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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: Good Morning 5i,

We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on April 14, 2023
Q: I bought GSY in $32 area in 2020 in my TFSA, have sold some since late last summer, still at about 8% of portfolio, was thinking of selling half what I have and replacing with NVEI. Partly due your one of your recent responses to a question, that NVEI likely to have greater growth potential over next 1-2 years, I bought and own GSY for it's growth potential but if NVEI could produce better results, trade makes sense. I have lots of financials, low in tech in portfolio, so also increases diversification, would you agree with this idea in general?
Read Answer Asked by Don on April 13, 2023
Q: What are your 5 favourite Canadian Stocks that have been beaten up over the last year that could see a significant bounce back in the next 2 to 3 years. Can you also indicate good entry points.

Thank you
Tim
Read Answer Asked by Timothy on April 12, 2023
Q: Hi Peter, Ryan, and Team,

A 5i member (Rajeev) stated in a recent question that he had an overweight core ownership of Constellation Software. We agree with you about the benefits of keeping the "free" TOI and LMN shares we received from these CSU spinoffs. However, does your answer imply that since we are presently overweight in Technology (largely because of CSU) should we consider reducing exposure to CSU? This would be a very hard thing to do, so it's a dilemma, to say the least!

As always, thanks for your insight.
Read Answer Asked by Jerry on April 12, 2023
Q: What is your current opinion of high yield US corporate bond ETFs, such as XHY and ZHY. Specifically, do you recommend them in the current economic environment for a relatively conservative income portfolio?
Many Thanks.
Read Answer Asked by John on April 11, 2023
Q: ATZ,CIA,FCR.UN,MTY,PD,NTR,TSU,TDM,GOOS,ECN,ALL TSE
Losses in all this stocks and confused need your Opinion Badly,I know they are maany stocks and Highly apreciate your help.
Read Answer Asked by Nizar on April 10, 2023
Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks
Read Answer Asked by Daniel on April 10, 2023
Q: How do you see the real estate sector performing over the next 12-18 months? In an otherwise balanced portfolio, I currently have no real estate holdings. Would you suggest I add here and - if yes - would you opt for RIT or DIR.UN? It would be a 3% total weighting. Alternatively, I could purchase either OTEX, EIF or PRMW. Looking for a combination of growth with a fair-sized dividend and moderate risk. What would recommend - and in what order (strongest first)? Thank you.
Read Answer Asked by Maureen on April 05, 2023
Q: 2 for 1 questions...

1- What is the average PE for the construction industry as it appears that URI misfortune may be linked to the residential slow down. What is the forward PE for URI?

2- It appears that TD is the most shorted of all banks throught the world according to Bloomberg. That's not a small statement. Having said that, would you buy now or wait for a general bank recovery?
Sorry this makes 3 questions. LOL LOL

Yves

Read Answer Asked by Yves on April 05, 2023
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