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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 Team,
A couple parts to this question: Looking at a 10yr chart on ATS, the share price has gone from being fairly flat for several years, to parabolic since Oct. of 2020. Was wondering if you could shed some light on this and the company itself. I like the looks of the company but am hesitant of buying at a "peak". I see between Feb-May of 2022 it took a major dive. What are the chances the share price is due for another one of these draw downs? This all being said, ATS is the biggest weighting in the growth portfolio right now. Does this mean it's 5i's top idea at the moment? For new money I am torn between buying something like ATS which is flying high, or buying something that has been beat down and near recent lows such as something like SHOP or NVEI. Placing bets on total return for the next 10yrs would ATS rank up there as a top buy today with medium risk in mind? If not, could you provide your 3-4 top ideas to buy today with a longer term mindset? Thanks

Shane.
Read Answer Asked by Shane on March 08, 2023
Q: Hello, we need to increase our weighting in Industrials, with current holdings mostly CNR (5%). Based on various BNN guests views and as finetuned with 5i recommendations, we have shortlisted these 3 names and the intention is to build at least 3% weighting, in each or all of these names. Could you please rank them based on your conviction. Also, would appreciate it if you could also provide a decent entry level as well as an Excellent Buy price. Thank You
Read Answer Asked by rajeev on March 01, 2023
Q: I have owned this stock for a very long time but its share price is the same as it was 6 years ago and the dividend is small. I would appreciate your opinion of the future of this company. It is one of the first stocks I purchased and I accept there is an emotional attachment which could be clouding my judgement as I think I should sell it.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 23, 2023
Q: In my TFSA, these are the stocks I would "like" to buy (CDR, NEO), probably in the order I have listed them, unless you have a suggestion: GOOG, NVDA, MSFT, AMZN, AAPL. But I will need to sell some positions to raise the cash to do so. These are my options to sell, probably in the order I have listed them, unless you have suggestions: EGLX, LSPD, TOI, NVEI, ATS. The goal is growth over a very long period (TFSA will go to my children). I am open to eliminating any from the buy list in order to keep any from the sell list. I just don't know how to compare the American names to the Canadian names. Thank you: I realize this may not be an easy question to answer, but it will help me a great deal.
Read Answer Asked by Gordon on February 17, 2023
Q: Please rank these companies on an expected total return basis for a 3 to 5 year hold. Some commentary would be appreciated. Thanks ram
Read Answer Asked by Ray on February 16, 2023
Q: Looking for two or three of your favourite industrial companies as I’m low in this sector.
Looking for good management, good valuation compared to peers, a dividend, and hopefully some growth. Please rank best 1st. For 5+ year hold. Thanks
Read Answer Asked by Brad on February 16, 2023
Q: Looking ahead to the US re-industrialization policy what companies or sectors will benefit most from the growth outlined in the IRA? Top US and Canadian traded please.
Read Answer Asked by Regan on February 07, 2023
Q: Hi Team,
I have recently been looking into ATS and what they do as a company. I am quite intrigued as to what they do, and how their "theme" of business applies in todays world. It seems like they might be in a sweet spot so to say with the whole "Made in America" and "supply chain" issue themes here. Which should bold well in todays world and for the foreseeable future. Especially if North America is starting to ween itself off china from making most things. As well as with the whole automation of goods and making manufacturing more efficient. This all being said; what is your take on this company today? And does it hold the potential to be a "multi bagger" per say in 10yrs? I am mostly focused on buying into companies that have great prospects, are somewhat unique, with good growth/ solid management and track records. This being said...looking at the big run up lately...should I be waiting for a pullback to buy into this name? Or, are there better opportunities I should be buying into right now instead? If so can you name a few? Thanks again!
Read Answer Asked by Shane on February 07, 2023
Q: I own the above Canadian Stocks.

Please rate each of the above as a BUY, HOLD or SELL and the reasons for your rating. Thank You.
Read Answer Asked by ALNOOR on January 20, 2023
Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.
Read Answer Asked by john on January 17, 2023
Q: Looking for an industrial stock to pair with WSP. CNR has lower volatility, but a higher p/e compared to TFII. I am older looking for total return close to 10%. Would welcome other suggestions. Thank you
Read Answer Asked by Richard on November 24, 2022
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