Investment Q&A

Q: Reading through their earnings and it sure feels like it was a blow-out quarter. The stock is down 4% today. Is this just a sell the news event or did I miss something materially negative from the release?

Q: Hi Team,
Three part question. Firstly, I know as professionals you do not recommend “winners” climbing to over a certain % of ones Portfolio. However, if early investors in Apple or shopify for example would of bailed ; some would not be millionaires now. Or in some cases , billionaires where the CEO’s are holding most their wealth in their company stock. How can one hope to land that “life changing trade”(1000% or more) if one keeps trimming eternal winners ? Does it not make sense if a person finds that “winning company” to keep holding of goals are set high?

Secondly..is GSY one of those stocks, if you were to choose the likelihood of a solid company with good prospects, to choose to be overweight in and aim for that life changing 1000% move over a 10 yr or so period? I ask this company specifically because I am overweight this company and this is my goal. (Up over 200% so far and metrics still make this stock look cheap to me)

Thirdly… if you were to speculate a few different companies, either US or Cnd as your “best guess’s” so to speak of having the likelihood of producing 1000% gains over the next 10yrs or so; what would they be? Thanks for your input and deduct credits as you see fit. Thanks
Shane

Q: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx

Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.

Q: Hi 5i
Considering these two, given a 3-5 year period which would you expect higher growth from ?

Thanks
Mike

Q: Hi, looking to high grade my portfolio and swap QSR for MED. Small gain currently with QSR. Can you compare the two fundamentally and do you see MED having higher growth potential? Which would you rather own?

Can you rank these for long term growth? BYD, QSR, DOL, DIS, SBUX, MG, ATZ

Thank you!

Q: Hi,

If not already asked, what are your thoughts on the most recent news for Aritzia wrt acquiring a men's clothing line? I for one had not heard of this brand so not sure how it might stack up to other men's clothing brands. How accretive might it be?
I took a 1/2 position just before the announcement so good timing on my part. :) Street seems to approve of the purchase.

Also wrt ATS Automotive recent acquisition....thoughts on this? How accretive or what might it mean to additional revenues/profits going forward?
I don't own this but am watching it closely.

Cheers,
SteveMc

Q: I have these companies in my growth portfolio. I would like to add 3 more what companies would you suggest.

Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake

Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).

On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?

Thank you.

Q: I read Peter's article on "Five summertime US stocks picks to set and forget" and great article by the way. I wonder if Peter would have 5 Canadian stocks picks that I could set and forget for the summertime. Tnx.

Q: Hi Team,
I have noticed ATZ has been recommended quite a bit recently by 5i as a favorite. I didn't see a report on it yet when I looked, so I was wondering if you could elaborate a bit as to why this stock looks good right now (business prospects, growth, re-opening play?, valuation, etc), and if it would be one of your top picks in the canadian market to buy right now? Or if there is another compnay you prefer better in the consumer discretionary space within canada? Thanks
Shane

Q: I have some cash to invest in my TFSA. Have held PKI.CA for 3 years. Collected dividends and now breaking even on share price. I am thinking of cashing out and buying ATZ as a faster recovery play. What do you think of this switch? What is a good entry point for ATZ since it jumped yesterday and today?
Thanks for all of your wise guidance over the years.
Donna

Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

Q: How would you rate these companies for growth and safety.

Q: Bought VEEV last year on the strength of your recommendation. Since then, it's bobbled about +/- 3%. Currently down about 2% in my TFSA. Should I replace it with ATZ...or simply try to be more patient? If the latter, please explain why. Thank you.

Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

Q: Please provide the case for and against ATZ. I'd also like your opinion on valuation especially in light of compression of multiples in the market. Do you think it is over valued and if so to what extent? Thank you.

Q: My timing of buying flutter was unfortunate, am I to assume that it has just been punished for being an expensive growth company along with the rest? Do you like a guy of Aritzia with today’s weakness due to financing? Thx as always for great service