Investment Q&A

Q: Hi 5i,

First of all, thanks for your advise to help me understand more for the US & Canadian stock markets. I have a feeling that the US market will end the over 10 years bull market soon and bear market will come in. Due to the issue of GME, BB, NOK, and AMC showing many "NEW" investors involve the US and Canadian market (because of the BB), specially the Reddit social media investor forums is not healthy. I guess the Canadian market may also affected, due to the BB issue. Just in case the bear market will come, what the above stocks need to be sold to play safe. I am thinking to sell KXS, LSPD, and NVEI, those stock prices may not be survival during the big drop in coming. Do you have the same feeling that the bear market will come? Can you please rank the above stocks able to survival during the bear market and please suggest to take off any just in case the worst worst things really happen.

Q: I am concerned that I don’t have enough cash in my RRSP portfolio.
I have these stocks in my Canadian RRSP:
Canopy, Crescent, Kinross, Suncor, Well Health and Whitecap.
US RRSP
Amazon, Apple, Costco, Kroger Microsoft, Starbucks and Verizon
Which ones would you recommend I sell?

Q: Can you provide an update on RBA. What do you estimate the reasons for significant weakness as of late.
Do you consider it to be a compelling buy at these levels?
Thank you

Q: Hi Team,

Can you comment on the quarter?

Thanks

Q: Can you suggest good entry points for the following stocks? Looking to enter these and if this is the start of a correction, this may be my opportunity.

How would you rank them from best to least? SHOP, MG, NTR?

Thanks,
Jason

Q: I have $50,000 to invest, a 15-20 year time horizon and I pretty much have the financials, the utilities and anything Brookfield covered in my portfolio. I was looking at PBH and CP as two potential investments, comments and other recommendations appreciated. Thanks.

Q: Good morning 5i folk. 3 questions: 1. I see Microsoft reports today any idea as to segment revenues cloud gaming etc.? 2. Would you add to Palantir here? 3. I need a solid etf or 2 to play Chinese growth and Eastern orient economic growth and recovery with Japan included. Sorry an after thought should I trim back some stronger positions to have some dry powder when we see a correction, if so what %? Please deduct questions as you see fit. Thanks in advance David

Q: After you removed MX from your balanced portfolio, I waited a bit and ultimately sold for a bit of a higher price. I see that it's drifted back down to the $45ish range. Just wondering if this might be a good time to buy back in and whether there's anything in the short term that might send it back up to its recent high of $60. Thanks.

Q: Could you name some sectors that will do well in an inflationary situation. Name a couple of stocks in each sector both Canadian and American. Thanks

Q: hi,
what is your tough for those company, position 1-3% in my portfolio.
thanks jean guy

Q: Hi group Mx getting slapped (ongoing over last 3 weeks after factory shut down - looking like run for the hills your comments on buy sell hold. please

Q: On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): GSY, SIS, BAM, TRI, SLF, TFII. If only one could be owned, which would you choose today? Thank you.

Q: My portfolio doesn't have any coverage in the transportation sector. What stocks/etf's would you recommend in this area.

Rick

Q: How do these companies compare against each other, balance sheets, management and how would you rank in terms of growth in the next 5+ years? Any other companies in this space you like more?

Q: I'm still down 25% on this one. Would you hold or is there a better choice in your opinion?

Q: Hello! Can you rank in order WSP, ATA and GRT.un in preference at this moment. And can you break down what percentage of GRT's revenue comes from which country? Many thanks

Q: Curious on what's going on with MX popped to $60ish now pulled back 20%. Thanks Mike

Q: Hi 5i
I am looking to rebalance my consumer cyclical and defensive portions of my portfolio.
I would very much appreciate your recommendations on the better CDN and US stocks to consider in these areas. I have reviewed your portfolios and reports and am very much a dividend opportunist but would not shy away from growth

Thank you

Peter

Q: There has been an increase in SPACs going to the market in the past year. What is 5i's position on these as investments? Thanks for the always great advice, Brenda

Q: dear team:
i have BPY and bpy.un roughly 15% in my no-registered account which bought at last May. i think it is too risky to keep them and plan to replace them .
pls give me some idea.

appreciate!

Jacky