Investment Q&A

Q: I’ve always had less than positive results investing in the healthcare sector. Finally I decided to go with an ETF (XHC) to do away with the individual stock picking risk which has since declined as well. I am now thinking of sticking with “healthcare adjacent” companies since SIS (currently owned) has done well for me. Can you please comment on SIA, CSH, and AND, the first two have run up a bit recently and I wonder about their valuations and future prospects. Any other candidates that might fit the bill you could recommend, I know choices in Canada are slim?

Q: Thoughts on the quarter please

Thx

Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.

Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.

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: Over the past 5 yrs these stocks have done quite well - thank you. (Except BYD).

My portfolio has grown but these are small % and need a top up to have a meaningful impact.

Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?

Thank you

Q: Is there a List of Companies with Monthly Dividends somewhere? Thanks!

Q: Long time holder of DOO, and following the recent results, your report, and latest answers, im considering a switch. Previously held SIS and would consider buying again, or tempted to start accumulating TSU. With a long term outlook, which of these three businesses has the best chance of outperformance?

Q: These are shares purchased from your previous recommendations which have all made reasonable gains.
Which one(s) would you currently recommend? I have some cash to invest and am considering choosing from among these 6.
Regards

Q: Please disect the Q numbers here, margins look to be improving. Would you endorse a full position at this point?

Q: Your thoughts please on the quarter. Thx

Q: Hi Peter…I see both SIS & NFI set 52 week highs today with NFI up 40% year to date. I have owned SIS for a number of years thanks to 5i, so thanks again! I also owned NFI about 10 years ago and sold my shares in stages generating a profit every time, and yes the profits shrank as time passed! I know you’re negative on NFI, but you also recommend buying stocks which set new highs. I’m considering selling my Super Micro and buying either NFI, SIS, MDA or SHOP. Of the 4 I have an existing position in SIS only. I believe I am an “aggressive” investor but Super Micro’s roller coaster ride is testing me. I have owned NVDA since 2017 which I consider to be a core holding. Maybe I don’t need to own 2 chip makers? I’m perplexed, could you give me some guidance?
Thanks,
Jim

Q: SIS continues to hit 52 week highs. Anything happening that 5i sees ?

Thx

Q: Long term holder of SIS and PBH, but would you endorse a switch to EIF over one of those two as part of a long term balanced portfolio?

I know there should be brighter days ahead for both SIS and PBH, but EIF looks appealing....

Q: Any news lately on SIS Savaria. Stock has been up consistently. What do you see the near future of Savaria ie any more acquisitions or growth

Q: Can you please rank in order of what you believe has the best long term growth prospects? How are they currently valued in relation to historical average?
Thanks

Q: Your interpretation of earnings please and opinions going forward.
Thank you

Q: What does the market expect this week?

Thx

Q: How would you rate these stocks for maximum growth?
Thanks, Peter

Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).

Thank you for considering my lengthy question for which I apologize.

Q: Good morning. I assume the tuck in of the dumbwaiter purchase is not overly market moving?