Investment Q&A

Q: Medifast has been drifting lower in the past few weeks and has not participated in the small cap rally. Why do you think this is and do you think their medium to long term outlook is still good.

Many thanks,

Marie

Q: Dear 5i team.

Please give me your updated assessment of latest financials results reported in early Nov. I do not see a question on this and the stock price seems to be oversold and good value? Appreciate your help to better understand current numbers, and future prospects.

many thanks,

Q: Hello 5i,

Can you please recommend 5 US small Caps other than Apps or Inmode for a January bounce?

Thank you
Debbie and Jerry

Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon

Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you

Q: Hello 5i Team
I have a small amount of Medifast stock I am down about 40% .Should I hold it and hope for a recovery or sell it now and move on?
Thanks

Q: Thanks for your very thorough response to my question in regards to CRNC. What other companies trading in the U.S. with a similar market cap to CRNC, regardless of sector, do you see as great bounce potential once markets turn around?

Q: What are your highest conviction "value stock" picks, for long term total return, right now? Thanks!

Q: Is Medifast worth holding. Pls give some stocks for TFSA US and CANADIAN.
Thanks

Q: Why it dropped this much last 7 days?

Thanks,
Milan

Q: I'm down on these stocks, what are your thoughts currently and prospects going forward? Buy, sell, hold, add? They've all become less than 1.5% positions. Thanks!

MED, NVEI, AC, LUN, EGLX, U, AT

Q: Hi I’m a long term investor, and currently very heavy on Tech. I’m currently searching for a non tech name for an RRSP for a long term hold. I’m more focused on growth as I have time on my hands. Outside of tech, I hold ATZ, HON, BAM, GSY, SQ, COST. Can you please list your top 10 favourite US companies?

Thanks for everything

Q: Can you please provide a few US and Canadian companies that are not traditional growth or tech companies, but represent deep value at this time. Bonus if they pay a dividend as well.

Q: You recently quoted some growth stocks at 18 x earnings with net cash on hand.

A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined

thanks

Ernie

Q: MED has been trickling downwards for sometime, announced a pretty decent Q May 2 rewarded with a bump but then back downwards. Today an almost 8% further drop.
Any idea why?
Thanks.

Q: Greetings 5i team.

May I please have your updated assessment of MED given recent Q results and outlook?

Many thanks.

Q: Me, pondering a move or two and would like your take. In a LIRA that is diversified and balanced for stability and with say 20 years to go, I hold BAMR with a weighting of 2.66%. And I'm pondering selling it and replacing with with more GOOG, current weighting of 2.67% as GOOG, for me, has a risk factor of 9 out of 10 and is highly profitable......and that would take the position weighting up to say 4.5%.And then with the remaining cash, buy a starter position in MED, with my risk factor of 6 out of 10 and with both high growth and profitability and seems to be undervalued relative to its food product peers.Or rather than MED, take a starting position in Accenture PLC, with a risk rating of 9 out of 10 and with high profitability and low risk relative to its business support service service peersNow pondering what to do....Go with an add to GOOG and take a start position with MED or ACN......or take equal starter position in both of MED and ACN???....or another option that you might suggest I consider. ........Thanks for the assistance.........Tom

Q: You had listed MED once as part of a portfolio suggestion. The chart looks good right now for an entry. Can you please comment on the fundamentals, growth potential, and whether this type of business has is a bit recession proof? It might be in a good spot right now as people try to lose their "COVID 15"?

Q: With the chaos in the US market in Q1 2022, im considering adding some quality growth names to my portfolio. Which US growth names do you think are attractively valued in the current market environment?

Q: The above companies have all fallen below 1.5% of my portfolio and I am looking to do some cleaning up. Could I get an add/sell/hold recommendation on them please?
Thank you