Investment Q&A

Q: Just received a notice of auction from the company.

Don’t want 94 but 113 is ok. How do these auctions work and would you recommend putting ones shares up?

Sheldon

Q: Concerns me when a position reports good numbers in a strong market but the stock doesnt react. Recent examples are DOO and TCL.A A guest on BNN mentioned DOO has presold the complete manufacturing run of 2022 Ski Doo's. With this in mind earnings should be stellar this year but going foward the bar is set very high for comparisons. I've trimmed DOO once and still have a 6% weighting after having it more than double since the first purchase. Considering exiting the position altogether. Thoughts on both companies and my theory, thanks.

Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake

Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo

Q: I read Peter's article on "Five summertime US stocks picks to set and forget" and great article by the way. I wonder if Peter would have 5 Canadian stocks picks that I could set and forget for the summertime. Tnx.

Q: Can I get your opinion on BRP for a long term hold please, with a review of fundamentals including debt, profitability, cash flow and growth potential.

Carl

Q: What's going on with doo, the results looked good but the stock is getting killed.

Q: What would be a good entry point on this stock?
Thanks
Rick

Q: Please comment on results after the close Thursday.Txs for u usual great services & opinion

Q: Any reason for sharp drop today Txs for u usual great services & views

Q: How would you rate these companies for growth and safety.

Q: I have owned DOO for over a year but thinking it’s losing steam. I may sell it after this week’s quarterly result comes out. Considering buying BYD with the proceeds for more growth. Thoughts?

Q: Doo reports Q1 on June 3.What are the street estimates for Revenue & Eps? Do U expect Doo to beat the estimates? Is this an attractive price to enter after drop from recent ATH of $119.68.Txs for u usual great services & views

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

Q: Good Morning
If you only had sufficient funds to buy one of the above in a TFSA what one do you believe will provide the best return in a year and why? sector allocation here is not a consideration in this case
Thks
Marse

Q: Prior to the recent earnings report there was a large insider sale of stock. Your thoughts?

Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.

Q: why would inflation take down gsy by 14 and doo by 10 as i write this.
in addition i thought gsys earnings were fantastic.
some inflation is good and year over year comparisons make no sense because of pandemic.
can you comment
dave

Q: Any reason for the initial big drop to $100.50,since recovered to $104.40(6.21%). Thanks for u usual great services & views

Q: Good morning 5i,

Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?

Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).