skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i team,
You entered a position for NBLY of ~$34 in the growth portfolio. Since there was a tentative offer to go private of $20.50, what is the rationale to stay? Is it in anticipation that the offer would not go through and continue to hold going forward into the future?

It seems that there is no reason for this stock to ever go past $20.50 until this is finalized, or am I missing something here.

Thank You,
Andrew
Read Answer Asked by Andrew on November 22, 2023
Q: Can you compare and rank, for profitability and secondly, for growth prospects, the 5 Canadian listed copper producers, with the best 5 -10 year profitability and growth outlook, that may operate mines in Canada and/or other countries? Thank you.
Read Answer Asked by Will on November 22, 2023
Q: I have some funds to invest in my unregistered account for a 5 year hold and am considering the above stocks and ETFs. Please comment on the projected growth of these stocks and ETFs and rank the stocks for future growth.
Read Answer Asked by Don on November 21, 2023
Q: Your growth portfolio has only compounded at ~3% per year since inception. Where would you say you've gone wrong and have you considered any changes to your portfolio management techniques or criteria for security selection in an attempt to course correct and improve performance moving forward?
Read Answer Asked by Adam on November 21, 2023
Q: Hello,
My holding of Waste Connections has increased substantially in value. The stock price is slipping and there seem to be a number of concerns with debt and return on capital. Your detailed comments would be appreciated.

Are there some industrials with better future prospects? What industrials could WCN be replaced with and why would they be any better?

Thank you,
V
Read Answer Asked by V on November 20, 2023
Q: Can you help further clarify your answer to Ian's question on high yield bonds? You mentioned you prefer an active strategy, wouldn't that translate to holding HYI in the Income Portfolio instead of the current passive XHY? Then again passive XHY has outperformed over 1,3, 5 years and since inception.
Read Answer Asked by Craig on November 17, 2023
Q: Still looking into tax loss selling. The last few days have made me somewhat apprehensive, though. Things can shoot up fast. I have, unfortunately, fairly substantial losses in these three. Does 5i have any objections to selling, with the perspective of buying back later?
Thanks for your excellent advice
Read Answer Asked by joseph on November 17, 2023
Q: Finally.... 1st Analyst coverage from RBC capital Markets

" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "

Any comments on above ratings/reports ?

They seem to support 5i thesis on both companies.

Thank You
Read Answer Asked by rajeev on November 16, 2023
Q: I bought GSY at its peak. Is it time to dollar cost average now or would you wait for the price to drop more?

How do you see the stock price move if interest rates stay stable until mid 2024?

Would you recommend different stocks which pay 3-5% dividend with room to grow 50% over the next 12 - 18 months,?
Read Answer Asked by V on November 16, 2023
Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.
Read Answer Asked by Alexandra on November 16, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!