Investment Q&A

Q: I am thinking of topping up GSY, PBH, and TOU. Do you see any issues? If I was only going to top up 2 which would you recommend? Thanks. Dan

Q: Hello, what do you think of PetValu? Is this a buy and if so, why? Thanks

Q: I've notice preferred share markets gaining around 2% in a day on a couple of occasions. Obviously somebody's loading up..question...have you noted any other sector rotations that may be occurring or that you anticipate? Many thanks...

Q: Going over some losers from 2022.

Bauche
Converge
Enthusiast
Qualcomm
Topicus
Roblox


Please let me know your thoughts and also should I buy, hold or sell. Most are in registered accounts.
Thanks.

Q: Hi
I have ccl.b in my TFSA and I am thinking of replacing it with CNQ for more growth and a better dividend. Do you think it a good idea?
Thank you for your excellent service,
Jane

Q: I'm looking to increase my holdings in the industrial sector. I have CNR and CHR,
and considering WSP Global, Stantec and Waste Connections.

Could you rate these on growth potential and safety, and good entry points?

Q: Hello 5i,
I hold bep:us and bepc:us also bip:us and bipc:us. Is it worth trading in the bep:us for bipc:us and bep:us for bepc:us? Is there much advantage to do that? If so what is the most efficient way to do that?
Stanley

Q: I need to increase my consumer cyclical and consumer defensive
Could I get your top 3 suggestions for each
Thanks Terry

Q: Your current opinion please. Sell or hold?

Q: Is there a site that you are able to refer me to for obtaining the annual total returns of various north american indices?

Thank you.

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