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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 Team!
We all know who the big tech names are and which ones have done well over the last number of years. Many of the big names were smaller not too long ago like Shopify.What small and mid cap names in the tech space have staying power and the prospects for significant growth over the next decade... who are you top 5-7 names in the small to mid cap tech space?
Read Answer Asked by Ian on May 07, 2020
Q: Hi 5i team,
In your most recent report, you mentioned that "This may be an opportunity to trim some small cap names that have rallied significantly to reposition into a more 'conservative' large-cap portfolio." Please provide five or six Cdn small cap examples that fall into this category. Thanks.
Read Answer Asked by Willie on May 07, 2020
Q: Hello,

it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.

I'd appreciate hearing your thoughts on it now as a possible recovery play.

Appreciate your insights as always.
Read Answer Asked by Marc on May 07, 2020
Q: Mawer is the only fund company I have used for quite some time. I use it in accounts where there is no tolerance for mistakes, e.g. RESP, spousal RRSP, spouse's TFSA.
More recently I've started using MAW105, and MAW150 as well.
Before Mawer I was fond of Saxon funds.
Are you able to name one or two other fund companies that have a similar philosophy with low fees?
Read Answer Asked by Mike on May 07, 2020
Q: Dear 5IR Team,
Can you please, give me the most important criteria to be meet for 5IR team looks first before a deep analyze ?
Thanks
Read Answer Asked by Djamel on May 07, 2020
Q: You have mentionned in the past that some of you at 5i are trading options during this time of high volatility, as i have bee, too. I am wondering what your prognosis of the coming months looks like. I have been getting scared of another leg down coming and am fearful of getting caught in Stocks that have fallen. That caution has been heightened by Buffet's ecision not to buy during this time, presumably because it is too uncertain. This may be a bit too broad of a question but i would be interested in knowing what you see on the horizon and what your take is of Buffet's apparent view of that smae horizon
Thanks
Read Answer Asked by joseph on May 07, 2020
Q: I am ready to exit Suncor, and am looking for a replacement stock with a good balance between dividend sustainability (over the long term, understanding that almost no dividends are safe in the current environment), dividend yield, and dividend growth.
I am considering either QSR or SYL (or another stock in the consumer discretionary or tech sectors -- please recommend, slight preference for consumer discretionary as I am underweight this sector) as a replacement. This is for a long term (hopefully indefinite) hold. I already hold CTC.A, MSFT, and IBM. Thank you.
Read Answer Asked by Walter on May 07, 2020
Q: Thank you for May 5th report. # 3 states that this may be an opportunity to trim some names that have rallied significantly to reposition into a more conservative large cap portfolio. Could you give some examples of companies that would fall into those categories?
Read Answer Asked by Lorraine on May 07, 2020
Q: Hi team, currencies move in short term nearly impossible to predict, however, the new 20 yrs treasure came out, would be a "support" U.S dollar in short term? thanks
Read Answer Asked by LEI on May 07, 2020
Q: I had some cash on the sidelines in March and managed to buy at some lows.
Im actually in the black now overall and of course my emotions (I think greed) take over and I think I should sell a portion in preparation for another dip - maybe a big dip after some of the reality of the impact of covid 19 is realized.
I bet you hate questions like this but, would you sell a third and see or just ride it out ?


Read Answer Asked by Paul on May 07, 2020
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