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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: Hi 5i,

The CEO of CIGI recently purchased $17M dollars worth of stock. Is this significant relative to his holdings? Would you consider this a very strong vote of confidence for this stock by the CEO? What do you think an attractive purchase price would be for the stock assuming you think it is a good long term investment? thanks
Read Answer Asked by Ian on May 18, 2022
Q: Hi 5i team,

Given recently many tech companies share price meltdown, I keep asking myself that are we going through 2000 dot com bobbles again? Could you please walk us through current situations your lens? If people have time to hold tech names for 3 to 5 years, will they be rewarded?
Read Answer Asked by Lin on May 17, 2022
Q: Hi group p

Please explain in simple terms what Harvesting tax loses and proxy mean when selling stocks at a loss

Second question please give me your top 3 picks (in preferential order) c/w short explanation for following sectors ....Consumer staples, Energy ,
Materials, Real estate, Health care, Commodities, Financials

Thank you for your help





staples,
Read Answer Asked by Terence on May 17, 2022
Q: Taking into account their current valuations, and their individual company risk, could you please rank these stocks in terms of overall risk from high to low for a 2 year time frame:
LSPD SHOP NBLY TOI NVEI WSP CAE TIXT GSY

Thanks for all your work!

Mike
Read Answer Asked by Mike on May 16, 2022
Q: Looking to add your top $C four or five picks to an already diversified portfolio .
I’ve been sitting on the sidelines for a while. A bit rusty on what looks good, after the free fall. Time to start buying again???
Read Answer Asked by Roy on May 16, 2022
Q: Sold ATZ for tax loss. Is CROX a good proxy or would you recommend something else? Would you buy ATZ back later?
Read Answer Asked by Peter on May 16, 2022
Q: In a diversified portfolio where I want to add to the above holdings, please indicate in order, which one you would add to first and so on.

Please of course consider the stock appreciation potential, the markets and are these in favorable segments or not, etc.

Thanks


Sheldon
Read Answer Asked by Sheldon on May 16, 2022
Q: Hi Peter & Team:
Can you give me some idea which of the above companies for TFSA , rank from your best and down. Thank you as always.
Read Answer Asked by DAVID on May 13, 2022
Q: Of the 5 stocks listed in this question, do you see today as being a good time to purchase/ add to any of these names? And what order would you rank them, if buying today. Or, are there better ideas out there today that you would prefer? Thanks

Shane.
Read Answer Asked by Shane on May 13, 2022
Q: Ever since I started investing roughly ten years ago, I've always enjoyed trying to identify companies that could become acquisition targets. Could you please name five companies (TSX only) that you believe have a high likelihood of being acquired or taken private in this current environment? Thank You
Read Answer Asked by Andrew on May 12, 2022
Q: Nasdaq is now down about 28% from its' high in Nov. Based on the past history of corrections/bear markets, etc, what would you guess is the likelyhood of it going past 35% ??? Thanks Jim
Read Answer Asked by jim on May 11, 2022
Q: Hello 5i

You are often asked if you could provide 2-3 "bargains" from the various portfolios - could you, given the current environment, provide
- 2-3 from the balanced / Income portfolios
- 2-3 outside of the portfolios (either Canadian or US please)
That you would consider a good opportunity to pick up at this time.

Thanks
Read Answer Asked by mike on May 10, 2022
Q: What's your take on Brookfield Business Partners? Its stock value has been just about cut in half YTD and is currently at 7 PE which seems stupidly cheap. But I know Brookfield's entities can't always really be judged on PE multiples Why has this stock been hit as if it's a high-flying tech? And if the market is deeply undervaluing it might Brookfield buy it out as it did its real estate entity?
Read Answer Asked by John on May 10, 2022
Q: IBI Group appears to have it troubles behind it. Earning ratios have been comparable to WSP and its debt in now very manageable. It trades at half the valuation multiple of WSP and as valuation multiple are contracting do you think it wise to divest of WSP and invest in IBI Group.
Read Answer Asked by Don on May 10, 2022
Q: Hello Peter,
Thank you for your response to my question. I am sorry if part of the question was not clear.
I was not looking for a choice between SHOP and TOI, or NVDA/QCOM over others. What would perform better between now and the end of seasonal strength end Feb 2023? Tech (SHOP and TOI) ) or Energy and commodities? Growth ( NVDA and CRWD) or Value (QCOM and MSFT)?
In your mind, is there a clear winner that would justify a switch from one to the other and is it too late to sell and make the switch?
Nothing is for sure. Just your opinion.
Regards
Rajiv

Read Answer Asked by Rajiv on May 09, 2022
Q: Rogers' ambition to purchase Shaw may have the side-effect of more-than-doubling Quebecor's wireless footprint. Assuming this occurs, does QBR.B become more attractive as an investment, or does the prospect of even more debt outweigh this windfall growth? In this connection, it's interesting that the company has already paid for substantial 5G spectrum.
Read Answer Asked by John on May 09, 2022