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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: I am losing patience with LWRK. I bought it as as steady-eddy stock with some growth and a reasonable dividend. Although I'm still up some 26% ( in a non-registered account), I'm down 40% from a year ago. Please comment on recent earnings, headwinds from the recent rebranding, and any other factors that may be holding this stock back.

Thinking of foregoing the dividend and replacing LWRK with CSU or SHOP to make up for my paper loss. Is it time to bail? And if so, which of these two stocks would you recommend I purchase today? Thank you.
Read Answer Asked by Maureen on November 13, 2021
Q: Good Morning Peter & Team,

I have noticed lots of 5i Q & A re miners, ETFs and other related companies (VB as an example) and investing in Crypto. I have also noticed more and more discussions taking place regarding portfolio managers starting to take more notice of Crypto Currency and, that it could eventually be a part of every Managers Portfolio in the coming years. Even going as far as to say it could act quite well as a hedge similar to how gold performs during a market down turn.

My question... Has 5i ever or, are you presently in the process of discussing Crypto Currencies and/or related companies (such as VB) with the intent of adding it to the 5i Growth Portfolio? Or are you still thinking this direction far to risky? Do you think there is any foundation in people taking about every Portfolio Manager eventually making Bitcoin (or the like) a part of their portfolios?

Thanks for all you do

gm

Read Answer Asked by Gord on November 12, 2021
Q: I need to raise some cash so need to sell one or two stocks in my TFSA which is growth focussed. I am probably a little heavy on tech. Could you rank the order of stocks that you would sell. I am tempted to sell TTD after its recent gain but I am not sure this is the best option. Could you offer short a short comment regarding the top two on the list?
Read Answer Asked by Geoffrey on November 12, 2021
Q: Roku and Acuity Brands of have dropped to around 1% each in my Portfolio. I also have Alphabet and Enthusiast Gaming. I am thinking of selling ROKU and AT and buying Disney. Does this make sense or would you do something else with the above mentioned stocks. Thanks as always for the help.
Read Answer Asked by Neil on November 12, 2021
Q: Hello 5i
I have been considering how to improve my TFSA in the New year and am asking you to advice on this. Currently I hold Bam, Magna, Boyd and Microsoft there,among others. I can replace these with Nvidia and Google. Which ones would you replace?
Thanks
Read Answer Asked by joseph on November 12, 2021
Q: Hi group what 3 stocks and why? would you suggest assuming with are stuck with extreme inflation for the next several years.

Also is it too late to start a position in NVDA and if so can you suggest another chip maker that has more room to run and why so. Thanks for your guidance
Read Answer Asked by Terence on November 12, 2021
Q: Hi 5i, the following is paraphrased from a BNN Market Call guest: "...1,000 clients, 15M users, in 40 countries. Combination of at-home, in-class, and mobile learning experiences that can be personalized. Long-term contracts, great revenue visibility. 90% recurring SaaS revenue, growing at over 20% per year. Trades at 3.7x forward sales. High quality, fast growing world leader at a discounted price."

Can get any comparisons to other companies in the space and whether the numbers above make sense.

Thx
Read Answer Asked by Christopher on November 11, 2021
Q: Stephen Takazy a solid value manager had positive comments on few namely
MDF SIA(6.5div)cloudmd tecsys (5i recom )D2l /
PL rank them
Read Answer Asked by thambirajah on November 11, 2021
Q: Hello Peter,
CAn you comment on Auto Canada's results and whether you think it is worth holding? Also, if not, what is a better stock to buy to replace it.. ATS automation, Aritzia or CareRx Corp. Lastly what is the best site to get estimates? I use Yahoo but i dont find it matches up to what you provide.. Can you please point to a link that would have correct estimates, and lastly when estimates are provided, is it assumed they are adjusted EPS? Thanks for the service.
Read Answer Asked by umedali on November 11, 2021
Q: What are your top 5 Canadian choices in each of Utility and Consumer Cyclical sector going into 2022, I am looking for a combination of growth and income, plan to hold long-term in registered accounts. Thanks!
Read Answer Asked by Best on November 10, 2021
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