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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: Thanks partly to your good advice, I have held GOOG and MSFT for some years. they are now 17% and 28% of my account. I am a senior but fairly risk tolerant. Should I reduce either or both and if so what do you suggest as replacement? Thanks Jim
Read Answer Asked by jim on May 28, 2025
Q: I have had a nice run over the last 5 owning 5 of the mag 7 stocks. I have a small % of the portfolio dedicate to canadian teck. I am looking at Appel's potential headwinds with the current US administration position on trade and thinking of selling 1/2 my position and adding DSG as a replacement for a long term hold. does this make any sense to you guys?
Read Answer Asked by Doug on May 27, 2025
Q: I hold a full position of KKR which share price has fallen significantly from the January high. I am unable to find the fundamental reasons for the price weakness and started to doubt my original reason to own the stock.
Please kindly advise if I should continue to hold or sell for tax loss harvesting. Thank you for your great service. Bill.
Read Answer Asked by Bill on May 27, 2025
Q: How would you rate buying these growth stocks today for a 3 -year hold?

Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Read Answer Asked by V on May 27, 2025
Q: Hi All at 5i!! A young friend is starting to invest in his TFSA. He has a long time horizon. Basically, he wants to just put the money into the TFSA and let it grow until retirement in an uncomplicated manner. (IOW no individual stocks). If you were to suggest an ETF, would VFV fit the bill, or would he be better off investing in a more structured ETF which encompasses several markets (US,Canadian etc) and a small bond holding as well?. What would you suggest?


Cheers,
Tamara

Read Answer Asked by Tamara on May 27, 2025
Q: I'm presently under water on these stocks : could you please, based on potential growth, list them as hold or sell ? Looking for faster returns ?
Read Answer Asked by Frank on May 27, 2025
Q: What are your top suggestions for the best positioned Canadian and US dividend paying stocks where dividend is safe and where the stocks have some potential for growth? Thank you.
Read Answer Asked by Luc on May 26, 2025
Q: Good morning,

I'm short on discretionary stocks. Looking at above 2 companies although Decker's is plunging this morning they have strong brands, they beat expectations but would not provide guidance. Buying opportunity?

Any other you like better even if not in this sub industry. Loaded with US cash

Appreciative of your services tried Jim Cramer for 4 months on a Christmas deal, Don't know how people can work with him quite the character and he makes my head spin. Loll

Have a nice day
Denis
Read Answer Asked by Denis on May 26, 2025
Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent
Read Answer Asked by Brent on May 26, 2025
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