Investment Q&A

Q: Morning:

I've got some cash to top up one of my tech holdings.
Which of theses 3 do you feel has the best growth potential at current valuations over a 5 year timeline.

Thanks in advance,
Greg.

Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP

Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks

Q: 2 of u favourities,DSG & KXS have a terrific run,with each hitting recent new highs. Is it time to take some profit. Q4 is said to be usually good for tech,but this time around there is a threat of a potential rate hike.While Powell re nomination is largely welcomed by the markets he is perceived to be more hawkish than Brainard,the other candidate,. As a result the tech sector in US & canada were hit hard today including DSG & KXSW.As well DJ only
gained 17 points after earlier gains of some 300 points..U valued opinion is appreciated.Txs for u usual great services & views.

Q: These stocks have been on my radar for some time and they, except GSY and DSG, have dropped significantly. What price levels should I start accumulating them and in what sequence? Thank you.

Q: Which of the above 2 companies do you think have the best combination of growth and safety over the next two to three years and why. Thank you. Ian

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Q: I’m getting a bit Descartes valuation. P/E of around 80 for 20-25% earnings growth going forward. Am I better to switch to Google for a five year hold, just in terms of share price gain potential? Thx.

Q: Your report on TCS states that KXS and DSG are close competitors. I hold both of the latter would buying TCS make sense. How do you see the growth of each in the next few years?
Thank You
Peter

Q: I hold both at 1% positions. Which one would you increase to 3% currently, or would you add to both here?

Q: After reaching $111 H in mid sept,DSG has dropped back to trade sideways,basically in a range of some $98 to $104. Thinking of taking profit as bought at $70 on U recommendation in this volatile market, & buy back later.Your View please. Txs for u usual great services & view

Q: Hi the great team, can you name some examples of positive momentum stock . Thanks.

Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks

Q: Which company do you prefer if you were only going to buy one for safety and growth.

Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.

Q: What are your thoughts on the most compelling buys today regardless of sector or country?

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Q: Which company, DSG or KXS, would have the best long term ability to help businesses sort out the current supply chain issues. I own both but would like to add to one. From reading all the answers to questions I suspect you like both but consider DSG larger and maybe cheaper. But I don't get a sense of how each one might increase business due to current supply chain issues going forward. Perhaps they are pretty close to being equal, but could you split hairs and indicate which one you think might be more worthy of topping up now?

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Q: Looking for 3 companies to buy during a pull back, what companies do you suggest and at what price?