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Investment Q&A

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

Q: I bought a small position of lspd at $78, watched it rally to $150. Did nothing which in hindsight I should have sold but I'm in it for more. Dropped to days price of $45. It has kinda of a 'blood is in the streets' feel right now. . Doubled the still small position to average $62. I can hold this one for a really long time. Am I crazy or am I sitting pretty?
Read Answer Asked by David on January 10, 2022
Q: Recently held LSPD and watch it fall fall and fall. Wish I had sold some.
Have held shop for several years and am now watching it tumble. Understand both are growth stocks and there is a rotation. Is there a price point that Shop would hit where you think one should sell some. Are my concerns justified or is it a wait and be patient and it will return to 2000.00. Realize you do not have a crystal ball but need your advice.
Read Answer Asked by Stephen on January 07, 2022
Q: Hi, We have 3 TFSA accounts, where we sold some SHOP, last year and made cash withdrawals. As a result, this year, we have available contribution room between $30-40k, in each account. We like to wait for an opportunity for a Growth stock to transfer from our Non Regd accounts ( there are separate accounts for each) for an in-kind contribution. Present allocation in the TFSA accounts is as follows.
CSU 25-30%
SHOP 35%
LSPD 30%
NVEI 10%

We are not worried about concentration, as TFSA funds are less than 5% of our Total Investment Portfolio, which is fairly diversified. Objective is to optimize Growth stocks in a TFSA setting. There is sufficient quantity in Non regd accounts, for all the five stocks listed in the question.

We were planning to add SHOP, with today's 10% decline and some TOI, as we have none in TFSA's.

What would be your recommendation ?

Thank You
Read Answer Asked by rajeev on January 06, 2022
Q: Given a five year time period, please rate the growth prospects of the above stocks starting with the best.

Thank you. Appreciate your service.

Howard
Read Answer Asked by Howard on January 05, 2022
Q: Year 2 of my 19 year old daughters TFSA. Year 1 suggested she get BAM.A and she is very pleased she followed my suggestion....I am thinking year 2 of more of a growth stock. LSPD has been really beaten up, good buy for very longterm hold or is there a better " foundation" stock from your growth portfolio you would suggest?
Read Answer Asked by Tom on January 05, 2022
Q: Wondering if you have any information/news regarding the near 7% drop in this stock this morning (Jan 4). I noticed you continue to recommend it in today's Q/A email, but I see no mention of the drop. Perhaps you do these questions the prior day or early am?
i.e. before the drop.
Thanks so much. I do so appreciate your service!
Read Answer Asked by Marcia on January 05, 2022
Q: Hi Peter and Team, Happy New Year!

I have been following the Balanced Equity Portfolio as close as I can since the first day it was available in 2013. Congratulations on the great build and success with that portfolio!

Over time, I've had some deviations and don't have exactly the weights you have per the last report. I keep adding cash to the investments every month and have also spend some time building up some ETFs to reflect the "rest of the world."

My question is this - let's say I can top up weightings on BE Portfolio names, which ones would be the most buyable today based on current conditions and outlook. I am long term (like I said, held the BE Portfolio since inception and a number of the names I owned before the BE Portfolio was created), and want to keep making the annualized rate of return it's been delivering.

The names that I have the biggest gap to in the BE Portfolio are CSU (rode from $214 to $1650 but had to sell to fund a home purchase and never bought back and its kept going up) and WSP (just had less cash at the time).

Original weighting target has been 5% in 20 names.
Read Answer Asked by Marc on January 04, 2022
Q: SHOP has been drifting down quite a bit and seems to have no traction at all for the past couple of weeks. Realize it's a volatile stock. However, is there anything to be concerned about? Any news making the rounds that might explain recent performance? Do you still consider it one of the better long term investments for growth?
Read Answer Asked on January 04, 2022
Q: Please give me your analysis of AC and BA. Would you buy at these levels? Any alternatives? Long term growth, mid - high risk investor. Thanks in advance.

Wishing all of you at 5i and also the contributors here Happy Holidays and a Prosperous 2022!!!
Read Answer Asked by K on January 03, 2022
Q: Hello 5i Team
These stocks were all winners earlier this year now they are all my loser . They represent only 6% of my total portfolio should I hold on to them or cut my losses now ?
Happy new year to everyone on the 5i Team and all the members .
Wishing everyone a fantastic 2022 year.
Thanks
Read Answer Asked by claudio on January 03, 2022
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