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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: If one were to start to purchase the model portfolio at this time are there any stocks you would start with or any you would wait to purchase. Are there any changes to the portfolio expected in the near term? If yes any hints?
Read Answer Asked by Andrew on December 23, 2021
Q: These names have A to A- ratings in your reports over the past 1 year.
Looking for good upside for small position in TFSA with lowish risk of downside for 3 to 5 year hold. Which of these would be your first and second top picks?
Thanks so much.
Best of the season to all at 5i and all my 5i co-clients.
Tulio
Read Answer Asked by Tulio on December 22, 2021
Q: A big question for this one...LSPD has traditionally used it's stock as currency to fund it's growth by acquisition strategy. By nature of it's recent huge decline from it's highs, does this not now make any new growth very expensive and far more dilutive to current shareholders?

When the company is not making a profit and it's acquisition currency (stock) just took about $115.00 share haircut off it's highs, what's this going to do to it's ability to meet growth expectations?

Won't they either have to make smaller acquisitions which won't move the needle as much for growth rate OR have to issue more stock at lower prices, thereby further reducing the current value of the stock (dilutive to current shareholders) and does this not change the fundamentals of the story?

Do we know what they are doing to generate growth organically and what their expected growth rate would be organically (ie without acquisitions) until they can streamline their operations and hopefully become profitable? Would you add to this now, sell or hold?
Read Answer Asked by Andrew on December 21, 2021
Q: Any reason for today's pop? I can't find any news.
Read Answer Asked by David on December 20, 2021
Q: close to it's 52 week high and you are recommending it for TFSA now. Why are you bullish on this stock?
Read Answer Asked by Brenda on December 18, 2021
Q: Hi 5i,
In your opinion is LSPD a falling knife that will gravely wound me if I catch it now and hold on for a couple of years and, if so, how much closer to the floor should one let it get before grabbing on? I guess, my question really is - if LSPD is not there now where is that floor, do you think?
Thanks for your thoughts.
Peter
Read Answer Asked by Peter on December 17, 2021
Q: I have a feeling there are still people selling LSPD now for the tax loss, meaning to buy it back in 30 days. It might work out for them but selling it now means having to wait until the middle of January to buy it back. I think the bounce will happen sooner than that and the people who really make the gain are the buyers picking it up at fire-sale prices right now? What do you think?
Read Answer Asked by Bryan on December 17, 2021
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