Investment Q&A

Q: Hello 5i
I have been thinking about selling Crox for a tax loss and buying Atz with the proceeds, as Crox won't likely go anywhere soon, whereas Atz might. But, I noticed in the answer to one of the questions that you don't seem to be too warm towards Adz. Do you think it is a wait and see stock, or would this be a reasonable approachÉ

thanks

Q: Except for CTS, ATZ, SHOP and LAC all of these, once darlings, are below where they were 5 years ago and all of them are down sharply from their all-time highs. Can you provide your thoughts on which, if any, of these stocks will be able to get back to their old highs and a guess on when. Also, please identify your top picks (ones that you are sure will survive and thrive in the next 2 to 3 years) and your bottom picks (ones that are destined to struggle for years). They don’t all need to go into those two groups, as the future of some of them may be fuzzy. A sentence or two on why you placed these stocks in these groups would be appreciated. Thanks

Q: What would consider as a good entry point for each of these and also a price target please.

Q: Wondering if these companies are Buy, Sell or Hold and why.
Thank you!

Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.

Q: Hi 5i,

Would appreciate your thoughts on GOOS recent earnings.

Market doesn't seem to be too happy with this company today but I didn't see anything that would warrant a 8% drop in value. Given the potential upcoming/current economic headwinds I believe they performed well and lowering their guidance to be a prudent move.

What am I missing?

Thank you.

Greg C.

Q: What would consider as a good entry point for each of these and also a price target please.
Thank you

Q: Hi Folks,
I have a fairly well diversified and conservative RRSP portfolio but I am a little overweight TD and the financial sector in total. I am thinking selling some TD and buying a 3% position in LIF. I have nothing in the Materials sector. Can I have your opinion on LIF and on whether or not this is a wise trade at this time.
Thanks

Q: This excellent question was answered by your team on oct 30 th.
"I'm wondering if you could suggest 20 Canadian stocks, with a minimum yield of 3.5%, that you would purchase NOW. This list could include ETFs."
I shall ask a similar question but for only 12 US stocks or ETFs in my TFSA ,the goal being safety+ dividends + some growth ,many thanks

Q: Hi 5i,
I want to add a rail position. What’s your thesis on CNR vs CP?

Thank you!

Q: Hi 5i,
Referencing Murrays question earlier on Air Canada...Is it cheap at current price given earnings....Stock seems to have taken another nose dive after initial uptick....
Would you be interested at current price and say 1 year time frame ?
Thx

Q: Their 3rd q seems to have handily beat expectations.stock seems cheap.comments please.

Q: Hello Peter,

A couple of months ago you were of the opinion that interest rates were near peak or peaked and it has been proven to be correct. The treasury yields however have continued to rise and the market has been selling off during the period. I have a couple of questions, primarily for the US market but would like your opinion for the Canadian market as well.
Do you think there is further downside or are we close to the bottom? When looking for the rebound when it happens, which sectors would you avoid and where would you lean for a faster recovery? Is your answer different for the Canadian market?
It is often said the time to buy is when there is blood on the street. Are we there yet? I will need to sell sectors to raise cash and hope your answer provides some pointers on what direction I should be looking at.
As usual I appreciate your insight.
Regards.

Q: hi,
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris

Q: Hi, Your though about: PPA Invesco Aerospace & Defence (FNB)
PPL.To. Pembina.
Thanks
Jean Guy

Q: Could you please rank the above stocks for holding/purchase right now please? Thank you

Q: I see RBC came out qith a mixed call on the wood sector. Isare there any here that look like the have growth in income and share price? How heartily would you recommend them?

Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.

Q: Hello 5i,

My wife's portfolio is in a 62% cash position(very conservative), with half of that cash amount dedicated to GIC's.
These one year GIC's mature on November 14/23. Any ideas what the re-investment philosophy could look like considering her ultra conservative approach. I am pushing for a 50 to 60% split back into GIC's(2yr. this time) with the remaining balance split evenly between some sort of Bond participation(Bond ETF or Corporate or Govt. Bonds -- no idea on duration though?) and Equities like BCE, ENB, TD and DIV(already owned).
I have decision making authority on her investment accounts and therefore I need to be mostly 'right'. She is 53 years of age and does own stocks like AAPL, GIB.a, CNQ, GRT.un, TCW, CNQ, NFI, etc.

Thank you,

Dean

Q: We're well into tax loss season. What looks like the best Canadian investments today? I'm a balanced investor - 83 years old, not needing the money and wanting top gift the children.

John