Investment Q&A

Q: Can you provide 8 growth/total return names to initiate a position an add to overtime in the TFSA for a long term investor.

Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).

$CAD/USD names (please include your favourite growth CDRs as well).

Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.

Q: I have AC, CAE, KXS, BAM. I was wondering what other stock I should buy (SHOPIFY) or should I buy some more CAE or KXS because they are below what bought them for?

Q: Good Day Team
In a TFSA Growth for 5+years. On each one which You will add, hold or sell ?
ATZ 8 %
SIS 54%
PDYPF 65%
GH 2%
SHOP 33%
Thanks
Regards

Q: Good Day Team
In a Registered Growth for 5+years. On each one which You will add, hold or sell ?
GOOG 54%
AMZN 20%
META 6%
RTX 19%
Thanks
Regards

Q: Good morning Team,
In a registered growth account, for min 5+ years hold. Which ones to keep, to sell, or to add
Cura 11%$ -60%
NFI 12%$ -70%
SIS 55%$ -15%
TOI 23%$ -44%
Thanks
Regards

Q: Hi All at 5i!!
I was thinking of starting a small initial investment in TIH. What are your thoughts about it as a long term hold??
Cheers,
Tamara

Q: Would you recommend using investment money to help pay off a line of credit? That money would be coming from a tfsa. If so, from the list provided, please list the top 5 stocks in order that you would sell?

APPLE and MSFT would be sold at a loss.

Thanks for everything

Q: I previously sent this question (I thought) but I may have been timed out.

I have been involved in a few spinoffs over the past few years (Constellation, BAM x 2) with some to come (Danaher, Constellation). Generally, spin-offs are seen as profitable events but I am not sure of the best way to manage the outcome.

My problem is that the spinoff usually leaves me with a small number of shares of the new company. Given that these new enterprises usually do very well (I think this is a valid generalization) I have been reluctant to sell them. I see my options as: Buy more prior to the spin off as this provides for the greatest returns and leave me with 2 reasonable sized holdings; buy more of the new company after the split to bring it to a reasonable level in my portfolio; sell the shares despite the cost and re-invest in the original company to bring that value back to its original amount; or just leave as is.

in your experience, is one option better than the other in the long term? The sticking point for me is that I expect both companies to outperform due to the split but that may be a poor assumption.

Appreciate your insight.

Paul F.

Q: Which of these two do see having the most growth potential over the next 3-5 years?
Thanks

Q: Sectors aside can you please prioritize these 3 stock in future potential/upside?

Q: I would like your opinion as to which 2 of these 3 you would invest in and reasons why?

Thanks very much

Mike

Q: Hi

Up on ATZ by 50%, Thinking of selling 25% of my ATZ and buying more CTS.

My thinking is CTS has more growth in the short term.

Your comments please and thank you.

Mike

Q: If you had to choose one of these stocks, which would you choose for long term hold and why?
Thx

Q: Hello All,

A strategy occasionally mentioned is to consider buying at 52 week highs because it suggests continuing upward momentum .

I am following a few names which keep rising however am loathed to buy at this time because of the possible threat of a market correction.

Would you be willing to suggest any companies that you would almost certainly be buying, into recent highs, despite the looming threat?

Thank you

Q: What are the reasons of CLS’ recent strength? Is it a sell?

Thanks.

Q: Which stock would you purchased today if you could only purchase one? CCL.B, NTR or AEM.

Thanks

Q: 1. What are your thoughts on Carlyle Secured Lending - CGBD ?
- I found this company by accident and was intrigued...
- I have a small position in an RRSP account
- Should I increase position or move on

2. Alimentation Couche Tarde - ATD
- I have a good position and have a gain of 40%+
- Going into this year of uncertainty, would you suggest Trim, Hold or Buy ?

3. Brookfield
- I am currently holding Brookfield via BN and BAM(spinoff)
- Should I increase my position in One or Both ?
- OR Sell One to buy more of the other ?

Wishing good health, happiness and prosperity to all for 2023!
Thanks,
M

Q: Your thoughts on swapping HCAL for ENB.

Thanks

Q: Hi 5i,

Is there an explanation somewhere as to the meaning of the % at the bottom right corner of the Income Model Portfolio? The headings are: Portfolio; Benchmark; Active. An explanation of each line in the chart would help me understand the relevance.

Thanks for the help.
John