Investment Q&A

Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks

Q: Hi Team,

Can you please provide the current valuation of these two companies?

Thank you,

Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you

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: What would it take for 5i Research to buy CSU-T , See how market re-acts to Fed Powell speech?... Thanks for response keep up great work...

Q: Good afternoon,

I'd like to increase my tech exposure.

What would be a safe weighting in your opinion of these two companies.

CSU, GOOG.

Could you please provide a decent, good and best entry point.

Thank you very much.

Q: Hi again. A couple days ago Rose was asking about your top 5 US stock picks and you gave the above 5. Wasn't she asking about USA stocks and if yes, what would they be? If I misunderstood, they I would ask what would your top 5 USA stocks be please? Thanks again for this wonderful service.

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: There are in depth reports on these companies at a link on the Forum under Canadian Equities.

Q: CSU has outperformed TOI over this past year. The trading of shares (CSU to TOI) has proven unprofitable. Given where they are, does this represent the relative bargain between the two? Would you trade CSU for the other today?

Q: My son has saved up for a bit and has a decent amount of capital for his age. He has a TFSA but his investments are varied and not the best for a long term portfolio. We recently sat down and planned out a long term portfolio that would less risky for long term holdings. Would you guys change/swap, remove or add any from this portfolio of Canadian Stocks? TD, MG, BAM.A, ENB, SLF, FSV, T, FTS, CNR and TRI. Is the market also in a comfortable position to currently make a large investment of capital? Thanks.

Q: Good day 5i,

As always love the work. Flash reports etc! What a huge boon.

Having a balanced portfolio. Moving a Canadian component to my non-registered account. Will trim and shuffle accordingly.

Top 5 must have longterm holds. Over 5yr-20yr

3 undervalued buys right now. Reason? Entry?

Please deduct appropriately!

Thank you very much.

Q: Hi Peter & team:

Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you

Q: Please give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you

Q: Hi, Could you please comment on the earnings release. Also trying to understand drop in the cash flow etc. Is it material ? Thanks

Q: I own both these companies in my Tfsa and I notice that they both report their earnings this week.
Could you explain why Toi was only 2% while Csu was up 14% in July?
Is Toi restricted only to Europe while Csu is worldwide?
Which is your favourite of the two?

Q: Hi, With recent recovery in the Tech sector, many stocks have seen nice bounce in their depressed share prices. Tech Companies with solid fundamentals, strong cashflow and low/no debt have been favoured by investors. CSU has also seen good strength lately, which is really encouraging. Topicus share price also has seen a mild recovery from its recent lows, but still continues to languish around $74- 75 level. Could you assign the possible causes of lack of investor interest in TOI, which was a darling, not so long ago and follows the same business model as its parent Constellation Software ? Do you foresee some catalysts to break this trend which could help the stock to recover sooner to let's say $90-$100, and if so a possible/reasonable time frame. Thank you

Q: What does the market expect from these 2 next week?

Thx

Q: This company has been doing rather well in a difficult market. Would you consider it a buy at today’s
price?
Thank you for your valued opinion.
Ernie

Q: I have recently started committing cash to the tech sector and own LSPD and SHOP. I was wondering if you could provide 3-5 CDN listed names other than these that represent the best growth opportunities.
Thanks