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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: This company has been moving up lately due to the shift to value. I hold an overweight position in several accounts and after several years of flat to negative price momentum i am considering selling my positions as its earnings are very lumpy and has not proven to be the best investment. Would you sell now or wait for the momentum to hopefully take the stock higher?
Read Answer Asked by John on May 10, 2022
Q: Hi,
I'm currently holding all of these at a loss, mostly in RSP's - so the loss, if taken, won't be helpful tax wise. I'm aware you are still recommending GSY, but assume that is because at this point it is a reasonably buy. It has been a particular disappointment for me, as I purchased near the recent highs, so I wonder if the remaining capital I have might be better in the energy sector, as I do hold other financials. SNAP and SBUX are looking a bit more like they will take a very long time to show positive momentum - would you agree? Or do you feel it is worth holding onto all of these? I don't need the cash, I'm just wondering if it would be more prudent to stop the day by day reduction in principal, in particular when there are options such as ENB that pay a sizeable dividend in a more positive sector.
Many thanks for your thoughts, as they are always appreciated.
Dawn
Read Answer Asked by Dawn on May 05, 2022
Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick
Read Answer Asked by Nick on May 04, 2022
Q: Two related questions. I purchased SLF several months ago as a hedge against inflation. Since then, the stock has done nothing but decline and I am now down 12%. Please explain why it is performing so poorly now and provide thoughts on how it could potentially be impacted by a recession. Still with finance, would GSY (despite its smaller size) have generally the same economic drivers as the Big Five banks? Thank you.
Read Answer Asked by Maureen on May 02, 2022
Q: I am looking closely at purchasing this stock. I usually buy my allocated amount ( 2.5 % ) in one lump sum but think your suggestion of partial purchases makes sense in this volatile and generally declining market. Should I wait until their annual meeting of May 12 as there could be some surprises or a pessimistic view from management ? Thanks Derek
Read Answer Asked by Derek on May 02, 2022
Q: What is your opinion of the Canadian banks at this time . I currently own XEB in the open, RRIF and TFSA- approximately 20% of my entire holdings.
I'm considering buying one the banks in my open account for income and average growth, but not sure which one. I would appreciate your recommendation.
thanks


Doug
Read Answer Asked by James Douglas on April 28, 2022
Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.
Read Answer Asked by Rob on April 27, 2022
Q: Would these type of companies do well in a higher interest rate environment or would they suffer? Because these Co's are both higher risk income stocks, is it better to diversify having both or not? Currently I hold a half position in FSZ, and am contemplating buying FC. What do you think a good entry point would be? Thank so much!
Read Answer Asked by Pat on April 27, 2022
Q: Hello 5I,
I recently bought $GSY on your recommendation as I thought it was a good fit for my portfolio. I then came across some comments it was a predatory lender.. I wondered is this accurate or just a disgruntled ex-employee or customer? I know they deal with less qualified borrowers and get paid more for that risk but is it not a necessary service that is policed by the government?
Thanks
Read Answer Asked by Tyler on April 25, 2022
Q: Hello 5i Team,

With the continued decline of stocks related to the semi-conductor industry (e.g. materials, fabrication, testing), is now a good time to buy for a 3+ year hold? Or should I wait for prices to settle?

Either way, could you please recommend 3 stocks for me to consider (not including NVDA, which I already own) and include a brief comment explaining each choice.

Thanks!
Read Answer Asked by Keith on April 25, 2022