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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: Hi 5i,

Can you help me understand how TSU is not an absolute tabling pounding buy here. They have been growing the top line at a 40% clip. I believe the ROE is 18 or 19%. They have a long growth run way. Yes they missed last earnings due to two things outside of their control (surety losses impacting .08 and hurricane .02). If those one time items did not occur they would have beat consensus.

They have a great track record of execution and the BAM pedigree. Please let me know if you disagree. Also, please let me know in your opinion when the stock is a) cheap and b) table pounding buy.

Thank you.
Read Answer Asked by James on March 14, 2022
Q: Like a previous subscriber wrote, we also appreciate your most recent report: specifically, the numeric historical context of this current correction, the sectors affected and those most likely to benefit.
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
Read Answer Asked by Delbert on March 08, 2022
Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?
Read Answer Asked by Andrew on March 08, 2022
Q: I'm looking for some growth names for my wife's TFSA, but I don't want to duplicate anything I have. So, no GSY, SHOP or LSPD. What are your five favourite names for growth over the next five years?
Read Answer Asked by Peter on March 03, 2022
Q: Hello Peter and team,
I was expecting with higher rates that insurance and banks will do well. Trisura is behaving like a tech stock and the banks and insurance are not doing well despite good numbers. Is this due to uncertainty geo-politically? Thanks very much.
Read Answer Asked by umedali on March 03, 2022
Q: Hello and thank you for reading I would like to know if you have a handful of Canadian stocks that interest you - say under $25.00, and that you would be prepared to share with us.

Have a great week. Take care
Read Answer Asked by Marla on March 02, 2022
Q: Hello 5I
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.

Thanks
Read Answer Asked by Tyler on March 01, 2022
Q: Looking at the recent weakness in the growth stocks above, my first question is whether you'd begin considering initiating positions in them, my second is how would you rank them and my last is why you would choose that order. Thanks in advance!
Read Answer Asked by Stephen on February 18, 2022
Q: I held a smallish position in Canada Goose, and was getting less optimistic about sales growth, particularly in China, and sold half early in 2021 at about $53. Obviously should have sold all of it.
Today's results were disappointing with regard to the outlook.

(1)Wondering what you think of the GOOS results.

(2) If I sell the remaining GOOS shares, I would add to an existing smallish position in one of Pollard Banknote, Park Lawn or Trisura. How would you rank these 4 companies, GOOS, PBL, PLC, TSU, as part of a balanced portfolio with a tolerance for risk?
Read Answer Asked by Dan on February 11, 2022
Q: would you share with us the best value and best growth stocks in Canada

thank you for all your time and attention
Read Answer Asked by Marla on February 09, 2022
Q: Hi,
If I already own SLF, would it be too much overlap to also buy some TSU? I know they are both insurance but somewhat different? If I wanted more growth, would I lean towards TSU and if I wanted less growth and more stability, lean towards SLF? How does the valuation and growth prospects compare to each other going forward? Thanks!
Read Answer Asked by Keith on February 02, 2022
Q: What are your three highest conviction growth stocks from your Growth Portfolio at this time. This for a long term medium to higher risk for my TSFA. I already have all the stocks in the Balanced Portfolio.
Read Answer Asked by Steven on February 01, 2022
Q: In a response to Craig on 19 Jan you stated that "Without reference to goals or risk, we would side with the significantly larger and more diversified BAMR". TD Waterhouse lists the market cap for BAMR at $534 million whereas TSU is listed at $1.8 billion. However I see that on your profile page you list BAMR at $1.93 billion, only slightly higher than TSU.
Read Answer Asked by Dennis on January 30, 2022
Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
Read Answer Asked by adam on January 28, 2022
Q: Disregarding objectives/diversification etc, how would you rank these companies in order of buying right now (for steady growth)? If you think any (or all) should not be bought currently, just omit from your ordering. Thank you!
Read Answer Asked by Douglas on January 24, 2022
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