Investment Q&A

Q: TIHor DOO which do you prefer today for growth over the short term.

Thank you as always for this great service.

David

Q: Reading recently one of members question about rating growth and risk of DOO, HPS and MG, how about adding ATS to the list as well which hasn’t behaved well lately. Could you please rate them all together ?

Thanks,

Q: Hi ,
Can you please rate these names in terms of growth and risk from 1-10.
Minimum 5 year hold.
Thanks

Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave

Q: We're well into tax loss season. What looks like the best Canadian investments today? I'm a balanced investor - 83 years old, not needing the money and wanting top gift the children.

John

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: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?

Thx

Q: My Consumer Descretionary % is a bit low.

1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?

2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.


SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.

Q: I've got 20K to invest in some growth. How do you feel about splitting the funds between these two companies?

Q: What are some stocks that could do really well with AI becoming more and more available ?

Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.

Thanks as always.

Jason

Q: Please comment on latest results and going forward.Appears to have beaten Eps & Revenue estimates and yet the stock price is down $1.52 t0 $100.48 after initial H $109.Is this an opportunity to add in this environment of fear of higher rate & potential slowdown in the economy. Txs for U usual great services & views.

Q: I believe rates in Canada have hit their ceiling, alternatively the consequences get dire for many reasons. With this belief what would be your top 3 stocks for the next 12-24mths, particularly as rates begin to decline. Thank you as always.

Q: You mention in your last response that GOOS can be kept. Would you start a position here? What of the other names in the growth portfolio would you buy here?
Thanks!

Q: I have had the impression rightly or wrongly that you aren’t buying into the current narrative that interest rates might stay higher for longer? Just supposing they do stay elevated for some time, are there any companies in your universe that you may have been previously positive on whose debt levels might give you pause under the higher for longer scenario? I’ll use EIF just as an example. Is it something you could run a screen on just to highlight some companies that you think could bear a closer watch under such a scenario? It always seems to me that when a company has an issue (Nuvei being a recent example), it’s always a suddenly too high debt ratio that ultimately takes them down (or at least keeps them from recovering). Appreciate your thoughts as always.

Q: please identify top consumer discretionary stocks that meet criterion you recently identified for industrials - strong competitive advantage, growth runway, strong management, value creation and high ROE that are currently buyable

Q: Which company do you have more confidence in for capital preservation? thanks.

Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks

Q: If you had to invest today with a 3 - 5 year horizon in the consumer discretionary space which one are you taking? Its also ok to say either or if that how you feel - I can buy both.

I just need a little more weighting in this sector and am waiting for your response!

Thanks for the many years of guidance! Member since the beginning!

Q: Morning 5i Team,
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.
Thanks,
H