Investment Q&A

Q: Which two companies would you suggest look most attractive on a long term basis?
Thanks

Q: Last year in answer to a question you ranked these companies (among others) in this space in this order CME, MSCI, SPGI. Guests on BNN recently had MSCI and SPGI as top picks. Just interested in your latest thoughts on these three please. Thank you.

Q: Can I please get your thoughts and opinion about selling a position in TEAM to initiate a new position in TSLA for a long term hold?

Thanks, hopefully a million:)

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Hi. Could you please provide me with Visa's 1,3 and 5 year estimates for eps and revenue growth? Given its present price, would you be a buyer of it for a long-term hold? If not, what would you consider a 'good' price for purchase?

Q: Good morning,

If one wanted to have a 1-2% portfolio weight in US private equity, what one PE firm would you recommend? KKR? BX?

Thanks very much.

Q: Hello 5i,

We have a small position of ACLS to sell and add to VRT or SMCI, or open a new position of DRX.

Which stock has your highest conviction today?

Thank you
D&J

Q: My question is about CreditRiskMonitor (CMRZ) they are solvent from what I can gather but their main competitor Dun & Bradstreet Holdings (DNB) is not, what can you tell me about CMRZ besides it is tightly/majority held by the Flum family?

Q: Could you please explain what would/should have changed with the split, if you held NVDA CDRs rather than the regular shares.
Thank you.

Q: What do you think of airbnb and uber? i use both companies a lot and like them.

Can you give me your thoughts on each in terms of: valuation, growth prospects, how they stack up to peers, and how good the ROE is?

Would you say one is better than the other? I assume they are both pretty GDP sensitive w/how much travel and leisure spending impacts them

Q: Hi, with appreciation mostly for consideration, could you suggest 1 US and 1 Cdn energy stock over a 2-3 year timeline. thanks Jim N.

Q: Please suggest a CAD ETF equivalent of IWO (which trades in USD), both hedged and un-hedged if available.

Q: Hi 5i

What would be your top 5 undervalued US growth stocks with good fundamentals that you would buy for a 5 year hold?
No specific sector required.

Thanks for all you do!

Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!

Q: Hi guys,

With the pending deal of AQN to sell there stake to the PE company, do you think they will just let the company plod along with the high dividend OR would they take steps to improve its overall business to increase share price? In other words what will be the mandate of the takeover company?

Ok thanks

Q: As the price if EVO pulls back, what do you think about it? Can you give your thoughts on if you would buy the name, and why or why not? Thx

Q: I own STAG and it had a nice run at the end of 2023 but has come down a bit since, and it’s share price is about the same from a year ago. It’s in a stable real estate sector and I don’t mind holding onto it if it has some decent growth potential (by REIT standards), but if you think it’s struggling to grow, I may look for a better REIT. Thoughts?

Q: hi group i am very light on financials does it make sense to invest in the smaller companies for exposure to the financial sector. (eg GSY,IFC EQB - please rate these 3 (in order of preference and why.-against CAD/US BANKS .. also I am light on Health care do you see the sectors as a buy please give me you top 3 picks in healthcare presently i own CVS and PFE should i sell them to invest in you picks?...Thanks for you help with this

Q: I have held XLP for sometime and thought it may be better to hold a few consumer defensive stocks instead for better overall performance. Also, XLP has a high percentage of tobacco companies that would prefer not to hold.

Would you be able to provide a 2 or 3 suggestions. I would prefer US or international companies.

Thank you

Q: Hello, looking for some insights into Academy Sports and Outdoors?