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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: Why is GIL going up in price? Don't get me wrong, I was a bit concerned at a sell - off so I'm happy. In looking at their latest quarterly release, things didn't look particularly rosy for the next several quarters. They did increase dividend, so I suppose this would have maintained a certain level of confidence, but am I missing something? Thank you.
Read Answer Asked by jeff on February 24, 2023
Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?
Read Answer Asked by ZIM on February 01, 2023
Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.
Read Answer Asked by chris on January 04, 2023
Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.
Read Answer Asked by charlie on November 23, 2022
Q: Hi,
OECD will implement new international minimum taxes in 2023 and 2024.
Any idea which canadian or US companies will be most impacted, I guess negatively. Any positively? Thanks
Read Answer Asked by Denise on November 18, 2022
Q: Hello,
Question I've been wondering about for some time. ATZ appears to be one of your favourite companies. However, given its focus on higher end fashion, in a downturn, would not GIL stand to benefit more, given its focus is more lower end day to day needs? What makes ATZ more preferable to own? Thanks as always for your great service.
Read Answer Asked by jeff on August 23, 2022
Q: hello
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
Read Answer Asked by Carlo on May 27, 2022
Q: Ever since I started investing roughly ten years ago, I've always enjoyed trying to identify companies that could become acquisition targets. Could you please name five companies (TSX only) that you believe have a high likelihood of being acquired or taken private in this current environment? Thank You
Read Answer Asked by Andrew on May 12, 2022
Q: I have two smaller positions (about 1% each) in Gildan and Manulife, and I am considering consolidating them into a position in Apple (would be roughly 2.3% of total portfolio). I believe I still have room to add to my technology weighting, as I am around 12% currently, and I still have decent exposure to both consumer discretionary (roughly 10%) and financials (roughly 19%). Would such a switch be reasonable, or do you feel a more compelling argument could be made for consolidating around either GIL or MFC?
Read Answer Asked by Domenic on November 09, 2021
Q: I do not own these 8 companies from the balanced portfolio and I do have some money to invest. I already have a reasonably well balanced portfolio (except overweight in tech). Dividends are nice but not that important. Is there one you would consider a particularly interesting buy with a timeline of 5 years? Could you rank the top3?
Read Answer Asked by jacques on October 13, 2020
Q: Hi 5i team,
I haven’t asked a question in a while. The reason being is that the Q&A is so comprehensive it practically covers all of my holdings, which is great. While the bulk of my funds are in the U.S. for growth, I keep a smaller chunk in Canada, so I am not fully exposed to the U.S. dollar. I recently added some beaten up stocks, such as GIL, GOOS and MX, which are quietly moving higher almost every day. A couple could be considered value. Is this a rotational trade or are some institutional investors finally coming back to Canada?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on October 09, 2020
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