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: GSY just reported. It has been growing earnings at a rate of 24% per annum for the past 5 years, pays a 2.3% rising dividend and seems to have reasonably good management. Why is it not a $100 stock? No, seriously why is not a $100 stock?? I've owned it for a few years now and I'm not complaining. I've done very well with it. But I really don't get the valuation. What is the unspoken issue?
Thank you.
Read Answer Asked by John on May 09, 2019
Q: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.
Read Answer Asked by Lee on May 08, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
Q: What are your best Canadian listed growth stocks regardless of sector?
Read Answer Asked by Gregory on April 22, 2019
Q: According to Portfolio analytics, I own about 7% of my portfolio in 3 Canadian banks and another 7% in 3 US banks. I also own another 25% of my portfolio in BAM, Visa, SLF, BRK.B and GSY which are in the "Financial" sector but are very different from each other as well as different from banks. How concerned should I be with this aspect of my portfolio. I don't need the money for 25 years.
Read Answer Asked by Wes on April 12, 2019
Q: Using your portfolio analytics we find we are underweight in Financials and need to add to these stocks. The percentages from highest to lowest are SLF, BNS, TD, GSY, VB. Which ones would you add to first. These are held in a RRSP account with a 5 year timeframe.
Thank You
Read Answer Asked by Louise on April 09, 2019
Q: I am finding your 'Portfolio Analytics' to be an outstanding service. The imbalances within my portfolios are abundantly clear.
I am overweight financials with
TD - 3.55%
JPM - 5.19%
BAC - 6.77%
GSY - 1.29%
CXI - 0.71%
All stocks show a decent profit except for CXI which is down 23%.
I have fairly high risk tolerance and I look for reasonable growth. I would appreciate your recommendations on how to reduce my financials by approximately 3%
Read Answer Asked by Ed on April 05, 2019
Q: Hi 5i I hold small positions in these 4 companies and would like to add to each as funds become available. At this time, considering present values , in what order would you add? Thanks
Read Answer Asked by Gary on April 04, 2019
Q: Hi,

With the takeover of GS, I'm looking for a new name in the world of Canadian Finance. I can't find a company that pays the great divy (with special) that GS did, so I'm looking for some growth. With the recent pullback of GSY, would you support moving my cash into GSY as a within-sector replacement?

When did GSY last raise their divvy and did they give a reason why?

Cam
Read Answer Asked by Cameron on March 27, 2019
Q: Hello all.
Looks like GS has worked out ok for recent purchasers.
Given this:
"The Gluskin Sheff board of directors, after consultation with its financial and legal advisers, has unanimously approved the transaction and determined that it is in the best interests of Gluskin Sheff, and unanimously recommends that Gluskin Sheff shareholders vote in favour of the transaction." I would expect low likelihood of a competing offer- your thoughts?

Also wondering if you can recommend another pick, (in any industry), with similar qualities, especially a significant and solid dividend.
Thanks
Read Answer Asked by Robert on March 25, 2019
Q: what would be you top five CAD equities that you would purchase that have a significant dividend and some growth that do not include the financial or energy sectors
Read Answer Asked by David on March 18, 2019
Q: Hi Peter,
I've just become a member of 5i Research so trying to determine a few stocks to start buying into. TOY has always intrigued me and based on the recent weakness and your answers to recent questions on the company seems good for new money for a long term horizon. What other 2-3 names would you consider for new money. 3 year term horizon, don't mind short term volatility. Thanks
Aleem
Read Answer Asked by Aleem on March 18, 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!