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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: You mentioned yesterday you think there any many good companies that have the ability to double or triple in time. At this point could you give 5 US and 5 Canadian names?
Thanks
Read Answer Asked by Tyler on November 07, 2022
Q: Hello 5i,
I currently need to add a U.S. Industrial in a RRIF, so yield is very important - as is overall safety. I need to increase Industrials by about 3.0 % and increase my U.S. holdings by 4.5 % so an equity suitable for a larger weighting would be ideal. My other industrials are EIF and SIS.
I have been looking at Raytheon, Ryder, Lockheed Martin and A.O. Smith but was wondering if you have any other suggestions and how you would rank these for safety? If there is a name with a yield in excess of, say, 4.0% that you would be comfortable recommending, that would be ideal.
As always, many thanks for all of you invaluable assistance - it is always very much appreciated!!!
Cheers,
Mike
Read Answer Asked by Mike on November 07, 2022
Q: Hello:
Appreciate your ongoing honest and open approach. I know many of us find these challenging times. It feels like many "truths" of investing are no longer true. (i.e. how bonds respond to various market periods, whether preferred shares will ever behave as expected and how valuations of growing companies can swing so wildly.)
I need some help (I know, you can't personalize advice...) with SELL strategies. I am tempted to sell part of some holdings at all-time highs such as XOM. Is this ridiculous? If it's down 30% in January I will be kicking myself. I did NOT sell during very high valuations for a lot of growth stocks and I don't mind being patient while those recover but in hindsight selling half positions would have been a great way to solidify paper gains. I have held XOM for a long time as it was under water from my buy-in position, and it swings so widely on demand and oil price.
Is it crazy to be reducing positions in oil and gas now? Any SELL strategy thoughts appreciated.
Thank you!
Read Answer Asked by Marilou on November 07, 2022
Q: What is your outlook for GOOG if we get a "hard economic landing" ? Will their Cloud business help soften the blow?

Maybe 5i can have a bit of fun with this........ Looking out into an uncertain future, what would you currently see as a screaming buy, and what would be a good stink bid (you know, a crazy bid that has a slim, but not impossible odds of hitting)?
I'm not worried whether or not it actually strikes that price. If I get it, it's a bonus.

One other comment. Although I read comments from the odd subscriber voicing their displeasure when things don't pan out, and attempt to hold you accountable for your advice, I am one to realize that not a single investor / advisor / expert on this entire planet has a perfect investment record.... not even close !
Read Answer Asked by James on November 07, 2022
Q: Above are 4 of my poorest performers. Which ones would you be selling? Also, Nov. 4 there were a lot of stocks that were down big numbers even though some of them had a good quarter recently (i.e SHOP, LNTH, NVEE and a few others). Can you give me some insight into what is happening here. Always appreciated.
Read Answer Asked by Dennis on November 07, 2022
Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you
Read Answer Asked by Jason on November 07, 2022
Q: All of these stocks have been hammered badly. Could you please provide your perspective on each of the listed financial services companies. Are they a buy, sell or hold? in what order would you buy? or would you not buy any of them and prefer something else in the same space. thanks
Read Answer Asked by Jeff on November 04, 2022
Q: I believe it is rare to see a “double downgrade” on a stock, as BoA recently did for TWLO. I like the business and see the need overall for Twilio’s communication platform growing exceedingly valuable. So with this massive post earnings drop, is this an opportunity to pick up additional shares to hold long term, or conversely a need to sell?

Thank you as always and apologies for an unintended recent duplicate message.
Read Answer Asked by Anthony on November 04, 2022
Q: What a remarkable market. GOOG has been my largest holding. I have a significant loss and am looking to take a tax loss. First, with a FOMO fear that it might bounce, I am thinking of selling 1/2 my position; if you were me, would you simply sell 100%? Second, would Apple be a suitable substitute? For 30 days or long term? Thanks much.
Read Answer Asked by Leonard on November 04, 2022
Q: Hi, can you explain what is going on at CPRT. It appears they did a 2 for 1 split this morning but there was no warning of this to my knowledge and we were not asked to vote on it. Also why does it show that the share count went up by 4X while the share price was cut in half (as you would expect in a 2 for 1 split). The 4X shares makes no sense to me. Why would they do a surprise split now?
Read Answer Asked by Adam on November 04, 2022
Q: I'm interested in taking a position in BX. I prefer do it in my TFSA, or I could do it in my Margin if necessary - what do you suggest? Also back in Sept. you recommended it at $78-79 entry point. Would you still recommend it at that price or do you feel I should wait for a lower entry point? Do you still like this company for a long term hold? Thank you.
Read Answer Asked by Pat on November 04, 2022
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