Q: Currently own SIS for a few years with small capital gains and collecting the monthly dividend. Looking for more capital gains and not in need of the monthly dividend payment. How’s HPS.A looking from a valuation and it is getting closer to 1B market cap. Looking to sell SIS and buy HPS.A for some more total returns. Thoughts?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What is your analysis of this company and it's long term perspective?
Thank you very much
Thank you very much
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Tax loss season is an opportunity to shop for bargains. Can you name 2 or 3 that are excessively beaten down, therefore likely to bounce and rise further on fundamentals?
Q: Sell, hold, or buy - with a few pertinent comments?
Thanks. ram
Thanks. ram
Q: I own a couple of banks, SLF and MA in my financial allocation. Thinking of adding GSY or BN. I know there different in size, but GSY probably offers more growth.
Would you be comfortable adding GSY with a 3-5 year time commitment, or is BN the better choice?
Would you be comfortable adding GSY with a 3-5 year time commitment, or is BN the better choice?
Q: Would you recommend VEEV at this level or would you prefer another in the same sector for a growth investor?
Thanks for your service!
Thanks for your service!
Q: Can you recommend some Canadian and U.S. companies in the renewable energy space and suggest a reasonable entry point?
- First Quantum Minerals Ltd. (FM)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Lundin Mining Corporation (LUN)
- Capstone Copper Corp. (CS)
- Ero Copper Corp. (ERO)
Q: Can you compare and rank, for profitability and secondly, for growth prospects, the 5 Canadian listed copper producers, with the best 5 -10 year profitability and growth outlook, that may operate mines in Canada and/or other countries? Thank you.
Q: This stock was around $20.00 earlier this year when btc was 25k. BTC is now 36k+ and this stock is hovering around $10.00. is there an explanation for why this is occuring?
Thank you
Thank you
Q: Would the 5i team be aware of any stock that would have a growth rating of 6 and higher along with a risk rating of 4 and lower. I'm needing to add 2 or 3 stocks (gems if any exists) to portfolio.
Thanks for your valuable service.
Gilles
Thanks for your valuable service.
Gilles
- Constellation Software Inc. (CSU)
- Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
- Vanguard Growth ETF Portfolio (VGRO)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: I have some funds to invest in my unregistered account for a 5 year hold and am considering the above stocks and ETFs. Please comment on the projected growth of these stocks and ETFs and rank the stocks for future growth.
Q: Your growth portfolio has only compounded at ~3% per year since inception. Where would you say you've gone wrong and have you considered any changes to your portfolio management techniques or criteria for security selection in an attempt to course correct and improve performance moving forward?
- Amazon.com Inc. (AMZN)
- FirstService Corporation (FSV)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Do you feel there's a good chance that we are in the midst of a true rotation to growth? What are a few Canadian and US names you think are well positioned to outperform in this scenario?
- WSP Global Inc. (WSP)
- Toromont Industries Ltd. (TIH)
- ATS Corporation (ATS)
- Thomson Reuters Corporation (TRI)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Waste Connections Inc. (WCN)
Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.
Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?
Thank you,
V
Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- United Rentals Inc. (URI)
- TFI International Inc. (TFII)
- Axon Enterprise Inc. (AXON)
- CrowdStrike Holdings Inc. (CRWD)
- Vertiv Holdings LLC Class A (VRT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: This question has been asked many different ways and times. I am looking for 10 of your highest conviction, long term growth [5-10years] stocks - Canada or US, any sector - with target entry prices and short blurb on what distinguishes them.
- Element Fleet Management Corp. (EFN)
- EQB Inc. (EQB)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Lumine Group Inc. (LMN)
Q: Which one of these 4 stocks would you add to a risk-on TFSA ? Any other stocks ? Thanks. Derek.
Q: Finally.... 1st Analyst coverage from RBC capital Markets
" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "
Any comments on above ratings/reports ?
They seem to support 5i thesis on both companies.
Thank You
" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "
Any comments on above ratings/reports ?
They seem to support 5i thesis on both companies.
Thank You
- Toromont Industries Ltd. (TIH)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
- EQB Inc. (EQB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- TECSYS Inc. (TCS)
Q: I bought GSY at its peak. Is it time to dollar cost average now or would you wait for the price to drop more?
How do you see the stock price move if interest rates stay stable until mid 2024?
Would you recommend different stocks which pay 3-5% dividend with room to grow 50% over the next 12 - 18 months,?
How do you see the stock price move if interest rates stay stable until mid 2024?
Would you recommend different stocks which pay 3-5% dividend with room to grow 50% over the next 12 - 18 months,?
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Crocs Inc. (CROX)
Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.
Many thanks.