Q: I have a nice gain on MRE was thinking about trading it out for ATZ,I realize they are different sectors and market caps, do you recommend this switch for a 1-3 year hold and also what would you rank each company out of 10 …Thanks
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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 Guys
NWC has had quite a decline from over $38 a month ago to a little over $30 today. What are your thoughts about the company at this point. Is it a buy with the price drop, is their market dominance in their markets somehow altered, will they return to form in the next year or so, and is it a buy at this price?
Much thanks
stuart
NWC has had quite a decline from over $38 a month ago to a little over $30 today. What are your thoughts about the company at this point. Is it a buy with the price drop, is their market dominance in their markets somehow altered, will they return to form in the next year or so, and is it a buy at this price?
Much thanks
stuart
Q: Looking to clear out some holdings that are not performing. AND is near its 52 week low and going lower highs and lower lows. HLF is a flattish chart and is about where it was 2.5 years ago. I’m down 9.5% and 11% respectively. Could use to put the money someplace else?
Thanks
Steve
Thanks
Steve
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BRP Inc. Subordinate Voting Shares (DOO)
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Thomson Reuters Corporation (TRI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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InMode Ltd. (INMD)
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Lumine Group Inc. (LMN)
Q: Morning 5i Team,
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.
Thanks,
H
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.
Thanks,
H
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Descartes Systems Group Inc. (The) (DSG)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
Q: I've asked some recent questions and read the reports on these three companies. Different sectors, different debt levels, different valuations, different risk factors but all good companies with pathways to higher earnings and growth. If you only had room for one, which one are you most constructive/have highest conviction on today as a long term hold? Thank you.
Q: In a recent reader's Q. about 13 companies ranked for long term growth ATS (a 5i "B" name) was ranked first and TIXT ("B+")last.
I am trying to understand if it was only the growth factor that compelled the ranking, or is there some other?
In a recent report you state TIXT " has a
12.6X forward P/E, which is significantly lower than its peers, at 24.9X on average." The report also states the stock trades at a significant discount to its many measures.
Kindly reconcile my confusion in your apparent rationale and also tell me which are the TIXT peers.
I am trying to understand if it was only the growth factor that compelled the ranking, or is there some other?
In a recent report you state TIXT " has a
12.6X forward P/E, which is significantly lower than its peers, at 24.9X on average." The report also states the stock trades at a significant discount to its many measures.
Kindly reconcile my confusion in your apparent rationale and also tell me which are the TIXT peers.
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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BCE Inc. (BCE)
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TELUS Corporation (T)
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Vanguard Communication Services ETF (VOX)
Q: Hi
Sold both BCE and T prior to them dropping.
I am now under weight in communications by 3.79%.
Do I buy them back or would I be better off with VOX as my US holdings are doing better than my Canadian holdings over all.
Thank you
Mike
Sold both BCE and T prior to them dropping.
I am now under weight in communications by 3.79%.
Do I buy them back or would I be better off with VOX as my US holdings are doing better than my Canadian holdings over all.
Thank you
Mike
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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International Business Machines Corporation (IBM)
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Coca-Cola Company (The) (KO)
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Procter & Gamble Company (The) (PG)
Q: Hi 5i.
Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
Q: Can you recommend a chart provider that allows comparison between multiple stocks/ETF’s on a total return basis?
Q: Is US large cap tech too expensive to buy here, or does the AI theme make it have room to run up further?
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Alphabet Inc. (GOOG)
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Mastercard Incorporated (MA)
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Royal Bank of Canada (RY)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Vanguard Balanced ETF Portfolio (VBAL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: For a RESP rebuild with 5 years till 4 annual withdrawals start, to achieve a higher total return with lower volatility, do you think the above stocks will reach the intended goal. Thank you so much
Q: I'm watching IFP rally the last two or so days on heavy volumes. I don't see any news. Do you have any insight into this movement? What is your opinion on this stock for the next year or so?
Thanks for this opportunity to ask questions; it is a wonderful service!
Thanks for this opportunity to ask questions; it is a wonderful service!
Q: The share price has been drifting down since early 2022 and is now just above a 2.5 year low. Sales growth has been ok but EPS has been drifting down. I bought it around $50 and am becoming impatient with it. Is there another stock in the same industry you would recommend as a substitute?
Q: Hi Peter, My question is about returns in the S&P during a four year Presidents term. On average what are the markets (ie S&P 500 ) return in year 1 vs year 2 vs year 3 vs year 4. I heard an analyst mention that the best returns come in year 3. Can you confirm the returns by year. I appreciate the great service.
Q: I have the following equally weighted in my rrsp and tfsa accounts. ATZ, TOI, DOO, CSU, NVEI, AC, TFII, ATD, WSP, LMN. My time horizon for these investments is 8-10 years. I am looking for growth in these accounts as I have dividend paying companies in my non registered accounts. Would you recommend any changes to this list or a different weighting?
Thank you.
Thank you.
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Data Communications Management Corp. (DCM)
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The Trade Desk Inc. (TTD)
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Axcelis Technologies Inc. (ACLS)
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WELL Health Technologies Corp. (WELL)
Q: Hello 5i
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Dave
Could you please rank the above stocks for growth over the next 1-3 years.
Thank you
Dave
Q: Hi Team,
Can you please provide your thoughts on NTLA? I've held it for a few years through the ups and downs, and am thinking of now replacing it with something with more potential upside. I was thinking about TOI, but would like to hear if you have any other suggestions as well. My timeframe is 2-3 years.
Thanks
Can you please provide your thoughts on NTLA? I've held it for a few years through the ups and downs, and am thinking of now replacing it with something with more potential upside. I was thinking about TOI, but would like to hear if you have any other suggestions as well. My timeframe is 2-3 years.
Thanks
Q: Are the shares or the price changing for the shareholders of TRI. I'm unable to access any information from my online broker. It looks like they have acquired another company. Thanks.
Q: Hi there,
I’m reading about the impact that the forest fires is having on lumber industry and lumber prices have jumped since the end of May. What’s your thoughts on a short term trade in IFP or one of the other lumber companies?
I’m reading about the impact that the forest fires is having on lumber industry and lumber prices have jumped since the end of May. What’s your thoughts on a short term trade in IFP or one of the other lumber companies?
Q: I have a small position in each of BAM and SIS in a RIF and would like to consolidate into one position. Would you prefer BAM or SIS.
Thank you as always for your sage advice.
Thank you as always for your sage advice.