Investment Q&A

Q: I know you like all of the above. As you look through2022 (so 12-18 month horizon) how would you rank each of the 3 stocks on a scale of 1-10 - and what relevant significant opportunity/risks do each face.

Thanks,

Terry

Q: Hello, I own equal amounts in ATD.B. DOL, WSP, TFII, ATA and NVEI. If you were to sell 2-4 and replace them with higher growth stocks like LSPD, GSY, BAM.A, or DND, without taking into account portfolio weighting, what would you do?

Thanks,

Q: Why has the share price for Trisura been dropping after posting a good quarter results?
What is the outlook for the next 2 to 3 years?

Q: Once we receive the dividend from ECN would you recommend using the funds to purchase the shares of ECN, why or why not?

Thanks for your service!

Q: I have owned Enbridge for a couple years and have done okay with it. Going forward I'm not sure there is much upside beyond the 6% dividend. I'm considering replacing it with a similar stock with the potential for a higher total return. I'm looking at BEP, NPI or AQN.
Would you recommend sticking with Enbridge, switching to one of these stocks or do you have another stock you would prefer?

Q: Your comments on LWRK would be appreciated.The drop of almost 10% today seemed a bit excessive or is there something I'm missing in their report? Thanks
Dave

Q: I am losing patience with LWRK. I bought it as as steady-eddy stock with some growth and a reasonable dividend. Although I'm still up some 26% ( in a non-registered account), I'm down 40% from a year ago. Please comment on recent earnings, headwinds from the recent rebranding, and any other factors that may be holding this stock back.

Thinking of foregoing the dividend and replacing LWRK with CSU or SHOP to make up for my paper loss. Is it time to bail? And if so, which of these two stocks would you recommend I purchase today? Thank you.

Q: Which is poised for higher growth over the next five years? Would owning both be redundant or complementary?

Q: Peter; Do you think FSZ is a takeover candidate- buy it for the 7.5% dividend and wait - any real downside seems limited . Thanks. Rod

Q: I have been holding EGLX for quite some time. I view it as a long term hold while it establishes itself in the marketplace. I am concerned about the expenses though, in particular Share Based Compensation. To me, for a growing company this is too high relative to its Gross Profit. What is your opinion on this?
Secondly it has a lot of volatility which makes me think it is being day traded. Any thoughts on this?
Thank you.

Q: Which stock AT or APPS has more potential upside from current levels?

Thank you for your service!

Q: Hi 5i
Could I please have your overview of DR results and forward look.
Thanks

Q: Good evening team,
I understand this answer may have been asked but I'm unable to locate your answer. If one was concerned about inflation what would be your sectors of choice to invest in? Additionally, can you kindly mention 5 stocks in both CDN and the US that may potentially help guard against inflation?

Cheers
Seamus

Q: Thinking to sell TA and replace with BEP.UN. This is for an RRSP account, the higher dividend with BEP is nice but not essential, high debt is more of a concern. safety and long term growth opportunities are primary considerations. Do you endorse this switch?

Q: Hello Peter, Ryan and teammate
Could you please give the opinions on INFA? Is it good for a long-term growth? What is your risk assessment of it? Is it the time to buy or wait a while? Your opinions are always appreciated.
Jim Nov. 11, 2021

Q: There seem to be a number of CAD Hedged NASDAQ 100 ETF options. Which one(s) would you recommend for a couple of young investors, both of whom will be making regular, small contributions - one to an unregistered account and one to an RRSP? Was thinking of pairing with XEQT as both are looking for 100% equity exposure (in CAD). Your thoughts on this or other suggestions to pair with the NASDAQ 100 that may be more suitable would be appreciated. Thanks.

Q: High inflation numbers have come out--what do you think? Do you believe we are entering a higher inflation world, and if so, what (i) sectors and (ii) specific stocks would you emphasize for that? Thank you!

Q: big pop today any updates?

Thx

Q: Would you add to an existing small position based on the last Q results and the forecast?

Q: Good Morning Peter & Team,

I have noticed lots of 5i Q & A re miners, ETFs and other related companies (VB as an example) and investing in Crypto. I have also noticed more and more discussions taking place regarding portfolio managers starting to take more notice of Crypto Currency and, that it could eventually be a part of every Managers Portfolio in the coming years. Even going as far as to say it could act quite well as a hedge similar to how gold performs during a market down turn.

My question... Has 5i ever or, are you presently in the process of discussing Crypto Currencies and/or related companies (such as VB) with the intent of adding it to the 5i Growth Portfolio? Or are you still thinking this direction far to risky? Do you think there is any foundation in people taking about every Portfolio Manager eventually making Bitcoin (or the like) a part of their portfolios?

Thanks for all you do

gm