Investment Q&A

Q: Good Morning and Seasons Greetings to the 5i team and everyone out there.
If you had to start a new TFSA account what 15 to 20 stocks, ETF,s Etc. would you buy in order of first to last. US and Canadian mix?

Thank You

Q: The recent share price decrease and subsequent increase, combined with the recent relationship with Doordash that Fiserv has, is giving me a queasy feeling of malfeasance - something really appears to stink in relation to Payfare and companies colluding - what do you know of this situation and can you elaborate - thank you

Q: As I don't read newspapers, I badly miss Peter's articles in the Financial Post and National. How can I get to read them?
Some small-cap stocks, like CS-T, are expected to have very high growth. Is it possible to list them irrespective of risk?
Mary x-mas to All the wonderful team and their Family. A lot of us are celebrating Christmas very well credit goes to 5-I.

Q: I have just become a member and am attempting to assess which investment research company would be most suited to my needs. What would be your opinion of WNDR (Wonderfi Technologies) and how do you determine a good entry point on small cap companies. I have noticed the companies you recommend have had a good run for some time. Would this be an appropriate time to enter. If so, what would be your reasoning? It seems to me the entry point would be high on some of your suggestions.

Q: A number of these Small/Mid Cap companies have pulled back recently (other than CLS). Do you consider these companies all buys at current prices? What would be your top 5 picks from this list?

Thank you and deduct appropriately.
Tim

Q: Peter, our one true source of help in this investment purgatory, thank you for your response to David yesterday regarding covered calls. Moving forward, could you please provide us with some companies that you use in this endeavor?

Merry Christmas, everyone!

Q: Which of these three ETFS do you prefer if I was to pick one? I have 25% of my portfolio in USD Equity ETFS so already have some currency diversification.

Q: I would like to thank you and wish all the 5i team a Merry Christmas and Happy New Year.
You have helped me with your great knowledge and advice during the year.

Q: Looking for your views on this company. There have been periods of outperformance offset by periods of weakness over the past 10 years. Wondering if you think it might be ready to get back on track.
I am looking for companies like MFC where the negativity surrounding them fades away offering the opportunity for a rerate higher; any suggestions you might have for CDN companies in this position would be appreciated.

Q: Looking at AMD or MU as an investment. Both appear attractive when considering longer term prospects. Does one appear more attractive to you?

Q: I just listened to episode 09 of the Monthly Rollup mediacast. Thanks for your great work there.

I have two questions.

I'm very interested in the ETF based on quality companies and also in the diversity (ex-US) that this one offers. However, the 5-year chart on it seems quite flat. Am I missing something? Steady growth, even if slow, seems to be what this thesis offers.

By the way, I couldn't find the TTAI fund on the FCF Advisors website. I did find it on Yahoo. The holdings presented in the mediacast seem more similar to the ABLG fund on the FCF Advisors website. Would you recommend one over the other?

Also, I am interested in Knead Inc (KSI) but the price seems to have run up. Do you consider it a worthwhile buy at current levels ($5.75)?

Q: What do you make of their deal with Globetronics etc. announced 23/12/2024 ?

Q: I own Heico but since it's latest mediocre earnings results I am trying to decide whether to hang on or move on to something else. Do you think the stock is worth holding or could you recommend an alternative? Thank you.

Q: For a long term hold I have small positions in each of these two companies and have some spare cash. Which one would you add to and why? Thanks!

Q: Just thought you might want to know this. I talked to the CRA today about trading in your TFSA account and they said a few trades a month are fine.

Merry Christmas.

Q: I own both of these companies in my unregistered account. Is it prudent to own both? I am thinking of selling BIP.UN.
Thanks so much
Dorothy

Q: Of these 3 Staples, which one is cheaper on financial metrics and which is your preference.

Q: What are your views on Gildan as an investment for a 3-5 year hold?Also thinking of CAE as a turn around story.Which do you feel has the better prospects?

Q: What is the timing on sales for tax losses?

Q: Hello 5i,
I appreciate your thoughts on Fartcoin. It has a market cap of 1.1 billion but seems to be quite volatile.

Merry Christmas.