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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: Given the recent political actions taken by Disney is it time to sell? Management may be losing its focus by getting into politics when it should be focused on its business. Florida is considering removing Disney’s special status. The growing backlash and coverage on some networks could impact customer support and business. There are increasingly calls for a boycott. There is a potential that new CEO does not last with increasing scrutiny. Not sure how much this could negatively impact the share price short term and long term and if it’s time to step away and wait until the dust settles. Thoughts?
Read Answer Asked by Gerry on April 04, 2022
Q: Own shares in the company and am close to letting the shares go as they are reaching my lower limit. I realize that this may be an obscure company for you, but if you are able, I would appreciate your analysis and recommendation, ie should I continue to hold the shares or take my loss and move on. Any help that you can provide would be appreciated.
Read Answer Asked by John on April 01, 2022
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Read Answer Asked by Bren on March 31, 2022
Q: I am considering positions in the attached companies. Are current prices good entry points and are there any of these companies you would not purchase today?
Read Answer Asked by Timothy on March 31, 2022
Q: Hi 5i Team - I hold shares in Enthusiast Gaming. Besides continuing to hold I would like to add another stock in the same space. I am looking to add Brag and Penn. Do you have a preference over these two. Also do have any other recommendations in the gaming and/or e-sports space, especially in the small and mid caps. Thanks.
Read Answer Asked by Rob on March 30, 2022
Q: Hi Peter and Staff

In my consumer discretionary basket the above 3 are "in the red". I have hung on to some losers far too long and have sold some that I wish I had not.

I have no problem in owing a basket of stocks in a sector if warranted. However that approach also means I can sell some and add to others without their position being "too large"

Assuming I would be adding to one or more of HD, DOO,DOL,LNF or MG which order would you add to and which if any of the above 3 would you not sell to add to any of those listed.

Thanks for all you do

Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: Hi Peter and Staff

Looking at my health care basket, I have a couple of losers in it VEEV and VTRS.

I have had losers I regretted selling and losers I wish I had not wasted opportunity cost on.......I am fine doing either....Do you think the risk/reward of selling either or both of these to top up ABBV,PFE,SYK or JNJ would be a good move in the long run ignoring how many positions I have or should I hang on. If a sale is suggested which order would you top up the 4 stocks mentioned.

Thanks for all you do
Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: Hi folks
BMO Investorline's chart for DXCM is completely different than your chart? Can you explain please. Your chart shows huge jump in price on about March 25th. Is this correct? Is there still room for gain? Would you BUY now? My Health sector weight is 4.55% which is down from its high due to the market of course. (ZTS, PFE, GH, VEEV, BNTX)
Much thanks for keeping me well on track through the ups and downs for about 8 years now..I recommend you often.
Read Answer Asked by El-ann on March 30, 2022
Q: Hi 5i Team - Besides companies such as Tesla and the large auto companies, are there any smaller auto companies that may have some upside in the EV space. Any geographic location is fine. Thanks.
Read Answer Asked by Rob on March 30, 2022
Q: Greetings - Katie Stockton has just launched this actively managed etf which utilizes her technical analysis and rebalances monthly via 14 sector etfs. In down cycles she will use treasuries and gold to strive to reduce capital loss. Her Fairlead research company seems well respected in the industry. Aside from the usual caveats that a new etf needs some time to see how it will perform and the need for it to build sufficient liquidity do you have any views regarding Katie's track record as a technician, her reputation in the industry and the approach of active sector rotation based on technicals this particular etf will follow. Would appreciate your views. Thank you.
Read Answer Asked by Ken on March 29, 2022
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