Investment Q&A

Q: The above companies are of course different, but can you rank them on a valuation basis as possible additions to existing holdings. Comments on recent earnings reports for WCN and FSV would be helpful.
Thanks

Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.

Q: I have been watching this stock for quite some time and read your comments to Greg. A so so earnings report and it has a p/e of 46.40 with expected 10% earnings growth. With this type of market and these figures , I am staying away. I like the company but am looking for much lower price. Your thoughts? Thanks.
Derek

Q: Your comments and analysis of FSV earnings. Thanks.

Q: Not a question but just a comment that companies like Aritzia First Service and Go Easy would never have been on my radar without 5i. I’ve held all three for a number of years in my portfolio and they’ve done well. It’s also heartening and reinforcing to hear the “experts” on BNN Market Call selecting these names as Top Picks or strong recommendations. I appreciate your sound advice and recommendations. No doubt I can also mention losers that I’ve followed from 5i but my take is that it’s up to us to decide when to sell and what to buy based on your data and your informed advice. Thanks

Q: I think you would consider these two as being solid companies. Both have pulled back in recent months. Are they different enough to own both. If only one, which one, with a brief explanation please.

Thanks

Q: Hi,
I plan to sell my XLRE to raise US$ to add to some of my other US holdings that have been beaten up. For another real estate type holding which do you think is a better choice TCN or FSV? This can be held for 7-10 years till retirement.
Thanks,
Kerri

Q: Please rank the following companies for long term holds in a TFSA, with a management rating for each. (10 being the best)

Also, I currently hold SHOP and CSU.. Do you feel LSPD and TOI overlap these larger companies too much to consider a position ?

Please suggest any other Canadian companies not listed for long term holds.

Thanks for everything! Cheers

Q: Hi 5i,
I would like an update on which horse you might bet on between these three.
Please rank #1 as the horse that is likely to be the marathon race winner. Can you please also give a higher preference to the horse that has the best balance sheet and stability in this challenging economic environment. High level reasons would also be greatly appreciated so I can understand your thought process. thanks

Q: Given the current market sell-off, could you please give me three growth stocks and three value stocks that you believe are seriously oversold and "on sale" at current levels. Would appreciate a line or two on why you are choosing these stocks.
Thanks!

Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick

Q: Please suggest some growth etfs and stocks for starting RESP for long term hold. Thanks for great service.

Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?

Q: thoughts on fsv earnings. looks like a small beat. what should it means looking forward. is it positive or neutral

Q: Good Morning Peter & team,

This name has experienced a significant drop since it's high on Dec 31 after experiencing a 700% ROR since May 2015. I know you can't predict a bottom and we are not to profess to be market timers. And we definitely don't like the idea of "catching a falling knife" but... FSV is starting to look more and more attractive the lower it gets. How do you think it will act with addition rate increases in the forecast and would you buy now or look for a bit of a bowl before moving in? Or would you council us to stay away and if so what would be the reasons?

Thanks for all you do

gm

Q: The above stocks are hitting new lows and on every downtown goes lower. I have held these in a riff for some time with still capital gains, however I am loosing patience with the down turn.
Can I have your opinion of 5i if I should continue hold or sell.
How much lower would you expect to see?
Thanks
Rick

Q: A year ago I asked for your opinion on these stocks to incorporate into my current portfolio of banks, utilities, REITS, infrastructure, etc. My first purchase was BAM With the current market decline I see an opportunity to purchase another stock. From a technical view which looks most attractive? From a fundamental view which looks the most attractive ? Which would you purchase next? Thanks. Derek

Q: I am interested in opening a position in either stocks mentioned or potentially another company in the real estate industry. Is there one you guys are favouring at the moment, and why?

Thanks!

Q: Time to do a little spring clean up on the portfolio. Thinking of selling DCBO and buying FSV instead. Your thoughts?

The idea is to take a little risk off the table.

Leo

Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).

Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.

Finally, if you could add one more Canadian company to the mix, what would it be?