Investment Q&A

Q: I have enough cash to top up either KXS or DOO. Once topped up, DOO would be about 4.25% and KXS would be about 3.8%. I note that KXS is in both the Balanced and Growth portfolios, but I don't know if that should give me more confidence in the company. And in an answer to an earlier question ranking top-up order and target prices, you gave the KXS target ($300) and the DOO target ($140), but in rank top-up order DOO was #3 and the KXS order was #5. I realize I'm over thinking this whole thing, and I should just pick one because both are good companies, but I get stuck when trying to decide. Both are in TFSA, so it won't be long before I can top up with new money. But any help you can give now to un-stick me, would be much appreciated. Whichever one you pick, I will stop ruminating and act.

Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP

Q: Recently finished entering my info into Portfolio Analysis.
I'm light on consumer cyclical, consumer defensive, and industrials.
My current exposure is all in ETFs. Can you recommend 3-5 in each sector for me to look into.

TJ

Q: Hi team,

I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS

Q: Hi All, I am looking for a recommendation for for a TFSA at this time. Doesn't matter about sector, etc. as pretty well diversified in RRSP and 2 TFSA accounts, just looking for one or two of your gems. Your service is superb, thanks so much.

Q: Thanks Peter. Your services have been very educational and rewarding. Had a good year. This is my first year of subscription and I just upgraded to the full Investor suite services. All the Q&A and research reports have been very helpful. It has made me more disciplined in my decisions as well as provided greater insights to the Investment process

As the end of the year, I am reflecting on the investments done in the year. I seek you opinion to opinion some of those as under. Position size or Industry allocation is not an issue. Time horizon is long 4+. No tax consequences and have patience; there is no need to raise cash

A. Stocks with above average returns-

ATZ 62%, TOI 72%, SIS 39%, TFII 19%, DOO 19%, NVEI 49%, WSP 32%, SHOP 19%, GSY 72%, U 106%

Do you recommend continuing to hold all of them? Would you consolidate sell some and add to some?
Would you endorse Investing new fund in 1 or 2 of them at current price to go to full position

B. Under performing stocks (loss/down)-

AT 56%, CTS 8%, EGLX 40%, LSPD 8%, MRS 69%, QST 35%, XBC 52%, Well 26%, AMGN 10%

Do you still have the conviction in these stocks? If yes which are best 3 and why? Do you recommend selling some of them or adding to some of them?

Again, thanks for your excellent services and deduct as many credits as appropriate

Q: What are your top 5 Canadian choices in each of Utility and Consumer Cyclical sector going into 2022, I am looking for a combination of growth and income, plan to hold long-term in registered accounts. Thanks!

Q: When does Doo next reports & what are the estimates for Eps & Rev. Are there any recent upgrades or downgrades? It invariably beats estimates & thereafter prices rise(what's average?).U opinion please .Would U buy or add today? Thanks for u usual great services & views

Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.

Q: Hi 5i,

From all three of the model portfolios, which consumer cyclical defensive stocks are under valued?

Tks.

Q: Hi 5i
Given that peer company Polaris PII cut its outlook due to supply chain issues, and DOO is down 7%.. does this change your outlook on DOO?

and would you be interested in average down at this price? or simply continue to hold?

Thx
Jim

Q: DOO is down 7% now. Is there any bad news which I can't find like a downgrade or a short report?

Thanks

Q: This company BRP is very well run and has reported continuous growth, as well as seemingly never misses earnings.

Anyway my only concern is, in the current economic climate, with a company making "expensive toys" like BRP, how much of that likely downturn will affect its sales (and then directly on share price)?

I try to research back to 2008 (the last major economic crisis) but nothing goes back that far on line. Of course the forecast published by the company and selected analysts, though mentioned the current economy issues, still paint a very rosy picture for the near future.

Is my concern about the potential downturn and its effect on BRP valid? What is your take on this? Thanks.

Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks

Q: What are the Rev & EPS street estimates of ATZ for upcoming Q2. U opinion please. Why is Doo down so much today after up $3.01 yesterday.
Txs for u usual great services & opinions

Q: Dear 5i,

I looked at the DOO company web site and could not find any products that use batteries. I think that this might be a good growth area. Do you know if they have any products that use batteries are if there any in development. I understand one of their competitors, Polaris has battery operated products available. Do you think DOO might experience supply, labor shortages in the near term which might impact their earnings?

thanks

Q: Hi group i have some cast to deploy ($89,000) what would you suggest to take advantage off the pullback and when to invest please give me 6 stocks regardless of sector /market. Also why you think they are worthy of getting my money. Date to invest would be big help (i know its a guess) thanks for your guidance its much appreciated

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: In your opinion which company in each of the 4 groupings offer. the best rate of return over the next 5 years?
Atd.b v.s. Pki
Cnr v.s tfii
Dol v.s. Do
Shop v.s. Lspd
Thank you