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Investment Q&A

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

Q: Hello, and thank you for an informative service. In theory, what are your views on adding to a so-called expensive/highly valued stock when your original cost basis is quite low? For example, I keep reading how Dollarama is at a high premium right now. I have a lot of it, and my original cost basis is about $97. Even adding a couple thousand dollars would keep it at something like $97.50. as a general rule or idea, is it worth building on positions like this? Also, I don't know if this would be considered a second question, but if you could rank the five stocks in order to purchase today keeping in mind my original question, that would be much appreciated. Thank you again.
Read Answer Asked by Liliane on September 30, 2024
Q: Hello, from your growth portfolio, what would be your current ranking in order of purchase please?
Read Answer Asked by Liliane on September 30, 2024
Q: On Sept 11, Otex announced it has received authorization for the OpenText IT Management Platform (ITMX) from the Federal Risk and Authorization Management Program (FedRAMP®) (https://finance.yahoo.com/news/opentext-management-platform-achieves-fedramp-142600427.html ) .

You mentioned before that OTEX may need time to integrate previous M/A. With the FEDRAMP approval, would it be a buy now? Or would you consider stronger stocks to be better total returns over the next 3-4 years? Please rank the attached companies (knowing that they're all very different).

Thank you so much for your insights!
Read Answer Asked by Liliane on September 26, 2024
Q: Hi 5i team,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve
Read Answer Asked by Stephen on September 25, 2024
Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks
Read Answer Asked by Ben on September 22, 2024
Q: Lot of people seem interested in TVK, current valuation, and if it's worth starting a position. Could you please answer the same for BN and TOI? Given current prices, what would be a good entry point price in your view? Thank you again!
Read Answer Asked by Lyle on September 16, 2024
Q: Hi Team,
I do not own Tvk yet, mostly being hesitant that it would be tied to the oil and gas sector too much which is highly cyclical and I now mostly avoid resource stocks after being burned in the past. However Tvk has not fallen with the recent downturn in Canadian oil stocks. Still riding new highs daily here it seems. I guess my question is do you see a lag effect coming here in possible weakness coming for Tvk being that the oil sector is once again getting hit? Or is it diversified enough to completely avoid this? I am wondering if a better entry point might present itself down the road a quarter or 2? The
Thanks ,
Shane
Read Answer Asked by Shane on September 13, 2024
Q: I see that TVK is a front runner, if not your #1 small cap recommendation right now. I agree with the thesis but unfortunately was hungup on waiting for a pullback. Its now even more expensive vs historical valuations. Do the valuation lower it a few notches in your order of what you'd buy today versus like an ADX or HPS which have come down a bit, or do you find the valuation reasonable? Thx
Read Answer Asked by Adam on September 13, 2024
Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?
Read Answer Asked by William Ross on September 12, 2024
Q: The following 5 companies make up the majority of my small cap portfolio:
HPS.A - current price $ 113 CAD
TVK - current price $ 95 CAD
Celestica - current price $ 58 CAD
Docebo - current price $ 55 CAD
ADF group - current price $ 12.9
Propel holding- - current price $ 27.29 CAD

Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred). Thank you very much and have a good day.


Read Answer Asked by Anh on September 11, 2024
Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.
Read Answer Asked by Les on September 04, 2024
Q: I just finished contributing to a full position in HPS.A. I'm looking to start contributing to some of the smaller growth companies that your group recommends. I’m considering DRX, CLS, TVK, TOI and LMN. In what order would you recommend and what price to buy for the next 2-3 years.
Read Answer Asked by Todd on September 04, 2024
Q: Can you rank in order the top 10 small caps that you feel have the most potential over the next 6 months and provide a quick statement on why each is included?
Read Answer Asked on September 04, 2024
Q: In what order would you rank these stocks today for growth.What would you consider a good entry price for each?
Read Answer Asked by John on August 23, 2024
Q: Hello Team,

Looking at updating/rejigging my TFSA account, are you able to rank the above stocks from 1 - 12, looking at a 3 year hold. These are a mix of some I hold and some I want to purchase. Not worried about size, risk and or industry. Thanks.
Read Answer Asked by Kevin on August 21, 2024
Q: What are your best ideas 5 in Canada and 5 in USA over next 2 to 3 years for capital appreciation ? Thank you RAK
Read Answer Asked by bob on August 20, 2024
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