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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: How would you rank these Canadian small cap tech stocks for (a) new money now and (b) future growth prospects?

Thanks!
Read Answer Asked by James on October 20, 2021
Q: Hi team,

What are your thoughts on these Canadian beat up tech cos (AT, WELL, WE, STC, CTS, SFTC)? How would you rank them in terms of quality and your favorites at current price?

I look at AT and 12x F22 ev to ebitda. That is 5x less than TTD!!! Seems insanely cheap.

CTS also seems to be out growing their peers and have an attractive 10.6x F22 ev to ebitda.

And WE has Bill Ackmans backing!
Read Answer Asked by James on October 19, 2021
Q: Good Afternoon 5i Team,

I'm looking to increase my exposure to the healthcare sector in Canada and the US. Can you please recommend 2-4 companies in each country that you think are worth looking into?
Read Answer Asked by David on October 18, 2021
Q: I've been watching the trading pattern for the last month. Bids and asks change every minute with what appears to be downward pressure. Most of us buy and hold for a decent amount of time. Is this some kind of computer program by large trading houses manipulating the price. If so is this common with all sorts of stocks.
Read Answer Asked by Steve on October 14, 2021
Q: Your Portfolio Analyzer tells me that I need more 'Healthcare" since I only have UNH and Well. Can you suggest an addition?

It also noted that I have zero consumer defensive. Can you suggest two for this sector.

A further note was being over weight in Canada.

Thanks again! Dan
Read Answer Asked by Danny-boy on October 08, 2021
Q: As retirees with moderate risk tolerance, Telus is a 4% core holding in a mainly conservative dividend portfolio. We realize (and like) that Telus Health is a small part of the company. We are considering a 1% position in Well for diversification in Health sector, and would appreciate your thoughts on it. Is this an opportune time to buy, or does 5i expect tax loss selling to put more downward pressure as year-end approaches? Thank you. Edward
Read Answer Asked by Edward on October 07, 2021
Q: Hi Team;
Aside from the recent weakness in tech growth stocks the last while , what is your take on Well? It has been consolidating/ weak for the last yr almost now . Do you see the consolidation as healthy after its quick run up in the stock after its ipo ? Or is there some other reason for the weakness ? You would think the pandemic would expose the need for telehealth and boosted up the need for healthcare in general. I would have expected Well to be a little stronger given that backdrop. What are your thoughts on the stock ? Do you consider it a potential multi bagger over the next 5yrs or so? If so is it a buy at todays share price? Thanks!

Shane
Read Answer Asked by Shane on October 04, 2021
Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,
Read Answer Asked by ilie on October 01, 2021
Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.
Read Answer Asked by Ahmed on September 30, 2021
Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!
Read Answer Asked by Nhung on September 24, 2021
Q: Hi,
I currently have these stocks in my TFSA CAD account. They are almost all equally weighted. Do you think there needs to be any adjustments?

I understand they are all growth stocks except ZSP. Is it a problem if I only have these growth stocks?

Thank you!
Read Answer Asked by Yongwei on September 20, 2021
Q: Would you have a short list of 5 companies that should be on a watchlist for when (if) a 10% downturn comes before Christmas ?
Thanks,
Peter
Read Answer Asked by Linda on September 17, 2021
Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?
Read Answer Asked by Keith on September 16, 2021
Q: Hi,
In respect to the question from Brad in regards to small caps, you responded as:

"We have seen some studies showing the group is cheap (relatively) than it has been in 10 years. The 4Q is often good for the sector.

Could you name 3 to 5 small cap stocks that you would recommend?
Thanks,
Read Answer Asked by ilie on September 16, 2021
Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).

Please suggest entry points for each of the companies. Thanks!
Read Answer Asked by Peter on September 13, 2021
Q: Can I get opinion about the listed company for 2 to 3 years investment
Thx,
Read Answer Asked by Jigneshbhai on September 13, 2021
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