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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: I just visited your subscription website. 5i rightfully touts the outstanding returns on these BEST PERFORMERS since inception.

I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.

Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer

Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
Read Answer Asked by Donald on October 24, 2023
Q: Hello

I am looking to deploy some capital ($8,000) into the new FHSA and was looking for some ideas of how to diversify this $$. I have a 3-5 year timeframe and will likely not be actively trading these positions. Can you please advise how it would be best to deploy the funds given the time frame and with a moderate to high risk tolerance.

Can be the companies mentioned above or others. CSU would be great but given it is almost $3,000 a share, not much room to work with that.

Was thinking along the lines of 100 shares of BN @ $42 range and 200 shares of Lumine @ $19 range

Any other ideas of price points you think might be best?

Thanks as always for your help
Read Answer Asked by Antonio on October 22, 2023
Q: Hi, Can you please provide your opinion on current valuation, growth prospects and a decent entry level to start a new position? It was mentioned that stock has seen a run up in its price and may need to consolidate. Actually, just within last 10 days, it has shot up almost 10%, since it was added to 5i Growth Portfolio ( Kudos to your team for the Great selection and Excellent timing !!! }. Thank You
Read Answer Asked by rajeev on October 20, 2023
Q: Adding new money into the Income Portfolio- Hello, I am adding new money to the Income Portfolio in my TFSA. Would you suggest/list the top 5is ( 5 investments!!) timely buys at this time, with a time frame of 2-3 years and overall return perspective?
Also, would you consider making this a feature in monthly portfolio reports - like top 2-3 buys? Thanks
Read Answer Asked by RUPINDER on October 20, 2023
Q: David Burrows was on BNN this mrning making his case for the market going forward. Very convincing..

Concentrating on dividend growers. What do you think and which stocks in your universe would you recommend?
Read Answer Asked by Gerald on October 19, 2023
Q: These stocks are owned in an income portfolio and while their yields are good the continued downward trend is worrisome. Which would you replace, and with what, and if you could provide a reasoning for the change. REAL is my "real" worry, if truth be told, but I also feel slightly off my pizza these days ...
Read Answer Asked by Sylvia on October 17, 2023
Q: You could have bought this stock anytime in the last 10 years for around $5.50 dollars, its now roughly a 10 banger, don't you feel the opportunity has past. ?
Its a smallish company with very choppy earnings , so any big misses and the stock will get hammered like many others in the growth portfolio.
For a double the stock has to get to around $100. In your view you must be looking at it getting to $200 or $300 to make enough money to garner the risk, considering its long history of being in the doldrums.
Thanks Gord
Read Answer Asked by Gordon on October 12, 2023
Q: Like everyone else I suppose I am looking for the next great idea. Is there a company or two on your radar that is impressing you with their performance/growth outlook? Maybe tempting you to initiate a report on? Bonus points if it is already profitable, and/or approaching 1 B market cap. Double bonus points if you could see the possibility of them initiating a dividend one day. Just looking to build a short list for further investigation before next year’s TFSA contribution. Thanks so much.
Read Answer Asked by Stephen R. on September 26, 2023
Q: Of these six industrial holdings, which three or four would be your favourites? (I focus mainly on the Balanced Portfolio.)

Thanks for all your insightful advice!
Read Answer Asked by Jim on September 13, 2023
Q: Could you comment on your confidence in the management of these three companies and execution of acquisitions? Would they compare at all or are even close to CSU management?
Thanks
Jeff
Read Answer Asked by JEFF on September 13, 2023
Q: Could you rank in order which you think will have the greatest growth over the next 3-5 years?
Thanks
Jeff
Read Answer Asked by JEFF on September 12, 2023
Q: In a recent question you answered " we think one of the most important skills for investors who choose to own high-quality compounders is the willingness to hold them through thick and thin, even in periods when they appear to be fully valued (or slightly overvalued)."
With this in mind could you please give a list of canadian high-quality compounders that you would recommend initiating a position in and holding through thick and thin.
Could you please include their sector designation and yield.
I am interested and low yield ones for a non registered account but would also like to see your higher yield ones too.
Thanks

Read Answer Asked by Anna on August 28, 2023
Q: COULD YOU SUGGEST 5 MICRO AND 5 SMALL CAP STOCKS YOU MIGHT HAVE YOUE EYE ON IN ORDER OF PREFERENCE FOR CANADA AND US
THANKS
JEFF
Read Answer Asked by JEFF on August 18, 2023