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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: Happy New Year. What do you expect from bad and gil in the coming year? Are you ok with starting a position in bam and dsg today or would you wait for a pullback? T Steve
Read Answer Asked by Stephen on January 06, 2020
Q: Which of the three do you prefer for a long term hold? Can you justify changing from one to the other?
Read Answer Asked by Lyle on January 06, 2020
Q: low debt- 4 -9 percent dividend that do the right thing for their share holders quality payout ratio ,growing dividend with moat qualities ,hve people in leadership that show qualities like Johnathon goodman, fromgud also Brookfield is opportunistic and buys real estate at good prices please give me your companies5-10 companies that come to mind for long holds.
Read Answer Asked by cliff on January 02, 2020
Q: A while back I asked about selling ENGH and replacing it with DSG, because I like to follow your lead in the portfolios. You recommended I keep ENG as they are similar, and I'm glad you made that recommendation because the company had a very good quarter/year. In another answer to a member you indicated that ENG may level off now because most of the share response was due to the low expectations by analysts and the surprise. Now I'm wondering if I should sell half of my ENG and buy DSG with the proceeds, giving me two reasonable positions. Diversification. I know this is somewhat like splitting hairs, but you must have a good sense of DSG future growth, or you would not have it in the portfolio. Again, thank you for recommending I not sell ENG last time, even though their good results could not have been predicted. And if you still recommend I keep the one position I'd be happy to do so. Thanks for all you do. And have a well earned holiday. Cheers
Read Answer Asked by Gordon on December 23, 2019
Q: Hi,

I'm looking to start investing a lump sum over the next 12 months or so. What list of Canadian stocks would you recommend at current levels? Do you have 5-7 names that you find particularly attractive right now. Looking for a mix of growth and income with not too much risk.

Thanks,
Jason
Read Answer Asked by Jason on December 02, 2019
Q: I currently owned these 3 stocks and would like to know if adding to them to bring them each up to a 3% weight would be good?I am currently in a loss position for both MX and GUD?
Thanks
Read Answer Asked on November 08, 2019
Q: Hello Peter & team,

Have been away for a short while and am now happy to once again be a part of the 5i Family. My Question..

I have approx $20,000 to invest. It is a credit to your team how well the 5i Balanced Equity Portfolio has performed. I will not be ashamed to invest my funds via following your lead. In looking at the portfolio and with "Growth" in mind, are you able to advise which of the companies within the portfolio you would start new positions?

Thanks for all you do
Read Answer Asked by Gord on November 06, 2019
Q: For an angreswive investor, where would you put new money. Can you rank them in terms of how compelling they are at their current prices ?
Thanks
Read Answer Asked by Karim on November 06, 2019
Q: Recognizing the substantial market cap differences between the much larger csu and gib.a, vs the smaller otex and dsg , in what order would you rank the four in terms of the usual metrics used for tech growth companies . I currently hold gib.a and otex and am looking to either add to existing positions or add something new. If you have another growth company in this space , pleased to hear it and why.
Read Answer Asked by Colleen on November 05, 2019
Q: Hello 5i, the S&P/TSX30 is based on growth over past three years . Looking forward what would be your top 8 for growth over the next three years?
I realize this is a bit of crystal ball work but I would like to hear your thoughts!!
Regards Dave
Read Answer Asked by Dave on October 23, 2019
Q: I already own BAM, RY, T, BOYD Income, and ZLU, but I'm looking for another lo -volatility dividend stock with some growth. What do you think of my adding NPI or BEP? Is there another choice you like?
Read Answer Asked by Graeme on October 18, 2019
Q: "Descartes Launches Advanced Analytics Solution Using Microsoft Power BI for Logistics and Supply Chain Operations"
This looks like DSG is moving directly into the same space as KXS, could you comment on this news.
Read Answer Asked by Harry on October 01, 2019
Q: Hello, I sold Descartes DSG quite a while back when you indicated that it was very expensive (and kept Enghouse ENGH), now that you have added DSG to the portfolio I'm wondering if I should sell ENGH and buy DSG back. Or are they 6 of one and half a dozen of the other going forward. In balancing my portfolio I trimmed some CSU because it was up around 17%, so now I do not want to invest in a much lesser quality technology company with the proceeds. Second somewhat related part to this question: I once owned QST, MCR, and BAD and sold them also quite a while ago. Now that you have renewed interest in them and added them to the portfolios I'm feeling a bit reluctant to add them back, I guess because I once sold them. Obviously you have renewed confidence in them. And I'm trying to keep to my principle of following the portfolios. Can you help me regain confidence in these three names. Thanks for great service, as always.
Read Answer Asked by Gordon on September 19, 2019
Q: Hi Peter and 5i team,
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
Read Answer Asked by john on September 16, 2019
Q: Hi Peter, Ryan and Team,

There are two questions in my query today. Please charge me the appropriate number of credits.

I am looking to open a new long-term position in my TFSA. Can you rank the following stocks. LSPD, DSG, TOY

In my RRSP, I want to get some US exposure. Can you recommend a stock or ETF that is for a long-term hold.

Thanks.
Read Answer Asked by Marvin on September 12, 2019
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