Investment Q&A

Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian

Q: What can you tell me about this company. I have a small TSFA and am looking for some reasonable growth. also do you think hps-a is getting a little to high to buy right now? Thankyou Larry

Q: Hi All,

I have 1/2 positions in the following and would like to add to the stronger companies going out 1-3 years.

Thank you

Q: is there any upside at all to this company because exactly a year ago today well was at $3.85 per share and today it is at $3.72 per share. I have lost my patience with this company can you please suggest a better company that might have potential in the next year or 2 thank you

Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!

Q: Any TSX/TSV listed stocks that you feel are currently undervalued?

Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?

Q: Hello Peter and 5i team,
My TFSA contains the aforementioned stocks in roughly even percentages except for nominal investments in Park Lawn and DRX. I would like to make my annual contribution to one or some of these companies and would like to know what your order of preference would be for buys/adds at this time. Please also include Celestica in your considerations.
Also, are there any companies in this list that you would consider undervalued at this time?
Thank you.

Q: Peter; I just received the TVK info re upcoming shareholders meeting. I wasn’t aware that two directors/ shareholders held such large positions. Obviously they could never sell into the market that trades maybe 10,000+- a day. It’s close to $50.00 this am - THANK YOU- my question is do you think there may be a secondary issue of shares by these two ? It would also provide more liquidity- which may attract institutional interest- and help estate planning for the two.? Thanks.
Rod

Q: Hi,

These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.

Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?

With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?

I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!

Q: I want to add one of these to my TFSA. With potential total growth in mind, could you please list these in order in which you think might do best. Thanks.

Q: Recently you recommended the above companies as top 5 small caps. Could you rank from 1 to 5 re: upside potential?
I currently own EQB and GSY.
Many thanks

Q: Many years ago I heard Peter say on BNN that one of the best indicators that a stock will outperform the index is when a company initiates a dividend for the first time. Are there any good quality Canadian growth companies that currently do not pay a dividend that you feel are reasonable candidates to start paying a dividend in the next 12 - 18 months?

On the same topic, generally speaking, what would be some of your favourite small to mid cap Canadian growth stocks that do not pay a dividend? Say under a $10B market cap.

Q: This is a question regarding portfolio composition, which I would describe as alpha-balanced. I have chosen not to invest in real estate (as I own a home) or materials (too volatile). I am overweight in Tech (17.5%), Industrials (19.25%) and Finance (22.3%). The other sectors are all at appropriate weights. I am somewhat concerned about having too much allocated to financials and seeking advice. The stocks I hold in relatively equal amounts are: BAM, BN, X, V and HMAX. (I hold HMAX strictly for the out-sized dividend with the expectation of little growth; with a solid dividend here, it frees up other funds to invest in more aggressive companies that don't pay dividends such as HPS.A and LMN.). Long story short: do I have too many eggs in one basket, or do my financials have sufficiently different drivers that you would be comfortable with this imbalance? Any other comments with regard to the strategy behind my chosen portfolio composition would be most welcome. Many thanks.

Q: TVK appears to have but one analyst - and it is 5i Research. The current share price is $44.51 but your data base shows a Target Price of $6.25 - and that figure has not changed since forever it seems !
I know you are not a fan of Target Prices , but perhaps you might care to speculate upon a likely price in say a year's time ?

Q: Hello. Have been a member for a few months and absolutely love the service you provide. I have 57k in RSP and 83k in TFSA ( cash ). could you suggest stocks / ETF's for best possible return on. investment over the long term. Thank you.

Q: Hi There,

Which 2-3 Canadian companies would you be adding to with your TFSA contribution this year?

Thanks

Q: Which 3-5 Canadian stocks would you be buying with your TFSA & FHSA contribution?
Thank you

Q: Hello 5i,

It seems as though in the last couple of months Tvk has caught your eye. What made you chang/decide to really start endorsing TVK (other than stock performance)?

Can you please provide your insight on Tvk’s business model, valuation, growth and future prospects.

Q: What are your top 5 small caps with early 2024 bounce potential with 3-5yr hold?