Q: Hi There,
I’m considering starting a new position in PRL or TVK. Of the two, which do you feel is the most compelling buy in the current environment for long term growth?
Thank you,
Q: With Go Easy showing a lower PE and better momentum than Propel after earnings, which of these two do you think looks better going forward? If an investor owned only PRL, would it make sense to switch to GSY?
Q: Since 2021, I've owned Boyd Group Services shares, but I'm now exploring selling them to pursue investments with greater upside over the next five years. My current thinking is to allocate funds to two high-growth companies. I've been looking at Kraken Robotics, Zedcor, and Propel Holdings. I'd appreciate your insights on these, and I'm very open to alternative suggestions, including opportunities in the US market across small, mid, and large cap companies. Thank you.
Q: GSY went from a darling to relatively flat, while PRL continues on a tear. Do you still recommend GSY with the same enthusiasm/do you expect it to resume its upward path, and would you advise PRL instead at this point?
Q: Good morning, I’m thinking about selling DSG and buying PRL or EIF. This would be for my TFSA. Which of the two would be a better option. No concerns about allocation,thanks.
Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"
Q: hello 5i:
IF you were running a balanced portfolio, and IF you could only buy one of the two names listed, which would it be, and why? I suppose another way of asking this, is which of the two would fit best in a risk/reward situation.
thanks
Paul L
Q: I hold a number of Small/Mid Cap stocks. Some have done really well and others have done good. Given that Small/Mid caps in general have had a good run would you be trimming these positions? Position suze is not an issue.
Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.
Along with some additional free capital, I am considering adding four new positions.
I am indifferent to industry, size or region. This is all about growth.
I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.
How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?
If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.
Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.
Q: I hold these equities in my grandson's RESP. He will need to access funds in 2 years. He will enter grade 11 this September. I just sold half of the CLS holdings at 120% gain. Above % represents post sale. I am thinking of putting cash into BEP.UN or BIP.UN. what additional adjustments would you make at this time?
Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles