Investment Q&A

Q: The above stocks have declined significantly from 2021 highs. I would like to make 2 or 3 purchases from this list. Please remove any you think are unlikely to resume upwards momentum over next 12 months and show the rest in a priority list for purchase consideration from highest priority to lowest for growth or growth/dividend return. Many thanks. Jane Norton

Q: With a 3 year time horizon what would be your Top 3 non technology Canadian and US Stocks to buy today?

Q: Hi Everyone at 5i!! I had the pleasure of reading Peter’s article, ‘’ 5 things Investors Rarely Think about Before Buying a Stock but should “ and it gave me good food for thought. I was wondering if 5i would put on a webinar about reading a stock’s financial reports, which help determine if a it is a good investment. I am aware of some things, but could really do with a comprehensive over view. For all I know you could have already provided such an over view and I missed it. If so, could you please provide me with a reference to the information . Cheers, Tamara

Q: Hello team,
Swiss water decaf. released it's first Q 22 tonight and the outlook was positive on all fronts with 15c a share profit as compared to a 0.1 a share loss last Q.What are you're outlook on their debt load and management going forward? Is the share price considered undervalued or to early to jump in?
Many thanks ,
Jean

Q: I believe ATZ reported tonight. If so, could you give us you analysis and outllook for the quarter.

Thanks


Sheldon

Q: Can you please comment on earnings, outlook and if you would add to a position? Thank you

Q: I sold two thirds of my position in EQX in the high $10's and low 11"s a couple of weeks ago. I rebuilt part of that position in the low $9's but then the quarterly results came out and the stock got hammered down. I usually look at the results myself but I am too busy right now so could you give a quick run down on the results and what in particular the market didn't like. I hold DPM and Agnico Eagle in other account and AEM has been bouncing around a lot. Do you have a favorite out of these three and why?

Q: What's the reason behind BOS' big 39%+ plunge since the start of 2022? I know it was downgraded by one analyst on 5/02, could be just a case beating a drowning dog while its already hard hit.

What can we expect when BOS reports next week? Thanks.

Q: Hello 5i Team
As interest rates are expected to increase to bring inflation down, at what interest level will some investors start switching in buying GIC as risk free asset?If that would happen could stock be negatively affect?
Thanks

Q: Gentlemen;

MAGT reported results today, what are your first impression?

Q: I know you don't have a crystal ball, but one analyst yesterday says sell SHOP with a US$400 target and a two year runway to better days and another today gives them a US$1000 target with this being a short blip.

In a non-reg account, would you sell for the loss? What would be your 30 day replacement? What would you suggest in a registered account?

Thanks.

Q: Why did IIROC stop and resume trading on Gildan, please? Does it impact your positive
view of the company?

Q: Please comment on earnings. Would you hang on ?

Q: what do you think is in store for shop going forward. 5i has been suggesting it is one of your best recommendations for a rebound. do you still feel this way after results. what might shop do to turn things around.

Q: Hi, Could you please comment on earnings. Thanks

Q: Please comment on SHOP quarterly results (were they that bad?) and also do you think they will lead to SHOP’s final flush to a bottom or very close to a bottom?

Q: I have a question re portfolio allocation. My current plan is to retire in 5 years. I've been lucky enough to accumulate enough funds for comfortable retirement assuming they can grow enough to offset inflation. What would be your ideal allocation for a pre-retirement investor trying to preserve his/her portfolio from inflation?

My current allocation is 10% energy, 10% health, 20% finance, 10% industrials, 15% technology, 5% telecom, 5% utilities, 5% materials, 5% consumer staples, 10% consumer discretionary, and 5% real estate. In terms of geo allocation, I am 33% Canada, 60% USA, 5% developed, and 2% emerging. My risk tolerance is about 20% meaning that I'd be seriously concerned if lost over 20% of my investments during a calendar year.
Does my allocation seem reasonable to you? Any changes (geo or sectors) that you'd recommend here?

Also, thanks to Biden's sanctions against Russia, I expect we will have high inflation (as well as high rates and possibly recession) at least until mid-2023. Do you recommend any temporary adjustments to portfolio allocation during this period of time?
Thanks for your great service!

Q: Recent Reporting has been somewhat surprising. Would u consider holding here or use the money for something more stable, and if so what would your suggestions be and why….thank you.

Q: Can I get your thoughts on Corteva's fundamentals and expectations for its upcoming report. Currently momentum looks good - New CEO has been in place for a few months and the stock is one of the few performing well in 2022. How does it look for starting a new position at this time? Are there other AG stocks that you would consider?

Q: What are your thoughts on US bank prices. Specifictly Citigroup it seems very cheap at . .6 times book value. If it wasn't for the war at what price would you see the US banks today. lower, higher or much higher than todays prices. My average price is 55 dollars. Sell hold or buy today.
Thanks for the great advise
Hubert