skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: More and more I’m seeing news such as the recent European Central Bank announcement their investment decisions will be guided by concerns around climate change. Following this theme, I’m interested in a ground floor (albeit risky) position for my TFSA, where tax-free growth is my only consideration. Could you discuss the relative merits of these 2 companies.
Read Answer Asked by Warren on January 27, 2020
Q: The federal government has has recently been signalling it was going to step up action on the environment. I’m interested in your take on this as it relates to these 2 companies. Looking to initiate a position in either or both for a high growth play. Your thoughts?
Read Answer Asked by Warren on January 24, 2020
Q: You sometimes mention that a particular stock would be OK for a basket of small-cap stocks. I am intrigued. I think you mean like a mini ETF where you track the whole as one investment. I think I have done something like that with a very tiny portion of my overall investments. I have a separate little portfolio with these 4 stocks, KUT, QST, MTLO, PNG. This group has been doing well so far this year with the exception of KUT. But I am interested to learn what stocks you might suggest for such a “basket”. Also how many stocks would you put in it?
Read Answer Asked by David on January 21, 2020
Q: Could you rate your Tech sector holdings for future growth from the model growth portfolio, this would be for a TFSA.
Read Answer Asked by Regan on January 08, 2020
Q: Good Morning:
In a well diversified portfolio I have above "growth" stocks at 1.5-2.5% weighting in my TFSA. They've all performed the same either slightly down or flat and was wondering if you would add to, hold or sell any of these for long term hold.
Thanks For any advice.
Read Answer Asked by Craig on December 09, 2019
Q: Dear 5i:
I am negative on subject three companies and plan to sell.
What are your recommendations to replace with best growth stocks, U.S. and/or Canada?
Stocks do not have to be in the same categories.
Thanks
Klaus
Read Answer Asked by Klaus on December 03, 2019
Q: Hi,

If I understand correctly, 5I isn't very bullish on the oil and gas sector now; however, it seems like you have high expectations from QST. I can see the appeal that QST can have regarding environmentally conscious needs, but wouldn't the companies they serve have to start doing better before QST would see huge growth?

thanks as always for your insights,
Brad
Read Answer Asked by Brad on November 13, 2019
Q: Motley fool is touting its top four small cap stocks. Could you provide us with your top small cap stocks? How would you rate KEW in this list?
Read Answer Asked by John on October 28, 2019
Q: I have been away for a few weeks and went back to listening to my business podcasts. One that I enjoyed tremendously is the National Post podcast on climate change. It’s great listening and I do love her co relation of the climate change situation and the hysteria about it to a Monty Python skit , the fact that a lot of people are willing to blame yet very few are willing to talk about solutions. Great listening and a great explanation . the link to the podcast.

https://podcasts.apple.com/ca/podcast/down-to-business/id1460294675?i=1000453699239

The company has no debt and seems to be in the sweet spot of growth at the moment, your views on the company and its air quality improving technologies please , thanks, Jean



Read Answer Asked by Jean on October 28, 2019
Q: Can you please help me understand why Blackline is valued at 2.5 times QST when QST seems to have way better metrics ( profit, gross margin)? While QST's revenue is not growing as fast, one can argue that QST only chooses to sell prodcutt aht it can sell/rent where there is a profit etc. QST's management is probably a least as good as BLN. Do you think there is a discount because the CEO of QST is a woman? Maybe it is just investor relations, lack of private placement of QST shares? Or fear of regulations or lack thereof hurting QST. Anyone who follows the climate change debate would see methane reduction as one of the the big news story of the past year.
Read Answer Asked by Murray on September 27, 2019
Q: Hello, I sold Descartes DSG quite a while back when you indicated that it was very expensive (and kept Enghouse ENGH), now that you have added DSG to the portfolio I'm wondering if I should sell ENGH and buy DSG back. Or are they 6 of one and half a dozen of the other going forward. In balancing my portfolio I trimmed some CSU because it was up around 17%, so now I do not want to invest in a much lesser quality technology company with the proceeds. Second somewhat related part to this question: I once owned QST, MCR, and BAD and sold them also quite a while ago. Now that you have renewed interest in them and added them to the portfolios I'm feeling a bit reluctant to add them back, I guess because I once sold them. Obviously you have renewed confidence in them. And I'm trying to keep to my principle of following the portfolios. Can you help me regain confidence in these three names. Thanks for great service, as always.
Read Answer Asked by Gordon on September 19, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!