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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 hold EQB in my income portion of the total portfolio. Where as 5iR allocates EQB to the Growth Portfolio which I don't have as a portion of my total portfolio. After reading the recent flash report of EQB, I'm inclined to now hold it in my Balance portion of the total portfolio. What do say you about this EQB transfer in my portfolio portions??? Also, I hold TRI that is now in the income portfolio. What do you say about transferring it to the Balance portion of the overall portfolio??? Thanks for the guidance......as I like to hold 20% in Income, 40% in Balance that is all Cdn and 40% in US stocks with more of a stronger tilt to growth that includes technology and healthcare........Tom 
Read Answer Asked by Tom on July 24, 2023
Q: What are some blue chip higher yielding stocks on the TSX that you recommend for a very long term hold?
Read Answer Asked by Eugene on July 24, 2023
Q: What are your favourite companies for long term holds with strong balance sheets that are attractive from a PEG perspective today? Can you please list 5 US and 5 CAD? Thanks
Read Answer Asked by Angus on July 24, 2023
Q: I was wondering what companies in Canada might be in a position to benefit from the AI technology? Would SHOPIFY be on your list? Thank you.
Read Answer Asked by Pat on July 24, 2023
Q: Thank you for your market update. Following on your comment that real estate sector will play catchup 2H23, what are your best suggestions for capital appreciation? Also what is the rationale - debt/mortgage rates up, not a drain on
Read Answer Asked by Kel on July 24, 2023
Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.

Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek
Read Answer Asked by Derek on July 21, 2023
Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.
Read Answer Asked by dan on July 19, 2023
Q: I have this in a TSFA account. What do you think of the likelihood of this going up? Should I hold or sell this stock? Thanks
Read Answer Asked by Linda on July 18, 2023
Q: Hi 5i Team - I have been reading your responses to questions on CTS Technologies and am still not sure of whether this is a stock to hold on to. You mentioned in one response that the net debt is $320 but said that it has a healthy balance sheet in another response. Is the debt a concern? Small revenue growth is expected over the next few years but strong earnings growth is expected after this year. This appears to be a contradiction but perhaps not - could you please explain. Maybe I have not read this correctly. Also it was made clear that a long time frame is needed. Would this be three to five years - or more. Thanks.
Read Answer Asked by Rob on July 18, 2023
Q: I'm now down over 60% on this company, where does an investor go to get reliable company information. Is there any value in this company or is it going the same way as EGLX & a few others that I've sold recently it always comes as a surprise announcement and the average investor is left wondering the information that is available is tainted to say the least.
Read Answer Asked by Thomas on July 18, 2023
Q: Hi, Analysts seem to like Constellation's proposed transaction of Blue Knight's Optimal Blue. It was also mentioned by National Bank analyst that the purchase price of USD 700 Million, seems to be rather on the lower side ( as not revised by the seller) and benefits CSU. Also, it looks like Constellation is now getting into bigger deal sizes.

What's your take on this for the company's future growth and on our investment in CSU stock ?

Thanks
Read Answer Asked by rajeev on July 18, 2023
Q: Hi,
I'm wondering what your thoughts are regarding Telus' reducing 2023 guidance. I've had it for a while and while price is under my buy in as of today's drop, dividends cover that. Do you think the reaction today is overdone, or is it time to move to something more profitable? I'm an active investor, so tend to follow the momentum. I am concerned T has been steadily losing momentum since last May 2022 and am thinking with this change in fundamental outlook, that trajectory will continue for a while. Dividends are nice to have, but are not worth having if the stock's price continues to deteriorate. It would be interested to know what you would suggest as a replacement at this time? BCE, NVDA, GOOG, MSFT, WSP, Cdn banks are all currently owned, no Health Care exposure and what seems like too much energy exposure lately. Add to something? Find something new? Cdn or US doesn't matter. Sorry - lots of questions here, so deduct accordingly.

Dawn
Read Answer Asked by Dawn on July 17, 2023
Q: Hi - can you give a brief synopsis of your stance on the company and what you like and dislike? Also what their general risks are from a competition, macro and execution viewpoint? Are the risks a high probability or the same as most other businesses. Basically, I'm trying to determine if the company is now sustainable and has carved out a good "spot" and should be a long term winner.
Read Answer Asked by Doug on July 17, 2023
Q: i have a large position in athabaska, the oil stocks seem to have finally found their legs.
i want to add one more oil, small cap, cdn, with the most upside. risk is not a factor.
which would you suggest.dave
Read Answer Asked by david on July 17, 2023
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