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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: Please rank the following stocks to purchase today at current values. Or should I wait for a pullback in market?
Read Answer Asked by Ben on October 10, 2024
Q: I recently sold my NVEI shares (basically broke even over the highs and lows) and have some cash to deploy in my TFSA. I am looking for recommendations on some growth stocks (US or CDN) for 3-5 year hold minimum that have good prospects. I already own PRL and LMN and was thinking about ARM, AVGO, and NVDA. However, is it too late for these stocks due to their impressive gains over the last couple of years. Any other stocks to consider? Thanks for your feedback.
Read Answer Asked by Rob on October 10, 2024
Q: Simply Wall Street has GSY undervalued by 49.4% with earnings forecast to grow by 17.09% per year. Whereas they have PRL overvalued by 54.4% with earnings forecast to grow by 38.3% per year. They also have GLXY at 78.9% undervalued and earnings forecast to grow by 14.66% per year ......First question. Do you concur with these numbers ? Second question. Which one do you prefer and why ? Also please rank from first choice to third choice ......Thanks for your terrific service Garth ......
Read Answer Asked by Garth on October 08, 2024
Q: Hi team,
Is the 10% drop in PRL shares a buying opp today? As usual in the market these drops make little sense mathematically speaking the offer of 100 million in shares on a company with over 1 billion market cap should theoretically not drop all the way back to offer price . Same thing happened to HPS a couple days ago. If the deal was good; which no reason to doubt it won’t be if you trust the company , then it seems like a gift to buy shares in the dip on days like today. Or what am I missing here ?

Thanks ,
Shane
Read Answer Asked by Shane on September 30, 2024
Q: Just a comment. Quite some time ago GSY was trading around $90 and issued a huge number of shares significantly under 90. The deal sold out plus the over allotment. The market price dropped of course on high volume. I realized that the firm buying the shares were fully expecting that the value of GSY hence the share price would go well beyond $90.
I apply the same thoughts to PRL
Read Answer Asked by Clarence on September 30, 2024
Q: Hello, from your growth portfolio, what would be your current ranking in order of purchase please?
Read Answer Asked by Liliane on September 30, 2024
Q: On Sept 11, Otex announced it has received authorization for the OpenText IT Management Platform (ITMX) from the Federal Risk and Authorization Management Program (FedRAMP®) (https://finance.yahoo.com/news/opentext-management-platform-achieves-fedramp-142600427.html ) .

You mentioned before that OTEX may need time to integrate previous M/A. With the FEDRAMP approval, would it be a buy now? Or would you consider stronger stocks to be better total returns over the next 3-4 years? Please rank the attached companies (knowing that they're all very different).

Thank you so much for your insights!
Read Answer Asked by Liliane on September 26, 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: Hi 5i team,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve
Read Answer Asked by Stephen on September 25, 2024
Q: I own both Propel and Goeasy. Goeasy I've owned for quite some time, Propel I have been adding to slowly for the last 4 months. I would like to continue to own both. Would you balance the two out by selling some Goeasy to equal out the value of the two? If not, what sort of ratio would you suggest.
Read Answer Asked by Ric on September 24, 2024
Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks
Read Answer Asked by Ben on September 22, 2024
Q: Admittedly, I am not a patient investor. I am disenchanted with Boyd and have to believe that either or all of the other equities mentioned above (which I am not fully invested in) should be a better investment for the medium/long term. Could you please comment on this and suggest the equities, in order of growth expectation, I could replace Boyd with.
Thanks,
Read Answer Asked by Claus on September 20, 2024
Q: In my RRIF I hold the above 5 stocks in the "financial" sector:

1) What impact, positive or negative will interest rate reduction have on each of the stocks?
2) Would you please rate the 5 for total return possibility over the next 12-18 months, and
3) They represent about a 25% of the RRIF - would you be comfortable with this level of allocation n the current environment?

Thanks,
Terry
Read Answer Asked by Terry on September 20, 2024
Q: Holding the following Financial sector stocks: BAM, BN, BNS, GSY, PRL, SLF, TD, X for a total of 20% in TFSA & RIF combined. Would like to reduce # of holdings to 5 or 6 and Financial % to about 15% . Your comments/suggestions/alternatives on the following setup would be appreciated:
RIF = HMAX, BAM, X
TFSA = BN, GSY (or BN, PRL or BN, PRL, GSY??)
As always, thank you for helping to provide clarity.
Read Answer Asked by Alexandra on September 13, 2024
Q: Any stocks you see that have strong fundamentals and show some god technicals as well ?
Read Answer Asked by blake on September 11, 2024