Investment Q&A

Q: Follow Up from my recent question.

A couple questions weren't answered, but can the following one be addressed?

4. AMD. Is it worth holding the 2nd fiddle? Would it be better used in something in 1st in a different space? like AVGO or QCOM?

With your answer to SMCI from my previous question, do you have an idea based on multiples, etc that you could see an achievable price target at for 12 months?

And Finally, the last couple weeks have been ROUGH. In the other answers I've seen you mention issues with the Election, Recession fears, and just general fear with earnings coming. Are we in for a rougher ride? I know that not being invested for the few key days in a period of time drastically reduces total returns over a period, but do you foresee one of those key days coming say, by the end of the year? Would it be prudent for an investor in times like these to say, go to say 25, 50, or 75% cash? Which?

I picked up PRL and ASPN after your response to mine and other questions, and am 10 and 20% down. Did I jump the gun? Worth going to a full position in the current turbulence? Or is it worth a steadier broad market etf or energy Utility until things calm down?

Q: Hi,
After carefully curating the Q&A over a period of time and posting questions, I put together these companies as my own personal 5i Small cap fund!
As of today this is where I stand:

GSY negative 8%;
LMN negative 11%;

HPS.A Positive 1.5%;
PAY Positive 7%;
PRL Positive 1.5%
TOI Positive 5.3%.

On the whole in terms of raw numbers, it is still positive.


For the new monies, would you add to these positions or suggest another small cap equity.
IF you were to add to these existing positions, in which order would you add.
I am a patient guy and willing to wait for a while. I was with you holding Knight Therapeutics for a long time! (Negative)
Also with you in energy sector (Positive) So, I know how this goes.

Thanks for all your answers.

Q: It seems possible that interest rates will be higher for longer, triggering flat or recessionary economy. How would you assess prospects for these 3 fintechs in this environment. Are there any that are vulnerable?

Q: Can you rank in order the top 10 small caps that you feel have the most potential over the next 6 months and provide a quick statement on why each is included?

Q: Which one is a better buy ? The PE of PRL is so much higher than GSY. Thanks a million.

Q: Looking to setup a very concentrated TFSA to drive long term capital gains. Currently holding the above names. TSU has not been nearly as exciting as the other names. Is TSU going to provide outsized capital gains? My thinking is to sell TSU and allocate the funds to the other names equally. If there are others names you would recommend pls do share.

Q: Hi, I know these 4 companies are quite different, but would be curious to learn your views on the pros and cons if each while looking at overall capital gains over the next 3+ years. Thanks for your service.

Q: In what order would you rank these stocks today for growth.What would you consider a good entry price for each?

Q: Hi Peter, Can you provide me with your best table pounding buy in Canada and your best table pounding buy in the US. Please provide reasons for the two stocks.
Thank you

Q: Hello Team,

Looking at updating/rejigging my TFSA account, are you able to rank the above stocks from 1 - 12, looking at a 3 year hold. These are a mix of some I hold and some I want to purchase. Not worried about size, risk and or industry. Thanks.

Q: Hi,
Both gsy and PRL seem to be similar businesses to me, although gsy is a lot bigger and more established. Which one would you figure is going to show more overall growth in the next 2-3 years? Thank you for your excellent service!

Q: What are your best ideas 5 in Canada and 5 in USA over next 2 to 3 years for capital appreciation ? Thank you RAK

Q: It appears that PRL reports and pays in USD. I hold it in a registered account. Trading on a US exchange is low volume. Do you suggest that I keep it on the CAD side or move it to the US side of my account?
Thank you.

Q: Hello 5i team,
I listened to the Propel conference call yesterday and two things I found interesting: 1) their dividend payout ratio is 22-23%. They mentioned there lots of room for growth. 2) Fintech adoption in Canada is only around 14%; which is much lower than other western countries. What are your thoughts on PRL going forward?
Thank you for the great service.
Brent

Q: I have been adding to my positions in PRL around current levels thinking that the results looked good and future growth prospects were promising. So I thought.
Yet while I have been buying PRL shares I notice that there has been heavy selling of shares by company insiders. I realize that shares could be sold for various reasons by cooperate insiders but my sense is that selling by insiders around the current share price has been extreme. It does not appear to be a vote of confidence in future growth prospects by company insiders. What do they know that we do not? I would appreciate your comments. If insiders are heavily selling the shares at current levels, why should we be buying or holding the shares.

Q: Hello 5i team, given events of this week, a lot of valuations have changed. I have a lot of CLS and am hoping it's a solid stock that got tossed into the penalty box due to a perception of it just being an AI stock.
If you had $10,000 today, and were looking to invest in high-growth over the next 5 years, how would you allocate it please? Or if that's too specific, please order the stocks from most to least favourable if bought today.
Thank you!

Q: Would you kindly provide 4 US stocks and 4 CDN stocks that would be your best bets today to increase in value by 1000% over the next 10 years. Thanks.

Q: Hi team,
How did PRL earnings look to you? Thanks,
Shane

Q: Read the Q&As almost daily for several years now.
Senior, retired and living on government pensions.
My question is about a growth-oriented TFSA cash allocation of about 10k or less than .75% of total equity portfolio. Will not need the funds for another 34 months.
Understand you cannot indicate position size or provide personal advice.
Current TFSA holdings in order of largest %age gain to biggest losers in TFSA is: TFII, TRI, DIR.un, DSG, KXS, LMN, TOI, TVK, EQB, DOL, DOO, PMZ.un, TIXT, REAL, S, HOT.un, EGLX. Top 10 are in excess of 1.50% of position size. Bottom six are headed for exit ramp in due course.
Across entire non-reg and TFSA portfolio am underweight Cons Cycl, COMMS, Industrials, Healthcare and international multi-sector.
Pondering adding to existing or a new TFSA position to add to the 40-plus I already have. So how would YOU allocate this 10K today?

Q: What 5 Canadian and 5 US stocks are currently the best to buy and hold?
Thanks