Investment Q&A

Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.

Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you

Q: You mentioned in an earlier answer that the time to buy is when things are bad which, in context, is now. Can you suggest some Canadian companies which deserve to be purchased about this time? Growth, value, doesn't matter. I have done well in the past by familiarizing myself with your daily answers. No one expects perfection but my 5i compass serves me well. Thanks

Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??

Q: What did you think about BYD's earnings? The market seems to be improving for them although they are still battling some labor issues but improved. How cheap is BYD, do you feel this is an undervalued gem that is starting to recover and should get back to its old premium when market conditions improve? Thx

Q: Thoughts on the quarter? Markets seem to like it?

Thx

Q: Hi there,

I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.

Thanks!

Q: Hello 5i Research
I have a small position in Byd service stock and would like to add to the position. I have noticed the stock price has increased by 20% in the last month.What is your thoughts?
Thanks in advance.

Q: Hi,

I sold ATA and BYD for tax reasons as I was down on both. My original plan was to buy them back but we are now 30 days later and I'm hesitating as they are even lower. At this point, would you buy them back or look to other (better) opportunities. Would you be able to suggest same sector alternatives if I should look elsewhere?
Thanks

Q: What Canadian stocks would you be picking up today in this selloff?

Q: Hi Team,
Today seen some big % moves by many growth/ tech names; which seemed to come out of no where. Overall, what is your sense on where we are in this pullback? Is it time to start buying some beat down tech names? This being said, if you feel a person should be doing some buying at this time; what are your most convincing buys from todays levels? Some of the stocks I was looking at are SHOP (currently not owned), or add to either of this list which I currently own all: ATZ, TOI, U, RBLX, SQ. Currently I feel like we are watching a major buying opportunity unfold before our eyes...similar to oil stocks a couple years ago and feel I might regret not adding some new funds at this point to some high quality tech names that have been sold off some 50-75% in many names. Also, generally speaking; if a person is looking at holdings that are down say 60% (which I am with RBLX,U, APPS)...should we be doubling down? It seems if not it's almost hopeless to break even from these excessively sold off levels. Deduct as many credits as necessary. Thanks
Shane.

Q: What it happening with BYD these last two days?

Q: Dear 5I Team,
Following your answer to Eernie to day .

Can you assume that a GARP stock is "Value" stock ?

Own in a Corporate account CSU , BAM TOI, LSPD , GSY5 , SHOP, ATD, ARX, KXS all at mini 5% to 7% position

Also a smaller position 2% to3 % TFII, WSP, BBUC, ATZ

Please name your top 5 Value-Growth Canadian stocks not on the first 8 to add

Thank You
Best Regards

Q: I'm more a scavenger than a predator, as much interested in dividends as capital gains. Right now, however, I see opportunity in the growth sector as it collapses after years of ridiculous rises. My intention is to sell off bond funds to pick off the debris of this collapse.

First question: Now or wait?

Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.

You get it. I also don't expect perfection from you. No one ever got it from me.

Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?

Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio

Q: Hi Team,

Would you sell ATA and BYD at a capital loss for tax purposes? Would you wait 30 days and re-buy or prefer to move on? If so, what top 5 CDN or USD would you suggest?

Thanks

Q: Hello 5i
For me BYD.CA is down 38%. Time to let it go take the $12,500 loss and add to something else with what is left or wait it out? Funds are not needed immediately.
Stanley

Q: Comment and outlook on their earnings please


Sheldon

Q: Hello 5i Research
Thank you for the guidance during these difficult times in the market.
I would like to start a small new position in DND and BYD at the current prices .Would you wait for the market to settle or buy now?
Thanks

Q: I have trimmed some of my oil % gas stocks today back to my sector weight and would like to rotate the proceeds to other stocks. I already have the Balance Portfolio of stocks including MG at full position and was thinking of buying some LNR to complement MG or do you think there are other stocks in the Balanced Portfolio that you would consider more compelling at this time? Could you name your preference? Thanks.