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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: Can you please rank in order which of the stocks from best to worst you would Recommend today, and are there any that you would Not Recommend at this time (no ranking required)?


TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.

Thank you
D&J
Read Answer Asked by Jerry on October 07, 2024
Q: DRX has announced great profits, new contracts and the buyback which happened after the last quarter. Negatives could be upcoming US elections, the buyback being treated as Insider selling and the deferral of revenues from this quarter to the next. There seems to be no retail support for this stock, or retail support is not sufficient to offset the institutional selling. What would be the steps that management needs to take to stop the bleeding on this stock as it has been in a down draft since the high of $20.8?
Read Answer Asked by Imtiaz on October 03, 2024
Q: My favorite holdings LMN and DRX are lagging behind recently. It seems that LMN has a significant insiders selling over the past few months and DRX has a customer concentration risk issue. With the current negative momentum, do you see any red flag for concern or a good opportunity to buy more with new cash ? Thank you for your great service. Bill.
Read Answer Asked by Bill on September 30, 2024
Q: Hello,

You run a very interesting service! Thank you!
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred) (thank you Ahn for the question format).
Read Answer Asked by Liliane on September 26, 2024
Q: Hello Team,

Are you able to rank the 12 companies listed from 1 to 12 in terms of capital appreciation over the next 2-3 years. I currently hold all of the mentioned stocks but do have some cash to deploy. Thanks.
Read Answer Asked by Kevin on September 25, 2024
Q: With the markets at all time highs, are there certain stocks you think people can scoop up or add to that have good growth opportunities at a reasonable price? I know 5i is not usually worried about buying companies at 52 week highs, but it is still something difficult for me!
Read Answer Asked by Mike on September 24, 2024
Q: Can you please give me your current opinion on Goodfellow potential. Will they be in a position to pay dividend ms in coming year? What is their growth potential in current macro environment of reducing interest rates? How would they compare to your favorite small cap industrial companies? Is it worth investing in at the moment or best left alone for greener pastures?
Read Answer Asked by Kel on September 16, 2024
Q: Hi Team,
after today's decline in DRX that seems overdone I am thinking to initiate a position in DRX. I am very tempted to sell my NFI stake and make the switch for shares of ADF Group. What would you think of the move and would you have any other suggestions to replace NFI in my Portfolio.
Read Answer Asked by Michel on September 13, 2024
Q: This morning they reported and for the EPS, they beat handily the with .51 vs expected .39. The cause of this was a great increase in their margins. On the other hand, the revenue came much lighter at nearly 75M vs expected 92.6M.
They mentioned 1 customer had a delay which will come at a later date of 35M which would have made the revenue for the quarter at 110M vs once again the expected 92.6.
In your experience, how would the market react to such news?
Read Answer Asked by Herm on September 12, 2024
Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?
Read Answer Asked by William Ross on September 12, 2024
Q: The following 5 companies make up the majority of my small cap portfolio:
HPS.A - current price $ 113 CAD
TVK - current price $ 95 CAD
Celestica - current price $ 58 CAD
Docebo - current price $ 55 CAD
ADF group - current price $ 12.9
Propel holding- - current price $ 27.29 CAD

Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred). Thank you very much and have a good day.


Read Answer Asked by Anh on September 11, 2024
Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.
Read Answer Asked by Les on September 04, 2024
Q: I just finished contributing to a full position in HPS.A. I'm looking to start contributing to some of the smaller growth companies that your group recommends. I’m considering DRX, CLS, TVK, TOI and LMN. In what order would you recommend and what price to buy for the next 2-3 years.
Read Answer Asked by Todd on September 04, 2024