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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: I'm asking for 5i's opinion on your current (5) best asset-light company ideas - Canadian and / or American - that have:

- financial stability

- strong competitive position today and into the future

- in a sector that is not threatened by disruption

- attractive valuation at today's prices

Hopefully not a lot to ask. Thanks for your service.
Read Answer Asked by James on January 03, 2025
Q: What are your 3 best picks for near term growth of US oil and gas E&P for both large cap and mid cap stocks ?
Read Answer Asked by Terry on January 03, 2025
Q: Operating metrics (FCF, ROE, margins, etc.) for PAYX seem quite strong - it seems to be an asset-light business, dividend grower and compounder. However, it's at the same price as 3 years ago and has been underperforming the S&P for the same period. Am I missing something? What are your thoughts for PAYX and is it worthwhile for initiating a position at some level you would suggest?
Read Answer Asked by Michael on January 03, 2025
Q: I have these companies in equal amounts in my TFSA.With an additional $18k to invest,which ones would you add to at this time or would you prefer others. I am 74 and plan to live to be 100,which is my mother’s age! I hope to eventually shoot my age(golf).
Thank your exceptional advice and Happy New Year,
Read Answer Asked by Allen on January 03, 2025
Q: Happy New Year to all 5i staff.

What are your top 3 picks in Canada and the US for 2025?

Thank you for all you do!
Read Answer Asked by Marty on January 03, 2025
Q: My wife has some money should would like to invest in eft. Which ones would you recommend.
Read Answer Asked by Mike on January 03, 2025
Q: Came across this small US company who's subsidiary Airobotics has been awarded a new deal from an undisclosed semiconductor company to leverage their fleet of drones for aerial security purposes.
Could you please give me any information on this info if possible and would you provide any analysis you have on this company?
Thank as always
Gary
Read Answer Asked by Gary on January 03, 2025
Q: Big speculative winners this year. Any merit for continuation in 2025? Thanks...
Read Answer Asked by Bruce on January 03, 2025
Q: While reviewing the purchasing/selling by insiders I noted some transactions as derivative buy or sale by BCE. The type of securities were identified also as "equity swap-long position".
Can you please clarify what the terms "derivative buy" and "equity swap" mean ?
Thank you
Read Answer Asked by Terry on January 03, 2025
Q: Hello Peter and team,

Early December, you said DECK trades at 34X forward earnings, a bit expensive but you like it.

Looking at technicals, it is way above the 200 daily moving average. After the big run it has had for the last 2 years, do you think it would be better to wait before buying, expecting it to retrace back to the 200 DMA?

Do you think it still has room to go higher? What would be your target price?

Thank you!

Silvia
Read Answer Asked by Silvia on January 03, 2025
Q: Many are feeling the market is high. Certainly, we can't expect another year of 20% growth.

I'm interested in a strategy of maintaining those gains. Does that mean pulling money out of stocks that seem overgrown, or does it mean investing new money into areas that have not been part of the recent rise.

What sectors do you think these are? I nominate well-known companies (especially tech and giants like Costco) as overgrown even if they are good companies, and energy and small cap as part of the second group.

How does this compare with your thinking?
Read Answer Asked by Kevin on January 03, 2025
Q: Pizza Pizza and Boston Pizza's price history and dividend payouts seem to have been reasonably stable for more than one year. I know you prefer AW.UN but are the other two ok for income? QSR looks too pricey and has a low dividend. What do you recommend?
Read Answer Asked by Jean on January 03, 2025
Q: I have owned this pref for some time...I find it difficult to find info on US PFD"s...my question is do these have a reset feature like CDN Pfd's and similar call features or should one just consider them perpetual pfd's...many thanks

Read Answer Asked by Cam on January 03, 2025
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