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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: Hi
I am looking at adding or making an initial purchase in the stocks listed. Could you rank these for me based on growth and sustainability. Are there any of these stocks that you would have concerns with purchasing for the short term-2 to 3 years? What would be the concerns?
Thanks, Len
Read Answer Asked by Leonard on May 08, 2024
Q: One more question to add for TFII. This has been a favourite stock of 5i for some time. It seems to make the list whenever someone asks for 'recommendations'. It has been falling consistently since earnings came out. I realize it is up over the year but I expect a top 5i pick to be that. One thing I find missing from the 5i service package is follow-up reporting on the top portfolio stocks when there is a miss in earnings. If no member submits a question on the stock, there is no mention of it by 5i. In the case of TFII, if I have it right, the last 'report' put out by 5i dates back to April 2022. There have been lots of commentary in the 'question' section, but nothing that brings it all together. Now I realize its only one quarter miss, but many of your customers may not see it the way. They may view it as the start of a long downward spiral. So my question is: what rating would you assign TFII today? Should it better the average market going forward or will it tread water, and if so, for how long? Where do you see it in 3.6, 12 months? Does it still make the 'list' today? When will you issue a new TFII report? And finally, would 5i consider introducing a special quick report whenever a portfolio stock 'misses' a quarter?
Read Answer Asked on May 02, 2024
Q: Trying to understand recent moves of TFII. It continues to drift lower but analysts are posting reports with buy recommendations well over current price. Can you shed light on what, if any relationship, there is between stock price and analyst recommendations and target prices? I know its not a linear relationship but what?
Read Answer Asked on April 30, 2024
Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.
Read Answer Asked by Pierre on April 23, 2024
Q: Hi team,

In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.

Please use as many credits as you see fit.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 22, 2024
Q: With the goal of adding good quality growth stocks and using your suggestions ( thank you ), some time back I added BN and GSY to my cash account which is full of telecom, pipes, banks and utilities. I am now looking at these four with my thoughts on them : EQB, Stephen Smith is the main reason I am liking this company . I am overweight banks already- should this factor into the equation ?
CALF, the small cap sector should be getting interesting if rates decline and I could use more US exposure. TFII, management can’t be beat but the industry is suffering ( good or bad for TFII? ),
best to wait and see how industry shakes out?
XIT, ( have 10% portfolio exposure with a US tech ETF ) has significant CSU exposure.

Is my thinking clear? Any single addition would be approximately 3% portfolio weighting. In what order would you buy ? Am looking at buying 2 immediately. Any you wouldn’t buy ?
Thanks. Derek.
Read Answer Asked by Derek on April 10, 2024
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).

Thank you for considering my lengthy question for which I apologize.
Read Answer Asked by Gail on April 10, 2024
Q: Hi All At 5i!
I have both stocks, but have held MTL longer and am 25% up. Is one stock better in its long term forecast than the other? Would it be worth while keeping both, or consolidating?

Cheers,
Tamara
Read Answer Asked by Tamara on April 04, 2024
Q: Hi team,

Grateful if you could provide a list of what you see as the best canadian and the best U.S. blue chips at this time for building a solid portfolio with a growing future. It would help to know what guided your choices.

Deduct as many credits as you see fit.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 02, 2024
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