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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 get it that general-contractors like BDT are exposed to cyclicality in ways that engineering-and-design co's like WSP are not, but then I compare their P/E ratios (20.5 vs 54.5) and wonder if the latter could ever grow as much as the former - or is BDT's low P/E just a fact of life in cyclical sectors, such that it's the one that's growth-limited?
Read Answer Asked by John on October 21, 2024
Q: The Macro Market Models are very interesting. I think I missed the explanation on the "Sector, Size, and Style Rotation" tables which give percentages for each signal i.e., Trim, Hold/Tactical Buy, Buy and Strong Buy". What are these percentages relative to? Thanks.
Read Answer Asked by Danny-boy on October 18, 2024
Q: A few days ago Caisse stated it will support Atd in acquisition of 7&I. Aritsan,a major shareholder of 7&I encouraged negotiations with Atd instead of reorganization. This resulted in Atd's rise of $1.20. It appears that the Japanese Gov't will block a take over,however it may allow sale of the N.American stores. Atd has dropped quite sharply since initial offer.In view of foregoing,is it timely to buy/add Atd.What is a good entry price? Txs for u usual great services & views
Read Answer Asked by Peter on October 18, 2024
Q: After signing up to the Portfolio Tracking & Analysis, ( excellent service, Thanks!)
I need to increase my holdings in the Health care sector and Consumer Defensive industry
US and Can exposure.
Your suggestions are appreciated.
Thank You 5i Team
Heidi
Read Answer Asked by Adelheid on October 18, 2024
Q: Hi 5i Research Team,

Building a value stock portfolio for both long term and shorter term results (Santa Clause Rally) and looking for potential stocks that could be described as "under valued" and can be classified as recession defensive as well in both Canada and the US. Was wondering if you could list 5 picks from both Canada and the US?

Thanks in advance for your helpful advice!
Read Answer Asked by Keith on October 17, 2024
Q: Just for fun: If you were putting $100 down that 3 Canadian companies (TSX or TSV exchange) would be acquired by end of 2025, which 3 would you choose?
Read Answer Asked by Bobby on October 17, 2024
Q: I plan to buy 1 or 2 of the subject stocks in a TFSA for a term hold (5 years or more unless something changes). I see each of these stocks as medium risk with good growth rates. Would you agree with my risk assessment? Please rank in your view of highest to lowest potential growth rates.
Read Answer Asked by Brendon on October 17, 2024
Q: Greetings 5i team,
I hold these seven companies in my TFSA in roughly equal amounts. I would like to add WELL to my TFSA. Would it be wise to shave a bit from all of the companies listed in order to do so?
Or, do you see a better solution to achieve this (ie. SELL one / two of the other positions in favour of WELL)?
Thank you as always.
SP
Read Answer Asked by Steve on October 17, 2024
Q: With the repatative hurricanes in USA and the flooding and devastation occuring, there will have to be a large rebuilding of homes and businesses, Which Sectors will benefit from this? Which Canadian and US companies will benefit? Does the lumber duties have an effect on the Canadian lumber industries response?
Read Answer Asked by Ric on October 15, 2024
Q: Will 5i be publishing this year a list of attractive opportunities in beaten down stocks that will suffer further from tax loss season?
Read Answer Asked by Karim on October 15, 2024
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