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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: Currently own SIS for a few years with small capital gains and collecting the monthly dividend. Looking for more capital gains and not in need of the monthly dividend payment. How’s HPS.A looking from a valuation and it is getting closer to 1B market cap. Looking to sell SIS and buy HPS.A for some more total returns. Thoughts?
Read Answer Asked by Sal on November 27, 2023
Q: We finally have an RESP for our grandchild.

Ready for first equity purchase starting with about $6000.

Looking for suggestions.

Thanks
Read Answer Asked by Ron on November 24, 2023
Q: Tax loss season is an opportunity to shop for bargains. Can you name 2 or 3 that are excessively beaten down, therefore likely to bounce and rise further on fundamentals?
Read Answer Asked by John on November 24, 2023
Q: I currently hold XHC to give me some global health care exposure. It is ~ a whole position for me and is currently down 4.5%. My other Healthcare stocks are Well and Abbvie.
Do you have some other healthcare names that are solid but growing. With or without dividend.

Outside of Canada to get USA or World exposure.

Or would you stick with XHC?

Thanks.
Read Answer Asked by Colin on November 24, 2023
Q: Hello, Lumine shares have rallied almost 20%, since TD initiated coverage on Nov 14, with a BUY rating and $28 price target. Based on its present valuation and growth prospects (5-10 years), vis-a-vis, CSU/TOI, would you be comfortable increasing current position size of 1.75%, even after the run up ? Or would you suggest to add to 3.50% TOI weight ? ( CSU, already being a large weight ). Thank You
Read Answer Asked by rajeev on November 24, 2023
Q: Hello Peter,

Would you be a buyer in the cons. discretionary sector at this time? Any suggestions?
Also between ANF TJX and ATZ which would you prefer to buy at this time? Or would you not buy either ?

Regards

Rajiv
Read Answer Asked by Rajiv on November 23, 2023
Q: Hi I am thinking it's time to sell BNS, would it be better to choose another bank or deploy funds to another sector to gain some growth & dividends for a long term holding? Suggestions on other stocks please.
Read Answer Asked by Kim on November 23, 2023
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
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