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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: Hi

BN is 3.6% of our portfolio.

Financials are 19% of or portfolio and our Real Estate is at .50%.

Thinking of selling half of our BN and buying CIGI to reduce our financials and increase our Real Estate.

Does this make sense?

Thank you

Mike
Read Answer Asked by Mike on February 10, 2023
Q: Hi 5i Team,
Can you please recommend a web site or an app (free or on a paid subscription basis) for managing stocks.
Cheers,
H
Read Answer Asked by Harry on February 09, 2023
Q: I am down slightly on Aritzia and like it for the long term. I usually like to buy and hold but feel this is going to be a very volatile year for consumers. My concern is the shorter term outlook as the rising rate environment is likely to place increasing pressure on consumer discretionary stocks. As a 2023 move I’m considering selling ATZ, with a look to repurchasing when rates start coming down (who knows but perhaps later this year). In the short term, I’m considering trading ATZ for a dividend stock in the energy sector such as CNQ or ENB. Could you please evaluate this strategy, based on projections today. Essentially, which position do you think will result in the largest gain by the end of 2023? Thanks so much for your insight.
Read Answer Asked by Warren on February 09, 2023
Q: Looking to get into the Nuclear sector, thoughts and any recommendations, US or can ? Thanks
Read Answer Asked by Paulette on February 09, 2023
Q: Hi,

I am reading periodic articles in financial media discussing growing consensus of financial professionals turning negative on equity markets. While I realize traditional points of balance discuss how there are two sides to a trade, etc, could you please offer your thoughts on the probability of the floor falling out from this market, and in contrast, what would be a catalyst for a next leg higher.
The ongoing layoffs in the tech sector appear to reflect demand/revenue fallout from the discretionary economy.
Read Answer Asked by Peter on February 08, 2023
Q: Hi, The press release from Constellation Software, Today, confirmed filing of prospectus and spin-out date/payment of a special dividend-in-kind of 3.0003833 Lumine Group subordinate voting shares, for each common share of CSU held as of the record date Feb 16, 2023. Payment of dividend is expected to be on or about Feb 23, 2023. Lumine Group common shares will be listed on TSX Venture Exchange and are expected to start trading 30 days after completion of the acquisition of WideOrbit.

Based on the information available publicly as well as in the prospectus about WideOrbit and Lumine Group, with respect to their combined revenue/income and expected growth, what would be a reasonable multiple and intrinsic value of the newly listed company's shares. Also, in your view, what could be the initial trading range of the stock ?

What will be total number of o/s shares and % of new co. CSU will own after the spin out ?

Do you think, Lumine could be another growth stock to own like Topicus, another mini- Constellation Software ?

Thank You
Read Answer Asked by rajeev on February 07, 2023
Q: There has been incredible volatility in the markets with indexes and stocks bouncing up and down for last 3 years making investing in stacks and bonds difficult. There has been no really true safe escape haven in equities or bonds apart of cash and money markets and recently Guaranteed income securities. Considering all these factors influencing the markets today would you venture your opinion when we could reach some market stability ?
Miroslaw
Read Answer Asked by Miroslaw on February 07, 2023
Q: I’m looking for a couple of tfsa idea. Some ideas that could compliment existing holdings.
atz
ata
gsy
kxs
tfii
bn and bam
Thank you.
Read Answer Asked by Steven on February 07, 2023
Q: I sold a number of tech stocks for tax losses late last year. As tech is on the rise again I am tempted to buy them back even though I was probably overweight tech to begin with. This has me wondering what you think would be an appropriate sector allocation between tech, industrials, financials, etc. I would appreciate a generic allocation for an average investor irrespective of age or personal financial situation. Thanks.
Read Answer Asked by Ken on February 03, 2023
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