Investment Q&A

Q: Hi Folks
I currently hold WSP in my TFSA. I am looking at adding either TFII or WSP to my non-registered account - I hold CAE in the account now - what would you recommend - add some more WSP or start a new position with TFII? In my industrial Sector across all portfolios, I hold CN, CAE and WSP.
Thanks

Q: Hello Peter and 5i team,

Could you please give your opinion on Antero Resources?
Natural gas prices have been stronger than expected yet Antero missed earning estimates by a wide margin. Is it because of hedging or other factors? It is one of the largest producers and could benefit from the natural gas price in the near term.
Where do you see the stock going forward?
Thanks.

Q: Hi Peter

Can you comment on MFI quarterly results. The YoY comparison does not look good, still the stock popped by over 7%

BTW, one of the team members has set a very large font. Their answers, appears really big...

Thanks

Q: Hi 5i Team,

I have been trying to manage close to the BE Portfolio since the start of 5i and I want to continue.

I have some weightings I could top up now and I want to check if we should be adding to these today given recent run ups or if there are other names in the BE portfolio you would suggest as better adds today?

The names I was looking at first were PBH, TFII, KXS, and SIS but would like to hear if there's other names in the BE Portfolio we should be more excited about for new money today?

Q: Hello - I have some funds that I am looking to invest. Longer term (5+ year) holds. Could you give me your top 10 buy now bigger name picks and top 3 small caps?

Q: Could you comment on the bidding for VNE and consequences of QCOM vs MG win?

Q: Hello, my 2 smallest TFSA holdings are ADW.A & WCP. Sold a loser stock and considering adding to one of the above companies. I usually hold for longer term. Which one would you recommend.
Thanks Roy

Q: Just starting a new TFSA account. Looking for dividend growth, dividend yield and share price appreciation. Can you please list 5 Canadian stocks that fit this requirement.

Q: Can you please comment on the quarter results and outlook?

Q: I own all 5 of these stocks and they all reported in the last 24 hours. Thoughts on the latest quarter for each ?

Q: Hello, a great service and learning lots from the Q&A. I have a small Canadian portfolio with MG, OTEX, CNQ, BIP.UN and MFC. And also DIS from US side. I am looking to charge it up with some growth performers over the next 5 years. How do these holdings rate and any suggestions on additions? Would you replace any of these?

Thanks for the feedback. Have a great day.

Q: When does xbc next report and what are analysts' expectations? Is this a buy, hold or sell and why.

Q: Hi,
Can you please tell me the expected earning results for Acuityads next week on 10th

Q: Please comment on Q2 results for both ADW.A and MFC.
Thanks...Steve

Q: Hi, Please correct me if I am wrong. 5i completely eliminated SHOP holding from all its portfolios, a little while ago and has never bought it back. I know, Shopify is among your Top favorite names and will check all the boxes for the Growth Portfolio. Could you please help me understand. Thanks

Q: Please comment on the Q2 earnings for Trisura.

Thanks

Peter

Q: What technology stocks or ETF would you suggest for a TFSA? It can be either Canadian or USA.
Thank you.

Q: Dear 5i,
Is ICE basically the same type of business as TMX Group but, in different markets? Can I get your thoughts on these two? What risks are associated with these?
thanks

Q: Hi Peter, Ryan, and Team,

We need to increase our US exposure and wish to do this in our non-registered account. We're considering CUD and VGG as we'd rather use ETFs. (Our broker allows us to buy and sell CUD with zero commission, and not so with VGG, but this wouldn't be a 'make or break' reason for choosing one over the other). What would your recommendation be when considering tax efficiency, performance, volatility, and other important metrics? I do like that CUD has a relatively low weight in Technology, as our Canadian holdings like CSU, ENGH, KXS, TOI, etc. have done so well, and we're now overweight in this sector, thanks to 5i. :) Also, if there are any other US ETFs sold on the TSX that you think we should consider, we'd appreciate that info as well.

Thanks in advance for all your assistance and wise counsel.

Q: Hi, Topicus stock has been on a tear this week, specially, during past 2 days. What are the factors, contributing to this remarkable performance, in your view. Is this the scarcity value, excellent results or the “ Mini - CSU” effect? We are quite happy to hold a decent position ( A Big Thank you for your valuable guidance, in absence of any analyst coverage) wondering, should we wait to add and what would be an attractive entry point. Thank you