Investment Q&A

Q: What would be your current top 5 buys in the US and Canada? Thanks

Q: Hello 5i Team,
In the past month alone NFI has received contracts for almost 600 buses (hybrid/electric) according to the headlines on seeking alpha. Do these contracts actually translate into bus sales?

What is keeping this company down over years? Is it that the dept is to high for the market or that the acquisitions simply have not panned out?

Thank You,
Andrew

Q: Hello 5i, so much doom and gloom and grumpy people, I get it haha but be mad at yourselves not 5i!!

I could have sold Roku Shop and LSPD at all time highs but I also owned them before COVID and topped up near covid lows so not selling on the way up to all time highs in 2021 worked quite well but being greedy and anchored to certain prices did not end well :)

Thanks for all your wisdom over the years I sure wish I listened the many times you stressed keeping weightings at a reasonable level as much as you like a stock I shall try to heed that more often.

Let’s look at this positively if anyone has 5 plus years or more investing how can you not be excited to pick some possibly massive winners for the future. It’s like March 2020 opportunities but some look better and could be even more exciting when things settle down long term.

If you had to pick 5 growth stocks that you could own for the next 5 years the goal of course is capital appreciation and I’m not asking you to pick and purchase the stock today but if you had to pick the stocks today but had the next 12 months to purchase at any pace you want what 5 stocks would choose? Canadian or American sector doesn’t matter nor does risk.

Q: hello 5i:
We're looking for a decent income stock and are considering EIF. We already own about a 1.5% position in AC. Are the companies businesses too similar in that they are both tied to the airline business or is there sufficient difference to own both? And what are your thoughts on the present valuation of EIF?
thanks
Paul L

Q: Hi Peter and Ryan,

With interest rates going up next month would like to know your thoughts on the short term effect this will have on the above tech companies, will there be a discount after the rates rise.

As always
Thank you
Anthony

Q: Would you prefer to own MCO or SPGI?

Thanks

Kim

Q: From the 5i balanced PF . . . If you were starting to build this PF today what would your first ten stocks be in order of preference and what % dollar wise allocation would you assign?

Q: Your thoughts and analysis on earnings. Thanks

Q: Dear 5i team.

Looking to add to my SYZ position, but have a couple of questions.

1) Why do you show NR in your recent portfolio update as at Feb 10 but your March 21 co. report you gave it a B+?

2) Who are it's competitors and please give a brief comparison in terms of where SYZ fits on the list if stack ranked?

3) Would it make sense for them to acquire any of them in terms of synergies?

I am considering adding to my position given the market weakness and the stock current negative momentum, but wanted your input first.

Many thanks.

Q: YOUR CURRENT OPINION ON JAMIESON WELLNES

Q: Can you provide a list of 10 US and 10 Canadian stocks that you think have the highest conviction/potential to double from current prices over next 12 months or so. Market cap or risk is not a factor. Thanks

Q: I've done well with HD in a registered account over the last couple of years. That said, I'm seeing growth slowing and am contemplating switching to RH. On a scale of 1-10 (from less to more) , can you please rate each company for risk and growth over the next 12-18 months? Thank you.

Q: Cannabis seems to have turned the corner and has had some good recent momentum. Do you see this as an opportunity in 2022 and beyond. Would you be buyers of Trul & Vrno at these prices?

Q: Good morning
as a follow-up to my question yesterday if you were to pick only one US stock and one Canadian stock to purchase that you think will have the biggest upside what would your recommendations be ?
Ty

Q: I follow bl and see it down big today. Is this an opportunity to start a position? Were earnings all that bad?

Q: Hi. What are your recommendations for two stocks each from Canada and US that have been beaten down lately and which you think it's time to get into? Thanks

Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks

Q: thinking switching my RBF 592 to a ETF which ETF is similar to it

Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!