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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: Retired I am a growth inclined investor. I have AAPL and PYPL in my taxable account for over a year and have bought and sold AAPL twice in the past 5 years. AAPL has been very good to me. The current evaluation I find is expensive. There would be a tax impact but I have no other choice but to sell either PYPL or AAPL to make room for APPS. Would you make the switch or not and if so, which security would you sell?

Thank you for your very helpful service.
Read Answer Asked by Yves on August 27, 2021
Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad
Read Answer Asked by Bradley on August 27, 2021
Q: Greetings,

I am underweight consumer defensive and consumer cyclical and would need to invest about a $100k in each to get the right balance.

I also need more US and international exposure.

Can you suggest your top two individual names in each category that are listed in the US and Canadian markets?

Lastly, is there an ETF or two I should look at?

Keep up the good work… i am up substantially on TOI based on the guidance received here.
Read Answer Asked by Simon on August 27, 2021
Q: What is your opinion on GXO, the contract logistics company recently spun out from XPO Logistics? It's early days but would you endorse a BUY given the market potential for warehousing, distribution logistics and e-commerce? I noticed the profit margins are fairly low at 2.3%/3.9% in previous years and the company has $700M net debt. Any guidance here would be appreciated.
Read Answer Asked by Yvonne on August 27, 2021
Q: Hello 5i,
I'm looking to add a couple of these stocks to my growth portfolio. I realize some are very new and comparisons maybe difficult but I'd like your opinion on which would have the best growth over the next 3-5 years. Also which would you prefer?
Thank you so much!
Dave
Read Answer Asked by Dave on August 27, 2021
Q: I own the both, rok has performed very well. I am considering adding to either one. Which one in this environment , do you like better.
I just asked about antm Anthem wondering where u put this in the strong buy camp or the above. Thanks again.
Read Answer Asked by Maureen on August 26, 2021
Q: I have checked earnings and your answers to questions which are now over a year , would your opinion be different re expected increased earnings going fwd …overall would u recommend or perhaps u have a more favourite stock in this category….thanks
Read Answer Asked by Maureen on August 26, 2021
Q: Greetings 5i,

The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.

SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.

Take as many credits as required.

Thank you for the excellent service.
Read Answer Asked on August 26, 2021
Q: I have been invested in EAF for a few years now (currently down a bit). It seems like they are making good progress in paying off their debt and over the time and the overhang of Brookfield selling off its stake is decreasing. I am fairly patient on this one and I am likely to keep being patient but do you see negative issues I may be discounting because I already hold it.

From my perspective they seem like they could end up with a low debt ratio and good cash flow in a few more years while the biggest risk seems to be that the long term contracts they have will not be rolled over at anywhere near the same levels.
Read Answer Asked by Graham on August 26, 2021
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