Investment Q&A

Q: Hello Peter & Team,

I would like to add some additional funds to my Canadian growth portfolio for a 2–3 year time frame.

Currently, I am holding LMN (22%), PRL (43%), and KEEL (33%). At the moment, I am down approximately 43% on LMN and 10% on PRL.

Could you please advise if it makes sense to add more to these positions at current prices, or if you would recommend any undervalued Canadian growth stocks for the next 2–3 years?

I would appreciate your guidance.

Q: There are a number of Small/Mid cap stocks you have liked for a long time and there are others that have recently come into play.

Most of these companies have done very well over time and some have stumbled.

I own a number of these names and other than Goeasy and the negative momentum of software names I have done well…

However, having been bitten a little by some of these names I find it difficult to venture into new names like FLY, TSAT, MDA, ENS, ELVA and others given the almost daily volatility.

What portion of your portfolio would you feel is reasonable for Small/Mid cap names? And what are your key metrics when you review or recommend these small to mid size companies?

Given all of that what would be your top 5 new names you like in today’s market?

Thanks
Tim

Q: I am thinking about starting a position in each of these companies: PRL, DSG, CLS, WSP & KXS. Any concerns or is there anything I should be aware of before pulling the trigger? Thank you in advance for your consistently excellent counsel.

Q: Hi,
Could you name five companies that benefit from the AI boom but have been beaten down recently? I'm also interested in your thoughts on fintech and financial companies.

Q: Do you see PRL as a buy today after it's latest earnings report?

Q: Your views on PRL's earnings, please.

Q: Good afternoon Peter and the 5i Team,

What are your thoughts on swapping out Propel for EQB? As well, do you have two more suggestions for Cdn stocks in the small-midcap space that currently might offer better upside than Propel over the next two years?

Thanks,

Brad

Q: I have taken a loss on this stock and am wondering whether to sell or hold? What are the prospects for the stock?

Q: All the above stocks are at a loss in my portfolio. some I've held for years. Which stocks are worth weeding? Thinking that BYD and WELL are lost causes for a while. Please give comments on each stock, why to hold or sell. I have many credits and please take them for a thorough answer. Once again, I'm counting on your feedback!

Q: I’m thinking of switching out propel for cameco?
What are your thoughts for long term growth.

Q: You have provided many insights with respect to GoEasy and its recent issues.

Given that PRL is involved in a similar credit market, do you consider PRL a Sell at this point? What is your view on PRL?

Thanks
Tim

Q: Can you rank these top ten "losers" in terms of the most recommended to dollar cost average from 1 being the best opportunity to DCA to 10 being the least recommended to, thanks.

Q: I'm thinking of moving what little money I have left in GSY over to add to PRL.
Do you see more upside in GSY or PRL and why.
I think both will survive because the demand from the credit market they serve will
exist for the long run.
Any thoughts/advice will be greatly appreciated.
John

Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?

Thanks
Tim

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Q: A note to JR re. GSY and PRL,
Thank you for the comment. I commented about the ethics of GSY last week and I regretted it afterward. It was one of those notes that is better to reflect upon that send. Your points are good and valid.
Peter

Q: Not a question but rather an observation: please don’t knock down legal regulated businesses that lend to people that can’t get loans like people with assets. I can get an interest rate that the poor people can only dream about.
Otherwise they would have to borrow from loan sharks in the underground economy.

I get enormous benefits from credit cards points but that is really on the backs of less well to do cc users.

One very well known head of state always was treated like a VIP by most banks. Was that justified? Look where that got us.

Q: Sold GSY at 85 this morning. What do you think about PRL at 19? is this an industry problem as well as a GSY specific issue in your view?

Q: Given the decline in GSY today would you be being PRL today? It seems to me as if PRL is declining further due to the GSY news today.

Q: Hi Everyone!!
With Goeasy running into significant issues, would Propel be quick to follow?

Cheers,
Tamara