Investment Q&A

Q: Which stock of these three have the most up side.

Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

Q: Hello,

I note that REAL is sitting on approx $90M in cash at the current time. Based on its MC, is this considered a lot?

Secondly, is there a point where having excess cash can become a drag on the SP? I picked this up a few months ago based on 5i's recommendation.

Lastly, I bought in at 2% and am now approaching 4%. Let it ride or trim?

Q: Do you see upside for this stock for a 2-3 year hold. I am thinking of a possible downturn in the housing area? Thanks

Q: Seems that real is making a big run here. If you had to purchase 1 of these companies for growth moving foward which one would you recommend at this time. Thank you

Q: Hello Peter and co,
Thank you for your excellent advice. My grandson has opened a TFSA over the last few months, and now holds the following stocks (listed in order of value, largest first). He is in the enviable position of being up on every one of his positions, in part thanks to your wise advice (and some lucky timing)! With a bit of cash (~$2300) remaining to invest, he is looking for a recommendation, targeting growth and diversification.
He is considering these: LSPD, JPM, CAE, MDT, VET, PXT
But we would be more interested in hearing your advice, so please feel free to ignore the list above, and make a suggestion for 1 or 2 stocks to add.
Thanks,
Ed.

Current stocks:
XQQ
GSY
VFV
SHOP
CSU
REAL
KXS
BYD
BEP

Q: I am surprised that CIGI is still 50% down while REAL, in somewhat similar business, is making new highs. Any explanation why and what is your view of the company. Your insight is appreciated.
Peter

Q: Please rank the above in terms of return potential and risk. Feel free to exclude one if the comparison is too difficult. Thanks in advance!

Q: If a new investor had a $100, 000 to invest in Canadian & US Equities what would be the TOP 10 Stocks to invest today for the next 3 to 5 years.

Thanks Valter

Q: I believe that REAL is officially considered a technology stock, but would you disagree with this assessment? Based on what they do, doesn't it seem like more of a financial?

Q: How would you rank these stocks for growth as well as risk profile?

Q: Morning 5i,

As someone hoping their is a significant pull back. Seeing the overvalued stretching....

I am looking to add some diversification and growth with the "safest" possible.

My picks are;
BAM.A
BYD
REAL
OTEX
GSY
ATD.B
NTR
CNR
Is their additional ones that you can suggest or a couple swaps that are "better" overall.

Thank you for all the tireless fun!

Q: Who are the competitors of Real?
Thanks

Q: You recently mentioned that it might be time to trim holdings in REAL because it has done so well. I thought your subscribers should be aware that following their recent results, analysts were unanimous in raising their forecasts and targets so this might further explain the strong performance of the stock. Stay safe.

REAL MATTERS (TSE:REAL) ANALYST RATINGS HISTORY

5/7/2020 TD Securities Boost Price Target Buy C$18.00 C$26.00

5/7/2020 Raymond James Boost Price Target Outperform C$16.00 C$22.00

5/7/2020 National Bank Financial Boost Price Target Outperform C$20.00 C$23.00

5/7/2020 Canaccord Genuity Boost Price Target C$17.00 C$25.00

Q: How Real is Real Matters? Besides over exuberance, as an investor, how does one protect oneself from falling into a trap of one's own making?

On the other side a mountain of people have been saying until very recently that Shop was too good to be true.

Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!

Q: Hello 5i Research
I have less then a 5% position in both or these stock , is it still buyable after the price increase today ?
Thanks
Claudio

Q: Please comment on recent earnings release.
Thanks.

Q: I have some cash to deploy (2.5%) and I am considering these companies. Ignoring sectors could you give me your thoughts on these companies, short term (2 or 3 years) and long term 5+ years.

Q: What equities in Canada or USA do you consider cheap with great balance sheets.