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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: We are planning to set up a separate investment account for our grandkids. Assume a 10 year hold. There are a few sectors we would want to overweight - 3 stocks, CAD or US, in Financials, Industrials, Technology and 1-2 stocks in the others. What would you look for and how would that translate into individual stock selections.
Read Answer Asked by sam on October 10, 2024
Q: Good morning 5i
You recently published an excellent report on which companies to buy in view of upcoming interest rate cuts. Most of them were companies with dividends and struggling with debt.

If you were to buy a no dividend or low divident Canadian company today, what would it be? Or, perhaps three, ordered from first choice to last?
Thanks
Read Answer Asked by joseph on August 20, 2024
Q: In preparation for putting proceeds of PLC tender to work, can you please rank these stocks for potential total return over a 5-7 year timeframe and taking current valuations into account?
Read Answer Asked by Chris on August 02, 2024
Q: Could you tell us what 5I's opinion is of the top two Canadian dividend growing companies in the last 10 years in the following sectors are:

- Consumer Staples, Information Technologies, Utilities, Energy, Real Estate and Financials

My 5I subscription is paying invaluable knowledge,

Jim
Read Answer Asked by James on July 30, 2024
Q: The more growth portion of my cash portfolio ( which is full of financials, utilities etc) now consists of BN, GSY and LMN and have been very happy with them ( thanks to you).

Now am looking at one of the 3 highlighted companies. I have not been in oil for years and do not see the price of oil being in an upward trend , however CNQ seems to be favoured by many analysts. I am impressed with TFII earnings in a sector that is experiencing softness. FSV , again , has reported good earnings with their newly acquired roofing business leading the way.

I suspect you would pick any of this 3 as my next acquisition. Should I throw a dart and see which one I hit or does one stand out from the others ?
Thanks. Derek
Read Answer Asked by Derek on July 30, 2024
Q: Hi, raising some cash so could you rate these companies as to which one you would sell first. And the one you would definitely like to keep
Thanks
Read Answer Asked by Brad on June 12, 2024
Q: I have 1/2 to 2/3 positions in these four names. They pulled back recently and I am considering adding to make them full positions. Would you proceed today or wait for better prices? Any price targets to recommend.
Read Answer Asked by Christian on May 30, 2024
Q: Some time back, based on your recommendations ( thank you ) I added BN and GSY to my cash portfolio which is loaded up with banks, utilities , telecom etc, to include more growth oriented high quality stocks and am now able to add one of these four. Would you please give me a quick analysis of each detailing strengths/weaknesses financially , operationally,
sector wise. In what order would you buy ?
Thanks Derek
Read Answer Asked by Derek on May 22, 2024
Q: Hi Peter, Ryan, and Team,

In the Real Estate sector, and across all our accounts, we own DIR.UN, FSV, and IIP.UN. FSV has been a stellar performer, and without 5i’s initial recommendation, it wouldn’t have been considered, and is certainly one we want to keep.

However, when I look at the charts for DIR.UN and IIP.UN, I see that Dream Industrial has a much better long-term record. Does a residential real estate stock need to be owned in one’s portfolio? If IIP.UN isn’t really necessary, I’m considering selling it and putting the proceeds into DIR.UN. Both IIP.UN and DIR.UN have made money, but of course, Dream has made a lot more.

Your comments, as always, are greatly appreciated.
Read Answer Asked by Jerry on May 22, 2024
Q: I am somewhat confused and mystified....according to 3 sources I look at (including the company profile on 5i), the P/E for FSV is at 75. In an answer in early April you suggested the Forward P/E is 32.5; on April 25, you explained that while Revenue was up 14%, EPS was 67 cents down from 85 cents the prior year. 1. How does the Forward P/E drop by more than half when EPS went down? 2. You describe the results as good overall, yet the stock price continued to slide although it turned a bit at the beginning of this month: at this time do you see FSV as worth holding onto? Many thanks
Read Answer Asked by Leonard on May 14, 2024
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