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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 start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks
Read Answer Asked by Joanne on August 09, 2021
Q: For the above stocks you tend to be positive on, over the next 3 years please rank them in order with the main goal being capital appreciation (regardless of risk, sector or diversification)

Would your ranking change at all if:

1. Covid is still affecting the world as it is today with international travel somewhat restricted and variants posing a potential problem.

2. Covid becomes more and more contained and the world is as “open for business” as it was pre covid.



Read Answer Asked by Michael on August 04, 2021
Q: Good day! Looking to add a growth position in Consumer Cyclical with either of DOO or DOL or any other you may suggest. Already own MG and ATZ. Which do you suggest and why. Thank you!
Read Answer Asked by Roger on July 30, 2021
Q: I am looking at acquiring 5 stocks based on potential long term return (5 year minimum). From your growth portfolio looking at AT, DOL, DOO, ECN, GDI, MRS and OTEX. Three others I am looking at are EQB, SDE and VMD. In what order would you purchase them and would you purchase them now?
Read Answer Asked by David on July 28, 2021
Q: Hello,

If you were to compare between DOO and HZO which looks more attractive? Would you have a position in both or just one? Do they complement each other? I missed the 4x from COVID prices on both do they still have room to grow? Thanks.

Shyam
Read Answer Asked by Shyam on July 27, 2021
Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John
Read Answer Asked by John on July 26, 2021
Q: As of today, what would be your top 10 most stable Canadian companies, or ETF's, to invest in. Stable meaning those best able to ride out any market or economic downturn. Dividends are always nice but not essential. Thanks as always.
Read Answer Asked by Curtis on July 22, 2021
Q: Good Morning 5I Team. Thanks for the great work. I am learning and benefitting a lot with this membership. I am looking to add some more to my existing position in the above stocks favoured by 5I. I have a long term view. Irrespective of risk and sector based on growth and current valuation which are the 2 stocks you would be willing to add at today's price.
Read Answer Asked by Nimish on July 19, 2021
Q: Concerns me when a position reports good numbers in a strong market but the stock doesnt react. Recent examples are DOO and TCL.A A guest on BNN mentioned DOO has presold the complete manufacturing run of 2022 Ski Doo's. With this in mind earnings should be stellar this year but going foward the bar is set very high for comparisons. I've trimmed DOO once and still have a 6% weighting after having it more than double since the first purchase. Considering exiting the position altogether. Thoughts on both companies and my theory, thanks.
Read Answer Asked by Charles on June 23, 2021
Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake
Read Answer Asked by Jake on June 16, 2021
Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
Read Answer Asked by Carlo on June 16, 2021
Q: I read Peter's article on "Five summertime US stocks picks to set and forget" and great article by the way. I wonder if Peter would have 5 Canadian stocks picks that I could set and forget for the summertime. Tnx.
Read Answer Asked by Jacques on June 15, 2021
Q: How would you rate these companies for growth and safety.
Read Answer Asked by don on June 02, 2021
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