Investment Q&A

Q: Very different companies. How would you rank high to low probability of 12-24 month recovery in price and future growth?

Q: Going over some losers from 2022.

Bauche
Converge
Enthusiast
Qualcomm
Topicus
Roblox


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Thanks.

Q: Your opinion on the January 17th LSPD wpress release: reduce head count and profitability in 4th Q. Clayton

Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.

Q: Hi
I have ccl.b in my TFSA and I am thinking of replacing it with CNQ for more growth and a better dividend. Do you think it a good idea?
Thank you for your excellent service,
Jane

Q: Hello Team, I am low on Utilities and Oil/Gas stocks in my portfolio. Can I get 2-3 names for each for me to review. Looking for fairly aggressive stocks.
Thanks.

Q: I'm looking to increase my holdings in the industrial sector. I have CNR and CHR,
and considering WSP Global, Stantec and Waste Connections.

Could you rate these on growth potential and safety, and good entry points?

Q: Hello 5i,
I hold bep:us and bepc:us also bip:us and bipc:us. Is it worth trading in the bep:us for bipc:us and bep:us for bepc:us? Is there much advantage to do that? If so what is the most efficient way to do that?
Stanley

Q: Which would recommend for overall returns: BAM, BCE, ENB or SLF? Looking for solid dividends with some growth.
Thank you.

Q: The FTSE 100 near all time high co-relates to higher valuations in Europe correct? How does or could this impact TOI’s M&A strategy? The company has been stealth like in its communication and thin on traded volume. Do you have any insight to its recent activity? When does it report and what should we be looking for?

Q: On jan 17 you indicated the recent stock move was a bit "suspicious." Can you expand and explain what you mean by this. Thanks John

Q: Hi, Thank you for the updated research report on Constellation Software. I found it really interesting and highly informative. We have owned CSU shares in all family members' accounts and thanks to stock's glowing performance over these years ( Big Thanks to 5i's strong conviction), its weighting continues to grow. Even after trimming our holding regularly, every year, CSU has a weighting between 12% to 15%, in each portfolio. In addition, we also own TOI, between 2.5% to 3.5% for each member. We like CSU a lot and the TOI/Lumine spinoffs are just one of those host of reasons. Need your expert opinion on following:

1. We leave the CSU weight as is and continue to trim each year, eventually to reach,
say 7-10% weight over next 5-10 years. Do you see much company/sector risk with this strategy ?
( This approach has helped us in spreading huge built in capital gains - ACB $450, over separate years. Based on tenure/experience of our ownership, we are very comfortable with 10% +)

2. We cut TOI holding to <2% or eliminate altogether, as CSU already has a large ownership in the company.

3. We leave CSU and TOI, at currents weights 12.5%/2.5%, in each member's portfolio and do nothing.

Total Tech weighting in each member's portfolio is 20-25 %, balance being SHOP and KXS,

Thank you.

Q: R.E. Royalties has 9% secured green bond coming available. How secure would this company be?

Thanks
Dick

Q: Hi, Most of Quality companies' stocks in Technology sector have bounced back nicely, during the first 2 weeks in January. But Kinaxis has not moved at all and still stuck around $140 level. We have held on to a 2% position, based on 5i' conviction as being one of the best in supply/logistics software sector, similar to Descartes. Any reasons for the lagging performance ? Is it time to move on and allocate the capital to better use elsewhere ? Thank You

Q: Peter, I have a question that may sound stupid but here goes. Trudeau and Biden have said there is no future in a carbon economy and have promised to shut down oil and gas as soon as possible. What then does the future hold for Pembina , Enbridge, Trans Canada ????? I would think that with no product or much less product there future is not good either. Many analyts are promoting Nutrien as they say the world needs more food, yet our leaders are going to cut our food production by limiting fertiliser use. I was a farmer for 40 years in Alberta and grew enough Barley Wheat Canola and beef cattle to feed thousands of people a year. This would not have happened without the nutrients to grow it. If all of these things are taken away please tell me what is left to invest in??? Banks?? Thank you Ken

Q: Peter; BIR can’t seem to get any traction vs other NG companies. The dividend is minuscule - should one assume it won’t be upped anytime soon- seems like dead money . Is there a reason to sell it and look elsewhere- TOU or ? Your thoughts please. Thanks
Rod

Q: Portfolio analytics suggests that I need more international exposure. Can you suggest some ETFs that would provide me with broad exposure to international markets (non-US markets)? Perhaps lower-, medium- and higher-risk options? Thank you.

Q: What criteria do you use in providing suggestions when you are asked for:
a) top dividend picks, or
b) top growth picks?

Thank you.

Q: I need to increase my consumer cyclical and consumer defensive
Could I get your top 3 suggestions for each
Thanks Terry

Q: I have noticed a few TSX listed companies mentioned positively in the 5i answers to questions that I haven't seen before. Nice to see some different names suggested as ones you like. In going back and looking at these companies, I see very good results in the latest earnings report. The stocks have, however, had a nice move up already, since those earnings reports were issued. It would have been great if we were made aware of these very good results soon after they were announced, so that we could not miss out on the subsequent run up in the share price.

So - I am wondering if 5i would consider issuing some kind of alert right after a company has reported quarterly earnings that are impressive, better than expected, and which are now looking like possible buy candidates that we could be looking at. A few of these a year could make a big difference. I try to do this occasionally in the forums section with Canadian companies that I follow that announce very strong results. No in depth analysis needed, just a "hey, have a look at this".