Q: What are your thoughts on DBO these days and if one was to sell what would you recommend as a replacement in a TFSA. Thanks
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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: Morning,
The stocks mentioned are examples of Canadian stories that remarkable runs in recent years. PHO had an amazing 2017 and obviously CXR made those who sold high a ton of money. Same with CRH. Question is, for 2018, can you name 3 Canadian stocks that may be under the radar but could emerge as darlings once better known? Specific interest would be in stocks with proven assets or concepts more so than those waiting for a stroke of luck like a drug approval or patent.
Thanks!
The stocks mentioned are examples of Canadian stories that remarkable runs in recent years. PHO had an amazing 2017 and obviously CXR made those who sold high a ton of money. Same with CRH. Question is, for 2018, can you name 3 Canadian stocks that may be under the radar but could emerge as darlings once better known? Specific interest would be in stocks with proven assets or concepts more so than those waiting for a stroke of luck like a drug approval or patent.
Thanks!
Q: Hi guys,
I have been holding on to ITC patiently but it doesn't seem to be going anywhere? Is it time let go of it and if so do you have any replacement suggestions?
Thanks again
I have been holding on to ITC patiently but it doesn't seem to be going anywhere? Is it time let go of it and if so do you have any replacement suggestions?
Thanks again
Q: When are the results expected and could you post street estimates, please ? Also, how much is the insiders ownership in the company ? Thanks
- Photon Control Inc. (PHO)
- Dollarama Inc. (DOL)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Can you recommend you top five growth stocks for my TFSA. I would like to take full advantage of tax free growth in this account. Rest of my portfolio is well balanced in my other registered and non-registered accounts. Time frame is 5 to 10 years.
- Photon Control Inc. (PHO)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
Q: Can you please provide the strength of each company in terms maintaining growth within this 6 months or more from good to least?
Q: For growth of 2 to 5 years please name two stocks in any sector.
Thanks for your excellent advice!
Thanks for your excellent advice!
Q: In my TFSA I have a 3/4 position in CXI and have held it for a couple of years. Have 1/4 position in PHO. How would you view selling CXI to buy PHO? Sector not an issue and looking for the one with the greatest growth potential. Willing to hang on to CXI if you think it has a future.
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: I missed the recent run up in the stock, as did not buy when first recommended at 5iResearch, last year. However, reading through your comments, for past several months, I am getting interested in building a position, may be 2%, for all our family accounts. My present portfolio (and family) reflects more of 5i Balanced but also have some Growth companies , like SHOP, GIB.a, KXS, TOY, etc. each 3-4%. I am quite happy with the portfolio mix and its performance. Thanks to continued guidance and excellent picks by your team. Would you be comfortable to buy at today's levels or is it too late to the party. ? Thanks
Q: In early December I sold half of a position in GUD for tax loss purposes. To put the money to use I purchased a half position in PHO as a "temporary" replacement.
The plan was to then sell PHO and repurchase GUD after 30 days.
PHO has done reasonably well since then. GUD has also increased.
Based on a long term time frame and no sector impacts would you stick with the original plan and repurchase GUD to a full position or would you remain with a half position in each GUD and PHO?
The plan was to then sell PHO and repurchase GUD after 30 days.
PHO has done reasonably well since then. GUD has also increased.
Based on a long term time frame and no sector impacts would you stick with the original plan and repurchase GUD to a full position or would you remain with a half position in each GUD and PHO?
Q: I own a full position in Photon. Is adding NVDA putting too many eggs in the semiconductor basket?I am already pretty heavy in tech.
- Photon Control Inc. (PHO)
- Celestica Inc. (CLS)
- Exco Technologies Limited (XTC)
- ZCL Composites Inc. (ZCL)
Q: In a national post article, you mentioned that this could be the year of takeovers. I know you don't have a crystal ball but what stocks do you think could be attractive to a bigger player, e.g. the acquisition of Pure by Xlem. I note that Celestica appears real cheap but doesn't move. Perhaps someone might decide to come and buy this baby. Thanks.
- Photon Control Inc. (PHO)
- Savaria Corporation (SIS)
- Chesswood Group Limited (CHW)
- Neptune Wellness Solutions Inc. (NEPT)
- Tidewater Midstream and Infrastructure Ltd. (TWM)
- Sherritt International Corporation (S)
- abrdn Asia-Pacific Income Fund VCC (FAP)
Q: Hello,
I have some cash in my TFSA, and I am interested in buying a stock with good growth in capital and dividend appreciation. I am a long term investor.
Currently in my TFSA, I have FAP, CHW, NEPT, PHO, SIS and S.
I am looking at TWM, Tidewater Midstream and Infrastructure.
What do you think of TWM? Or do you have a better recommendation?
Thank you very much.
Marc
I have some cash in my TFSA, and I am interested in buying a stock with good growth in capital and dividend appreciation. I am a long term investor.
Currently in my TFSA, I have FAP, CHW, NEPT, PHO, SIS and S.
I am looking at TWM, Tidewater Midstream and Infrastructure.
What do you think of TWM? Or do you have a better recommendation?
Thank you very much.
Marc
Q: Hi, Although these are not comparable companies, I'm looking to invest in one for my TFSA and would like information on which has the most growth potential in terms of share appreciation.
Thanks
Thanks
Q: Hi 5i,
I have the following in my Can. cash acct. would you suggest any to be moved to my TFSA in kind, for tax reasons? Would be $5500 for 2018 contribution. All have done well in growth and I look forward for them to continue.
Thansk kindly,
PS
I have the following in my Can. cash acct. would you suggest any to be moved to my TFSA in kind, for tax reasons? Would be $5500 for 2018 contribution. All have done well in growth and I look forward for them to continue.
Thansk kindly,
PS
Q: Hi and thanks
Do you have dates for the next reporting dates for Photon and DHX?
Joe
Do you have dates for the next reporting dates for Photon and DHX?
Joe
- Photon Control Inc. (PHO)
- Methanex Corporation (MX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Happy New Year to the entire 5i team. Currently I have what I consider to be a well balanced portfolio based primarily on your balanced portfolio. I have $50,000 to invest in my TFSA. I would like to invest in Canadian companies that are relatively safe yet offer solid growth opportunities now and in the future. I have chosen the above companies. Please rank them for me and can you think of others I should add or any I should leave out?
- Photon Control Inc. (PHO)
- Celestica Inc. (CLS)
- NFI Group Inc. (NFI)
- Parkland Corporation (PKI)
- Liminal BioSciences Inc. (LMNL)
- Kinaxis Inc. (KXS)
- Savaria Corporation (SIS)
Q: Need to add a full position to my TFSA. Currently own the above 5i covered stocks with KXS in my TFSA. What is your recommendation? Considering PBH, TOY, DOL.
Q: I know this is a difficult question, but can you think of some companies where downside is limited, but upside is large? I think GUD might be one since they have so much cash - are there other companies with similar attributes?
- Covalon Technologies Ltd. (COV)
- Photon Control Inc. (PHO)
- Liminal BioSciences Inc. (LMNL)
- Pioneering Technology Corp. (PTE)
Q: Thank you for your kind answer to my earlier question suggesting PTE,AVO and GSY.
Any sub 5 dollar stocks, other than ECN/GUD? I bought ECN, again reading your Q&A section! GUD is above 5 bucks but bought it anyway as it was your top tax loss selling candidate.
Thanks in advance.
Any sub 5 dollar stocks, other than ECN/GUD? I bought ECN, again reading your Q&A section! GUD is above 5 bucks but bought it anyway as it was your top tax loss selling candidate.
Thanks in advance.