Investment Q&A

Q: My Topicus share value is about double the share value of what I have in Lumine and Constellation Software. What are your thoughts about making all three holdings roughly equal or if not equal what mix do you feel is best if considering future growth prospects?

Q: I would like to express my gratitude for your advice regarding not selling Aritzia stock before earnings. At the time, I was primarily concerned with safeguarding my gains. You wisely emphasized that quarterly results should not be the sole factor in determining buy and sell decisions. Now, I fully appreciate the correctness of your advice. I held onto my position and refrained from purchasing a protective put. Recent news indicates that Aritzia is aggressively expanding its presence in the US, signaling further growth. As a result, I am still enjoying a remarkable 100% gain on this stock. Thank you once again!

Q: I am down on these 3 stocks. Do you see a positive future on them anytime soon?

Q: Hi,
Is MG a buy? It looks like it has a reasonable valuation. Tailwinds? Headwinds?

I've been holding CIX for about a year now. Got in at about $20. Can we expect some upward movement given the share buybacks and the large economic context?

ENGH...is it reasonable to expect this stock to get to 35 or so any time soon?

Yours kindly,
David

Q: I was in a Lululemon store in Tokyo (Roppongi neighbourhood) last month. It was a smaller store but very busy and the staff were great...

I have a full position in SHOP. This stock is more expensive than LULU but the growth is also much higher.

Could you compare the growth and opportunity potential for these two consumer companies both short and long term.

As of today and from a strictly growth perspective would you overweight one over the other?

Q: Any reason for the big jump today?

Q: I'm looking to add some tech exposure and am considering one of the following three ETFs: QMAX, HTA, TXF.
They're all pretty similar but which one do you feel is the best for long term growth and income and why?
I know QMAX's strategy is a little bit different than the other two in that they use "at the money" calls ... is this a positive or a negative?

Thanks, Rick

Q: I've read recent Q&A on ULTA, and agree about why the stock price has been weak. I'm looking long term here though, and will consider a potential buy(s) at certain technical levels. But first...

- What is 5i's attraction to this stock? It seems highly recommended.

- How solid is the balance sheet?

- What are its growth plans?

- Much competition?

- Is this considered a mid-cap? Just trying to get a sense of size and future stability.

Q: Hello

Can you recommend fix income ETFs in international and USA markets for the following industries:

- Technology
- Industrials
- Healthcare
- Consumer cyclical
- Communication services

I have a large share of Magna Inc stock that had a very big devaluation in the last 2 years. What is the recommendation for this stocks? Hold, sell?

Thank you.

Q: Why this big drop today?

Thanks,
Milan

Q: I hold STLC in my CAD account. In light of the agreement with CLF, would it be prudent to move STLC to my USD account before the agreement is finalized?

Q: For a long term hold 10-15 years in a registered account with DRIP on which of these do you see returning better? I already own some BN in an unregistered account but I am not afraid of being concentrated. Thanks

Q: Is CTS still a favourite 5i small cap pick?

Q: What are your top 3 ETFs for buy and long term hold (10+ year) today?

Q: Going into earnings do you think that Hammond Power solutions is a safe hold.
I recently hold a 5% position at 103.00.
Thanks

Q: Hello, I've been keeping an eye on hps.a for a while now and I'm considering getting in. With its earnings report approaching on the 25th, I'm wondering if I should wait until after the report is released before making a move. Would appreciate any advice you can offer. Thank you!

Q: What will the effect of an interest rate lowering cycle be on Propel Holding’s earnings?

Q: Good afternoon,

On Aug 2020 ABX was at $40.39, March 2022 - $33.50, today $24.60 . Many gold stocks are reaching new highs the last few days and gold appears like will reach a new high any day. ABX is in much better shape vrs 2020 but the stock never goes up , what am i missing here?? thanks, George

Q: I also like LULU for the longer term growth potential and the fact they seem to executing well on their plan to get to $12B in revenue by 2026. I'm optimistic about the Chinese growth opportunity, but I did see an interesting WSJ video this week in which they reported that young Chinese have less reverence for Western brands than previous generations. Sharing a bear case perspective for others to consider in their analysis: https://youtu.be/hHOSEFRtaNc?si=biHglaJfBs0yuJ_c

Q: Hi, We have some large capital gains crystallized this year, as a result of trimming of some overweight holdings and rebalancing of our Taxable account portfolio. The two securities, we have some losses in, are DRX and TVK. We are toying with a plan to sell those positions in full ( 2% and 1.75%, respectively) in order to book some losses to help us offset the large gains.

We also intend to buy back full or partial positions, after 30 days, as these are some of highly recommended companies by 5i.

Considering that both stocks are trading close to their recent lows, do you see any merit in this strategy ? Are there any catalysts, in the near term for these companies, which could be favourable to stocks but pose a risk to our buyback plan ?

Thank You