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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,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve
Read Answer Asked by Stephen on September 25, 2024
Q: Can you identify of the 10 top oil companies in Canada which ones receive WTI vs WCS oil pricing? How would you rank these companies for both risk and total return?
Read Answer Asked by David on September 25, 2024
Q: Hi 5i,

What would be your current top 5 Canadian value stocks with a safe dividend and why?

Thanks!
Read Answer Asked by Tara on September 24, 2024
Q: With the markets at all time highs, are there certain stocks you think people can scoop up or add to that have good growth opportunities at a reasonable price? I know 5i is not usually worried about buying companies at 52 week highs, but it is still something difficult for me!
Read Answer Asked by Mike on September 24, 2024
Q: I own both Propel and Goeasy. Goeasy I've owned for quite some time, Propel I have been adding to slowly for the last 4 months. I would like to continue to own both. Would you balance the two out by selling some Goeasy to equal out the value of the two? If not, what sort of ratio would you suggest.
Read Answer Asked by Ric on September 24, 2024
Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.

Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?

Thank as always.
Read Answer Asked by Kevin on September 20, 2024
Q: Hello Peter,
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.
Read Answer Asked by umedali on September 20, 2024
Q: Your return on the balance portfolio is around 14% per year since inception. I am updating my own personal financial model, and is this a reasonable return to use? I presume this number includes yearly dividends. It does seem a little high given it is in a low interest rate period but that may be irrelevant.
Read Answer Asked by Greg on September 20, 2024
Q: If somebody mentioned already on this forum I missed it. Congratulations to 5i for having a handfull of stocks that they have endorsed to us members on making the TSX Top 30 list, https://www.tsx.com/en/news?id=1053 , the 30 best performers over the last 3 years. I, along with lots of your members I'd guess am very happy to own a few of the stocks on the list, tx to the team at 5i. What are a few names you'd guess at making the next list next?
Read Answer Asked by Charles on September 18, 2024
Q: Hi 5i Team - The guest on BNN Market Call today, said that WELL has to grow into itself since it's trading at at 100 times 2025 (I assume earnings). At the same time he praised it for its strong organic growth with 98% returning revenue and 37% revenue growth. I'm a little confused by these numbers. Could you perhaps put them into a perspective that I can understand. Thanks.
Read Answer Asked by Rob on September 17, 2024
Q: Can you please give me your current opinion on Goodfellow potential. Will they be in a position to pay dividend ms in coming year? What is their growth potential in current macro environment of reducing interest rates? How would they compare to your favorite small cap industrial companies? Is it worth investing in at the moment or best left alone for greener pastures?
Read Answer Asked by Kel on September 16, 2024
Q: Can you rank the top 5 canadian utilities for a long-term hold for income.

TY
Read Answer Asked by Gerald on September 12, 2024
Q: Can you give me your best choice for a new position to add to an RESP that has a long runway (12 years) ..it can be a Canadian traded stock or ETF or a CDR. Thank you.
Read Answer Asked by David on September 12, 2024
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