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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: By my calculations, OTEX is trading at 8X forward earnings and 10% FCF yield. At current price it has a 3.5% dividend yield. According to TD Cowen's analysis the stock could see a 33% return over the next 12 months if it meets the low end of its forecast. So why are all the buy side analysts downgrading the stock or maintaining their hold rating? Isn’t it time to buy when there's blood on the street and you feel sick in your stomach? Has anything changed in its business fundamentals?
Read Answer Asked by David on November 04, 2024
Q: Hello,

My son has saved a bit of money and expressed an interest in equity investing.

He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.

I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.

Thank you


Read Answer Asked by Delbert on November 04, 2024
Q: I have looking at initiating a small position in either SHOP or CLS. Which would be the "better" investment, and why? And if growth was the main objective, do you see something else as having better long term potential? Many thanks for your excellent service.
Read Answer Asked by Leonard on October 28, 2024
Q: Hello Peter and Team. I am about to open a new TFSA account with almost 100K. Time frame of 5-8 years. Could you please recommend 4-6 growth/income stocks with 1or 2 ETF’s?

I was thinking BN, VFV, EIT.UN, TVK. Any other recommendations would be appreciated. Thanks for the amazing service. Brian
Read Answer Asked by Brian on October 18, 2024
Q: I plan to buy 1 or 2 of the subject stocks in a TFSA for a term hold (5 years or more unless something changes). I see each of these stocks as medium risk with good growth rates. Would you agree with my risk assessment? Please rank in your view of highest to lowest potential growth rates.
Read Answer Asked by Brendon on October 17, 2024
Q: Greetings 5i team,
I hold these seven companies in my TFSA in roughly equal amounts. I would like to add WELL to my TFSA. Would it be wise to shave a bit from all of the companies listed in order to do so?
Or, do you see a better solution to achieve this (ie. SELL one / two of the other positions in favour of WELL)?
Thank you as always.
SP
Read Answer Asked by Steve on October 17, 2024
Q: Hello, from your growth portfolio, what would be your current ranking in order of purchase please?
Read Answer Asked by Liliane on September 30, 2024
Q: The following 5 companies make up the majority of my small cap portfolio:
HPS.A - current price $ 113 CAD
TVK - current price $ 95 CAD
Celestica - current price $ 58 CAD
Docebo - current price $ 55 CAD
ADF group - current price $ 12.9
Propel holding- - current price $ 27.29 CAD

Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred). Thank you very much and have a good day.


Read Answer Asked by Anh on September 11, 2024
Q: Not that CLS has dropped so much, so quickly, do you think it's worth picking up right now? That is to say, or the fundamentals strong enough to start picking this up now, or is it likely to drop even further? As it seems to be connected to the EA industry, at a proceed to bubble, how do you foresee the next 3 to 5 years for this company?
Read Answer Asked by Lyle on September 09, 2024
Q: I've taken a position in Celestica partly based on your reviews. In one of the recent questions about CLS you mentioned a desirable entry point, any guidance on a stop price?
Based on this chart i will set my stop limit just below the 200 SMA at $57.50
https://schrts.co/tRVNxnXs
Seem reasonable for downside protection?
With the BOC lowering rates i think that is positive for small caps like CLS however i'm still nervous about a broader market decline.
Read Answer Asked by Rob on September 05, 2024
Q: I just finished contributing to a full position in HPS.A. I'm looking to start contributing to some of the smaller growth companies that your group recommends. I’m considering DRX, CLS, TVK, TOI and LMN. In what order would you recommend and what price to buy for the next 2-3 years.
Read Answer Asked by Todd on September 04, 2024
Q: Can you rank in order the top 10 small caps that you feel have the most potential over the next 6 months and provide a quick statement on why each is included?
Read Answer Asked on September 04, 2024
Q: What are your best ideas 5 in Canada and 5 in USA over next 2 to 3 years for capital appreciation ? Thank you RAK
Read Answer Asked by bob on August 20, 2024
Q: I learned of something that I had never heard of before when someone adked 5i's opinion of "the magnificiant Seven Companies" and learned they are American companies. Also was impredded with your answers of why they made the list of 7.

This leads me to ask what 5i's opinion of what would you say the Mannificiant Seven Canadian companies been in the last 7 years with the expectation that they will be still in busines 7 years from now?
Read Answer Asked by James on August 19, 2024
Q: I'm going to sell OTEX. What would you replace it with?
Read Answer Asked by Maria on August 16, 2024
Q: I would like to add to the listed stocks, at current valuations, for a 3 year hold. Would you please rank in order of buying the ones you are ok with adding to at current prices. Thank you
Read Answer Asked by Richard on August 11, 2024
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