Investment Q&A

Q: Hi group watching these high growth/high valuation stocks going down..down....down. Is it time to cash out and lock in what profits I have left usually do nothing is the best strategy but i am struggling to make any sense of that as the present environment feels different - your thought on sell or hold would be appreciated

Q: CTC is down about 10% since its earnings announcement. What is your outlook? Buy Hold or Sell?

Q: Hi,
Current tech holdings at 24% (which doesn't include AMZN, GOOG, FB - included them in consumer disc. and telecom). These three would add another 3% weight if included in tech. Are you comfortable at 24-27% tech for a growth investor?
I'm looking to trim my tech slightly and add to these sectors - Materials, Energy, Industrials, Financials. Looking for asset-heavy, cyclical, economically sensitive companies. What would be your top 2-3 growth picks in each four sectors (cdn or US) that will benefit with inflation, rising rates, and further economic opening? Thanks!

Q: Some time back I was looking at buying either Linamar or Magna. Sadly, I went with Linamar. It has gone up, but no where like Magna. At this point, the outlook for Magna still seems very positive; where does Linamar go from here? I feel like I missed the boat on Magna, or would a switch still be a good idea? Thanks for your excellent service.

Q: If you had the choice between these 2 companies over a 2 year period which one do you think would perform better. Thanks.

Q: Every time I've looked at BAM or related companies I see a negative EPS (over a period of time). Everyone loves the parent and most of the subsidiaries and the buyers are usually rewarded. I don't understand how this works. I can't think of many companies with a similar profile of consistent success and apparently consistent losses. Is it all about cash flow?

Q: Could you please provide your thoughts on the recent earnings of WCN. Do you see much growth here and would you consider it a hold or perhaps one that could be added to at this point.
Thanks.

Q: What is your take on their results today and would you be interested in a starter position for them?
Thanx Gary

Q: Hi Guys,

Please provide your thoughts on RBA's most recent quarter. Buy/Sell/Hold (already have a 1/2 position).

thanks

Jim

Q: looking to buy this bundle...can you rank from must have to lest favourite..many thanks...

Q: Dear 5i,

I don't have any margin accounts and definitely do not plan on getting any but, I do have many questions regarding them.
1. what accounts can use margin?
2. how does one generally qualify for margin?
3. can the broker essentially make a margin call at any time?

thanks

Q: In Canada we have lockdowns so everyone is home wearing out mattresses .In the US no lock downs so dont need new mattresses. snbr in us up 80% this year. ZZZ in Canada is flat or down.Is there that big a difference between the two markets and is ZZZ a screaming buy

Q: Greetings:
Stelco is down $ 2.59 today, apparently because there were rumours
that they were going to do a secondary offering. Management denies
this. McCreath thinks steel has a long runway now, even though this
company has been broke more times than air canada. Your opinion
is what counts to me. I have been following it for some years now,
but always too cautious to buy. Frank Mersch recommended it some
years back.
Thanks,
BEN.

Q: Hi 5i
In my tfsa I have the following by percentage
Fsly.us 1.76 %
Fts 1.44 %
Nwh.un 1.82 %
Rnw 1.5 %
Well 1.23 %
I'm in the green with all of them, but i have available cash and don't want to add more stocks to my portfolio ( 26 right now ) So my question if I add to these stocks what would be your thoughts?
Thx
Gerry

Q: Hi group ITP now 20 % off the highs generated by their last quarterly report. Any idea what is going on with this stock is it a buy sell or hold
Second question if you were to buy 3 stocks in the US and 3 Canada with moderate risk/reward what would your picks be and why ?Thanks for all your help its much appreciated

Q: We are in the process of transferring some under performing RRSP mutual funds to our self directed RRSP investment account. Our TSFA's have been maxed out with mostly growth oriented stocks. Presently, we have a smaller self directed RRSP with limited number of positions. With the transfer we will have a sizeable amount of money to reinvest in our RRSP accounts. Would it be advisable to mirror one of your model portfolios, or consider all the above positions and add accordingly?

Are there any of the listed companies you would suggest increasing positions on and any in which should not be added to at the present time?
Portfolio analytics
Shows we need to increase our exposure to International and US.
As well, do you have any ideas to increase exposure to: (Stocks or ETF's)
Basic material
Communication services
Consumer defensive
Health care
Industrials
Real estate

Thanks Gord

Q: Hello 5i,

What do you think about the Uranium sector? Do you think it has peaked or there is a good chance it will still climb. Can you give me a rough estimate when the spot price will peak or be close to pre Fukushima days? Is there a good chance the spot price can reach pre-Fukushima days? I also find it very difficult to find a live price of uranium on the internet. Can you please recommend me a trustworthy phone app and website that can provide an accurate price for uranium? All the phone apps for stocks give the spot price for every metal except for uranium.

Thank-you kindly,
Adrian

Q: Do you see any flaws in my Portfolio
Can 20% - XIC ZEB ZRE ZUT
US 28% - ZMT ZSP PAVE RCD RSP PFF XSU
Int 20% - CRBN ZXM.B ESGD VIU DDWM
EM 8% - DBEM HEEM
Gold 4% - CGL.C XGD
Cash 20%
No bonds because rates are so low and capitol loss risk if they increase
Some US dollar International funds Hedged because of bottoming of currency
Your valued opinion appreciated
Gil

Q: I believe both companies reported. If so may I have your comments please.

Q: Hello team,

With Chinese flocking to their theaters as a sign of what is to come post Covid, do you think the pent up demand in Canada will save CGX? Or is CGX now too debt laden and too risky for investors to bother?

I don't like speculation so I guess I want to know if the worst is over and this is a real investment opportunity in a company which now has enough time to overcome its misfortunes and see better days ahead.

What is a good entry point if you want to play?

Thanks a bunch as always!