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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: I have these tech companies in my TFSA. Can you tell me which companies you like and which you don't and why? Do you think I have too many Tech companies? I show a profit in all but KXS, CGY, NVEI. Thanks 5i.
Read Answer Asked by James on March 04, 2021
Q: I hold BYD, DOO, and MG and am considering DOL, ATZ, LNF. I want to stay with a total of 3 consumer cyclicals in my portfolio so would you suggest selling any of the current 3 and purchasing any of the other 3 for safe growth?

Thanks, Lyle
Read Answer Asked by Lyle on March 03, 2021
Q: Today CJT is off $73 from the high of $250. It now needs to move almost 50% to reach this all time high. You often comment that this is often a tall order for a stock that is in a penalty box. My average price is $200. Looking at TFII and CJT today which one has a better growth prospect in your view if you had to pick one?
Read Answer Asked by JR on March 02, 2021
Q: BAM has made recent sales in the market of West Fraser Timber and GrafTech is there a specific reason do they need to raise cash, or are they taking profit.
Best Regards,
Tom
Read Answer Asked by Thomas on March 02, 2021
Q: Hi 5i,
Loblaws has long been a laggard. Slow, stodgy, nothing exciting. Reputation for not paying its workers well. Has it finally turned the corner with yesterday’s earnings? Conversely, COST has always been in growth mode. Pays its workers well. Yesterday, it announced a $16 U.S. minimum wage. The stock has dropped from $380 to $330 in two months with no apparent news. Seems odd to me.
Is this a good entry point for either of these?
Thanks again.
Dave
Read Answer Asked by Dave on March 01, 2021
Q: Hold all 3. They reported earnings last night. I am 57 and slowly migrating to more dividend payers. Have held them for a while and looking for an exit point. Your thoughts ?
Read Answer Asked by Randy on March 01, 2021
Q: Hello Peter,
I have several 'half positions' in my TFSA and new cash to top up a few. While I know these are very different companies (APR.UN, AVLR, EGLX, PHO, XBC, FVI and ENGH), if you were investing with a 5 year time frame and had a 7 or 8 out of 10 comfort level with risk, in what order would you top these up, with the goal of best total return (not necessarily 'home runs'). Thanks in advance!
Read Answer Asked by James on March 01, 2021
Q: In less then a month I am up 50% on Twitter. As a result Twitter is now 5% of my portfolio. Similar story with AT.TO, up 90% and just over 5% of the portfolio. I am thinking of trimming Twitter (25%)and significantly trimming AT (50%) before q results. Money to be used for ICHR, what weighing would you start with or is it better to go with SOXX at 5%? I believe I need a position in this sector given current/future demand.

Don't you think AC stock is getting ahead of the reality and air canada path back to business will not be as smooth as the stock is indicating? Or are the investors looking 2 years ahead and are willing to discount any turbulence? Is that the strategy here?
Read Answer Asked by JR on February 26, 2021
Q: What 2-3 stocks would you add to this portfolio for more diversification and some growth?

Thanks
Read Answer Asked by Robert on February 26, 2021
Q: What would be your top pick with regard to relative low risk in each of the 11 industry mentioned in your asset allocator? Growth is not a concern. Dividend not a concern. Just want to match cost of living index
Read Answer Asked by Allan on February 26, 2021
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
Read Answer Asked by Terence on February 25, 2021
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!
Read Answer Asked by Keith on February 25, 2021
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.
Read Answer Asked by Leonard on February 24, 2021
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?
Read Answer Asked by Peter on February 22, 2021
Q: looking to buy this bundle...can you rank from must have to lest favourite..many thanks...
Read Answer Asked by adam on February 22, 2021
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