Investment Q&A

Q: I have narrowed down 4 choices of Industrials to add to my portfolio: DRX, HMM.A, HPS.A and BYD. The reason is they are all currently under valued compared to fair value according to Morningstar.
Please rate these 4 in descending order of confidence. Preference is growth in the next 3-5 years. And also please include suggested entry price. Thank you very much.

Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.

Q: Hi Peter, Ryan, and Team,

We need to raise some cash in our non-registered account. Please rank in order of which stock/ETF to sell a partial position first: BYD, CNR, IHI, and TRI . All four of these holdings have done very well, thanks to the continued good recommendations from 5i.

Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!

Q: Hello, why has the stock performance on this been not so great lately? What are your thoughts on this in the near future? Thanks.

Shyam

Q: Does BYD represent a good entry point here? Can you help me consider this investment thesis.

El Nino Year as a Tailwind: El Nino’s warmer weather created short-term challenges for Boyd in 2024, its effect might be temporary. If weather patterns stabilize, the demand for collision repairs could return to normal levels, providing a more favorable environment for achieving growth targets.

Interest Rates as a Tailwind: High interest rates making new car purchases less attractive is indeed a potential tailwind. If consumers opt to repair rather than replace their vehicles due to economic conditions, Boyd stands to benefit. This trend supports the long-term demand for Boyd’s services.

Boyd has a stated goal to double the size of the business based on 2019 sales by 2025. Considering Boyd’s historical performance, strategic initiatives, and the potential tailwinds from economic conditions, is it still reasonable to be optimistic about Boyd’s ability to double its business by 2025.

Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?

Thanks
Tim

Q: The above companies were listed in the top 15 weekly losers in Saturdays Globe and mail .Losses ranged from 3.60% to 8.83%
Has your opinion change on these companies?
In regards to Byd buyers may want to consult the Farmers Almanac before considering a purchase.

Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.

Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this

Q: Can you please rank in order of what you believe has the best long term growth prospects? How are they currently valued in relation to historical average?
Thanks

Q: Could you comment on Boyd's 1Q results?

Q: Hi 5i,
With the drop today Boyd is down approx -30%. The 2021/2022 pullback was approx -50% and represented a great buying opportunity for the stock.

How do you view the drawdown and operational issues today relative to the 2021/2022 volatility?

Thank you!

Q: Good idea to add to a 2% BYD position today? Thank you

Q: Long term investor in the above.
Having declined over 10% Hd now in correction territory while Byd is in bear territory yet American stock markets have been strong
Puzzled.
Please comment

Q: Hi Peter and Team,

I've been a long term holder of Boyd Group. Great recommendation by the 5i team!

Do you have any idea what went on at the end of 2023 that led to a number of Directors ceasing to be insiders to the company and their insider ownership subsequently being sold off or not visible on insider reports?

Next question: This seems like it should be a steady long term business with ability to grow and maintain strong earnings given the expensive and technologically advanced direction car manufactures are taking. Am I missing something in my outlook?

Q: Any idea why these 2 are up on such a down day?

Sheldon

Q: Hi, Boyd Group stock has been declining after its recent earnings. The company is one of the favourites with 5i. Do you believe that the issues highlighted by the management in the last earnings report are transitory and company's long term growth profile is intact ? If so, would you start a new position at current levels and at what price stock would be Extremely Attractive ? Thank You

Q: We have a well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth that is overweight in the Consumer Cyclical sector. Our current holdings, in approximately equal weights, are DOO, LNF, MG, BYD, PLC, ATZ. We are considering either reducing our holdings by one or a group trimming. Which would you prefer and why? For long term holds, how would you rate (1-10) these 6?

Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.