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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: What are 5i's current 5 or 6 highest-conviction multi-year multi-baggers that we can add to here and consistently overtime (quality long-term growing businesses/compounders). (i.e. a SHOP - wish I had got into this one).

Please rank from highest conviction to lowest. Feel free to diversify sectors.
Read Answer Asked by Stefano on April 06, 2021
Q: I'm interested in investing in renewable energy companies by way of ETFs. Would you consider now to be a good time to start positions in ETFs based on your short and long term views for the sector. Secondly, what would be you favourite choice for an ETF that represents the Canadian renewable sector and one for global exposure to the renewable sector.
Read Answer Asked by Les on April 06, 2021
Q: I currently hold 3% positions in FTT, TCL.A, ARE in the Industrial; as well as MG and NFI in Consumer Discretionary (I realize that these are in a different sectors but are also semi-industrial). I am thinking of adding MAL as a long term recovery play. FTT, & ARE had been added last year for these reasons. I'm quite bullish in NFI and see it as having the most upside in the short term.

Do you see this as being a good addition/strategy?

To fund a 1.5% position MAL is there one company that you see as not having as much "upside" that you would trim by half, or a combination that you would suggest trimming from?

Thanks!
Cory
Read Answer Asked by Cory on April 06, 2021
Q: Happy Easter to 5 iresearch team!
For long hold and after Covid 19 return to normal investments, which ones you would pick and why?
Copart "services include online seller access, salvage estimation services, estimating services, end-of-life vehicle processing, virtual insured exchange, ...."
Boyd Group Services, Inc. engages in the provision of automotive collision; and glass repair and related services.
Both focus in car services after accident, Copart in buying and selling on-line end-of-life cars with international reach thru online platform and Boyd in extending cars life after an accident.

Thank you!
Read Answer Asked by Nhung on April 06, 2021
Q: The Brazilian Real currency took a big hit since COVID started and with the countries' recent events, the pain likely is not over quite yet. I wanted to know if there were an ETF that would give me access to a potential recovery of the country's economy as well as their currency's recovery (as it is now 4.54$ real for 1$ Canadian or 5.71$ for 1$ USD ). I currently do not own any emerging market ETF for my locked in RSP. I have seen EWZ recommended a few times on here and wanted to know if it was a good option for this goal or if 5i had better recommendations as of today. And would a 5% allocation be too much? Thank you!
Read Answer Asked by Michael on April 06, 2021
Q: How do you think the European markets will do vs the US markets going forward 5+ years? Do you think the US market will outperform Europe or would you be in both markets? If so, what would the % split be?
Thanks for your service?
Read Answer Asked by Ozzie on April 06, 2021
Q: This is hypothetical.

I have $100K invested in a Canadian corporation which pays a dividend of 4% annually. Today that investment is worth $110K.
Do I take the capital gains which equals 2-1/2 years of dividends and look for other investments or look for this company to pull back and buy it later? Another option is to do nothing. Given the frothy market, taking the gain today looks like a good move.

For a registered account there are no tax implications. For a non-registered account there are tax implications.

How would you view this situation from each perspective?

Thank you
Read Answer Asked by Ronald on April 06, 2021
Q: Hello Folks:
It recently appears Tech stocks are moving opposite direction to industrials such as Cummins, Caterpillar, John Deere and others.
I would think the reason these industrials have moved up so much is based on an improving economy. If so why do tech stocks decline when these industrials increase?
Do you feel there perhaps continues to be more upside in these industrial stocks than tech? What are your views on these industrial stocks (including Honeywell) as longer term holds with aggregate an weighting equal to tech?
Thanks for your excellent service
brian
Read Answer Asked by Brian on April 06, 2021
Q: I remember reading a question about old stock certificates and how to find if the company is still active but I couldn't find the reference in the database.

I inherited 500 shares Belmar Resources Inc. (an Ontario company) but have no idea who/what they are? What should I do to find out?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 06, 2021
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