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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 am of the opinion that the Bank of Canada will lower rates before the Fed in the USA. If I am correct the value of the Canadian dollar relative to American dollar will decrease. Could you provide the names of 5 companies whose revenue is primarily in US dollars and their expenses are primarily in Canadian dollars?
Read Answer Asked by Robert on November 06, 2023
Q: Hi Team,
I had the following on my watchlist to "buy the dip" so to speak: LMN,BN, BIP.UN. WELL. After today they have all had nice moves off what was hopefully a "bottom". Is it time to buy? Is risk on again? Or is this a suckers rally after the fed induced rally? Predictive question I know...just looking for opinion. This being said; if it's a good time to buy, What Canadian stocks would you be your Top picks to buy today for a long term hold? Could you rank a list for me please? Thanks

Shane.
Read Answer Asked by Shane on November 03, 2023
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
Read Answer Asked by joseph on November 03, 2023
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
Read Answer Asked by Mark on November 03, 2023
Q: What would consider as a good entry point for each of these and also a price target please.
Read Answer Asked by Gerry on November 02, 2023
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.
Read Answer Asked by Frank on November 02, 2023
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.
Read Answer Asked by GREGORY on November 01, 2023
Q: What would consider as a good entry point for each of these and also a price target please.
Thank you
Read Answer Asked by John on November 01, 2023
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
Read Answer Asked by JOHN on October 31, 2023
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
Read Answer Asked by Jean-Yves on October 31, 2023
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.



Read Answer Asked by Rajiv on October 27, 2023
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
Read Answer Asked by chris on October 26, 2023
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