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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: I would like to increase my industrial holdings, and wonder if you have a current favourite? (Canadian or US)
Read Answer Asked by Jim on December 17, 2021
Q: I have assembled a few names from the US exchanges that have had a tough few months and are likely experiencing some year end portfolio adjustments, ie, Tax Loss Selling. From the names I have here, can you identify two that you feel will have a better 2022, also curious if you might have an additional name for consideration. Thanks very much, happy holidays to you folks as well as all our 5i members
Read Answer Asked by jeff on December 17, 2021
Q: Hello 5I.
I have a pretty well balanced portfolio and am currently a little overweight tech. That said I am torn on weather to take a loss on $Sq and buy something like $CRWD or $Apps as I want to keep the growth tech. I am down 20%. The tax write off is a small help but not the decision maker. With that is mind do you think $sq has more upside vs the other 2 listed? Would you recommend I just stay the course with $SQ?
Thanks
Read Answer Asked by Tyler on December 17, 2021
Q: What a dilemma. Apple is the best performing stock in what is supposed to be a relatively safe and balanced RRSP portfolio. But it has grown to represent 20% of the portfolio. I feel I have to sell a good chunk of this high performance stock in order to correct the balance. Can you suggest what I could buy to replace the shares of Apple I sell?
Read Answer Asked by David on December 16, 2021
Q: What are your top 3 U.S. stocks that look promising both in 2022 and beyond. I must admit, other than 2008 and March 2020 I do not recall a period in time where small and mid cap stocks have been crushed like this. Would you consider us in a bear market, even though the large caps mask this and markets at near all time highs?
Read Answer Asked by Chris on December 15, 2021
Q: hi, could I get your top 6 picks for US stocks for a 5 year horizon, cheers, chris
Read Answer Asked by chris on December 15, 2021
Q: Curious to hear your thoughts about CET:NYSE, Central Securities, as a potential 5- to 10-year hold for diversification, some income and capital appreciation. Also, would it make sense to hold this in addition to BRK.B, BX, and a few ETFs (VGRO, VTV, VWO)? Thank you!
Read Answer Asked by Aaron on December 15, 2021
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