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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: I have been impressed on how this “ growth by acquisition “ stock has held up , especially in comparison to other such stocks ( I own EGLX which am keeping), and based on your report and growth portfolio inclusion, have decided to buy some after my 2022 TFSA contribution. Any company specific reasons why the stock has held up? Thanks.

Derek
Read Answer Asked by Derek on December 14, 2021
Q: Admittedly I emotionally attached to BYD given the stellar gains over the time I've held in my kids RESP. I see that they have their challenges and seem to be out of favour with the market. At what entry price to you see a good opportunity?
and since the growth is expected by capital appreciation, do you recommend the stock be held in a RSP or TFSA account?
Read Answer Asked by Brenda on December 14, 2021
Q: Strongly considering buying back the 40% I sold few months ago due to in rease in share price, used procedes to to open new didvdend position.
This would bring me back to just under 4% weighting and reduce overall cost per share about 10% on LSPD.
I beleive they will return to previous highs and go beyond, I'm okay with it's volatility, see it as another GSY growth wise and not as bumpy, can I get you comments.
Regards
Don
Read Answer Asked by Don on December 13, 2021
Q: Hello 5i Team

I purchased Morguard Corporation in 2020 at $105.00. I am beginning to become disillusioned with this company. Any thoughts on whether it is worth keeping or should I sell and move on.

Two potential replacement real estate stocks would be either Tricon Residential (TCN) or Mainstreet Equity (MEQ).

What would be your thoughts on the best purchase?

How was MEQ year end results announced earlier this week?

Thank you
Read Answer Asked by Stephen on December 10, 2021
Q: Hello 5i Team, Leon's announced earlier this year their intention to repurchase up to $200M in value of common shares. I received paperwork today from my brokerage that states I have until Dec 23rd to decide if I want to exercise my option to sell back shares. I'm wondering if you could provide general guidance on the Leon's buyback opportunity via the "modified Dutch auction" approach.

I think it would be advantageous for me, personally, to hold onto my shares but I've not been in this situation before so curious about any considerations that could be broadly applicable to all shareholders when something like this happens.

Any advice/information is greatly appreciated!
Read Answer Asked by Daniel on December 08, 2021
Q: Good morning 5i.

I've perused the Q&A section which has been extremely helpful. I'm looking to build a concentrated portfolio with growth in mind, but also a few names to balance out volatility. Based on what I've read, I was thinking of starting equal weights in the 12 positions below.

CSU, TOI, SHOP, DSG, KXS, NVEI, BAM, GSY, TFII, BYD, WSP, ATZ

What are your thoughts on the the blend of companies and would you suggest any adjustments?

Thanks for your time.
Read Answer Asked by Semper on December 08, 2021
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