Investment Q&A

Q: Currently there is a lot of turbulence in markets for many reasons, could you provide a list of 3-5 balanced companies that you would find attractive both at current prices and economic situation.

Q: QUIS has been a significant disappointment for some years now and appears to have changed its business profile at least once along the way, such that even now there is a current apparent need to make a substantial progress. So the question is there a reasonable prospect that the recent announcement involving Visa will have a significant impact on this company's sales and profitability?

Q: Hi there, can you please provide insight into BOXD.US, looks quite interesting here from a trading perspective, but how about from a longer term investment view?

Anything catch your attention regarding financials, ratios, management, board, etc?

I believe management and board have been buying strongly at bottom here, please confirm?

Thanks!

Q: Any reason for the price surge 7.7 % in DCBO ? Is NVEI a buy at all time low ? Thanks a lot.

Q: In a recent question you answered that a switch from engh to syz is a good move today. Can you expand on that recommendation a bit more as SYZ doesn't appear to be a clear winner over ENGH.
1. The div is bigger but how secure based on the SYZ high payout ratio.
2. ENGH is bigger and would likely be less risky and equally benefit from the eventual stock market recovery
3. ENGH has historically been a highly rated company by 5i ( still showing as a rarified earth A-)

Unfortunately I hold ENGH in a registered account so cant justify the switch to harvest a loss. But I am wondering if it is time to move on...5 yr hold, hybrid balanced/income portfolio follower who has been slowly shifting from balanced to income. I do like high yield Canadian small caps although I find I am migrating more towards larger more stable names as I near retirement.

Q: Hi Guys
What do you think of the underlying Holdings in this disruptive Technology ETF.
The symbol is DTEC
Thanks Gord

Q: Dear 5i
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C

Q: I sold NVDA to accrue a tax loss and I can now buy it back. You were extremely high on the company 12 - 18 months ago but you have been naming other semi-conductor companies lately - QCOM and AMD specifically when asked about the sector. Have you cooled on NVDA and should I just stay with my proxy, AMD, or I am splitting hairs here and would you be comfortable with returning to NVDA for the long term?

Appreciate your insight.

Paul F.

Q: In your answer to my previous question on SYZ you said that earnings are expected to decline in 2022 but grow at a faster rate in 2023 .... Can I assume that the Simply Wall Street link I referenced is incorrect in their claim that earnings will decline by 32.4% PER year for the next three years ? .... Which I would assume to be 2022, 2023, and 2024 ...... If this is true I'll likely avoid the stock so I want to verify it's accuracy ......

Q: If you were planning to deploy some new money into a few growth-oriented names today, which names would end up on your shortlist? (CAN or US)

Q: Hi 5iTeam,

Would you please recommended 3 beaten down stocks (regardless of sectors) in both Canadian and US markets with significant potential upside for a 3-year hold. Please rank them in order of buyability.

Cheers,
H

Q: Hi team
I am thinking of replacing Engh.ca with CSU.ca
I already have a position on DSG and KXS

is that a wise choice, or I could re-locate the funds 1/3 to each of CSU, DSG and KXS?
many thanks
Michael
lost faith in Engh

Q: Earlier today you replied to a question with: "We are not big fans of averaging down, but if we were to do it BAM.A would likely be near the top of the list. When 'the market' brings down all stocks we are more comfortable buying more as opposed to when a company in isolation declines. We are not worrried about BAM getting through this market and/or upcoming recession. "

Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.

Thx.

Q: Hi, kxs is around half from its high, I have about half position. Would you wait till the market settles on tech stocks, or are you confident enough on kxs that now would be a good time to buy more?
Thanks

Q: SANM.US appears to be one of those under-the-radar tech companies that provides design and services to other companies rather than relying on retailing a product. Stock has been impervious to tech downturn so far. Can you provide a general comment on its key metrics mentioning comparables/competitors?

Q: wondering if you think it would make sense to sell ENGH (cost $15-ish) and buy SYZ at this time?

Q: I find the dividend you mentioned in your latest alert of 7% attractive.

How well is the dividend covered and under what circumstances do you feel it would not be covered.

Do you think that is at all likely?

Sheldon

Q: For a long term position, in which order would you add these three stocks?

Q: Hello 5i,

For tax-loss selling looking for 30 day proxies for SHOP and TDOC.

Thanks

Q: In what order would you buy them today for 3 years?

On separate note, I am wondering when 5I started and how long I am member.
It was exciting ride over many years and without your help I would not survive.


Thank you for great service.
Milan