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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In anticipation( trying to remain positive) of a Covid Vaccine what stocks in particular in both US and CAN will outperform in your view. Which stocks may retreat, at least initially?
Thank you
Read Answer Asked by Marty on May 11, 2020
Q: What did you think of their AGM? I love hearing what Mr. Leonard and gang have to say. Did you catch the part where Mr. Leonard talked about rewarding long term shareholders if they decide to commit long term - what do you think this means?
What would you think is a great price to pick up shares of CSU? I should have bought more when it was down around $1100.
PS - if you have a link to a transcript of the AGM can you post it? Thanks
Read Answer Asked by Shawn on May 11, 2020
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!
Read Answer Asked by Michael on May 11, 2020
Q: At this juncture and going forward a year or two, which would you prefer Loblaws, Weston Metro Sobeys
Is there any reason to split a purchase or just go with whichever one you think is strongest overall.
In the U.S. same questions which vendor is strongest.
Thank you....
Read Answer Asked by Maureen on May 08, 2020
Q: I plan on buying PBH - waiting til after Q1 report May 11th as I think news could be bad? I was looking at SYSCO in the USA as a buy as well? Are they similar companies in terms of the products they supply? No point buying both - I'd have to use CDN $$ as well fro the US position. What do you think about PBH in light of meat supply and maybe increased costs?
Read Answer Asked by James on May 08, 2020
Q: Hello 5i Team
I am comparing the retail REITs and the two distinct groupings in the sector:
Group 1 - REITs majority owned by parent operating company and the majority source of the REIT's income. These would be Choice Properties REIT (CHP.UN), Crombie REIT (CRR.UN) and CT REIT (CRT.UN).
Group 2 - REITS with a large diverse portfolio. These would be First Capital REIT (FCR.UN), Riocan REIT (REI.UN) and SmartCentres REIT (SRU.UN).
The questions I have are:
1 - What would be your ranking of the REITs in Group 1 and your ranking of the REITs in Group 2?
2 - Which is the better Group to select from Group 1 or Group 2?
3 - Any other retail oriented REITs I should be looking at?
Thanks
Read Answer Asked by Stephen on May 08, 2020
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