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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: There is a lot of talk about a shift to value stocks. What is and how do I identify a value stock and can you give some examples of current opportunities in your portfolios and generally please?
Read Answer Asked by Gregory on February 11, 2021
Q: I am having a hard time valuing some of these growth companies and when to buy.... I bought REAL ahead of earnings and took a bath.... REAL missed earnings by one penny yet doubled previous earnings and painted a rosy outlook in it's conference call ..... I still like REAL but Mr Market doesn't ......Now I am considering XBC which according to 5I's company report was expensive at $7 a share.... So the question is to buy now { if I can get it under $10 } or wait a week until after earnings ? I am well aware these companies are priced according to the future but would like to minimize at least some of the volatility .... So this is simply a before or after question . If 5I wanted to purchase XBC would you do it now or wait until the earnings report ?
Read Answer Asked by Garth on February 11, 2021
Q: Hi 5i
I've read 5i posts regarding insider selling recently The Ink insiders buying report indicates recent buying of about $3M by director.
In your opinion does this increase your confidence in the company's share price going forward and if so to what degree? Or is it simply not that relevant currently?

Would you add to existing position at these levels?

Thx
JIm
Read Answer Asked by jim on February 10, 2021
Q: I was fortunate enough to purchase SHOP early on in what is now a RRIF and I sold some of the position to cover my initial cost. It has now grown to about 15% of the portfolio. I understand the merits of diversification but why sell a stock like this when not much else looks better and would be expensive. The odds of finding a similar story at its early stage are equally daunting. SHOP may at sometime fail to meet the inflated expectations but it is still worth holding even if it is suddenly worth just 12% of the portfolio. Tell me why I am wrong.
Read Answer Asked by Robert on February 10, 2021
Q: What is your view on a core portfolio of the following ETFs: IEMG (12%), IEFA (23%), ITOT/ VFV (40%). The US ETFs would be in RRSP to minimize fees and withholding taxes while VFV would be in a TFSA. Both accounts would be supplemented with individual stocks from the 5i balanced/growth portfolios and a select few US stocks (CRWD, U, SQ, PINS, PLTR, NVDA) for Canada/growth exposure. Do you prefer Vanguard’s comparative US ETFs over the ones mentioned or are you largely indifferent? Thanks!
Read Answer Asked by George on February 09, 2021
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