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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 team,

I have a 2% position in ATZ and 1.5% in BYD. Both did well, but I'm thinking of more concentrated names in my portfolio. Considering that they are both in the same sector, would it be a good move to have all allocation in ATZ?

Happy holidays!

Matt
Read Answer Asked by Matt on January 03, 2022
Q: dont really get why tax loss sellers wait until last day to sell acuity.
assuming analyst is right and it is too cheap too ignore along with 5i, by the time the sellers can buy it back 30 days later the january bounce will be long over, does not make sense.
can you comment
Read Answer Asked by david on December 29, 2021
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
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