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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: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.
Read Answer Asked by Merrilyn on May 21, 2024
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
Read Answer Asked by Terence on May 17, 2024
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
Read Answer Asked by Curtis on May 15, 2024
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?
Read Answer Asked by Marc on May 07, 2024
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
Read Answer Asked by rajeev on April 25, 2024
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?
Read Answer Asked by Peter on April 24, 2024
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.
Read Answer Asked by Pierre on April 23, 2024
Q: With all the new tech and sensors built into new cars, a lot of these cars do not make into the shop doors after an accident as they are now just written off as to expensive to fix. The part suppliers cost has gotten out of hand and the insurance companies are just had of enough of this cost increase to fix. EVs are even more difficult to repair in the shop and need special training and equipment. Car insurance has been the highest inflation % increase. It makes me wonder what is going to happen to say BYD and other repair shops. One thing for certain, it is going to cost the auto driver a lot more for insurance in the future.
Thanks Again
Read Answer Asked by eugene on April 15, 2024
Q: I sold 1/2 of my ATD because it got to over 20%. Do you think a good replacement with the recent weakness would be BYD or do you view the risk as significantly higher? Do you think the selling on BYD after its Q release is over done? What would be a good entry point? Is there another stock you would consider a better replacement for ATD?
Thank you.
John
Read Answer Asked by John on March 21, 2024
Q: Thank you for all you do. You are lowering my retirement age and it is greatly appreciated. Can you please rank the above consumer discretionary stocks?
Thanks again.
Read Answer Asked by Neil on March 18, 2024
Q: Hi team, I hold the above in more or less equal weights and I need to sell one to fund my RIF payments for the year. Which one would you expect to show the least growth in the next year? Or would you chip away at all of them equally?

Thanks as always, Rod
Read Answer Asked by Rod on March 14, 2024
Q: Hi 5i team. Your thoughts on switching ATS for either BYD or TVK. Looking for growth over extended time frame in a non registered account. Worry about the recent run up of BYD and TVK and wondering if I should wait for a pull back or if I should just stay the course after ATS pull back. Not looking to add another position in my already heavy industrial holdings.

Thank you
Read Answer Asked by Mark on February 20, 2024
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