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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: Leaving personal portfolio situations aside...based on current market environment would 5i buy either of these companies at current levels...or do you consider them overbought...and lastly, would you buy one over the other. Let's assume a 12 month time horizon.
Many thanks as always for your great insight.
Read Answer Asked by Doug on March 22, 2023
Q: Hi Team,
Any idea on why ATZ can't seem to catch a bid lately? Especially on a day like today...it's still down when other stocks in the sector are up today. I don't really understand where the weakness is coming from as everything in their last release and the future prospects looks points to the company firing on all cylinders so to speak. Should a person be looking at adding to a existing position here soon? Thanks

Shane.
Read Answer Asked by Shane on March 22, 2023
Q: I'm currently overweight financials. Mainly due to new positions in BN/BAM/TD. With over 21% in financial broken down as follows would you begin to trim or consider BN/BAM diverse enough not to be a financial and thus reducing the overall financials concentration to 13.5%

BNS - 2%
BAM -2%
BN - 4.5% been growing this position (ideally want it to be 6%)
EQB - 1% new position
GSY - 2.5%
JPM - 2.6%
TD - 2.21% new position
Visa - 4.23%

10 year investment horizon.

Your thoughts are appreciated

Don
Read Answer Asked by Don on March 22, 2023
Q: Dear 5i,
In regards to the March 21, article written by Michael Huynh titled Canadian Financial Companies with Robust Balance Sheets. I believe the GICS sub-industry classification for GSY is "Consumer Finance". Assuming GSY was included in the screening process. Can you help explain where GSY did not meet your screening criteria. I believe in general your team likes this stock.
thanks
Read Answer Asked by Ian on March 22, 2023
Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)

AND also arguing that this has not happened since 2008.

As always I am interested in the 5i perspective, please and thank you.

And can you think of stocks that fall into that category?

Read Answer Asked by Donald on March 20, 2023
Q: Hi, Transports got hit hard ( Fedex results and general market sell off?) on Friday, pulling TFII and ATS with it, down 3% and 4%, respectively to $159 and $54. Do you continue to believe these two companies to be your favorites in the sector ( besides CNR/CP ) ? If so, is it a decent price level to accumulate/add to our very small 0.50% position in each company or you would prefer to wait ? Thank You
Read Answer Asked by rajeev on March 20, 2023
Q: Hi - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).
Read Answer Asked by Doug on March 17, 2023
Q: I am considering purchasing CDNS, although it is quite high right now. Also considering either SQ or Nuvei. Wondering what your thoughts might be on these stocks and if I should hold off on purchasing?
Thanks.
Read Answer Asked by Catherine Ann on March 17, 2023
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