Investment Q&A

Q: Hi 5i: Since March, GIB.B has been trending downwards, is there a reason for it. Is it a BUY today ? or should I wait until it settles!
thanks

Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks

Q: Hello,
Would you recommend CGI for a long term hold? Can you please provide your thoughts on current valuation and debt level. Thank you.

Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY

Q: Have some cash available to add to one or 2 of the following: CLS, DOL, DOO, GIB.A, IFC, QSR, STN, TIH. For a purchase at the current price, please rank from 1 through 8, for total return over the next 3 - 5 years. I believe you are pretty positive about each of these companies. No concerns about sector allocation.

Q: Hello 5i. I'm looking add a new growth position in a registered account, 3-5 year horizon, sector not a factor. PRL appeals for its momentum and valuation, GIB.A for its valuation and it sector, for which it seems very undervalued. They are apples and orages but which would you go with today, for growth? Thanks.

Q: Grandson now has maxed out TFSA and FHSA accounts . so has a total of $15000 to invest. Looking for your top 5 names in Canada for someone with long time horizon. thanks as always for great service

Q: What would you consider to be the 5 best investments for a TFSA in 2024?

Q: I have a fairly large position in BCE, about double my usual size. Would you continue to hold? I am considering switching half the position into CGI.

Q: Since the great earnings report and making new highs the SP seems to be pulling back quite a bit. As a very long time holder, should I be concerned? I know that many times a drop like this precludes some sort of bad news that as yet has not been disclosed. Thanks for your continued great service.

Q: Gentleman;

CGI has had a good run but has come under pressure this week, was there any news out that has caused the selling?

Q: If you were expecting a bit of a market swoon and don't want to sit on cash what would you consider to be "defensive stocks" or "stocks that benefit" in downturns? I've tried options in the past with mixed (mostly not so good) results so that's not something I would like to do.

Thanks in advance-Dave

Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!

Q: I am going to add to at least one of my under weight companies. In what order would you add? Please provide a few notes as to why.
Thanks. ram

Q: I want to increase my position in the noted companies. Please give your order for doing so along with some reasons.
Much appreciated. ram

Q: I currently have HCAL in a growth orientated TFSA and I don't think this is a good fit.
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?

Q: I’m trying to form a kind of hybrid of the Hodson and the Buffet approach to investing. Hodson: balanced portfolio. Buffet: a few excellent companies. So I would form a fairly balanced portfolio but be overweight considerably in a few.

Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)

On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.

If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.

Q: I have read that this company is going to be very important in the application of AI, as a lot of business will be using it but will need the help to apply it. Any other companies that do the same?
Thanks Again

Q: The AI fields are currently very much the talk of the tech world. Do you have names of Canadian companies active in the AI fields, other than OTEX, we can check out as names of interest for potential investment? Thanks.

Q: I just finished rebalancing in my TFSA and would like to take the extra dollars generated and invest in a conservative growth company for a 3 yo 5 year term. Please rank the names provided including any Canadian favourites of your own.
Much appreciated. ram