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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: WSP has been a strong performing investment and a long time favorite, both for 5I and for me. The current P/B is over 3.6, and while it has historically had a higher than average P/E, it currently shows a P/E of 46.

Do you believe these matrices show it is as becoming over valued?

Also, the Price to Cash Flow is 28.1 while Price to Free Cash Flow is -8.60. Can you please explain what these matrices reflect for companies in general, and how do you see what seems to be a significant difference in these measures?

Thank you for your excellent service.
Read Answer Asked by Leonard on January 20, 2023
Q: I own all of the above US Tech, except ROKU. I was interested in your answer yesterday regarding potential growth for ROKU, all things going well. Amoung these companies, is there anything you would sell to move into ROKU? I don't really want to put new money into more US Tech, but would rather find the right balance in the funds I already have there. Thanks!
Read Answer Asked by Kim on January 19, 2023
Q: Can you provide a list of a few microcaps, smallcaps, both us/cdn that could rocket up with a recovery in the economy. Thanks 5i for all you do
Read Answer Asked by Geoff on January 12, 2023
Q: What are your top 4-5 stock picks for 2023 growth and/or inflation protection ?

Read Answer Asked by John on January 11, 2023
Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.
Read Answer Asked by Arthur on January 11, 2023
Q: Currently have a small position in QIPT, and considering adding to the position. Have been following the remaining 3 and thinking of adding.
Can you please provide your thoughts and perhaps growth of these companies.
Thanks in advance
Read Answer Asked by Rick on January 06, 2023
Q: TFSA top up for 2023. I hold all IWO in the account currently. My crystal ball doesn't like the current USD:CAD outlook so buying USD with CAD to get IWO at the moment doesn't feel like a good move. Does anything in the balance or growth portfolio look particularly attractive as a buy? I hold OTEX and ENGH as tech stocks, both have been adequately beaten up to be buys but I hate owning the same stock in multiple accounts so would consider a different CAD stock for the TFSA account if you can think of one. So long way to ask: just suck it up and buy, IWO, buy ENGH, buy OTEX or buy ??? as it is your top pick right now. 5 year hold.
Read Answer Asked by Tom on January 05, 2023
Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal
Read Answer Asked by cal on January 05, 2023
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!
Read Answer Asked by Andrew on January 04, 2023
Q: In a recent answer you concluded with: “At some point, all the 'worry' will be priced in, and contrarian, more bullish investors may do very well, if they are positioned BEFORE the market pivots.”

I agree that ‘before’ is key. Would good stocks for this strategy be Shop and Goeasy? What others do you suggest for contrarian bullish investors?
Read Answer Asked by James on January 04, 2023
Q: What are a few non-tech, non-financial stocks that you are high on right now?
Read Answer Asked by Stephen on January 04, 2023
Q: hi, what are your top 5 Canadian large cap growth stocks right now ( focusing on your model portfolio, as well as any others outside the portfolio with high conviction ). and can you provide 5 in small to mid cap range, Canadian, too please...
cheers, Chris
Read Answer Asked by chris on January 04, 2023
Q: Happy Holidays! Now that 2022 is coming to an end, what would be your most bullish ideas going into 2023?

Thanks!
Read Answer Asked by Michael on January 03, 2023
Q: Hi team,

Looking for strong growth names in my tfsa, I have been considering cheap stocks with potential. An alternative approach would be to look at names which have been doing very well this year and which still have momentum and potential. Grateful for your comments and some names which have wind in their sails.

Jacques IDS
Read Answer Asked by Jacques on January 03, 2023
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