Investment Q&A

Q: Your thoughts on earnings. Tough trucking conditions but Tfii seemed to do reasonably ok but missed estimates. How will market view things? Would you top up position now or wait?

Q: Can you please comment on CP's earnings and whether you would buy for the long term.

Q: Your comments on First Service earnings please

Q: Your comments on Methanex’s earning please

Q: Hello, I wanted to buy XBAL for half of my TFSA, but realized there was 15% in the TSX and I already have plenty of that in my cash account. Instead, I am thinking of having 60% in XAW, 25% in XBB and 15% in VGAB. Does this make sense? Thanks!

Q: We have a well-diversified Canadian portfolio (~30 holdings) focused slightly toward growth that is overweight in the Consumer Cyclical sector. Our current holdings, in approximately equal weights, are DOO, LNF, MG, BYD, PLC, ATZ. We are considering either reducing our holdings by one or a group trimming. Which would you prefer and why? For long term holds, how would you rate (1-10) these 6?

Q: Do you like this stock? Would you buy it today? (It tends to yoyo a lot and has dropped or not seen a lot of momentum in the past few years.)

Q: How were the results and guidance ? Thank you.

Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.

Q: Do you prefer ATZ or CROX for consumer discretionary sector exposure?

Q: Greetings 5i Team,
In what order would you introduce these companies to a TFSA? I am looking for growth with an eye on risk.
Is there any among these that you would prefer not to add at this time?

Thank you
SP

Q: Hello,
I own these loser stocks .. Is it time to let them go or you see a rebound?
Thanks
Carlo

Q: I am holding $60,000 cash -($500,000 total portfolio)What would be best choice to collect interest that can be accessed on short notice also is there any negative aspects from these types of interest bearing accounts.

Presently I own BYD, CSU, FFH COST, LMN TOP MSFT NVDA, BN , BAM, ARC, AMZN, QQQ, SHOP, GOOGL, GSY, NRGI, ZTS, CVE, Can you give me your picks in order from above holdings c/w target price for adding to them.

Appreciate our help with my portfolio

Q: hi, can you rank these ( longer term prospects ) as a buy, sell, or hold please. cheers, chris

Q: Hi

Looking at my 96 year mother's Investment accounts, when she passes away, the estate is going to get nailed with this new capital gains tax. My mother is a buy hold type of investor having some stocks for 30 plus years.

Then you add cottages into the mix look out scout the estate is going to get nailed. Am I correct?

If the so called generation that was to receive a vast fortune with this new rule will be getting a lot less is this correct?.

In my case I am 68 have 1.5 million in a RRSP's and 2 million in cash. I receive 4 indexed pensions and have zero debt

Would it be wise in my situation (and others in this situation) to start withdrawing form my RRSP and setting up accounts for my children. Also start selling my mother's stocks that are up 300%, before this new budget become law.

Your comments and possible suggestions would be greatly appreciate.

Thanking you

Mike

Q: At present What would be your top six stocks to buy for a 90,000$ TFSA contribution for sustainable growth.Any suggestions as to how to stage the purchase.?
Thank you for your remarkable service,Andrew

Q: Can you please rank the above stocks in which you would purchase today? Thank you

Q: Hi,
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).

Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.

Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!

1. WELL to VHI
2. SLF to IFC
3. GSY to PRL

Q: I have a 5% interest rate on my bank account right now and because of this I'm way more cash heavy than usual. Does it make sense to hold a larger portion of cash when interest rates are so high?

Q: Please rank in terms of growth and risk over the next 1-3 years