Investment Q&A

Q: Please assess the impact of the latest acquisition on long term profit.
Thank you

Q: Understanding that we are currently seeing significant negative sentiment and volatility, can you please rank your current top Cdn and U.S. quality-name buying opportunity candidates that will reward patient investors with 3-5 year time horizons?

Q: Hi 5i,

I am calculating a fcf yield for go easy,
and Trisura as being 18% and 23.5% respectively ($20/$111 and $7.38/31.36). Both these companies are compounders with more revenue and earnings quarterly. How are they not table pounding buys here? Can you please provide your thoughts and comments.

Q: Hi!
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?

Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what I’m currently holding in my non registered account.

Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U

Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. I’m looking to have a mix of growth and value holdings.

I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.

Please take as many credits a you see fit.

Thanks
Joe

Q: Five years ago MFC was around $25 a share. Now shares are just under $23 a share. Not great!

Considering selling MFC and buying TSU thinking that TSU will outpace MFC in terms of future returns. Would you concur with this switch and if so, could you please provide some rationale for your views. Also would TSU be suitable for an income oriented account? Thanks.

Q: If you were to pick 3 cdn stocks to be overweight on in today’s market what would they be ? 2-3 year hold. Assume good diversification rest of portfolio. Thx

Q: Hi group markets really tough to read right now ? what you 3 top sector's c/w 3 top picks in each / ideal entry price /short blurb on each.
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help

Q: What 4-5 Cdn Companies would go good with this group if looking to balance things out a bit (more growth focus vs income). A couple of stocks I had in mine include: BAM.A, DOO, MG, DOL. Do any of these stocks seem like they w/b a good fit/mix or our there others that you think would be better choices?

Q: i am looking for 3 small cap canadian or u.s companies for growth until dec 31-i know you do not like time limits but that is on me. no oil and i already own lots of acuity and goeasy and inmode and crox. thanks dave

Q: I've owned Trisura for some time, and it's been very volatile. Is the growth over the next 3 to 5 years worth the volatiliy, or should I switch to something more stable like Intact Financial.

Q: Of the following, are there any you see as particularly vulnerable today? Held in a long-term account but I am considering shifting the risk profile in light of existing market conditions, and potentially closing out 1 or 2 positions:

SHOP, LSPD, TIXT, EGLX, TSU

Q: I'm thinking of switching out of some or all of the above securities to better balance my portfolio. Do you see the potential for a significant bounce on any as negative sentiment or other conditions improve?

Thanks.

Q: Do you have an opinion on this one? Is it just another average company, nothing different than all the rest, and investors will waste their money on if they invest in it? I see it has all males in management, no females, so a company I won't normally invest in.

Thank you.

Q: In each of the following 2 groups, please rank the best holdings in order today:

SLF, TSU, BAM, GSY, TRI


WSP, TFII, MG, ATA


Thank you.

Q: Looking to add one of these to my TFSA which holds my more growth oriented stocks. Which one and why ? Thanks. Derek

Q: Without naming every company - I have full positions in most banks, insurance cos., utilities, pipes, telcos and renewables,

This is where I see some relative safety and the best yields.

With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?

Q: Hello

I am underweight in tech, overweight in Financials and have a few stocks under 1% in the portfolio. I am low on my US holdings

Thinking of future 5 years.

Sell NVEI, MU and TSU and buy IYW.

Your comments or suggestions most welcome.

Thank you

Mike

Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?

Q: It looks to me that some good stocks are being thrownout because of fear if you agree which stocks are good buys,not only technologies but others too.