Investment Q&A

Q: Happy holidays 5i team
What has a higher rate total rate of return over time...small cap, mid cap, large cap? I would imagine the geography makes a difference so maybe you could base it off the US exchanges please (We are rather sector concentrated here). Is risk in small caps vs the stability and dividends in large caps or mid caps create that sweet spot? Which is most worthy of investment? Are there statistics to back it up? I have heard you respond that mid caps tend to be your favourites. I understand they offer that nice balance and they are influenced by financial managers through purchases as they grow/ if they grow, but is there proof that they are better through time as a group? Any equal weight ETF's that cover a specific range in capitalization across sectors? Thank you

Q: I was thinking of buying into A&W consistently over the next 3 to 5 years. What do you think about having good old A&W as a very long term holding?
They keep raising the dividend and adding new stores to the Royalty Pool every year. I also personally love their food. I do not want to trade a lot. Looking more so to buy and hold.
It is 2020 now and I can see A&W lasting for at least another 15-years with positive SSSG. Was hoping on owning this company until 2060.
Would love to hear your thoughts.

Q: I have a losing position in TFI in my TFSA. I'm thinking of adding to it. What is your opinion? Or would it be better just to add money to BIP?

Happy New Year :)

Q: When would it be a wise decision to also list on the US Nasdaq platform rather than only on the TSX exchange. There are financial costs and other issues that must be taken into consideration but also being listed in the US would improve the stock price.
Clayton

Q: Happy New Year gentlemen.
I know it is an apples to oranges comparison, but where would you deploy an infusion of cash for a 10 year hold? Already hold both, looking more at growth than income at this point.
Thanks

Q: I have a relatively small position in SIS. Would you have any issues adding to SIS at these levels?

Thanks Ken

Q: BNN had a list of the top 10 stocks of the past decade. This include Constellation Software, Kirkland Lake Gold, Alimentation Couche-Tard, Interrent, Enghouse, Boyd Group, Dollarama, Cargojet, Air Canada and Auora Cannabis. Of this list of 10 names, please rank them(best to worst) from your view of their chances to make the list for the next decade. Thanks

Q: Happy New Year Peter and 5i team,
I was thinking of adding Google to my Canadian funds TFSA. It was a recent top pick by two well known analysts on market call. They said that the company is attractively valued, has good growth potential, and good cloud business potential with growing revenues. Do you agree?
What are the consequences of holding a US stock in a can funds TFSA? Is it better to hold in an open account?
Thank you for your opinion

Q: I have a question about tsgi. what is the latest 12 month target for flutter? and if achieved what would be the imputed value for tsgi? also would Brexit have any negative effect on tsgi? thanks Richard

Q: Is FIT a good buy at $6.47 today with an offer from google to buy at $7.35 in 2020.
Thanks,
George

Q: Hi
Can you give me your opinion on maxar technologies do you see further upside in the stock? Thanks and happy new year.

Q: There wasn't much info given on Enghouse's purchase of Dialogic. They acquired it for 1 times sales which seems low. Do you know if the low on that metric is offset by something like low or no profitability, slowing sales, etc?

Q: Hello, I have heard that AirBnB will go public in 2020. Do you know when will that be? Is there a website where we can see when a new IPO is offered? Thank you, Gervais

Q: May I please have your current thoughts on Ubiquiti Inc? Thank you.

Q: I'm an owner of the Balanced Equity portfolio. I had to turn over a lot of the portfolio in the second half of last year due to some transactions I was doing. I'm now back to having my cash and looking to rebuild the part of the BE portfolio I'm missing.

How do you see GIL for new purchases today? Any key BE names other than this one I should focus on now given market conditions today?

Q: What would be your opinion of this company if oil prices averaged $70wti in 2020?

Q: LNF is nearing its 52 week high. Is it at an entry point or would it be better to wait for a pull back? Thanks.

Q: are there any companies or equities that invest in Canadian indigenous peoples that are tax payer funded that can be invested in. have a super 2020.

Q: Hi 5i,

Is ILMN still a good growth company now that the merger looks very unlikely? Would you still hold it or look elsewhere? If the latter, what would be a good alternative in the same industry?

TIA
Wayne

Q: If one had to choose between FTNT + LULU over 2-3 years and why.

Thanks for all your great work.

Mark