skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I’m struggling to decide which 3 of these holdings have the greatest potential if the only criteria was growth in a TFSA for a 5 year + hold.
I would appreciate any thoughts on which 3 you might keep and why (or which 3 you might divest and why).
Read Answer Asked by Stephen R. on November 11, 2019
Q: Hi Team, In our total household portfolio, in the financial sector we hold, BAM.A, TD, V, RY, SLF. Looking at adding another financial to balance out our sectors. Which has a better growth profile between GoEasy and Intact Financial, which would you recommend of the 2. Would there be another name you would prefer? I Thank-you in advance. Sam
Read Answer Asked by sam on October 28, 2019
Q: Motley fool is touting its top four small cap stocks. Could you provide us with your top small cap stocks? How would you rate KEW in this list?
Read Answer Asked by John on October 28, 2019
Q: Hello 5i Research team,
My question relates to your answer to a recent question from “dave” about “must own”. Could you conceptually define what a “must own” company? They are probably the foundation of a stock portfolio; each of these companies should be kept to a full position throughout the economic cycle. That’s where it gets interesting, because your list included GSY and GIL.
As a long term owner of GSY (thank you 5i), I would tend (if capable) to overweight (let it run) during the most favorable portion of the economic cycle, but to underweighted it when the credit cycle deteriorate. Would you agree?
About GIL, but not specifically about GIL: when a situation such as what happened to GIL recently would happened about one of these selected companies, would you almost automatically buy the dip to increase back the position to a full position, and think about medium and long term? Would you agree?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on October 25, 2019
Q: i often see you use the following phrase :
“it is not a must own in our view”
so in your view give me 7-10 stocks for growth that are a must own in your view,i am assuming the above 5 make the list. dave
Read Answer Asked by david on October 17, 2019
Q: Hi,
I've already have a position in SIS, CSU, TOY, GSY and KXS in my TFSA.
Between GC, AW-UN, PBH, MX, GIL or any other compagnie for long term (10+ years) with growth potential, which one will you add next ?
Read Answer Asked by Olivier on October 03, 2019
Q: Lspd,kxs,gsy all long time holdings
Gsy hit a 52 week high last week and finally seems to be getting the recognition it deserves
Kxs keeps winning new contracts
Lspd keeps getting hammered
My question is what is going on with lspd, i get it is expensive but so is kinaxis and shop
With 190 million in cash, over 50,000 customers where do you feel support is on lspd, and shop down from 545 to 405 in 5 weeks, i want to step in on both but need some guidance. Dave
Read Answer Asked by david on September 30, 2019
Q: Hi,

I have a two part question. I currently have enough cash in RSP to add one new position. Disregarding the fact that these are completely different companies/sectors, which security looks most attractive today as an entry point for a long term hold - ATA, GSY, or MX?

And second part, considering that some believe Sept-Oct can be a volatile period, would you generally think its ok to purchase now, or would it be prudent to wait until Nov?

Thanks for all your help and advice.
Read Answer Asked by Brad on September 16, 2019
Q: Gentlemen good morning

Can you please name a short list of good stocks (US and Can, any sector ) that can be on a growth & a value list
It’s a tricky or irrational question but I try it.
Thanks Regards
Read Answer Asked by Djamel on September 10, 2019
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!