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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?
Read Answer Asked by Andrew on January 22, 2020
Q: Good day I have a large gain in the above stocks in an outside account. I am thinking of taking half off the table and putting it into a canadian dividend etf VDY. I understand that i would have to pay some tax but i would net a higher dividend from VDY than the other three and i live from my dividends. Or should i just leave them to grow as each is about a 4% position in my total portfolio. Could you please give me your thoughts on this....Gene
Read Answer Asked by gene on January 21, 2020
Q: Goodmorning
My son is looking at buying CSU or GSY for a long term hold in his RRSP I favor CSU because of its long term record of performance and additional security in size and financial strengh what would your selection by and why? He can afford only one at this time
Thks
Marce
Read Answer Asked by Marcel on January 21, 2020
Q: Hi 5i team,
Looking to add 2 stocks (2-4% position) in my RRSP portfolio from the following (MG, KXS, CSU, GSY, WSP) for a holding period of 5-10 years, not too concerned about market volatility. Looking for quality company (good operator in his business, good balance sheet, etc…) with good growth potential.

What would be your top 2 picks from these and why ?

Thank you
Read Answer Asked by Luc on January 10, 2020
Q: These are my stocks in my TFSA as of today. A full position is $11K. All performing well, thank you for that 5i. My thought for this year's contribution I would add to GSY and KXS. Also thought of replacing EQB with ATCO. May I have your input please. Thanks in advance David
Read Answer Asked by David on January 06, 2020
Q: Hi team,
I am looking at either adding to Gsy or buying Gdi as a new purchase for my 2020 Tfsa purchase. Which would you prefer at these levels? Even after the big run Gsy has had its p/e is showing much lower than Gdi (14 compared to 63 according to my brokerage ). This being said perhaps Gsy has more room to run than gdi looking at growth rates and valuation ?? Also, do you have a couple favourites in mind for recommendations that a guy should be buying first thing in the new year for the tfsa ? Thanks
Shane
Read Answer Asked by Shane on December 30, 2019
Q: Thanks for the update on GSY.

I like the valuation, growth rate, management stake and conservatism. My main concern is whether they are chasing loan book growth during a period where Canadian personal balance sheets continue to deteriorate. In an unfortunate scenario of net charge-offs rising through their B/E charge-off rate of 24.6%, how quickly could their funding dry up? Does this name have a large short base from the short Canadian Financials camp out of the U.S.?

Do you know the breakdown between secured and unsecured loans within easyfinancial’s $1.03 billion loan portfolio? For the secured portion, what type of collateral do they typically receive?

Thank you very much!
Read Answer Asked by Angus on December 18, 2019
Q: I have 13 positions "growth" stocks portfolioat different weighting performing prity well accept for SQ & NFLX both 15% down.
Weighting:
CSU- 17.3%
LSPD- 10.8%
BYD.un- 3.7%
KL- 5.7%
KXS- 2.8%
AQN- 3.8%
ADBE- 8.6%
AMZN- 9.6%
SQ- 5.9%
NFLX- 5.6%
MA- 12.4%
MSFT- 7.8%
AYX- 6.6%
I have 40K kash to invest and Im thinking of buying new 5% possition of GSY and addinng 1.5% to BYD.UN or to KXS. What is your opinion and mayby different sugestion for new stock names and adding to different positions.
Thanks for excellent service.
Andrew
Read Answer Asked by Andrzej on December 11, 2019
Q: I would like to buy in an RESP account 2 stocks for a child born in 2019
Can u suggest 3 stocks in order of preference with reasonable valuation
Thanks
Read Answer Asked by Indra on December 09, 2019
Q: I have held these stocks for several years. I hold them in both a RRSP and TFSA accounts. Both stocks are about 6% of my overall portfolios. Reluctant to trim back. Should I continue to let them run or 6% too high ?
Read Answer Asked by David on December 09, 2019
Q: If you were to speculate, can you list 2-3 companies for each that are the most likely to, or that make the most sense to, acquire them?
For GoEasy, would it be an alternative lender like home capital or equitable bank, or one or the big 5-6 banks?
For Shopify, would be another payment company like PayPal or MasterCard, a similar online Company like EBay, or a juggernaut like Amazon or Google who would swallow shopify up?

Thank you
Read Answer Asked by Summer on December 05, 2019
Q: We hold two Canadian banks, Shopify, Lightspeed, Brookfield infrastructure, and are looking to add one or two Canadian medium risk growth stock. We are well covered in US tec. Can you suggest a name or two? Your past suggestions have most beneficial.
Read Answer Asked by John on November 29, 2019
Q: On Oct 30 Go Easy put out a press release about an enhancement to their credit facility by a syndicate of banks. Since then the stock has done well along with a positive earning release.

The question here is more educational but when the banks give out these credit facility and assuming they have an investment arm dealing in mutual funds etc is the exception for those fund mangers to buy GSY in their funds if it fits the fund profile? Trying to get a sense of the relationship here (if any)
Read Answer Asked by Sal on November 26, 2019
Q: I own only these two companies in an unregistered account and need to raise some cash, so I need to sell either a 1/2 position of one or 1/4 position of each. Both holdings are up substantially (100% and 80% respectively). Based on continued future growth, do you have a suggestion of how I should proceed? Thanks so much.
Read Answer Asked by Kim on November 19, 2019
Q: Hello 5I
My holdings include, with total portfolio weights::
ATD.B (4.65%); BYD.UN (5.65%); CP (3.65); CSU (3.50%); GSY (4.6%); WSP (4.20%); ZEM (4.5%)

I have concern about a possible recession and economic slow down, and I would like to structure the equities in my portfolio with a bit more of a conservative and defensive tilt.

I otherwise would want to keep these positions but do you see any of these 7 being less conservative and defensive? With my objective in mind, should any be reduced or eliminated?

thanks for your excellent service.
Read Answer Asked by Leonard on November 19, 2019
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