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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: Of the companies listed, which one would you start a new half position in today for a potential 5 plus year hold in a balanced portfolio. And would any in particular benefit from reopening? I understand that I would need to keep on eye on the cyclicals with a view to exiting if needed.
Read Answer Asked by Robert on March 15, 2021
Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth
Read Answer Asked by Mike on March 09, 2021
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
Read Answer Asked by Gilles on March 08, 2021
Q: Hi 5i team,

Pls comment on MRE's results. Also do you any headwinds mentioned to also impact other parts mfgrs like Magna or Linamar.

As a side note, I'm waiting on a new 2021 pickup and my dealer said I'm lucky as their being told to no longer accept orders for trucks due to shortages on parts.

Thx
Read Answer Asked by Christopher on March 08, 2021
Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help
Read Answer Asked by Mary on March 08, 2021
Q: I currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.
Read Answer Asked by Matthew on March 08, 2021
Q: I hold BYD, DOO, and MG and am considering DOL, ATZ, LNF. I want to stay with a total of 3 consumer cyclicals in my portfolio so would you suggest selling any of the current 3 and purchasing any of the other 3 for safe growth?

Thanks, Lyle
Read Answer Asked by Lyle on March 03, 2021
Q: I currently hold XCD and would like to 2 names for a RRSP , will not be withdrawing money for 10 years and would like to know which 2 names from AW.UN, MG or LNF would you add?
Thanks
Read Answer Asked on March 03, 2021
Q: What would you suggest as a way to gain exposure to Electric Vehicles (EV’s)?

I have electric producers, as a common denominator, but wonder whether direct investment into auto or parts makers, and/or battery components (lithium/graphite) would be worthwhile.

Any suggestions for some small dabbles?
Read Answer Asked by Danny on March 01, 2021
Q: Some time back I was looking at buying either Linamar or Magna. Sadly, I went with Linamar. It has gone up, but no where like Magna. At this point, the outlook for Magna still seems very positive; where does Linamar go from here? I feel like I missed the boat on Magna, or would a switch still be a good idea? Thanks for your excellent service.
Read Answer Asked by Leonard on February 24, 2021
Q: Besides the above company is there any other plays for EV or autonomous driving?

Perhaps charging components, chips, cameras or something else?

I'm open to US or Canadian company's. I have a long term out look and high risk tolerance.

Thank you.
Read Answer Asked by Richard on February 23, 2021
Q: Hello

Our US holdings are up 36.25%, where as our Canadian holdings are only up 17.22%.
The five mentioned above are our only real shining stars at this point.
Is one better to have all US holdings and forget Canada?
Thank you
Mike
Read Answer Asked by Mike on February 22, 2021
Q: Going through all your portfolios looking for a high(er) growth stock with a dividend >1 that I don't already own. Can you please rate the following on a scale of 1-10 (1 being low) for both growth and risk over the next 12-18 months: MG, SLF, PKI, TFI, CCL, PLC, GSY, OTEX. (I note that all but SLF are currently rated 'strong buy'.) And if you have two clear favourites in the preceding list, I would appreciate those being noted separately. Thank you.
Read Answer Asked by Maureen on February 17, 2021
Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks
Read Answer Asked by Neil on February 17, 2021
Q: I currently own BYD and DOL and would like to add 2 more stocks to this sector, which one of DOO, GOOS,MG and LNF would you add today?

I am also need to increase my US holding so can recommend a ETF in this sector as well on the US and Cdn $ ?

Thanks
Read Answer Asked on February 16, 2021
Q: Thanks for the great service. I feel like I have become too heavy on tech and healthcare and not well-diversified globally. Can you suggest some small and large caps that you would buy today?
Read Answer Asked by kevin on February 10, 2021
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