Investment Q&A

Q: Please give me your read on this ETF. Is it a good allocation of capital in a growth industry, capital preservation and diversity?
Much appreciated.

Q: What do you think are the odds of the successful completion of the merger? Despite the poor performance, I'm hanging on to LHX in hopes it will, Do you still like LHX if the merger were unsuccessful?

TIA

Q: Hi 5i,

Thanks for the blog post listing Canadian companies paying USD$ dividends. What are your top ideas today?

https://www.5iresearch.ca/blog/canadian-stocks-that-pay-us-dividends-2021-update

Q: How would you categorize Lumine Group in one’s portfolio in terms of geography? Canadian, US, or international equity?

Q: The proceeds of the MAGT takeover will be going into the new first home savings account... which stock would you yourself be buying with the cash? Thanks

Q: Hi

Would it be wise to take the capital loss in our cash accounts to off set some of our gains to date by selling GSY?

Then buying SU for growth and the dividend.

Thank you

Mike

Q: Thinking of getting into Lumine Group. What is the valuation like, compared to CSU and TOI? Thanks

Q: What percentage of your account should you have the QQQ stocks?

Q: Hi 5i
I thought one of the Canadian banks (National?) had a large interest in FSZ. If this is the case would it be less likely that FSZ would consider cutting the dividend ?
Your thoughts on the dividend safety at this time.

Thanks

Q: Sold GSY yesterday. Likely would have stayed the course, but the company's failure to divulge information with regard to Canada Drive in a timely manner tipped me over the edge. So, I have 3% of my portfolio in cash that I would like to reinvest in a Canadian stock with a similar growth/dividend/risk profile. Minimum dividend of 2%, preferably >3%. Canadian stocks already held are: T, X, WSP, TFII, ATZ, SIS, BIPC, BEP, SU, NPI, NTR, PBH, BAM, BN. (US stocks are: GOOG, IHI, COST, NVDA, J, ABBV, MSFT, V, HD and AMZN.) I would appreciate 3 suggestions that would meet my criteria. No industrials or financials please, as I am already overweight. Thank you.

Q: Should I wait and see how the US debt ceiling fight goes before investing this year?

Q: Good Morning,

In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad

Q: Can you provide thoughts on recent results. How do you value the future hedges and impact on debt levels over time. How do you like its upside torque with >$80 barrel pricing and future potential?

Q: hi, in regards AQN Kentucky power transaction- the end of March is the end of comment period, with presumably a decision on whether or not this transaction will go through shortly after? do you have any sense as to this purchase going ahead, or not going ahead ( and AQN paying a penalty ). further, what do you think the potential upside could be with an announcement of the merger NOT going forward; and conversely what do you think the downside in AQN price could be if the merger does go ahead? cheers, chris

Q: Where can I find a list of all the CDRs available in Canada?

For a growth-oriented TFSA, what would be your top picks (5-10) from this list for a 5+ year hold?

Thank you in advance.

Q: There are a few obvious similarities here in terms of market cap and dividend yield, a few obvious differences in trailing price/earnings and sectors (staples/discretionary). Hoping for your insight into which one you would sooner own for the next two years assuming we are going soon going to enter a recession (or are already in one). Or maybe neither?

Q: I hold Goeasy and am down over 40% on my purchase price. I am thinking of getting out. Do you have anything in mind as a suitable proxy. Thank you.

Q: Hi, On his BNN appearance, Feb 13, Peter was very positive on the stock " We do consider it one of the best industrial stocks right now." Peter also indicated having visited the facilities/plants and met the Management, at the time he owned a large chunk of the Co., while managing funds for a large Canadian institution. Stock has seen a phenomenal run over past 9 months (+65%) and YTD +30%. ATS also appears to have grown to a 7% weight in the 5iGrowth Portfolio.

We have taken a starter 1% position, over past 2 weeks, to complement Industrials in our portfolio.

Could you (Peter) kindly share your current view of the company, with respect to its management, valuation, debt and Growth prospects. Also, in light of such a strong run up in the share price, would you still be comfortable adding at current levels or wait for a pullback ( If it happens, at all ), for a long term investment ?

Thank You

Q: I am down by 55% on this company, although it is a small position (.8%) & I consider it speculative. Your comments will help me decide to wait, sell, or buy more. Thanks

Q: What is 5i thoughts on Pivotree's 2022 Q4 results? Cash holdings jumped significantly between Q3 and Q4 of 2022.