Investment Q&A

Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks

Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Q: Hi 5i

Please as many questions as needed.

I am heavily invested in stocks and want to raise cash, putting more money into bonds. I have about 10% in Canadian oil and gas, 5% gold stocks, and about 13% in uranium stocks. I am going to hold my gold and uranium.

What allocation would you suggest for a retiree in terms of portfolio holdings of gas and oil?

I am concerned about the possible coming tarriffs and the effect on the Canadian ecomomy. Most of my holdings are Canadian. A lot of these are in dividend stocks. I have held them through the past few years but I do need to increase the allocation to conservative investments. I plan to reduce most by about 20% or consider outright sells. I currently prefer to reduce downside risk than worry about the upside.

Can you help me decide from the viewpoint of possible tarriffs and effect on the Canadian economy which are at risk the most. Could you class these as hold, reduce or sell. I will hold all my U.S. stocks which are about 15% of my portfolio and haven't listed those here.

Thank you for your very helpful advice.

Q: How would you rank the following four companies at current valuations? Which ones would you be comfortable buying a full position in?

Q: Is this stock a buy?

Q: I am only interested in holding Canadian Long Term Compounders. I am looking for companies with decent ROIC, ROE and good balance sheets and preferably owner/operators with skin in the game. In the Canadian space of my portfolio I hold CSU, ATD and TFII. My question is could you provide to me 10 small and mid cap Canadian names that you would feel would make the best long term compounders to hold for at least 5-10 years.

Q: Hello,

What would be your top mid-cap stocks for both the CDN and US stocks for contribution into TFSAs?

You're often asked for small-cap companies so wondering if we could go up a notch in the rankings to see what your thoughts are....

As always, many thanks for your help and wishing you well in 2025!

Q: I have gains and outsized weighting in CSU, DSG, WXM. Planning to rebalance in the new year. I have been building positions in LMN and KXS and have a gain in those. I'm down and have smaller weightings in PBH, BYD, BEP.UN, AW. Which of these 6 would you suggest to add to in 2025?

Q: Hi,

Just getting ready to transfer funds from my cash account to my TFSA. I currently have a portion of LMN and KXS in a cash account. I have a larger cap gain in LMN. Which of the two do you feel would be best to move
Into a TFSA. I have the room to move an entire amount of either, but not both.

Or is this a coin toss? The cap gain isn’t much, so really doesn’t matter in the long term. As both have run some in the last month, the decision isn’t as easy as it was when KXS was laboring. Thx

Q: Hi Guys

Thanks for all the amazing work you do to support us investors. Putting new money to work and looking out on at least a 3 year (tend to be a buy and hold investor) which of the four stocks would you buy today looking at total return? If you could rank them from your most strongest being 1st that would be great.

Thanks

Stuart

Q: These are running higher finally. Any comments on why they are moving upwards so fast? closing a valuation gap or just its time for small caps to shine?

Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe

Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim

Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter

Q: So what gives with kxs? 5i gave it good reviews on earnings (which appeared to be strong), but it's down over 3% as of 11am. I realize it's a down market day but with good earnings, it shouldn't be leading the pack downward. So what gives?

Q: Please comment on earnings. Would you add here? Thank you.

Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?

Q: Any reason KXS is down $5 at this writing? There was an open letter yesterday to shareholders from a firm that owns 1.4% of the company questioning company performance. Is this the reason? What do you make of KXS performance? What do you see over the next 6-12 months?

Q: Thoughts on the hiring of Goldman to review a possible sale?

Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?