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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: Recently rejoined 5I after fantastic run in earlier years and have dipped my toes in LNR. Plan to add increments regularly ( I live in Guelph). Agree?
Also can you advise on 3 best buys over the next 3 years.
Thanks,
Alex Reid
Read Answer Asked by Alex on September 16, 2022
Q: Hello Peter,
Thanks for your explanation to a question asked earlier on BAM; sorry, are you able to expand a bit. If one owned 100 shares of BAM, what would happen as you mentioned 1 for 4 basis. Does this mean BAM will still trade as BAM, and another company will trade as XXX, but as a shareholder 400 shares would be in the account or 25 shares? Also, what would happen to BIP, and BEP as there seems to be an overlap.. Much appreciated. Finally, if one owns BAM today, should one just stay put and hold the shares... thanks very much
Read Answer Asked by umedali on September 15, 2022
Q: good morning,
Sold this one for a tax loss about 35 days ago. What do you think about recent earnings and forecast?
Would you buy back in or something better such as ATA or BOYD or CAE.
It's classified as basic material on many websites but industrial on yours.
Read Answer Asked by Denis on September 15, 2022
Q: Can you comment on the spinoff news at BAM? Some details were disclosed and it sounds bullish but would appreciate your perspective.
Read Answer Asked by Mike on September 15, 2022
Q: Hi Guys

I have owned Smart Centres for a while and done prety good by it but thinking I might sell that and add to my 1% position in Tricon. Where do you see them in terms of current pricing and future potential? Looking ahead over next 5 years which do you think will be the better position to hold?

Much thanks

Stuart
Read Answer Asked by Stuart on September 13, 2022
Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what I’m currently holding in my non registered account.

Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U

Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. I’m looking to have a mix of growth and value holdings.

I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.

Please take as many credits a you see fit.

Thanks
Joe
Read Answer Asked by Joe on September 13, 2022
Q: It looks like this is close to the time to start buying cyclical stocks. Would you agree? Which cyclical companies do you think have the most potential to become three baggers in the next three years. Not looking for ten baggers! LOL
Read Answer Asked by Helen on September 13, 2022
Q: Hello Peter,
i am starting to realize, buying stocks based on previous success does not always work out as in Knights and Topicus case. However, i was wondering with current environment, is it a good idea to initiate a position in Knight with hope of good returns in future as i see little downside.. Please let me know . i am thinking of selling TOI, for Gud. Thanks
Read Answer Asked by umedali on September 13, 2022
Q: It appears that the acquisition of Link is going to happen. Is this going to be a catalyst for the stock? Investors don't seem to be convinced of the benefits of the deal since the stock after a jump Thursday is somewhat flat Friday.
I'm deep under water on this one. I can be patient when a stock is broken but not so sure if the company is not broken in this instance. Now what?
Read Answer Asked by Yves on September 12, 2022
Q: Hi Team,
The stock performance of Well is a bit perplexing to me as of late. I understand that growth stocks in general have gotten slaughtered the last year. But this is a Health company (which I thought in general are supposed to fair well in "recession" type environments). The company so far has proven to be growing at a very high rate. Last numbers beat estimates if I remember correctly, and guidance upgraded. It had received some Price Target upgrades from analysts after the last release. Yet the share price continues to drift lower. Canada in general seems to have a healthcare "shortage" right now if you believe what the media tells us. You would think a company with "telehealth", which I think will have great future growth and help ease contstraints on hospitals somewhat would be catching the eye of long term investors here. As well, the CEO has a proven track record as building up a company and selling it. Am I missing something, or could this set up be one of the most compelling on the tsx today for long term buyers at this level? Also, is Well still a relatively "unknown" company to the investment world in canada? It seems that getting in early with unknown companies that end up sucessful can sometime generate outsized returns over the long haul. As is the notorious (10 baggers) everyone can dream of finding once in a lifetime. This all being said, should I be buying today for the buy and hold strategy? Your comments are appreciated. Thanks.
Read Answer Asked by Shane on September 09, 2022