Investment Q&A

Q: Looking for a good quality small or mid cap to invest into my TFSA. I own LUM, HPS, topicus. GSY. I have 7,000 and was thinking of adding to TVK. please give me reasons for your ideas and a good entry price. Thanks Stephen

Q: Hi Peter, I wanted to get your thoughts on PNP. What do you think of the company overall. Can you comment on the valuation and would you consider it a buy. Also any reason for the move.
Thanks

Q: where can I find a list of companies that offer DRIP plans for shares, also with SPP [share purchase plans]? Also a half dozen recommendations?
Thanks

Q: Underweight Energy. Considering either CEU or TVK. Please rank. Or are they different enough to own both in equal amounts? Thanks for your insights.

Q: Hello,
I own some FFH and have been concerned by the Muddy Waters report (it's description in the press as it was too specific and complex for me to read and assess) and am wondering if you think it will affect the performance of FFH in the long run and if it is intrinsic to the manner FFH usually does business, compared to, say to another insurance co such as IFC which is more transparent in it's reporting?

Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave

Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.

Q: What are the best Canadian and US value stocks to buy currently?
Thanks

Q: Do you use AI in any of your searches/applications?

Q: What's up TDOC? Sliding despite a significant improvement in earnings etc. The ratios are still overly optimistic?? Appreciate your comments.

Q: Everyone, for more than 30 years I have used ‘good’ debt to buy good assets, such as my house and stocks. My maximum debt to equity ratio is 50%. My thought was if the asset depreciated by 50 % I would still be even. Additionally, I only buy top quality assets such as AAPL, AMZN, etc. Also I buy assets to hold forever. For a retail investor what range would you suggest as a debt to equity. Clayton

Q: please comment on vhi expansion news out this a.m. and the health care space
as well.
thank you

Q: Hello 5i team,
At the moment, I only have AEM for basic materials and wanted to add another company for more exposure to the materials sector. I had NTR (bought when it was Agrium) a few years ago and sold all shares when they were valued above $100.

I wanted to get back into NTR as I think it will not go lower then around $60 (has support there). You have CCL in the balance portfolio but seems to be in a holding pattern for the past 3 years.

My question is if you have your eye on other material sector companies that would fit the balance portfolio? With a decent dividend, and beaten down, do you think NTR is a good second materials stock to enter into?

Thank You,
Andrew

Q: SPY has quite a run. Any thoughts on moving some funds over to MDY to gain more mid cap exposure ?

Q: Just curious on the movement on NVDA in the last few days, any news, comments?

Q: As i view it all these cyber stocks are expensive and will remain so into the future. But i feel that they are as important as AT in the future. When you answered Geoffrey question you said that PANW had structural issues, would you please tell me what they are?
Thanks Again

Q: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?

Q: Wanting to add Cdn. oil & gas producers to my portfolio. I would like to add 2 ETFs, one to go into my TFSA and the other into the taxable (cash) account. What I would like some thoughts/suggestions on, are possible alternatives. Obviously, one of my major concerns is tax efficiency. Thanks to other subscribers for their questions and, of course, to the 5i Team. Bill

Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.

Q: What are your total return estimates (per year) for the above Utilities over the medium term (3-5 yrs.)?
Pls. include any utility that I have missed that would crack the top 3.
Are there any of the top 3 that would come with elevated risk?
Thanks, Hugh