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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: Can you please rank the above in terms of growth. For TFSA 5 year hold minimum. Thanks
Read Answer Asked by Marco on March 07, 2024
Q: After reading you were disappointed with the results by Nuvei -- on top of your tepid reviews prior to this week's earnings results -- I'm thinking of replacing it.

Note, I don't use asset allocation, instead selecting stocks with the best overall potential for capital appreciation (in this case over the next 5 years).

With that in mind, please rank Celestica, Tecsys, Docebo, TFII and Terravest against Nuvei from 1 to 6, one being the best, 6 the least appealing.

Pete.
Read Answer Asked by Peter on March 07, 2024
Q: Hi Team,
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.

Thanks ,
Shane
Read Answer Asked by Shane on March 06, 2024
Q: I’m trying to form a kind of hybrid of the Hodson and the Buffet approach to investing. Hodson: balanced portfolio. Buffet: a few excellent companies. So I would form a fairly balanced portfolio but be overweight considerably in a few.

Buffet says you are buying a piece of a business; you are not buying a stock. He and Munger don’t care about the stock market. They both say you don’t need very many stocks, no more than 5 or 6. They also say their approach is not for the average person, who usually doesn’t know how to value a business and should just stick to EFFs. Their approach is for someone who knows how to analyze and value a business. Peter Hodson and 5i do know how to analyze and value a business. (And in answers to questions 5i has also said several times that the way to build wealth is to own a small concentrated portfolio.)

On the other hand, 5i is all about building and rebalancing a diversified portfolio, covering all, or almost all, sectors. This approach is more concentrated than an ETF, but not as concentrated as a Buffet/Munger small set of quality companies. I don’t know anything about Sees Candy, Geiko, or Coke. But they certainly do.

If Buffet/Munger were looking only at Canadian companies, which few would they want to own? Any size, any sector. Just outstanding businesses.

Read Answer Asked by Gordon on March 06, 2024
Q: From reading your recent answers, you like these 4 companies (CNR, CP, TFII and TIH). Would you please rank these 4 companies for growth and rank them again for dividend growth. Which two companies would be your favorite for a combination of growth and dividends for a 5+ year hold? If you can give a brief explanation for the reason(s) over the other 2 companies? Thank you.
Read Answer Asked by Karen on March 05, 2024
Q: Hello 5i,
Could you tell me what the expected growth rates are for these three companies over the next year?
Thank you
Dave
Read Answer Asked by Dave on March 05, 2024
Q: Hi,

Which of the two would deliver the most return and greatest likelihood of capital preservation?


Also, would you list three or four names that "due" for a rebound within a few weeks?

Thank you!
Read Answer Asked by D on March 05, 2024
Q: I’m trying to pick three companies from the list above to purchase as part of a balanced fund for the long term.
Which three would you recommend? Thanks
Read Answer Asked by Ben on March 04, 2024
Q: Can you please provide your thoughts on the stocks listed for a RESP that will start to draw down in 4 years? In addition to these positions the portfolio has a good core position in CDN, US and INTL large cap ETFs. Any that you would get rid of now? If so, please provide alternatives (both Cdn and US).
Read Answer Asked by Chris on March 04, 2024
Q: Hi Peter & team

My son is about to graduate and will be starting his first job shortly thereafter. He is going to have approx $100,000 to invest and he asked for my help. I am recommending he start a portfolio which includes HPS.A, GDI, TVK, GSY, BNS, EQB, SIS, ATS, KXS, TOI, ATZ, DOO, ENB, BTE, LMN. I am also going to suggest 10% be placed in CASH as a rainy day/opportunity fund he can add to. Is there anything else you would have me add? Is there any of these you would have me remove? And if 10% was focused into fixed Income, what would you recommend? Please deduct appropriate number of questions.

Thanks for all you do

gm
Read Answer Asked by Gord on February 28, 2024
Q: Hi Peter Looking for more growth in a LIF account. Which of EQB, BN or IFC would you choose to replace BNS? Please rank in order . Thanks
Read Answer Asked by Gary on February 28, 2024
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