skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter, Ryan, and Team,

Quite a positive 5i report on TCS. Would you be OK with either a full switch or a partial switch from KXS (which has seemed to have 'stalled' somewhat) to TCS, which has a better one-year chart? I realize that KXS is a much larger company. I do like the fact that TCS pays a dividend (albeit a small one). What would you aim for as a good entry price for TCS, or would you just enter a market order? Thanks in advance for your continued help and advice.
Read Answer Asked by Jerry on November 05, 2021
Q: Your report on TCS states that KXS and DSG are close competitors. I hold both of the latter would buying TCS make sense. How do you see the growth of each in the next few years?
Thank You
Peter
Read Answer Asked by Peter on November 05, 2021
Q: Good morning 5iteam: Do you still compile a list of your most promising growth prospects for the year.Seam to remember such a list in the past but can not find it if you do . Tks. Larry
Read Answer Asked by Larry on November 05, 2021
Q: Hi 5i Team - I am considering selling my shares in Martello for a capital loss and possibly buying it back after 30 days. In your opinion is there anything that could move this stock forward in that time period. Also I am wondering if it's really worth buying back at all. Could you provide some fundamentals including cash position, level of debt and insider buying or selling. In the past you have mentioned the high pedigree of management. Does that still hold. Thanks.
Read Answer Asked by Rob on November 05, 2021
Q: Invesco has an etf with downside hedge, pdhg.
I see it performed well in march 2020. Would you have an opinion on this as part of the more defensive side of portfolio?
Thanks
Read Answer Asked by Daniel on November 05, 2021
Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you
Read Answer Asked by Marty on November 05, 2021
Q: Hi Peter,

Can I please get your expert ranking with respect to the following list of restaurant stocks in terms of a long-term hold.

CMG, DPZ, MCD, QSR, SBUX, SHAK, and YUM

Thanks, from the hungry investor!
Read Answer Asked by George on November 05, 2021
Q: What is the current insider ownership at AcuityAds? The last question on this was June or July 2021. At that time it was 16%.
Read Answer Asked by Robert on November 05, 2021
Q: Hi,

I have held both MFI and TOY for several years now. Much to my surprise both popped today from earnings. I am thinking about selling both of these to switch into NVEI (after their earnings next week).

I get that none of these companies are comparable on any metric-but I am interested in your viewpoint of selling stocks that have upward momentum to buy into a stock that currently has downward momentum.

Thanks,
Brad
Read Answer Asked by Brad on November 05, 2021
Q: When REITs have dispositions during the year does it prompt year-end special distributions?
How often does this happen.?
I saw a note about AX.UN maybe doing a distribution because new management sold all that valuable industrial property (a mistake in my opinion).
Is it mandatory?
When and why do shareholders get the bonus?
Read Answer Asked by Madeline on November 05, 2021
Q: HI
I am woefully low in real estate and notice you have only 1 REIT in your three model portfolios combined albeit an equal weight REIT but your total real estate sector allocation would still be low. Are you bearish on real estate?

What if any real estate stocks do you like or would you still just favor ZRE for diversification for an RRSP holding? What would you suggest for real estate sector allocation percentage?
Read Answer Asked by JEFF on November 05, 2021