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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 would like to buy ATD (as 5i's stated: it is a great name at a discount price), and have long appreciated its growth trajectory and management seems very astute. However, in order to buy, I would need to sell something and since I am overweight Industrials, the name I come up with in my holdings is WSP. Which of the two names would you favour for a 5 year hold? My hesitation is what I understand to be a growing industrialization in Can and the US favouring WSP. Thoughts on this switch?
Read Answer Asked by David C. on May 17, 2024
Q: Hello, wondering if you have any insight into this drama at GIL? Both sides seem to have very good arguments to support their side. On the company side, it appears that that the former CEO was acting in his own interests and diversions. On the Browning side, it seems this new GIL CEO has a poor track record. Any thoughts on this would be greatly appreciated. Thank you.
Read Answer Asked by jeff on May 17, 2024
Q: I subscribe to your Portfolio Tracking and Analysis service and would like to suggest adding a feature to help clients such as myself who manage multiple accounts. (In my case, I manage registered and cash accounts for both myself and my husband,) It would be immensely useful to be able to track performance over time and compare it to the TSX, S&P and NASDAQ - both on an individual account basis and on a total account basis. Is this something 5i might be open to providing?
Read Answer Asked by Maureen on May 16, 2024
Q: Hello Peter and team

To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf














Read Answer Asked by Raoul on May 16, 2024
Q: Can you please rank in order of what you believe has the best long term growth prospects? How are they currently valued in relation to historical average?
Thanks
Read Answer Asked by Curtis on May 15, 2024
Q: After holding for a few years, I am up on both these positions. P/E ratios for both still look very reasonable - I'm trying to decide if I should realize some of the gains, or let these winners ride. What are your views on these stocks?
Read Answer Asked by Evan on May 15, 2024
Q: I don't have too many names I want to sell, but lots of names I'd like to buy....

One move I would consider would be to sell CTS to invest in either TMX or ATS. My question is besides the different sectors, long-term which company has the most potential to outperform the others? I'm guessing in order of growth potential it would go CTS, ATS, TMX, with the risk profiles the exact opposite?

Do you see enough potential in CTS to hold it over the other two names? Thanks in advance. - Jeff
Read Answer Asked by Jeff on May 15, 2024
Q: I am somewhat confused and mystified....according to 3 sources I look at (including the company profile on 5i), the P/E for FSV is at 75. In an answer in early April you suggested the Forward P/E is 32.5; on April 25, you explained that while Revenue was up 14%, EPS was 67 cents down from 85 cents the prior year. 1. How does the Forward P/E drop by more than half when EPS went down? 2. You describe the results as good overall, yet the stock price continued to slide although it turned a bit at the beginning of this month: at this time do you see FSV as worth holding onto? Many thanks
Read Answer Asked by Leonard on May 14, 2024
Q: We had members discussion where we could ask and discuss, my question would be I am charged very high interest by my broker and if any member can help advising me which brokerage would be easy to operate and better margin interest, I know you wont advice me on this issue but can direct me to the source or members blog.
Read Answer Asked by Nizar on May 14, 2024
Q: Hi there, can you tell me exactly how much of a discount George Weston is trading at relative to market and book value? I'm interested to know your thoughts on whether the discount can be broken down into any distinct components, and what the prospects are for future break up of the company so that investors can hold the investments in Loblaws, Choice REIT, etc. directly. Thank you.
Read Answer Asked by Menaka on May 14, 2024
Q: In regards to some of the companies that have gotten whacked after releasing their numbers (like Uber, Shopify, Hammand ect), what are a couple names that you think look the most likely to dust themselves off and move higher from here? Thanks
Read Answer Asked by Martin on May 14, 2024
Q: What do you think the go-forward risk is for significant market correction? Are there traditional metrics that you follow for such (ie inverted yield curve) and could you please comment on their present state?
Read Answer Asked by Peter on May 13, 2024
Q: All of the above companies have now reported thier respective quarterly results in the last two weeks and their respective prices adjusted accordingly.

I appreciate that all have been suggested by 5i in response to numerous and varied questions. Based on your overall assessment, the recent results and forecasts and their respective pricing as of todays date, would you be able to rank them for acquisition together with a brief comment please.

Regards,

Terry
Read Answer Asked by Terry on May 13, 2024
Q: Two questions. #1: Nuvei will be sold and go private. Shareholders will get $34.00 U.S. approx $ 46.90 Canadian today. Is it best to sell now or wait for the transaction to go through ?
#2 : HPS.A was moving along just fine and has recently gone down dramatically. Why ?
Read Answer Asked by Frank on May 13, 2024
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