Q: Trying to decide between these two industrial names for a long term hold. Which one would you buy today?
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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.
- Constellation Software Inc. (CSU)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Boyd Group Services Inc. (BYD)
Q: Follow your balanced portfolio. Have money to top up a few stocks in portfolio. Please rank in order I should add money to.CCL ATD ATZ ENB TD AEM CSU BYD SU.
Also looking for dividend income your picks between fortis, BCE,or telus.
Thanks Steve
Also looking for dividend income your picks between fortis, BCE,or telus.
Thanks Steve
- Stella-Jones Inc. (SJ)
- Premium Brands Holdings Corporation (PBH)
- TD Canadian Long Term Federal Bond ETF (TCLB)
- Boyd Group Services Inc. (BYD)
Q: I have a 1/2 position in Stella Jones... One of the few of my holdings in the red...You have a good rating on the company but it isn't in any of the portfolios. Is it time to move on....Thinking of selling and moving to PBH, TCL or BYD all of which I currently hold full positions in an un-registered account. Thoughts on hold or move on, open to other suggestions in balanced or income portfolios for good buy opportunities.
Q: Looking for guidance for 2022 TFSA contribution in my wife’s account.
Have partial positions in both of the above companies and was going to top both of them up however both have been very volatile and want your opinion if they represent good value here and prospects remain good going forward.
I am specifically concerned about GOOS given how much it has fluctuated this past year.
Have partial positions in both of the above companies and was going to top both of them up however both have been very volatile and want your opinion if they represent good value here and prospects remain good going forward.
I am specifically concerned about GOOS given how much it has fluctuated this past year.
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Enghouse Systems Limited (ENGH)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
- Leon's Furniture Limited (LNF)
- Boyd Group Services Inc. (BYD)
Q: I want to initiate positions in my unregistered investment account, but if I buy all 8 above stocks, each position would be extremely small. (But that is still an option.) Considering thoughts on inflation and interest rates, could you put these in order of priority for purchase now. These positions would primarily be for safety, with a bit of income, which is non-essential, and some growth, which is also not essential. Just looking for your confidence level of these as companies for the longish term.
Q: Hi 5i team,
I have a 2% position in ATZ and 1.5% in BYD. Both did well, but I'm thinking of more concentrated names in my portfolio. Considering that they are both in the same sector, would it be a good move to have all allocation in ATZ?
Happy holidays!
Matt
I have a 2% position in ATZ and 1.5% in BYD. Both did well, but I'm thinking of more concentrated names in my portfolio. Considering that they are both in the same sector, would it be a good move to have all allocation in ATZ?
Happy holidays!
Matt
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: These names have A to A- ratings in your reports over the past 1 year.
Looking for good upside for small position in TFSA with lowish risk of downside for 3 to 5 year hold. Which of these would be your first and second top picks?
Thanks so much.
Best of the season to all at 5i and all my 5i co-clients.
Tulio
Looking for good upside for small position in TFSA with lowish risk of downside for 3 to 5 year hold. Which of these would be your first and second top picks?
Thanks so much.
Best of the season to all at 5i and all my 5i co-clients.
Tulio
- NVIDIA Corporation (NVDA)
- Xylem Inc. New (XYL)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
- Advanced Micro Devices Inc. (AMD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Veeva Systems Inc. Class A (VEEV)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Boyd Group Services Inc. (BYD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Unity Software Inc. (U)
- Mitek Systems Inc. (MITK)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ
I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.
Thanks!
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ
I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.
Thanks!
Q: Admittedly I emotionally attached to BYD given the stellar gains over the time I've held in my kids RESP. I see that they have their challenges and seem to be out of favour with the market. At what entry price to you see a good opportunity?
and since the growth is expected by capital appreciation, do you recommend the stock be held in a RSP or TFSA account?
and since the growth is expected by capital appreciation, do you recommend the stock be held in a RSP or TFSA account?
Q: The stock has perfermed extremly well but it's on a downward trend from a peak last October near $265 and now it's at $195. What's the reason for the decline and should this stock be retained as a hold within a portfolio?
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: In view of recent correction I wish to add funds to my existing positions after tax loss selling is over.
Please rank in oder of preference
Long time investor
Please rank in oder of preference
Long time investor
- Alphabet Inc. (GOOGL)
- Intuit Inc. (INTU)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- AbbVie Inc. (ABBV)
- Lockheed Martin Corporation (LMT)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Magna International Inc. (MG)
- Alimentation Couche-Tard Inc. (ATD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- InterRent Real Estate Investment Trust (IIP.UN)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Roku Inc. (ROKU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Jacobs Solutions Inc. (J)
- Boyd Group Services Inc. (BYD)
- Unity Software Inc. (U)
Q: Hello 5i,
Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?
Thank you
Cheers,
Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?
Thank you
Cheers,
Q: Oh BYD! BYD has been beaten up a bit lately. Are you still believer or is the pretty good run over...
Q: Hello, Between BYD and DOO, Knowing that they are both in different industries and are both great business, which is a better business with better growth prospects in earnings and revenue and with a long runway for growth. I also see that DOO is decreasing their share count whereas BYD has increased share count over the years..And which would you buy at the current market price? Thanks.
Regards,
Shyam
Regards,
Shyam
Q: good morning - do you think that BYD just bottomed out, after a recent RSI of 17? The PE is a still a bit gaudy but I'm thinking of adding now to address a small allocation issue. Your thoughts, please. Thank you. Al
Q: Boyd is down $60.from its high..would you now consider it to be a value stock and at what price would you step in.?
- Intertape Polymer Group Inc. (ITP)
- Tricon Residential Inc. (TCN)
- Western Forest Products Inc. (WEF)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Lucid Group Inc. (LCID)
- Nuvei Corporation (NVEI)
Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments
Q: Hi Folks,
just sold my BYD - figured best to break even or start going in the negative - anyway, can you give me 5 names that I can look at as replacements and rank them in order of your preference at this time. TFSA account.
Thanks
just sold my BYD - figured best to break even or start going in the negative - anyway, can you give me 5 names that I can look at as replacements and rank them in order of your preference at this time. TFSA account.
Thanks
Q: Would you swap BYD for either ATZ or BAM For a little more growth?
Thanks
Peter
Thanks
Peter
Q: This stock has performed well over time but in mid May there was a significant drop in price but recovered then recently another significant drop. I know they are experiencing cost issues and ask if this stock will recover or continue to suffered significant stock price reductions? Is this still a long term hold?