Investment Q&A

Q: GSY and DOO both in the growth portfolio are also dropping despite beating their last
Q results handily and being value stocks.

If the market is buying value stocks, why are these dropping?

Q: I want to acquire a full position in Suncor (5% of my portfolio). It has been on a tear since the middle of December and currently trades significantly above its 20 day moving average. I don't want to buy all the shares at the current price. What strategy would you suggest I use to purchase these shares ?

Q: Happy New Year 5I Team!

What are your thoughts on Acme United Corporation (ACU)? Do you think the share price could benefit from the market shift to Value oriented names?

Thanks

Q: in the small cap growth space ..please give me your top 5 stocks in orderthat you would call winners regardles of price fluctuations thanks

Q: I held PBH for years, and sold a few months ago when it was just over $130, buying ATD with the proceeds, as I felt ATD was a bargain at the time (around $47 or so). The trade ended up working out, even though I don't often attempt to buy and sell equities based exclusively upon momentum and other non-income-related metrics: I tell everyone I am a lousy trader, but somewhat decent investor.

In any event, PBH has retreated to just under $122 as I am composing this query, while ATD has performed decently (up about 10% from purchase price). I would like to know your thoughts on which company you think will perform better over the next two years or so, and if it would make sense to pivot back towards PBH, or stay with ATD, if that company can be expected to work out better between the two options. If these two companies can be reasonably expected to perform similarly, I would deem standing pat to probably be the more prudent option.

As always, I appreciate your insights and I look foreard to your reply.

Q: I did not find the percentages of office ,residential,retail,industrial,etc... properties on the website of this Cie (for Covid 19 concerns).
Considering their assets distributions ,pandemic context,and financial situation and results,is this Cie still a safe investment ,including dividends ? regards Jean-Yves

Q: I have 3 question concerning CSH.UN. 1) What is i5Research financial thoughts on CSH.UN? 2) Would you rate it is a BUY, HOLD or SELL? 3) If rated as a hold at what price would you consider a time to buy? Thanks … Cal

Q: I have been a holder of this ETF for many years. It has done well. However, I note the recent sell off is quite violent. There was a previous correction early fall last year and, of course, it fell with the market in spring 2020. But this recent selling is somewhat unsettling given that I cannot understand what may be the reason, if any, for it. I can’t see how interest rates or any of the plethora of current concerns could affect a water based etf so significantly.
Your advise as to your thoughts on the recent weakness would be much appreciated. I am thinking that if there is no apparent reason for the draw down, given the etf performance history, this may be a good time to add.
Thank you
Neil

Q: Hi,
Looking to add a small/mid-cap Cdn insurance company, either pure P&C or a specialty/reinsurer. (already own a lifeco and banks). A 3-4 year hold planned, in my TFSA.
Which do you feel has more promise for growth, and have you been hearing of any potential acquisitions for either?
DFY has no history as a public company, so it's not likely to make it into your Growth portfolio any time soon. TSU is already there.
THX.

Q: I'm looking to add a US Equity ETF that trades in Canada for a non-registered account with a 1-3 years hold. I like the profile of VTV (.04% MER, low volatility, holds large US value companies with $95 billion total assets, pays a high yield 2.15%). I'm unable to find anything that trades in Canadian dollars that fits that same profile. What would you suggest? Thanks

Q: Axsome Therapeutics has been dropping steadily the last week. Do you have any information on the reasons for the drop.

Thanks

Thomas

Q: Considering that you were frustrated with this one yesterday, today you must be downright peeved. I see no news and was just wondering if you have seen anything cross your wires on this one today. I am thinking of adding.

Q: Considering starting a position in the marijuana sector, do you have any suggested ETFs that I should consider.

Q: Good Day Team,
I want to add Clean Energy.
ENPH looks a leader in USA
Would buy it now ? if not can please name 1 or two others stocks you like on Clean Energy in US or Canada.
Thanks
Best Regards

Q: Hi, What growth stock do you have the highest conviction in for my 2022 TFSA 6000.00 contribution. I already have, CSu.BAM, Telus, TOI ,SLF, BNS,TD, VBAL,GLD. I was thinking perhaps an oil or gas name, however your opinion is appreciated. Canadian domiciled. Thankyou

Q: Would appreciate your thoughts on QBR.B. Has an ok dividend, reasonable PE and seems to be growing outside of Quebec. Can you compare it to Telus and BCE.

Q: Can you say which of VEE and XSEM you prefer and why? I recognize one is ESG and the other not, but I'm mostly interested in financial considerations for this question.

Q: What is your opinion about BAM generally and about BBU specifically? Thanks for your help. And Happy New Year!

Q: Why has BAM dropped 10% in the past 14 trading days?

Q: In light of the latest results, where they repurchased a significant number of shares, could you provide a brief review of their results and whether this quarter's release has made them a good purchase?
I am also curious as to your opinion regarding the future prices of copper, in particular considering governments increased planned spending on infrastructure.
Thanks!