Investment Q&A

Q: Over the last 30 years my best investments by far have been with smallish to medium sized profitable businesses with good long term growth prospects that I have bought and held for 10+ years. Generally market caps of roughly $500 million Cdn. to around $5 billion Cdn. A few have generated 20, 30 times my initial cost. I am wondering about the prospects of each of these following companies producing those kind of multi-bagger returns over the next 10 or 20 years. Would you please rank these companies in order from 1 to 13 according to the likelihood that they will become another CSU, BYD, WSP, TFII, etc. that can be a big, big winner for a long term investor: ATS, ATZ, DOO, EQB, GSY, HPS.A, KXS, LMN, NVEI, TIXT, TOI, TSU, WELL. Admittedly, TOI is a little big at $8 billion market cap.

Secondly, are there any other Cdn stocks in this size range that you would say have that kind of big upside potential, and where would you place them in comparison to the above listed companies.

Q: Hi, these are my two stocks that are down the most . I think I will keep GSY through this downturn as I have more confidence in it during rough times? Could you talk about TVE and reasons why I should keep it , sell to half position or just sell for tax loss. We seem to be swimming against the current with government and environmentalists with oil and gas companies. Is it worth keeping at least into the new year when these companies seem to do better?
Thanks

Q: I have to sell most of my TFSA holdings but have the option to leave a bit in the account. I have approximately equal positions in the following stocks and I am down on each one. Each seem to have positive comments from the 5i team.

Could you please rank the 4 stocks in the order that you would keep them for a 5+ year hold in the TFSA?

GSY (-39%), SHOP (-15%), ATZ (-27%), TOI (-14%)

Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)

Q: Would you kindly identify your favourite 5 positive momentum stocks for Canada & 5 for the US ignoring income, safety etc…strictly momentum. Thank you as always.
GM

Q: Due to interest rates, both GSY, AFRM and UPSThave taken a beating.

However you seem optimistic about GSY but not AFRM and UPST. What's the reason?

Do you see GSY doubling over the next 12 months.

I am thinking to sell my AFRM and UPST and buy GSY i stead.

Q: Hi,
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille

Q: Which stocks are cheap and buyable Can be trade or long term hold.

Q: Presently I have the above stocks in losing positions. would you buy more to average down / sell or hold? thanks

Q: I own goeasy and am thinking of selling it and buying google what do you think of this.

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while

Q: Hi 5iTeam,

I currently hold the above mentioned 4 stock in my portfolio at a substantial loss. Just wondering if I should sell, hold or buy some more for each of these stocks.
As always, thanks for the great work.
H

Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?

Q: Did GSY ever make more info available regards the $41mil. lent to a bankrupt car finance Co.?
In their last qtr. statement was that name included in mark to mkt. group of 3?
Thanks

Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

Q: Seems like a stellar quarter with 'back on track' guidance. Any remaining concerns?

Q: Hi

Sold GSY at a loss over 30 days ago in my cash account for the loss.

I hate when Government sticks there nose into business. If they did it once who says they will not do it again.

If I were to buy again would I be better off with GSY or PRL?

Thank you

Mike

Q: Would you endorse a switch from GSY to CM if one was looking for a more stable name with still good upside from current stock prices and a solid dividend yields

Q: Hello,

Go easy used to be one of your top choices for any new money. Now it is not ever mentioned, even when considering small caps.

If they were able to still maintain +20% ROE in Quebec, why do you not want to buy now with it trading 30% lower?