Investment Q&A

Q: I am woefully underexposed to the real estate sector.
Could you please identify your top 3 Canadian stocks, REITS and ETF's which one might play for the impending interest rate cuts in 2024?

Thanks
Jeff

Q: Do you feel there's a good chance that we are in the midst of a true rotation to growth? What are a few Canadian and US names you think are well positioned to outperform in this scenario?

Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!

Q: Please provide your analysis of the earnings of these two companies.

Thanks

Q: Comments on FSV earnings please? It’s still a buy for long term?

Q: As a dividend growth investor I'm looking for one more (non-financial) growth company to add to my group that already includes ATD and CNR. I've done a side-by-side comparison of the following three outlining concerns for each:

FSV - Reasonable debt levels. In a recession, perhaps the strongest of the three (?), but always expensive.

SJ - Arguably a bit of a moat, reasonable debt. But by already owning CNR, does it make sense to own a company whose business includes railway ties?

DOO - Great growth, nice dividend growth, and very attractive moat. But what about that debt ?...and in a recession who is going to buy those "toys" ?

Not looking for personal advice, but I would welcome any comments on the concerns I've mentioned. Thanks.

Q: Hi 5i team,

Would you consider First services has expensive valuation at current price level? What is the growth outlook for longer term?

thanks,

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

Q: These 9 companies are the holdings in a growth oriented Canadian TFSA. The intent was for them to be long-term holds. However, NVEI, ILLM and LSPD are all down over 50% and some so rejigging is being considered.

Would you consider any of them to be a SELL?

Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.

Please rate (1-10) the remaining 7 for additional money today.

Thank you,

Peter.

Q: I would like to add one from your growth Model (new position).
Please indicate your preference at this time and if possible your reasoning.
Thanks as always
Albert

Q: My earnings website says the 3 companies reported earnings. If so, may I please have your comments. Dock me points accordingly

Q: Can I please have your analysis of First Service recently announced earnings. Do you see upside potential in the next few years. Any comments would be appreciated. Thank You.

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.

Q: Can you account for the recent volatility in the stock?

Thanks

Sheldon

Q: I have been following this stock for several years and admit the chart looks nice , but find it extremely difficult to buy, especially with a
P/ E ratio of 50 in these difficult times.

Is this stock “ cheap “ on a historical basis ? Why is it so strong and what would make its strengths
weaken ? Is PE x50 justified ? Thanks. Derek

Q: Hi - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).

Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.

Q: Are there any small to mid-cap companies that have been beaten up over the past year that you really like the longer term outlook for?

Thanks

Q: Hi

What industries and stocks would you recommend for the Current Market Condition?

Thanks.

Q: Hello Peter and Team
I sens that your preference has switched recently to GDI, AW.UN and ABNB.
I hold FSV, QSR and BKNG. which are in the same fields.
I always aim to invest in the best companies with the greatest potential.
Should I consider switching

Raouf