Investment Q&A

Q: I hold a number of Small/Mid Cap stocks. Some have done really well and others have done good. Given that Small/Mid caps in general have had a good run would you be trimming these positions? Position suze is not an issue.

Thanks
Tim

Q: Morning Peter & team!

How would you rank these (Most attractive to Least) in terms of growth potential, health and momentum over a 5 year timeline held in a TFSA.

Thanks in advance,
Greg.

Q: Looking to add 2 names to this group. Please provide top 5 mid caps that make sense for a 15 year hold. Thanks as always.

Q: Hi there,

I bought half a position in PRL at around $25. Would now be a good time to top up to a full position or would you wait for a pull back?

Thank you!

Q: What do you believe as the best buying opportunity in the market these days?
1 small cap stock
1 mid cap stock
1 large cap stock
1 ETF

Thank you

Q: Any reason why this company dropped almost 5% on Friday

Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.

Q: I hold these equities in my grandson's RESP. He will need to access funds in 2 years. He will enter grade 11 this September. I just sold half of the CLS holdings at 120% gain. Above % represents post sale. I am thinking of putting cash into BEP.UN or BIP.UN. what additional adjustments would you make at this time?

Thanks for all your help.

Mike

Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles

Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?

Q: Would GRID be one of your top 3 small caps currently? Please name your top 3 regardless of sector. Thanks

Q: What % of Propel's business is in Canada vs USA vs International after their latest acquisition?

Thanks....Steve

Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?

Thx as always for the excellent service.

Q: Hi, I'm over 6.5% on these two and want to trim to invest in other small caps. Which one would you trim more, and what are a couple non-financial sector but similar (higher grown potential over the next 2-3 years)? Thank you.

Q: I am thinking of taking a small position possibly in one of these two small cap stocks .Would you have a preference and maybe an entry price? Thanks again for the great advice that you provide.

Q: I hold positions in all of these companies and I have some money to put into the market. Could you rate these in terms of which positions you would add to given the potential for total rate of returns given their current stock price, business model tailwinds, risk vs reward etc.

Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.

Q: Since the beginning of May, I've noticed 6 insiders selling approx 52K shares for an approximate sum of $!,776K. I realize that insiders will sell for a variety of reasons yet am wondering if you have heard some rumblings as to the reasons why?

Thank you

Q: I'm considering investing in Kraken Robotics and/or Propel - both for a TFSA .
Please rate these and suggest a reasonable entry point.

Q: In a recent question on conviction for a 3-5 year hold in the 5i model portfolios you recently ranked these 3 financials lowest. Do you see problems on the horizon that would limit your enthusiasm for ranking them higher?

Q: Do you predict much growth for EQB in the next year or two? Would you lump GSY into the same growth projectory? Would you expect PRL to provide better long-term growth than either of these?

Appreciate your insight.

Paul F.