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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: Peter and His Wonder Team
I have followed this company for some time and considering wether I should buy it. I think it is inexpensive but not sure if it is a value trap...if you know what I mean and I know you do. Please give me your opinion on this company and what is the risk factor! Thanks your expertise is always helpful in my decisions.
Read Answer Asked by Ernest on January 09, 2025
Q: Happy New Year! I bought TFII in June and it's now at the same level. I was thinking of selling a chunk to reinvest in LMN, DSG, DOL and BN. What would your opinion on a hypothetical sell/buy be? How would you rank the purchase stocks? Happy 2025!
Read Answer Asked by Lada on January 07, 2025
Q: Is this stock a buy?
Read Answer Asked by Colin I on January 07, 2025
Q: Happy New Year. As you have mentioned, Trisura is a frustrating stock, although it shows potential. What would your views be on selling some of it and reinvesting in the other three stocks mentioned? Which order would you recommend buying those three stocks in for maximum long term gains? Thank you.
Read Answer Asked by Lada on January 07, 2025
Q: Greetings 5i Team and HNY,
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?

Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?

Thank you very much.

Steve
Read Answer Asked by Steve on January 06, 2025
Q: I am only interested in holding Canadian Long Term Compounders. I am looking for companies with decent ROIC, ROE and good balance sheets and preferably owner/operators with skin in the game. In the Canadian space of my portfolio I hold CSU, ATD and TFII. My question is could you provide to me 10 small and mid cap Canadian names that you would feel would make the best long term compounders to hold for at least 5-10 years.
Read Answer Asked by Todd 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: Hi 5i Team,

I'm looking at some of my losers and pondering either getting rid of the or adding to them.

DHT.UN, HMM, OTXT, TSU

With some room freed up I was thinking of starting positions in PKI and DSG

What are your thoughts on the 4 stocks I'm down on? Would you add to any of them or look to sell for better opportunities? How would you rank them if you were to sell?

What are your thoughts on DSG and PKI? Do you view them as buyable now for 5-10 year holds?

This is in a TFSA which aims to balance growth and income.

Thanks for the Great Service!

Colin

Read Answer Asked by Colin on December 31, 2024
Q: A number of these Small/Mid Cap companies have pulled back recently (other than CLS). Do you consider these companies all buys at current prices? What would be your top 5 picks from this list?

Thank you and deduct appropriately.
Tim
Read Answer Asked by Timothy on December 30, 2024
Q: Good morning!

My non-registered is strictly canadian. It's tilted to growth as I'd like slightly outperform the index. With CSU being owned in my TFSA.

The two most probably choices are of course SHOP from the ashes and DSG. A surprisingly steady horse.

If you were me. Who do you add as a full position if 1 were to be owned. Of course diversification is key. Are both worthy of an add.

Would you please give an OK, better and vest range to do so.

Thank you.
Read Answer Asked by Adam on December 21, 2024
Q: Could you share 2-3 ideas that have the potential to replicate the historical performance of CSU and why you believe in them, CDN or US, or both. Thanks
Read Answer Asked by Steven on December 18, 2024
Q: Hi guys,

Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim
Read Answer Asked by jim on December 18, 2024
Q: I feel I have too many small positions (2% or less) in a diversified RRIF. All are above water except for DOL which is the most recent buy. Could I have your input re eliminating 2 (or 3) of the holdings and applying the funds to the other 3 (or 2)? Thank you.
Read Answer Asked by Harvey on December 10, 2024
Q: Hi Guys

Thanks for all the amazing work you do to support us investors. Putting new money to work and looking out on at least a 3 year (tend to be a buy and hold investor) which of the four stocks would you buy today looking at total return? If you could rank them from your most strongest being 1st that would be great.

Thanks

Stuart
Read Answer Asked by Stuart on December 10, 2024
Q: Three to five year time frame
Stocks to sell and name to replace with growth stock

BCE, NPI, AW.UN BEPC
Read Answer Asked by Harold on December 04, 2024
Q: Hello team,
What is your view on Canadian Banks at this point? The PE ratios seem to be on the high side according to yahoo.. Also, can you comment on Descartes Systems earnings .. the outlook does not seem to be positive given potential tariffs that could be slapped on with new administration.. is it still a buy? Thanks very much
Read Answer Asked by umedali on December 04, 2024
Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?
Read Answer Asked by Sal on November 30, 2024
Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?

2) Can you pick 6 stocks that you think should do well for the next 5 years?
Read Answer Asked by Graeme on November 25, 2024
Q: Hello team,
What is your view on a AtkinsRealis and Descartes Group? Are they both buys? Recently AtkinReaslis released very good results so was thinking of adding to my position. Thanks very much
Read Answer Asked by umedali on November 19, 2024
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