Investment Q&A

Q: I sold a number of tech stocks for tax losses late last year. As tech is on the rise again I am tempted to buy them back even though I was probably overweight tech to begin with. This has me wondering what you think would be an appropriate sector allocation between tech, industrials, financials, etc. I would appreciate a generic allocation for an average investor irrespective of age or personal financial situation. Thanks.

Q: Any particular reason why Metro has tanked since December 13? It had a nice run up for a bit and has now fallen again. Don’t get it.

Q: Good morning, 5i team,

CJT or TFI? Why?
Your thought is very much appreciated. Thank you!

Q: Hello,
Any idea why united health keeps going down even though the latest results were good? Do you think Shopify is getting head of itself as it keeps ticking higher.. Is this simply due to tech stocks doing well as a sector in the last month or so.. and what do you think of starting a position in GE Health? Much appreciated. .

Q: please rank lspd cts nio stc in terms of growth potential in the next 3 tears thank you.. buyouts not withstanding.

Q: Hi Guys,

What do you think of my 12 stocks that are performing poorly in a hot market like we're in so far this yr.

Is it the sectors they're in or are have they peaked and are expensive.

Buy more, trim or sell them all ?

Do you add to these or sell them?

🇨🇦DOL,WCN,MRU,IFC,CNR,CCA,ATD

🇺🇸ABT,WM,PEP,CI,MRK

Thank you & Happy New yr!

Q: What would be the top two or three sectors in the Canadian market for new money in the coming year?

Q: I hold a small position in NTR (74 shares). It is doing well for me (up $3,000). I would like to enter into a full postion but note that expected earnings will fall for 2023. Zim was doing well due to Covid shipping rates being raised, but soon fell way below the high leaving many with major losses. It may seem that NTR may follow a similar pattern having improved due to results during Covid. As Covid diminishes so will the stock earnings.
Question: Is NTR a buy to increase a position or a sell to scrape whatever earnings and to move on to something else? If moving on please suggest other dividend opportunities in Basic Materials. I am a 77 year old dividend value investor with some growth.
Stanley

Q: In one of your answers you felt that Tech, Consumer Cyclicals and Real Estate are areas that have been beaten down and might be poised for recovery. Could you mention 3 stocks for each area listed on the TSX that you would recommend as having solid potential at this time. Thank you.

Q: i am trying to make some little changes to my rrsp. If i can have your opinion on the rail way companies i have been holding UNP for around 3 years now can not complain much i am up 35% on it i am thinking of selling it and replacing it with CNR i would like to know if that will be better for me looking at around another 5 year hold. And my other question would be is i hold TRP and ENB in my RRSP as well would you sell one and if so which one would you think i should sell. Thank you so much and take what ever credits you need for this

Q: Hi,

I have about 8% of my portfolio in WPM, LUN, DPM and FCX. Wondering if you think I should add 3% in steel?

If so, which US or CDN companies would you recommend? STDL seems to have the best long term returns but I've heard their earning are expected to go down next year?

Q: If you were to consider 5 sector ETFs based on current price and future prospects, what would they be?

Please recommend your favourite ETF for each on the TSX unless it's only available in USD.

Would the beaten down USA sector (eg. XUU) be part of your thinking?

Q: I would like i5R thoughts on how to invest this year’s RESP contribution. Withdraws will occur around 2038. I am trying to decide between, DOO, DOL, ATD, PET, XIC & XIU. Do you have any recommendations or should I just flip a coin. Thanks … Cal

Q: I want to add another posiotion. She is just 3 years old. I'm thinking BYD; SHOP; or GSY. Your thoughts please.

Q: I noticed that Hasbro went down about eight percent because of poor guidance. I wonder it this will affect Toy? I suppose it already would have it was going to do so. What are your thoughts generally on Toy^ I sold a lot when it was at $50 but I still have some left now at about $34. That was quite a big drop, too. Time to move on or do you think it will come back^
thanks for your excellent advice

Q: I have both stocks in my cash account, all in green and similar weighting in the portfolio. From here going forward, which one has more upside? Should I sell a bit of both, or just part of one name? Your analysis on them is greatly appreciated.

Thanks,

Q: hello 5i:
a question about weightings and diversification.
Presently, have the above: BAM 2.5%, BN 2.5% and BIP.UN 5.0%.
First, is there too much of an overlap between the companies?
Second, IF we were to sell half of the BIP.UN, bringing it to a 2.5% weighting, with 7.5% overall invested in Brookfield companies, would that raise any alarm bells?
Third, if one were to sell BIP.UN, what would make a sensible replacement, either in utilities or industrials. Low to moderate risk profile, with dividend income being an important factor in portfolio management.
thanks
Paul L

Q:
Any thoughts on BYD time to add more or sell/hold.

What do you like in finance space looking at COF, FFH, BLK, VISA...I already own GSY. TD,RBC...do i add to existing names or buy something new?

Do you think a commodities bull market is imminent with China opening back up. If you believe the sector will have legs going fwd do you preferer single stocks or an ETF (plse list you picks)

What do you think about Natural gas prices Presently i own 1,000ARC in the space and am still up 5% is it time to cash in ?

Lastly i am sitting on 40% cash expecting another test of the last OCT lows but looking at the recent strength am staring to get a little nervous (FOMO) your thought's please is it time to start to nibble at CSU,BYD,MSFT,APPL,AMAZ ATZ, GOOG

Q: Hi 5i:
I'm down in all of these , what are your recommendations for each one
HOLD SELL BUY ? for the next 12 - 18 months.
Thank you !!!

Q: Looking at adding to a smallish position in Stelco, but recently saw an analyst recommend Champion Iron. I view Champion as similar to Stelco, being a high volatility business dependent on the pricing environment (iron ore/steel) of their product. I like STLC's large share buybacks, dividends, solid balance sheet and very cheap p/e multiple. With a major recession looking less likely, which do you prefer and why?