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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: Hello, I am cleaning up my portfolio to take advantage of YE losses... I am down about 5% on these stocks, except PINS ( I am down 20%) which one(s) would you keep and which one(s) you would sell now?
Thanks
Carlo
Read Answer Asked by Carlo on September 27, 2021
Q: Considering the possible effects of shipping disruptions and the abilities of consumer companies to maintain inventories and hence profit margins, cyclical and discretionary, would your top three stocks to have in one's portfolio long term, in your professional and respected opinion, be altered.
What would be the top three suggested holdings for long term(5 years)
Thank you
Read Answer Asked by Peter on September 27, 2021
Q: Stocks that I hold are Sun Life for the past 3 months going sideways between $63 and $65, TRI hit a one month low of $143.70 and STLC a one month low of $39.95 while the market has been moving up at quite a pace. I know you liked Sun Life and TRI. Are there any of these I should be looking to get out of?
INMD is a health stock on quite a run for quite some time and I was looking to get in but I would like to see some sort of pause before I do something like that. I don't know how you feel about it but Motley Fool had recommended it. I do not subscribe to Motley Fool but sometimes some of their picks show up on my inbox. Your guidance would be greatly appreciated. Thank you.
Read Answer Asked by Dennis on September 24, 2021
Q: I have a position in BAM and am thinking of increasing it or adding a new position in BX to enhance my diversification. Does BX offer a range of different assets compared to BAM, or am I simply doubling up? Is now a good time for a purchase of either BAM or BX? Thanks.
Read Answer Asked by Randy on September 24, 2021
Q: In a recent answer you were ok with BAM.A up to 10% of portfolio. Does that mean 10% of total stock holdings or 10% of all investable assets(including bonds , GIC’s). Are there any other Canadian stocks which you have similar conviction? Thx
Read Answer Asked by Chris on September 23, 2021
Q: I admit to a "home country" bias, but try to temper that somewhat by investing in Canadian companies that derive significant portions of their income from outside Canada (e.g. I own AQN, ACO and others).
In this context, which do you see as a better fit as a consumer staple holding -- Aritzia or Gildan?
Or is it even, or also, a consumer staple or consumer discretionary question -- everyone needs basic clothing (Gildan) but fashion (Aritzia) is more discretionary?
Read Answer Asked by Lotar on September 23, 2021
Q: For Telus International, why would current shareholders sell their 12M shares (in this case decent percentage of outstanding) and could this imply to the market lack of confidence? Also, in this instances, what price would they be sold at? Do you still see ATS Automation as a buy and why is Nuvei taking small hits everyday? Could this be that it went up quite fast after their earnings.. Thanks very much.
Read Answer Asked by umedali on September 23, 2021
Q: I've heard it said, invest in what you know and what I know for sure is we need food and water to survive. So I'm looking to purchase two stocks in my portfolio in the agricultural sector. I am looking for dividend and some growth. If that stock offers diversity and/or a technical play even better. But first and foremost, what these investments have to offer is something the world can't do without.
What would be your picks out of the above list and why?
Read Answer Asked by Lucy on September 21, 2021
Q: With another qtr in the books, what is your current ranking of these three and why?
Appreciate your work.
Read Answer Asked by Arthur on September 21, 2021
Q: If the market keeps falling for a bit is there anything particularly attractive? Can you try as best as possible to consider the effects of the Evergrande (potential) collapse all the while presuming that economic fallout will be mostly contained? In other words if new construction in China slows and it has some effect on mining and iron ore prices (for example) what is not effected or what kinds of companies and in which sectors will actually benefit? Or am I just overthinking developments that have too many moving parts to really make sense of? Thank-you.
Read Answer Asked by Alex on September 21, 2021
Q: I was curious to know your perspective on Linamar and its current trading price during this risk-off market. The CEO has been buying 4 million dollars worth of shares at a higher price level and the last earning call seemed good. Albeit in a very cyclical sector, Analyst's conscientious is upwards of 100$/share. I want to increase my allocation to the industrial sector before the infrastructure bills go through. Would LNR be a good Candidate at this price point or are there better opportunities today that catch 5i's eyes? Thank you as always.
Read Answer Asked by Michael on September 21, 2021
Q: Hi group i have some cast to deploy ($89,000) what would you suggest to take advantage off the pullback and when to invest please give me 6 stocks regardless of sector /market. Also why you think they are worthy of getting my money. Date to invest would be big help (i know its a guess) thanks for your guidance its much appreciated
Read Answer Asked by Terence on September 21, 2021
Q: My recent question about defensive growth stocks - let me rephrase it as I was after growth in defensive sectors . In defensive sectors I would appreciate your advice on top 3 growth stocks within each sector for 5-10 year hold. For example, in staples sector, could you advise top 3: COST, ATD, MED, CELH, PEP, MDLZ, BYD, DRVN, MNRO, or others. For Utilities sector, please advise top 3: for example, BEP, BIP, RUN, PBW, ENB, or others. For REITs and Telecoms, same. Please deduct requisite points.
Thank you..
Read Answer Asked by sam on September 20, 2021
Q: Hi team, Is there any hope of a price increase on CJR ? I own these shares at a loss in my TFSA, some of them when Shaw dumped theirs to the public 2 years ago. Dividend is good. I do not really need the money but is it dead money? I’m over 70 and am a bit worried about the market right now, so CJR might be safer than new or riskier purchases in the coming months? Thanks.
Read Answer Asked by Denise on September 20, 2021
Q: Hi 5i,
Doing a little re-balancing and would sure appreciate your help.

Could you identify your current top 2 Canadian picks for each of:
Consumer Cyclical,
Consumer Defensive,
Financials,
Industrials, and
Technology
for placement in an RSP where reasonable income, growth and safety are sought after

and your top 2 Healthcare picks for a TFSA where growth is the main goal.

Thanks a ton and please deduct as you see fit.

Peter
Read Answer Asked by Peter on September 20, 2021
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