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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: Seems the "cold war" with China is about to heat up, what with Biden and other nations about to try and corral China. At the same time, China is putting restrictions on it's own national companies listed on foreign stock exchanges. Then there is GOOS and QSR wanting to expand into China and their respective P/E multiples reflect this expected growth. With this changing and rather negative context, is it time to selling positions in GOOS and QSR?......Tom
Read Answer Asked by Tom on August 03, 2021
Q: Dear 5i
I have the kind of investment problem (if you can call it that) with one of my stocks in my unregistered account . TFII has gained 170% ( thanks to your recommendation ) and represents about 10% within that particular account . Typically you recommend rebalancing a stock once it gets over 10% . I am reluctant to sell any portion of the stock as i`m not keen on paying taxes on the capital gains but at the same time don`t want to feel like i`m gambling somewhat by leaving the full amount in the account of this stock . What would you suggest ??
Thanks
Bill C
Read Answer Asked by Bill on August 03, 2021
Q: As well as Bns I also own Td and Royal..
As Bns Business in Latin America and Mexico is being effected by Covid and vaccines are not so readily available as they are in the U.S. and Canada I am thinking about selling Bns and using the proceeds to purchase Goeasy.what do you think of the idea?
Long term investor
Read Answer Asked by Terry on August 03, 2021
Q: I'm reviewing KXS today as it is a part of my portfolio. The feeling I've had in the last year, and stronger after looking today, is that KXS is a moderate revenue grower (up to 20% year over year recently and forecasted), but still valued comparible to high-fliers growing at 50+%. Based on the forecasted revenue growth, is the 20x sales multiple justified? It seems like a solid company and no debt issues, so this is simply a question on valuation. PEG is also very high. What am I missing, given that you know the company better than I, and the market right now is obviously seeing value that I'm not. I'd like to make a decision on this one before the next earnings come out in August.
Read Answer Asked by Kel on July 30, 2021
Q: Good day! Looking to add a growth position in Consumer Cyclical with either of DOO or DOL or any other you may suggest. Already own MG and ATZ. Which do you suggest and why. Thank you!
Read Answer Asked by Roger on July 30, 2021
Q: I know you like this company. I tried to find a report but not to be found. I assume that it is one of the those companies that automatically makes the team without further analysis. What I am trying to understand is "why" is this company a good investment at this price? It has a P/E of about 80 (LTM), a PEG of about 9. Is this really a company that is growing at such a fast pace to merit such a high multiple. The 2nd part of my question is "Do you recommend buying this company in a non-registered account/TFSA/RRSP and why". Thank You for your on-going support.
Read Answer Asked by Walter on July 28, 2021
Q: It seems one of the larger global concerns is supply chain management with obstacles from natural disasters (eg wildfires in Canada, flooding in Europe) to parts shortages (eg semi conductors) severely crimping the flow of goods. What would be the best investment approach in light of this concern? 5i's has in the past suggested DSG and KXS as suitable investments for example.

My thanks.
Read Answer Asked by David C. on July 28, 2021
Q: I am looking at acquiring 5 stocks based on potential long term return (5 year minimum). From your growth portfolio looking at AT, DOL, DOO, ECN, GDI, MRS and OTEX. Three others I am looking at are EQB, SDE and VMD. In what order would you purchase them and would you purchase them now?
Read Answer Asked by David on July 28, 2021
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