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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: Hello team,

Would you please mark (from 1 to 10) each of the above companies in terms of their ability to weather a recession scenario. (the lower the mark the worse the current balance sheet and inability to service debt).

Thanks a whole bunch especially in this crazy times....
Read Answer Asked by Saeed on March 11, 2020
Q: Hi Peter and Ryan,
I am looking to take advantage from the current market dip and add the the above securities and ETF to my RRSP Portfolio. My time frame is 5 to 10 years. with adding the above I will be having all the 5i balanced portfolio stocks included. In addition I am adding some ETF and other stock that I think it can help my portfolio. Appreciate you advise of which stock look good at this time to buy (please rank). Is there any of the list I should avoid. Do you have other suggestions for good quality stocks and ETF (in the US and Canada) that have a good growth potential.
Thanks,
YR
Read Answer Asked by Yousef on March 11, 2020
Q: Hi,
Would you start buying these and in what order?
Thank you for great service.

Milan
Read Answer Asked by Milan on March 11, 2020
Q: Currently own some Kinaxis and Shopify, both about 2 percent each.
Would like to add more tech. Close enough to retirement that need more conservative stock. Is OTEX the best option here i.e. lower risk (with some dividend and reasonable growth?)
Can you contrast the two top choices?
Thank you.
Read Answer Asked by Tulio on March 11, 2020
Q: I would like to buy one more tech in my corp account. Your special report recommended DSG and I like that it has no debt and does not pay a dividend. However, the past, 5i has also stated that you would be most comfortable sitting and holding ENGH for the long term compared to other techs and I am looking at 10 years. I already have some LSPD, KXS and QST in the account and some CAE and LSPD in another account. What would you recommend for max tech in my single portfolio? Thank you!!
Read Answer Asked by Grant on March 10, 2020
Q: Lspd, Engh, Otex and Dsg, which one is faster growth and which one is the cheapest , which one you like it better?
Many thanks
Read Answer Asked by Hue on March 05, 2020
Q: Appears this is a good time to prune stocks for tax loss to then buy best in class. Would you pls. offer your best choices in various or obvious.
Read Answer Asked by Joseph on March 02, 2020
Q: Hello 5i team,
I've held a good number of stocks you hold in your BE portfolio and I've managed to obtain a 14% compound annual total return in the last 11 years.
100% of my portfolio is in equities; I'll be shortly 77 years old and plan to reduce my equity exposure to 30%, with the above stocks in mind.
Your opinion is most valuable
Antoine
Read Answer Asked by Antoine on March 02, 2020
Q: I have enough cash to buy 3 positions. Would you kindly rate the above stocks in order of growth potential. They will be a long term hold.
Read Answer Asked by Bryan on February 28, 2020
Q: Hi, Can you name a few companies say 3 Us and 3 canadian companies who have been prolific in creating value for their shareholders either by buying back shares/not increasing their share count while growing consistently. A small dividend if applicable but leaning more towards growth in earnings. Preferably with some sort of monopoly or advantage in their field. Thank you.

Shyam
Read Answer Asked by Shyam on February 19, 2020
Q: We own DSG in a non-registered account.
We own ENGH in an RRSP account.
(Both are relatively equally in weight.)
We'd like to sell one of these, and subsequently rebalance the overall portfolio by adding a Consumer Cyclical in the corresponding account. With a long term view in mind, risk is not a consideration.

Q1: Which of these would you currently recommend to sell?
Q2: What would you consider your top 3 Consumer Staples to purchase?

Thanks in advance.
Read Answer Asked by Stan on February 14, 2020
Q: I hold the above equities. I have additional funds to allocate. Your suggestions please. Take this opportunity to thank Peter for a great job, very reliable.
I would not want to add to my positions in ECN.PR.A , ENB, PNG ,& LSPD because of weighting’s and/or risk.
Read Answer Asked by Roy on February 12, 2020
Q: Hi 5iR team, Many brokerage houses start each New Year by attempting to consolidate their best stock ideas for the year in a comprehensive list.....their Conviction List. I'm wondering if I may ask 51R to do the same? If I was to canvas the 5iR Staff stock experts what would the majority agree on to be your best 5 stock ideas, give or take a few, for 2020? Thanks team. Chris

Read Answer Asked by Chris on February 12, 2020
Q: I have cash for either a tech or an industrial. Which would be more likely to offer better growth over 2 or 3 years? Thanks for your insight.

Harv
Read Answer Asked by Harvey on February 10, 2020
Q: Do these companies offer similar services? Over the short term, say one year, which company has the most potential for capital appreciation. Which company is riskier? As always, thanks for your much appreciated guidance.
Read Answer Asked by Les on February 03, 2020
Q: Hi
If you were to list these companies percentage wise for growth in the next 2 to 3 months. Based on your analys, which company would rank number 1 and so on.
Thank you.
Read Answer Asked by Bart on February 03, 2020
Q: Hello 5i, notwithstanding the tragedy of the coronavirus, I would like to start taking full positions in 2-3 stocks that could benefit from a recovery. What are your thoughts on the DSG, OTEX, MSFT, KL? any other suggestions? Also, when is it a good time to start accumulating?
Thanks
Carlo
Read Answer Asked by Carlo on February 03, 2020
Q: Own a bunch of the 5i favourites outside of the above. Building up cash to deploy in a TFSA. Thoughts on these for the long run and buying today? I like the CDN names as you have reports on them and it give a bit more confidence in the name. I do own KXS and was wondering if there is overlap with DSG?
Read Answer Asked by Sal on February 03, 2020
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