Q: I like both, but only have sufficient funds to add one of the listed stocks in my TFSA. Which of the two does 5i feel has the higher growth potential over the next few years?
Thank you. Edward
Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?
Q: Everyone,
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton
Q: Hi - if inflation stays persistent and rates remain firm or a bit higher, what sectors would you favour? Has the market already identified this and they are they already outperforming? If not, what names would you recommend for purchase at their current prices?
As always, thank you for your insight.
Q: Hi Folks,
In my TFSA I can only top up ATD or VISA to a full position at this time. Both are up considerably, all things being equal, may I have your opinion as to which one would be best topped up today.
Thanks,
Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You
Q: As i get older i am always thinking about reducing risk in a reasonable way. I have about 2 per cent of my portfolio in pbh. I know it is a smaller company and i have been thinking about taking a cap gain hit to transfer to atd. I was wondering how you would compare these two, rather than by size alone
Thanks as always
Q: I currently own Brookfield Corp Preferred Share, BN.PF.A.
And I'm wondering whether I should hold on to it. It has a dividend yield of 6.31%, but I'm interested in knowing where you see the share price going. Or perhaps you can recommend something with better prospects at this point in the cycle.
Q: Can you please rank these companies from best to worst for each of: valuation, PEG ratio, balance sheet strength? What would be your favourite for a long term hold? Thanks
Q: If you had to invest today with a 3 - 5 year horizon in the consumer discretionary space which one are you taking? Its also ok to say either or if that how you feel - I can buy both.
I just need a little more weighting in this sector and am waiting for your response!
Thanks for the many years of guidance! Member since the beginning!
Q: Can you list out a 5 securities (US or Canada) which you feel are mispriced (ie. where the price is substantially lower than its true value)? I know folks that 5i are generally growth investors, but also know that Warren Buffet's approach is also widely respected.