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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 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".

Please provide 3 to 5 companies that meet the above response, thx.
Read Answer Asked by Christopher on November 02, 2022
Q: What is your opinion on the purchasing of BAM.A shares now to establish a new position. Should the shares be bout now or should one wait for the dust to settle?
Read Answer Asked by Donald on November 02, 2022
Q: With the addition of my late husband's TFSA, CSU, which I also hold, has become close to 10% of my portfolio. I am several years into retirement. I have 2 questions: Is this a reasonable stock to hold when one is well into retirement? If I keep it, should I reduce it by half? this stock, a long term hold for both of us, has done so well for me I'm reluctant to let go of any of it!
Read Answer Asked by M.S. on October 31, 2022
Q: ATD has had a nice run lately. I have held this company for a long time now and it is very steady. Current weight is 5.3% of my portfolio, but that and PBH are my Consumer defensive positions which are in line with analytic recommendations.

Any good reason to trim or trade at this time?

Or a recommend weight?

Only logic on a trade is it seems to go up settle down for a while and then marches back up. Not something I normally do, but an option.

Thanks.

Read Answer Asked by Colin on October 28, 2022
Q: Hi, there was a G&M piece under Tim Schulfelt’s by-line today which kind of boiled down to an opinion by some that the past success of growth by acquisition companies may be challenging to maintain going forward due to higher inflation and costs of capital. The article sites many familiar names (ATD, BYD, CSU, GIB, DSG, ENGH, TFII, PBH, CCL) that have had a good run and I guess suggesting that may coming to an end or at least slowing dramatically. There seemed to be a conclusion that going forward investors might want to shift focus to good old boring organic growth stories. Just interested in your comments.
Read Answer Asked by Stephen R. on October 28, 2022
Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.
Read Answer Asked by Cheryl on October 28, 2022
Q: I am having a hard time seeing a path to profitability for LSPD. I get that their product offers client service management, however there are tons of different point of sales systems/payment providers. Much of their growth has come from acquisitions, with a tight capital environment I not sure that is a good plan going forward. Why buy this?

Any comments appreciated Leo
Read Answer Asked by Leo on October 28, 2022
Q: I understand Bam.A is in the process of splitting the company.

Could you please explain how they are going to do this, and when.

Also tickers for the new entity and how should an investor proceed?
Read Answer Asked by Peter on October 28, 2022
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