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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: You recently said that trimming the weeds in a portfolio is something to believe in. Is SYZ a weed? I have held this stock for more than ten years and 5i's coverage of it was one of the reasons for my original subscription. I like the unique sector SYZ operates in and its growth potential, but I am losing patience and wondering if it is time to move on. If I sold SYZ I would add to my other Canadian software holdings, namely OTEX, ENGH, TCS and AIF, but I hesitate because SYZ provides diversification and may yet turn around. As always, I welcome your insight.
Read Answer Asked by David on May 14, 2024
Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks
Read Answer Asked by Martin on May 14, 2024
Q: Hi, What would be the Forward PE/valuation of TVK at current price $81-82 ? Is this multiple reasonable, for Co's historical average and the industry in general, considering the growth ( annual rate ? ) trajectory and with the risk of high interest costs and labour shortages. Do they have competition ?

Thank You
Read Answer Asked by rajeev on May 14, 2024
Q: There have recently been questions about the number of stocks to own in a portfolio and diversification across a portfolio versus accounts. I need to reduce the number of stocks I own, but I am debating what the portfolio should look like when I am finished. My wife and I manage our account as a combined portfolio, but the result is that we are dealing with eight accounts (unregistered, TFSA, RRSP/RRIF). I would be interested in your thoughts on the minimum number of stocks in an account so it is not a bet on a coup,e of stocks, ant the advisable of having the same stock(s) in multiple account.
Thank you.
Read Answer Asked by Richard on May 14, 2024
Q: In the question from Maurice wanting to increase his exposure to industrials between HPS and TVK you answered TVK. But isn't TVK considered Energy? Does 5i consider it Industrial? Or hybrid?
Thanks
Read Answer Asked by Marco on May 13, 2024
Q: Hi, Thank you for sharing your opinion on this Co, in the last response. The stock seems to be really cheap at 13X earnings. The stock took off nicely after last strong earnings and traded in $56-58 level ( from $46 pre earnings), but lost steam within a few weeks and now is trading even below that. I am curious as to what transpired causing the stock to shoot up 25% and then drop back quickly.

Everything seems to be there to love the stock at current levels and future growth !! What am I missing ?

Also, could you please share the street expectations for May 14 earnings.

Thank You
Read Answer Asked by rajeev on May 13, 2024
Q: I am looking for US dollar income in a non registered account. What is your view on zpay.u for this purpose. Are there any other etfs you would recommend as an option?
Read Answer Asked by James on May 13, 2024
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