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: So I had SHOP at a full 5% position in my portfolio and now with all the carnage it's less than 2%. So my question would be - does it make sense to average down from the ridiculously high price I paid to bring the position up a bit or just let it grow back (if ever)? Am I just throwing good money after bad in trying to make up the loss? I do like SHOP and intend to hold it for many years. Thanks!
Read Answer Asked by TK on July 26, 2022
Q: Hi there,

I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.

Thanks!
Read Answer Asked by Michael on July 22, 2022
Q: This company has been doing rather well in a difficult market. Would you consider it a buy at today’s
price?
Thank you for your valued opinion.
Ernie
Read Answer Asked by Ernest on July 22, 2022
Q: I own each of these companies in my RSP and have done very well on all three over the past year. A couple of months ago, I trimmed my positions in CNQ and SU as they had more than doubled. With the recent sector pull back, I'm now considering selling some Parex and redirecting the proceeds to Suncor.
It seems Suncor currently has a number of positive catalysts which may result in it outperforming Parex over the next couple of years. Both companies have a similar beta and yield, with SU having much more diversified operations.
Exclusive of position weightings, your thoughts on this strategy please.
Thanks, Rick
Read Answer Asked by Richard on July 21, 2022
Q: Hello I am considering buying SLF at these levels $57 to $59 with a dividend yield of 4.75%.
I want to hold these shares for a minimum of 3 years, but more likely into the 5 year range.
I know this is a difficult question to ask, but based on your experience, how much downside % do you think this stock has?
I would like to buy in allotments over the next 3 months.
Suggestions, thank you.
Read Answer Asked by Dick on July 20, 2022
Q: I've been sitting on my Q2 div revenues waiting for things to settle a bit. Looking to add to one off the 3 positions X, TD, SLF. Balanced/Income portfolio follower, moving towards income follower. 5+ yr hold. Conversely if there is a holding in the Income portfolio that is a screaming buy right now I would consider adding to that position or starting a new position if I don't already own it.
Read Answer Asked by Tom on July 19, 2022
Q: the globe mail had a report from wells Fargo analyst saying things aren't looking good for shop. June numbers were down. analyst revised his price target down to 40. shop has consistently been one of your favourite growth picks. do you still feel this way. what do you make about specific claims from Wells Fargo.
Read Answer Asked on July 19, 2022
Q: I have some money to invest and looking for growth over the next 5 to 7 years. Between the 3, which one would you side with at the moment. If you have a better suggestion, feel free to give your insight. Thanks !
Read Answer Asked by jean on July 18, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!