Investment Q&A

Q: Hello,

Would this be a good time to initiate a position in WSP, or did the tide already rise? Thanks

Q: I hold most of the income portfolio in a cash account to supplement my retirement income. I have equal weightings of most of the holdings and am beginning to double up on them as more cash becomes available. Could you suggest which three holdings would you double up on at this time? Thank you.

Q: I am wondering what price do you use as the sold price to calculate performance when you take a company out of of your portfolio. For example CLS was recently taken out. May I know which price would you use for performance calculations ? Thanks

Q: Hello 5i,
Stars group continues to be one of your favorite higher risk growth stocks. I personally have the same view. However, it appears the market continues to beat this company down.
Please explain what are the top 3 reasons (other than the high debt) that you believe is causing this stock to currently continue to move down and please detail (debt reduction, revenue beats, acquisitions etc..) what will have to occur in the mid-term in order to drive this stock higher and make an u-turn. Finally, what should the minimum time horizon be if one is currently holding this security. What are the top downside risks (Including: Regulatory, political, execution etc..) and to what degree is each of these risks going to impact this company on the downside.

Thank you,
Joseph

Q: What do you think about buying some shares of CSU now, or is it too late? Or wait for a better entry, in that case what is a better entry point?
Margita

Q: Do the earnings results change the long term view here? Thank-you.

Q: Please comment on the earning result of MX? Thanks

Q: This is about the volatility of stocks such as Shopify. I understand why it is volatile being new, growing fast and very high valuation. My question is, assuming it continues to grow what might one look for as indicators that the volatility is going to settle down.
Thanks as always,
Peter

Q: anything to account for the pop in price today? Thx

Q: I am underwater with this one for about 32%. While I understand the long term story on this stock, would it be unreasonable to sell it and go to a growth name during this market downturn? Any suggestion for a replacement? or I should be patient to wait for a rebound. NFI is not a large position in my portfolio.

Q: hi folks:

as a PSA to the group, i wonder how long it is until the money laundering in river rock becomes a serious problem for GC

i do not own it for this very purpose and wonder how people will react when all the dots are connected and it is proven that GC was complicit in criminal behavior on an epic scale

not sure what the outcome will be yet i think people should handicap accordingly; and no, side from not owning i am not sure how to quantify this risk

comments?

cheers

Q: Would you continue to hold SHOP?

Q: The latest EIA natural gas weekly report outlines the construction of several new methanol plants in the US. Is this an issue for MX with possible oversupply?

Q: I would like to add to one of these stock positions in the balanced portfolio. Which is your pick today?

Q: Can you comment on earnings release today? Thank you

Q: Good Morning,
I have narrowed down my decision to buying either COV or PHO for my $6000 TFSA contribution this year. I don't need the money for years into the future and risk is not an issue. I like both very much but wondering what you think for maximum growth? I think PHO is more cyclical and if we do get into a recession in the next 2-3 years it could take a pretty big hit. However, Covalon being in the medical supplies industry I would think it would hold up pretty well during a recession? What would you buy to maximize growth over the next 10 years plus ?
Thanks

Q: Hello- we are plan to transfer our rrsp from a BMO managed mutual fund to the stocks listed in your income model portfolio in a self-managed rrsp.
Would it be reasonable to plan to update the income model once per year or would it require constant tweaking.
Thank you

Q: Would you purchase E.T. at this time - their price is around $15.71 - is their dividend safe.
Thanks for your advise
Hanna

Q: Is TSGI recession proof?

Q: Hi All at 5i! With all the family discord going on with Magna, should I let it go for now, or will this infighting not really effect the company? Cheers, Tamara