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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 Team,
Looking to have your thoughts on why Topicus is not participating in the recent tech rally that's been going on...especially yesterday? I know its a odd trader. But is there anything fundamental holding it back? Or do big investors (fund managers and such) avoid it because they are not share issuers? This being said...do you also see this as an opportune to add, with anticipating that TOI shares will eventually "catch up" to the over all tech bounce here? Thanks for your thoughts!

Shane.
Read Answer Asked by Shane on January 24, 2023
Q: Looking to add to my registered accounts. Could you please rank the above based on which you would buy as of today?

Many thanks,
Read Answer Asked by Rick on January 24, 2023
Q: WSP has been a strong performing investment and a long time favorite, both for 5I and for me. The current P/B is over 3.6, and while it has historically had a higher than average P/E, it currently shows a P/E of 46.

Do you believe these matrices show it is as becoming over valued?

Also, the Price to Cash Flow is 28.1 while Price to Free Cash Flow is -8.60. Can you please explain what these matrices reflect for companies in general, and how do you see what seems to be a significant difference in these measures?

Thank you for your excellent service.
Read Answer Asked by Leonard on January 20, 2023
Q: If you held no current position in NTR but wanted to begin one, would you be inclined to buy before or after earnings are released on February 8? I ask because the stock was clobbered after earnings were released in early November 2022.

I realize this is a timing issue which can be a mug's game but I am still interested in your gut feeling.

Thanks as always for your expertise.
Read Answer Asked by Richard on January 20, 2023
Q: Good morning team, BMO, TD and Royal have all announced big acquisitions in the past year. Do you expect each of these to be positive for shareholders in the next 2-4 years. What are some of the individual risks to these deals being accretive? Which of the 3 deals do you expect will provide the best return for investors and why?
Read Answer Asked by Robert on January 20, 2023
Q: I am looking to add to one or both of BN and BAM. Do you have a preference on one or the other. I know that one is growth oriented and one is income oriented but are their present valuations similar - is one priced better than the other. Thanks.
Read Answer Asked by Rob on January 19, 2023
Q: I've been looking at my allocations and am very low in consumer defensive, consumer cyclical and materials. Could you give me some recommendations for companies in these areas that give a 3.5%div or more. For US and Canada. Ones that you would consider now a good time to buy. Thank you.
Read Answer Asked by Pat on January 18, 2023
Q: Hi, Most of Quality companies' stocks in Technology sector have bounced back nicely, during the first 2 weeks in January. But Kinaxis has not moved at all and still stuck around $140 level. We have held on to a 2% position, based on 5i' conviction as being one of the best in supply/logistics software sector, similar to Descartes. Any reasons for the lagging performance ? Is it time to move on and allocate the capital to better use elsewhere ? Thank You
Read Answer Asked by rajeev on January 18, 2023
Q: Hi there. I am looking for a dividend growth company or ETF to add to our kids RESP with a 10 year time horizon. What do you recommend from the 5i Research universe to initiate a position in now. After the initial purchase, I intend to dollar cost average on an ongoing basis. I already have Telus, Abbvie, and BMO in two other accounts and those are my highest dividend payers.
Read Answer Asked by Zohreh on January 17, 2023
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