skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.

Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.

Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.

Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.



Read Answer Asked by Walter on January 03, 2022
Q: As the Electric Vehicles become more mainstream I was wondering if its time to buy into the market. Have you been watching any of the EV players such as Tesla, Rivian or Lucid?
Also, what are your thoughts on Lion Electric her in Canada?

I was thinking of buying a small position in one or two of them just to not entirely miss the opportunity to be in on the beginning.

Thoughts?

Thanks
Warren
Read Answer Asked by Warren on January 03, 2022
Q: What are thoughts on HireQuest, Inc. (HQI). The share price seems to have broken out this year. Their niche seems to be quite timely given the labour market situation in the U.S. They also appear to be consolidating a highly fragmented industry (which is something I always like to see). Any thoughts or aspects which I may be missing?

Thanks,
Scott
Read Answer Asked by Scott on January 03, 2022
Q: Happy New year to the 5i Team,

Nice to see the CEO and other insiders buying on Dec 29th, same day I decided to take a position.

My request is, please provide comparison metrics to their piers in this space. In a past post you mentioned it could be a takeover candidate, who would possibly be interested if you had to guess?

Thanks again for your valuable service!
Read Answer Asked by Christopher on January 03, 2022
Q: Some comments on the merits of this company. A happy and Holy Christmas to all you staff and a sin ere thank you for your great and affordable service.
Read Answer Asked by Thomas on December 25, 2021
Q: Hello again and thanks for your insights on AGNC, I think I will set that one aside for now. Searching the Q&A I have assembled this list of 4 companies for diversified exposure to residential and industrial real estate in Canada and the US (a bit of global with Prologis is appealing). In your opinion does this group provide complementary exposure? Can you suggest an addition to this list or is there one that you would remove?
Read Answer Asked by Barbara on December 23, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!