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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: Everyone,
My investment strategy is rather simple, buy the best of the best stocks and wait, wait, and wait. I haven’t sold stocks in more than three years. In order to sell I wait until something fundamental have changed. Time is on my side for gains. But should I think about other trading strategies, such as puts / calls etc etc … ?
Read Answer Asked by Clayton on December 21, 2021
Q: What do you consider a poor, ok, good, and very good return (ranges please) for a diversified portfolio over a 5-10 year period? I want to understand the comparative performance of my portfolios, which I have been holding for 7-12 years now. My portfolios are not similar.
Read Answer Asked by Dev on December 21, 2021
Q: Hi 5i Team,

I am looking to invest approx. $6k in my TFSA and approx. $28K in my RRSP for Jan/Feb of 2022. My potential stock picks for each account are:

TFSA - AT, TOI, CJT
RRSP - T, BEP.UN, BAMR, SJ

I am leaning more towards T & BEP.UN for my RRSP since I do not have much exposure to Utilities in my overall portfolio exposure (Tip my hat to your Potfolio Tracking for pointing that out!)

I am leaning towards adding to AT (I already own a significant amount of shares but I am extremely tempted by the current stock price) or CJT since I believe the potential ecommerce headwinds for the company will be significant over the next few years.

If you could rank or provide your thoughts on these companies in this current (depressing) market environment it would be of great help. If you have better candidates to look at that would also be welcome. Plan to hold for 5 to 10yrs.

I am new to this service but just wanted to say that I have been very impressed with 5i so far. I appreciate all the work you do for DIY investors and wish you and your staff a Merry Christmas and a better new year.

Thank you in advance.
Read Answer Asked by GREGORY on December 21, 2021
Q: I am putting together a list of stocks to purchase in my TFSA for a 10 year hold. I am a very conservative investor and want income and some growth from my TFSA.
What companies would you add or delete from this list? Should I include a few US names?

Thank you.
Read Answer Asked by Donna on December 21, 2021
Q: I have losses as follows for potential tax loss selling:
AQN 18%
BEP.UN 24%
SJ 14%
What can you recommend as suitable proxies until repurchase, or which ones would you not repurchase (leaving their "proxies" in the portfolio).
Thanks, and I wish everyone on the team, and your readers, Merry Anytime and Happy Always.
Read Answer Asked by Lotar on December 20, 2021
Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend

1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same

Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.


Thanks
Read Answer Asked by Nimish on December 20, 2021
Q: Regarding my Dec.17 question on this company, when I asked earlier for the outlook I meant that of the fundamentals, please provide the 5i view. At a sub 10 P/E for the Non-Voting would this be a buy at $175 compared to competitors?
Read Answer Asked by Jeff on December 20, 2021
Q: Good Day 5i, Thanks for all the great insights. I enjoying reading them daily.
My portfolio is not well-diversified. I am 39% invested in BMO. Luckily, I have done well over the last 20 years and get about 4.8 % in dividend yield. Everyday I think about trimming but I have not got the heart to do so.

I would like to trim and diversify into other stocks (CAD/US) or ETFs that have potential to grow faster or counter balance a downturn in financial. I do not mind a lower yield.

Which stocks/ETFs would you recommend today if I could trim 10-15% off my investment in BMO.

Thank you and await your highly respected opinion.
Read Answer Asked by S on December 17, 2021
Q: Hi Team,
You had mentioned the expectation of potential "small cap bounce" scenerio in January. Does this usually happen within the first couple weeks in January or what's the history on that? Also, if one was to use some "lottery ticket" money to buy some call options on a high beta name due for a bounce...would AT (acuity ads) be one to look at with options expiry Jan.21? I realize this is not a typical strategy, more of a casino night play. If you don't like this move, do you have any other call options strategies you are spotting right now that if they work out would yield some big gains?If so please list the precise call option contract. Again, I know options are not usually discussed here or endorsed. Thanks

Shane.
Read Answer Asked by Shane on December 17, 2021
Q: I would like to increase my industrial holdings, and wonder if you have a current favourite? (Canadian or US)
Read Answer Asked by Jim on December 17, 2021
Q: Performance of these two has been vastly different this year with the common up 54% and the A shares 8%. There was an event in early Nov. that caused the common to leap, what was it? As far as I know the A's have a coattail provision, a rumoured takeover causing shares to surge some years ago also. What is your outlook for this pair going forward?
Read Answer Asked by Jeff on December 17, 2021
Q: Please suggest tax loss proxies for CCL.B and BIPC. Thank-you.
Read Answer Asked by Stephen on December 17, 2021
Q: Hi,

I am still comfortably ahead wit my investment in Well Health Technologies. I am considering swlling it to salvage my profits and buying Spin Master with the the Proceeds .Could you please let me know the pos and cons of this idea

Thanks in advance .
Read Answer Asked by Leonard on December 16, 2021