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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: We have small positions of the above stocks in a well diversified portfolio. Which would you recommend holding and adding to vs eliminating completely?

Read Answer Asked by Stewart on July 17, 2023
Q: It's hard to beat a Reese's Peanut Butter Cup, but can you please provide your updated thoughts on the Hershey Company as a long term hold. It seems to have decent revenue and earnings growth for a Consumer Defensive stock, but I am concerned about its debt level. The stock price has really pulled back since early May.
Read Answer Asked by ROB on July 17, 2023
Q: On Jun 21st, you responded to A regarding stocks for a TFSA. My son has a smaller TFSA but a longer time frame. He currently holds ZSP in his TFSA and we have been looking at adding some stocks. We like all the ones you suggested, but some of them are also in the top ten holdings of ZSP. Would you suggest adding the individual stocks anyway? Or selling ZSP and holding only stocks? Our initial plan was to make ZSP about 20% of this TFSA and then hold 8-10 stocks. Also, what do you think of adding AXON and AMD to his TFSA at this time? Thank you.
Read Answer Asked by Kim on July 17, 2023
Q: Hello, I own VMW, and could you help me understand the take over price from AVGO? The current take over price is at $ 61B or $ 142.50/share in cash, and today the stock is at trading at ~ $ 157.00 ..

Also, we can elect 0.250 of Broadcom share. If this is correct, at today's price of AVGO at $ 900.00 , I can get ~~ $ 225.00/share for VMW...
I appreciate if you can clarify my options.
Thanks
CR
Read Answer Asked by Carlo on July 17, 2023
Q: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience
Read Answer Asked by John on July 17, 2023
Q: Hello 5i Team,

I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.

For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).

Feel free to deduct as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on July 17, 2023
Q: TD advises that "growth at LEG (Leggatt & Platt) is below the industry average, and worse, is declining. The most recent EPS was $2.00, a decrease of -32.4% YOY.

Should I be kicking this one out of US portion of portfolio? If so, why?

Looking for steady income in US dollars.

If I'm kicking out LEG, what else might you suggest?

Thanks.

Read Answer Asked by Sylvia on July 14, 2023
Q: Hello 5i,
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave
Read Answer Asked by Dave on July 13, 2023
Q: Dear Peter et al:

To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.

From tomorrow the earnings reports will start trickling in, starting with JPM.

Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?

Many thanks.
Mano.
Read Answer Asked by Savalai on July 13, 2023
Q: Can you suggest 2 names in the tech sector for long term holds in an RRSP?
They would be purchased in the next month or two.
Thank you!
Read Answer Asked by FJ on July 13, 2023
Q: MF came out with a list of AI today, and they are all up today, presumably on the news. Is there a concern that this is turning into a bubble? I know there will be spending here, but is it getting away into the danger-zone? I am considering an etf that captures a wide swath of AI. Are you able to suggest something? Thanks!
Read Answer Asked by Kim on July 13, 2023
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