Investment Q&A

Q: What are your thoughts on the most compelling buys today regardless of sector or country?

Q: Is LNR a probable candidate for making about 49% ROI on it's stock over the next one year? Thank you.

Q: 5i,
Do you think STLC presents an opportunity on this pull back?
Is this is the result of the US not passing the stimulus bill?

Cheers,
JR

Q: What is your current view of Canadian Tire (CTC.A). Its come down the last few days and I'm wondering if its time to start a position.

Q: Which stock would you prefer at current price and reason please?

Thank you,

Q: Do you think high inflation or even stagflation will come to fruition in the near future? If yes, is it best to save and build up your cash position or continue to invest in great companies in both scenarios?
Which stocks/sectors would be best to invest in a high inflation or stagflation environment?
Thanks

Q: What is your opinion on CHR. I've got a bit in my TFSA that I'm up on and more in my cash account that I will be selling for a tax loss, I'm wondering if I should sell now or wait a few more months

I'd like to swap into agriculture and precious metals if you have any top picks

Thanks

Q: Natural gas has been rising over the last few months beyond its 6 plus year range. Reason for as supply should still be plentiful. Just looking for your thoughts.

Regards,

Q: Please analyze these two companies, compare them on profit, growth and volatility. Which would be the best long term buy.

Thanks for the usual good advice

Q: First time poster here.
With the slight decline recently, which of these following companies do you guys like the most for a growth portfolio for the next 5-10 years? I have 150K to invest (consider this fun spending money and money to play with), and I want to know how much of the 150K would you guys invest in each of these companies separately? ie. 35k in CSU etc
(side note), the report card for TOI said it was valued at 10 billion when it was $60/share. But now it's $131/share and everywhere I read it says 5 billion market cap. Was this a typ-o?). Thanks!

Q: I once read that the correlation between the price of gold and inflation is only about 60%; i.e., not very strong. Do you have any data to show otherwise?

Q: Hi,

I own SCR in my TFSA account and pleased with the recent acquisition announcement. However, I am not sure if I will receive Penn shares or Exchangeco shares when the deal finally closes.

I am assuming I would receive Penn shares as tax is not a consideration while holding this security in my TFSA. Is this a correct assumption?

Also, would I have to make an election prior to the upcoming special meeting on October 12th or would 'no action' allow the process to unfold as recommended and I end up with cash and Penn shares in my TFSA.

Thank you again for your insight.

Q: All 3 are down today (Wednesday) when market is up. LSPD down a lot, no longer muted. Can you comment more on what's happening to LSPD and what outlook holds? Any adjustment in your opinion? As for SHOP, it's been flat to down for a while now. Any reason why? What is the compelling story behind it? Would you buy it now?

Q: I am consolidating some holdings in my RRSP. I am thinking of selling 2 holdings to buy the other that has the most potential growth in the next 5-10 years. Which one of these 3 do you think has the most potential growth in the next 5-10 years? I am 35 years old so I am in no rush to use the money.

Q: Hello 5i team,
With the short attack on lightspeed, how accurate/right has been Spruce Point Capital in the past? Are they the same firm that shorted Dollarama a few years back?

Thanks,
Andrew

Q: I am a recent subscriber, but have been around long enough to have taken your advice on TOI:CV. It has done quite well, thanks. I have my TFSA holding only one stock, BNS with the whole $75,000. It has essentially not moved in the last 6 months. Can you suggest one or two stocks that you feel have a similar potential as did TOI, as I would like to sell my BNS and move into something else?

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Q: Hi 5i,
I like the idea of adding an 'industrial' type transportation name and have been looking at ALC.
I wonder though if it might see a near term slow down in business because of the type of supply chain issues currently plaguing some manufacturers such as NFI lately thus leading to less cargo to transport, or does it have enough product that is immune to the supply chain bottlenecks to keep its ships loaded?
I'd also appreciate any other suggestions you might have besides ALC for transportation names worth looking at that also pay a comparable dividend.
Thanks!
Peter

Q: The markets pre-COVID were rising at a reasonable rate year to year, with the odd market downturn. Since March/April 2020 the markets have shot up and stocks are trading at much higher multiples than pre-COVID. Eventually, reality may kick-in. There are many companies trading at very high evaluations. If you look at the overall market (i.e. Nasdaq) you see an exponential growth curve for the past 18 months, definitely not sustainable and possibly overpriced.? I still buy stocks but sometimes feel that if the market turns around, it could be years for it to come back. (I am more concerned about companies such as SHOP, NVEI, TTD, LSPD, NVDA, TOI, UPST, ... all of which are great companies but if we overpay, payback could be much more than 5 years.) I thought same about Netflix, I was totally wrong and missed out on one of the biggest lifetime opportunities BUT there must be a point where the price is definitely too high. Are we overpaying? Will we regret this at some point? Your thoughts? Thanks.

Q: What percentage of each would you suggest for a good balance between Canadian and US stocks at this time? (Thanks so much for your help. I have benefitted immensely from your good advice for a few years now.)