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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: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx
Read Answer Asked by dan on July 13, 2021
Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.
Read Answer Asked by john on July 09, 2021
Q: Hi, looking to high grade my portfolio and swap QSR for MED. Small gain currently with QSR. Can you compare the two fundamentally and do you see MED having higher growth potential? Which would you rather own?

Can you rank these for long term growth? BYD, QSR, DOL, DIS, SBUX, MG, ATZ

Thank you!
Read Answer Asked by Keith on June 25, 2021
Q: Hi,

If not already asked, what are your thoughts on the most recent news for Aritzia wrt acquiring a men's clothing line? I for one had not heard of this brand so not sure how it might stack up to other men's clothing brands. How accretive might it be?
I took a 1/2 position just before the announcement so good timing on my part. :) Street seems to approve of the purchase.

Also wrt ATS Automotive recent acquisition....thoughts on this? How accretive or what might it mean to additional revenues/profits going forward?
I don't own this but am watching it closely.

Cheers,
SteveMc
Read Answer Asked by Stephen on June 22, 2021
Q: I have these companies in my growth portfolio. I would like to add 3 more what companies would you suggest.
Read Answer Asked by Mike on June 21, 2021
Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake
Read Answer Asked by Jake on June 16, 2021
Q: Can you please provide recommendations for three US and 3 Canadian consumer cyclicals, with the strongest conviction names noted first? Medium risk-tolerance, with a preference for a longer-term hold (3-5 years).

On a related note, I already own PLC and am considering swapping it out for ATZ. Can you please rate these two stocks for growth and risk?

Thank you.
Read Answer Asked by Maureen on June 15, 2021
Q: Hi Team,
I have noticed ATZ has been recommended quite a bit recently by 5i as a favorite. I didn't see a report on it yet when I looked, so I was wondering if you could elaborate a bit as to why this stock looks good right now (business prospects, growth, re-opening play?, valuation, etc), and if it would be one of your top picks in the canadian market to buy right now? Or if there is another compnay you prefer better in the consumer discretionary space within canada? Thanks
Shane
Read Answer Asked by Shane on June 10, 2021
Q: I have some cash to invest in my TFSA. Have held PKI.CA for 3 years. Collected dividends and now breaking even on share price. I am thinking of cashing out and buying ATZ as a faster recovery play. What do you think of this switch? What is a good entry point for ATZ since it jumped yesterday and today?
Thanks for all of your wise guidance over the years.
Donna
Read Answer Asked by Donna on June 10, 2021
Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim
Read Answer Asked by jim on June 07, 2021
Q: How would you rate these companies for growth and safety.
Read Answer Asked by don on June 02, 2021
Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.
Read Answer Asked by Ben on May 26, 2021
Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter
Read Answer Asked by Peter on May 25, 2021
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