Investment Q&A

Q: KXS has been a slow mover the past while. At its current rate, its slowly moving towards its yearly low. I see then ast report dates back to Nov 2022. Can you provide a quick assessment as to strengths, weaknesses and what you see going forward 1, 2 and farther out? Are there any threats/risks that might arise? Is it still one of your top picks?

Q: As per today, could you provide your best 3 Cdn Utility stocks for the next 5 yrs for total return (stock appreciation + div).

Thanks

Q: your thoughts please on the investor day?

Thx

Q: How would you rank these three companies as to best value, moat, and revenue growth over the next 3 -5 years? I'm leaning toward Descartes Systems but their P/E is fairly high compared to peers and the industry. Thanks.

Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?

Thx

Q: Hi,

Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?

Q: What would be your top 5 U.S. or Canadian REITs today based primarily on both valuation and quality balance sheet.

Q: Over close to ten years the balanced portfolio on 5i has generally outperformed the growth portfolio. The five year rate of return as of September 2023 is better. Can you comment on the numbers please.

Q: What are your thoughts on BIR? It has lagged for the year and more so over
the past month. The dividend is in question, I recall $70 oil and $3 gas covers it. Is there any rationale to it being in question?

The other news I see is a new CEO coming in Jan, any thoughts on this?

Would you buy in here or would it be safe to wait for tax loss selling later in the year?

Q: Could you please give me your top five dividend aristocrats. Thank you

Q: Hi Team,
I am down 20% with BCE and 19% with ENB. Would this be a good time to crystallise my capital loss?
Do you see a short term rebound?
If I sell, would you be re-entering these two after the 30 days or move to something else?
Thanks

Q: I am thinking of entering into a position in Boyd. Thoughts on this as an entry point
and how does it compare with the prospects of the industry as a whole?

Q: Hi, ATS price action for past few weeks has been disappointing, to say the least. There was a similar comment from another member recently - ATS stock price has started a definitive downtrend, asking for a possible explanation. 5i response was along the line - "ATS share price has been under pressure recently along with the broad market ". The issue is that ATS follows the broad market ( growth stocks ) during declines but fails to participate during market rallies. Even on Tuesday when Bond yields moved significantly lower, prompting a nice bounce in most growth sectors, including Technology and Industrials, ATS showed only a muted response. Any further insights or possible explanation ?

I am aware that ATS is one of the largest holdings in your Growth Portfolio and it's one of your favorites. Thank you for your invaluable service !!

Q: Hi 5i team.

This question is about how model portfolio annual returns are calculated.

Specifically I would like to know how those securities that have been removed from a portfolio over time are reflected in the yearly returns. For example, in the Balanced Portfolio, securities such as AC, NFI and many others no longer in the portfolio, how are their losses captured in the annualized figures.

Perhaps if the absolute dollar value (based on the $100,000 initial investment) were to be reported each year, then we could see the return that would include both dividends and also account for deleted securities that would have incurred losses. This would provide better comparison to those of us that use the model portfolio to structure our own real portfolios.

Thank you.

Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?

Q: Toi down from some $108 at end of Jun to cp of $91.85, so is it timely to buy/add.What is good entry price? Txs for U usual great services & views

Q: How material is today's Suncor news? : "Suncor Energy (TSX: SU) (NYSE: SU) announced today that it has agreed to purchase TotalEnergies EP Canada Ltd., which holds a 31.23% working interest in the Fort Hills oil sands mining project (Fort Hills) for $1.468 billion". Will it have a positive effect on the stock? Thank you

Q: Hi there,

I am still holding these in my TFSA after significant drop in value. Do you recommend holding or exiting these names? Thanks.

Shyam

Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.

Q: Apparently BMO, CIBC and TD currently have negative amortization mortgages approaching 20%. Do you have comparatives for BNS and RY ? Apparently there is one Canadian bank that is very conservative at less than 6%.