skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I identified 9 companies that out performed the TSX 60 plus 3 energy companies that I believe have a bright future. All 12 failed the MACD. 5 are trading at double digit discounts to their 52 week highs; dsg,shop,l,tou and cve. P/E range from 85 to 6 etc, etc. Please pick your diversified top 6 for a 5 year hold, with consistent profitability, no crazy volatility and suggest a great entry price. Thank you
Read Answer Asked by Richard on August 22, 2023
Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx
Read Answer Asked by Adam on July 21, 2023
Q: I have this 3 stocks on each of TFSA, Cash, and RSSP, looking to consolidate into GOOG in my RRSP only, a year from retirement.
thanks


Read Answer Asked by Fernando on July 18, 2023
Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?
Read Answer Asked by Terry on July 17, 2023
Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.
Read Answer Asked by Terry on July 17, 2023
Q: I've asked some recent questions and read the reports on these three companies. Different sectors, different debt levels, different valuations, different risk factors but all good companies with pathways to higher earnings and growth. If you only had room for one, which one are you most constructive/have highest conviction on today as a long term hold? Thank you.
Read Answer Asked by Stephen R. on July 05, 2023
Q: Hi - of these two stocks, would you be buyers of both at current prices? Do you favour one over the other or are comfortable buying both? Growth objective and held within diversified portfolio. Which of the two would perhaps have greater downside in a recession? In your mind does either have a beta higher than 1 in a mkt downdraft? Thanks as always!
Read Answer Asked by Doug on June 28, 2023
Q: Please rank the above companies in order of buying. Thank you
Read Answer Asked by Richard on June 26, 2023
Q: RESP with 5 years until first withdrawal. Currently only holding is VEQT and approx 30% cash. Looking for some stable compounder companies to sweeten the total return. Please suggest 8 ideas. Thank you
Read Answer Asked by Richard on June 26, 2023
Q: HI,
I need to raise some cash from my registered accounts in the next few weeks. What is your recommended sell order for these stocks?
Also, what are your top 3 Canadian and US recommended buys for a longterm hold?
Thank you.
Read Answer Asked by Camille on June 20, 2023
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.

THANK YOU for all your help.
Read Answer Asked by Fernando on June 15, 2023
Q: hi, can you summarize ENGH earnings compared to expectations, and what are your current thoughts on the stock as a long term hold (im a long term holder of it).
cheers, chris
Read Answer Asked by chris on June 14, 2023
Q: What would be your top Canadian tech picks to survive or thrive in a recession.
Read Answer Asked by Neil on June 08, 2023
Q: I still own SYZ and have a 1.6% weight and would you see this as a buy if I wanted to increase my weight? If I choose to sell what tech stock would you replace this with?
Thanks
Read Answer Asked on May 25, 2023
Q: Hi Peter and Team,

I have had ENGH for awhile and while having the dividend has been nice the performance over the last bit has been flat. What are potential replacements for it, regardless of sector.

Thanks.
Read Answer Asked by Marvin on May 19, 2023
Q: Which would you pick between KXS and CTS today? Are there other preferred picks in their league that could be considered?
Read Answer Asked by Andrew on May 15, 2023
Q: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?

Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth

Thanks!
Read Answer Asked by Keith on May 13, 2023
Q: I did reorganise my portfolios in 2022 for a majority of diversified dividend ETFs and a minority of selected excellent dividend stocks.This strategy was satisfactory ,and I shall not sell this content in 2023.My strategy in 2023 will consider the possibility of a bear market,I shall only " add-on" some stocks on weakness .Could you list 10 canadian+10 us stocks ( not ETFs), among the safest in a bear market in your opinion,including 7 dividend stocks+3 growth stocks for each list,and rank them for safety if possible,many thanks,JY
Read Answer Asked by Jean-Yves on May 09, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!