raise names to our attention that fit a long term strategy and aren't get rich quick wonders. I supported the 5i decision to strongly caution against getting involved in the early days of cannabis stocks.
Keep up the good work, thanks

Q: I find TOI’s slide puzzling. With no news from TOI can we assume that a portion of the selling is profit taking and some is the downward momentum spurred by such selling? Perhaps there’s no way to know.

I have been considering selling some or all of my CSU position to participate in a TOI upswing, though I hate to part with it, but the gain has been large. TFSA, so no tax implications.

Am I being too greedy, or is this an opportunity?

Q: What order would the following companies be looking 3-5 years out for growth. Thank you.

Q: Can you please comment on earnings?
Thank you

Q: Peter
Would this be the right time to buy into this company now or would you believe that it may still go down a bit between now and the last week of december.

Q: Thoughts on the quarter?

Thx

Q: Would you add to any of these tech companies at the moment. Have small position in all of them. If so in which order.
Thanks for your advice.

Q: Do you have any insight into Blackline’s (fairly steady) share price decline over the last 3 months? It has now dropped about the same amount as the 2020 Covid news decline (just not quite as precipitous). Based on it’s historical performance it seems a bit more than “small cap volatility”?

Q: Topicus has been trending down. Is it because the recent quarter missed expectations or their prospects have changed due to the change in the CEO?

Q: Topicus has been straight down almost 30$ from 143$in less than three weeks.What’s the problem?

Q: I am looking to add 1 ETF to existing all-ETF portfolios in my TFSA and RRSP accounts. Existing portfolios are roughly an equal mix of technology growth (ZQQ), dividend appreciaion (VGG) and a bit of fixed income/growth (VCNS) for stability. I am looking for something "alternative" for a roughly 10% position that would not be correlated to traditional equities or fixed income and preferably provide some inflation protection. May I please have your general thoughts (pros/cons) on the Purpose Diversified Real Asset Fund for this purpose. Can you also offer some other ETF suggestions within this general objective, either CAD or USD, that I might consider as alternatives to PRA. Thanks as always.

Q: How does Ross Stores stack up against your favored US discount retailers (DG, TJX, etc)?

Q: Would you recommend buying FIVN today? Why or why not? The failed sale to Zoom seems to be priced in.

Q: Is Dollarama the best dollar store to own right now? Is it a good time to own a dollar store? Thank you!

Q: Good afternoon,
I was up 30% on WELL but I am now down 20%. I know you are positive on the stock over the next few years. I do not need to sell it but I'm thinking of (1) selling it for tax loss purposes and buying it back after 30 days, or (2) buying more now to average down, Alternatively, (3) I could sell the shares for tax loss purposes and buy the new convertible debentures which pay 5.5% and are convertible at a share price of $9.23. Al things being equal which looks like the best approach over the next 3 years? if it is to buy the debentures what is the ticker symbol for them? Thanks.