Investment Q&A

Q: Hi There,
I currently have small positions in FTS (1.5%) and PBH (1.1%) which I am contemplating selling both and starting a new position in TIH for a higher growth profile. In your opinion, would you expect TIH to grow fast than the other two?
Thank you,

Q: This stock has steadily increased for a number of years but this year it's it's been up and down. Whats happed and will it continue to decline?

Q: In a portfolio with banks at 42% (TD, and National), energy at 35% (TC, Sobo, and Tourmaline) and consumer discretionary 16% (ATD), what companies would you suggest diversifying into? This is my husband's account and he buys and holds. He will be selling Telus and needs some options for telecommunications and more. Could he be more diversified? He is asking my advice but I appreciate hearing from you.

Many thanks.
V.

Q: My daughter recently inherited a substantial sum of money and would like me to invest such in a mix of companies, both in the US and Canada, with a modicum of international companies. She lives in Europe.
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?

I do appreciate your guidance…

cj

Q: VALUE OF THE STOCK HAS A DOWNWARD MOMENTUM, LOOKS GOOD ON PAPER. YOUR OPINION PLEASE?

Q: Good Day,

Edit: I got to the end of this and realize there is a lot to unpack here. My apologies and please forgive the transient nature of my ADD brain. Take however many credits you need.

I really enjoyed Jonathans question and your subsequent answer on Oct 10. Continuing on that thread, I too consider myself primarily a growth investor, and have a fairly high tolerance for risk. However, in contradiction (somewhat) to that, I also Love equities with a DRIP program.

I'm planning on making a significant contribution to my RRSP investment account to hopefully capitalize on some opportunities/ tax loss selling in the end of the year, and enjoying the tax break in April.

1. I think? I have a pretty solid basket of growth names, significantly from 5i recommendations. CALF CLBT CROX MSFT NVDA POWL SMCI TCS TMDX AMZN ASPN HPS LMN TVK VRT. In the growth space, Please provide 6 recommendations (CAD, US) ranked in decreasing order of preference that you would consider beneficial to these. If any of these current positions are in a very attractive place to add, you could suggest that with a why.

2. In the dividend/DRIP space, I have DE CHE.UN ZWT BAM SU PPL. About a month ago, I sold my BEP and BNS and rolled them in to my double up my BAM, which paid off, but am considering a re-buy. Reading the questions lately, you have been big on BNS and TD, but seem to contradict yourselves on it. Often recommending BNS over TD, only to recommend to someone that holds both to cut BNS over TD if only one is to be held. Are they that close in terms of future runway/room to grow/total returns? With my Love of DRIPs, would you give the edge to BNS due to the higher dividend? Could you recommend 3 - 5 options in this space, preferably holdings that would require less than 10K (20K for very high conviction) invested to DRIP a unit. ETFs are OK with low fees and higher Dividend.

3. In Jonathans question you commented on Materials being a great addition to a growth investors portfolio as a semi uncorrelated diversification. I've held LUN and LIF in the past, but with the power demands and resurgence of Nuclear, are there better options out there? Please provide 2-3 dividend paying and up to 5 growth options in this space.

4. Is GOOG a buy here? I fully agree that the impact was way overblown. Is it worth getting into one of the 2x leverage tickers for GOOG if ones conviction is very high? Is there any company you would consider a leveraged holding on? If so, which?

Thanks for everything!!!

James

Q: I am thinking of starting a position in ATD, given its current weakness, as I am underweight consumer discretionary. As usual it is also difficult to know what to sell, but I am thinking of selling one or two of my small cap technology stocks, namely AIF and SYZ. Selling one would give me a half position in ATD and selling both would give me a full position. There are no capital gains implications as the stocks are in my TFSA. With regard to quality of the companies and their growth prospects, would you advise me to make this trade? If so, which of AIF and SYZ would you sell or would you sell both?

Q: Hi 5i,
The BoC announced the largest rate reduction in 15 years (not including during the pandemic) this morning, and since that announcement my well diversified portfolio has experienced its largest single day loss (right across the board) since I began managing my own investments 8 years ago.
I've been looking forward to today's announcement because I had thought it would lead to an increase in my portfolio value, but it seems to have had the opposite effect - in spades!
Can you explain what's going on? And should I be worried?
Thanks 5i.
Peter

Q: For some time I have been considering increasing my position in ATD but the company’s continued push to acquire Japanese 7-Eleven parent Seven & i Holdings Co gives me pause. Sounds like a whole lotta debt and considerable risk. Is the management team carefully assessing this or could this mainly be driven by Alain Bouchard‘s ego?

Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?

Q: Greetings. I'm considering some fall cleaning and would value your opinion on each of these (currently underwater) listed stocks. Hold or toss over the side and go trolling for more profitable opportunities? Thanks for your response.

Q: Are these buying ops with recent developments,thanks.

Q: Good day everyone. My holding in the following companies represent 25.11% of my investment portfolio across 3 registered and 1 cash account:
BN 5.00 %
BAM 2.36 %
BIPC 2.22 %
BIP.UN 1.35 %
BEPC 1.25%
For a total of 12.18 % amongst the Brookfield group of companies

CSU 5.49 %
TOI 1.81 %
LMN 1.40 %
For 8.7 % in CSU and associated companies

MLF 4.23 %

Collectively these holdings represent about 25.11 % of my holdings at the end of the 3Q.

I understand that your services are not to give personal advice but would value and appreciate your opinion on the weighing of these investments, specifically in the Brookfield group. The portfolio has done reasonably well (thanks fot 5i) but don't want to get complacent.

Much appreciated.

Q: I'd appreciate your thoughts on when to throw in the towel for stocks in taxable accounts. When companies in my registered accounts plateau or backslide, it's an easy decision to move on. I find it much more challenging to sell previously profitable stocks in taxable accounts. By way of example, at one point, I was up some 150% with TFII. That has now slid to just over 100% and it appears it will be a while until this cyclical stock recovers. In instances such as this, do you advise patience...or taking the tax hit and moving onto a company that has a clearer growth profile going forward? Thank you.

Q: DOO has sold off considerably today and is hitting a 52 week low. You have given it a "B" rating. Is this a good entry point and, if not, suggest an appropriate price.

Q: I sold BCE and T some time ago and no have zero communications shares. What do you suggest for telecom exposure today? Also, which consumer defensive companies, preferably Canadian but US is OK too. Many thanks Al

Q: What happens for this company, it just dropped like stone! any news related with this drop? Buy, hold or sell? Thanks.

Q: What are your thoughts on their earnings. I currently have 2%. Do you consider to add more or wait until price settle down after earnings and then buy.

Thanks for the great service.

Q: Over the past 5 yrs these stocks have done quite well - thank you. (Except BYD).

My portfolio has grown but these are small % and need a top up to have a meaningful impact.

Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?

Thank you

Q: Hey 5i, Last Monday I sent the Sector question below to 5iRinfo because it was a question about the website not a stock. I didn't get a response back from 5i, so I'll ask the question again. I don't think I should lose a question credit for this question.

I am a current member and can't find on your website if 5i does a Stock Sector Weighting chart i.e. today on the TSX what stock sectors should we be Overweight, Neutral and Underweight in? Should I have a heavier weighting in Finance or Technology? I'm sure you get it! If this chart is not there and updated on a regular basis then it certainly should be!!
Thanks for your help.
Cheers,
Chris Thomson