Investment Q&A

Q: Above are my CDN holdings greater than 2% of my portfolio. I'm looking for 1 more sleep at night CDN recommendation for an RRSP account that you would initiate at more than 2% and hoping you might have a short list of recommendations? No oil/gas/pipelines, thx but otherwise I'm open.

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

Q: Hi Team,
Any comments on Lendcare (GSY), announcing point of sale financing for auto repairs? This seems significant to me, but the stock is not moving today. I have never heard of auto repair POS financing where I am. Seems like this could be a big thing if it takes hold.

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: Hi 5i,
I want to deploy some funds into Financial Services in a registered account for a 3-5 year hold. I know that 5i is bullish on GSY, and I wonder if you would recommend it over BNS for a hold of that length. Today I can buy about 1.85 BNS shares for every GSY share bought, and would thereafter pocket (at present rates) approximately 2.5 times more dividend return from BNS than from GSY for every dollar spent buying in. With the goal being to relatively safely make money over the 3-5 years, and assuming COVID is under control, no other pandemic strikes during the period and only 'normal' market forces prevail, do you see the likely capital appreciation plus dividend of GSY over the period outperforming the likely capital appreciation and higher yield of BNS during that same time? I know that GSY has had a great run over the past year, but now that the world seems to be settling back down I'm having difficulty understanding why I might consider putting money there instead of into something that's many orders of magnitude larger and also less expensive to buy, both in absolute terms and (I think) on most 'price to' metrics .
Thanks for helping me out.
Peter

Q: Hi team ,
Two part question: 1. Any insight as to why Toi has been dropping significantly the last couple days? It had held up nice while other tech took its dive , and now the last couple days when tech seems to be gaining ground it’s doing the opposite. Is this a chance to buy more ??
2. As of today what’s your current list of a few favourites you would choose you buy today for a long term hold, in any sector. US or Cnd . Thanks

Shane

Q: What are the 5 top Canadian value stock to buy for the next 5 years.
Thanks Larry

Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)

Q: why would inflation take down gsy by 14 and doo by 10 as i write this.
in addition i thought gsys earnings were fantastic.
some inflation is good and year over year comparisons make no sense because of pandemic.
can you comment
dave

Q: Big drop in GSY.
Any reason for it?

Q: Hi,
GSY reported earning’s after market today (May 11). Could you please share your view on the earnings?
Thanks

Q: I am thinking about selling Couche Tard and buying GoEasy. I am concerned about what their confusing move for the French grocer meant. It was over so fast and they had to know the government would not been very keen. Was it signaling that they have run out of convenience store targets you think? What was that exercise telling investors? I know you like both but what one do you like better in my TFSA? When do you add sub prime exposure? When credit spreads are massive or when the economy gets back on solid footing? Thanks

Q: Good morning 5i,

Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?

Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).

Q: I am interested by growth companies that have a lot of potential, and preferably relatively secure and not extremely volatile. I thought of the following companies: LSPD, NVEI. TOI, GSY, TAIG and LEV. If you would have to buy those companies, in what order would you buy them. Feel free to include other ones that are not on this list or exclude some of these if you think that they are not appropriate.

Q: I have both BNS and TD in a TFSA.

Thinking of swapping one of these for GSY for a tilt towards more growth.

What would be the best move here?

Thank you

Q: Hi, what are your thoughts on BMTC ? Hold or sell ? If sold what would you buy for growth with reasonnable risk ? Thank you.

Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Q: hi guys i was wondering if you could explain in layman terms what is the reason for recent volatility .I realize they are selling debt but how does that facilitate shorting the stock

Q: I am a retiree with 14% financial sector exposure in banks (TD,BNS,RY) and insurance companies (MFC, SLF, BRK.B). I have been a long term holder (10+) of MFC and currently have a half position. Been happy with the dividend but very disappointed with share appreciation (still underwater). Would it make sense to sell MFC and purchase GSY for share appreciation and dividend growth?

Q: Hi.
The list of stocks make’s up my overall portfolio. Last month, during the sell off, my portfolio was down ~40% and started recovering slightly and lost steam again since late last week.
I don’t have any intentions to sell in the short term and I will prefer to hold for minimum the next 3-5 years.
Looking at the list of my holdings, do you feel there is any stock that should not be there?
Thanks,