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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: Sir. In the spirit of weeding the garden, I find myself well down in these stocks…with a time frame of 1 year , please comment on which to keep or toss how…. 5i had good things to say about many of these in the past, but we all know that times change quickly in this business…
Read Answer Asked by James on February 05, 2024
Q: I am looking at some of my struggling stocks- any comments on whether greener pastures are better found elsewhere and where to go?
Read Answer Asked by Peter on January 17, 2024
Q: Regarding Michael's question on Magna, here is what was reported on BNN Bloomberg:

"We will watch shares of Magna after Goldman Sachs downgraded the auto part maker. One of the big structural calls on Magna is that it is poised to benefit from the ramp-up of electric vehicles and getting more of its content into cars. This morning, Goldman is poking holes in both those ideas. Goldman says Magna will see slower content per vehicle growth compared to peers, and ramp-up of electric vehicle production from customers like Ford and GM will be slower"

Happy New Year to 5i and everyone!
Read Answer Asked by Steve on January 03, 2024
Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.
Read Answer Asked by sam on December 20, 2023
Q: I want to add one of the above with the expectation of a total yearly return of 8% in the next five years.
Could you rank the above and explain your rational
Best of the season
Raouf
Read Answer Asked by Raoul on December 14, 2023
Q: I intend to use as many losing companies such as above POU, RY, TOU and MG (presently underwater) against a significant amount of capital gains to reduce my taxes for 2023. I will probably buy them back in the new year. What is wrong with this approach? Please explain.
Thank you.
Read Answer Asked by ALBERT on December 08, 2023
Q: Hi Folks,

My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks
Read Answer Asked by JOHN on November 29, 2023
Q: Hello 5i,
I am considering to let go of Ford and Magna as I don't see an EV catalyst for Ford and I am not sure about Magna since the Apple car rumour has disappeared !!!!
If I was to sell both, I like to add to one of the other tech companies ( listed above). On an evaluation basis which one is cheaper and that it has the forward momentum to excel in terms of their existing products and AI?
Thanks
Carlo
Read Answer Asked by Carlo on November 24, 2023
Q: Reading recently one of members question about rating growth and risk of DOO, HPS and MG, how about adding ATS to the list as well which hasn’t behaved well lately. Could you please rate them all together ?

Thanks,
Read Answer Asked by Lin on November 21, 2023
Q: I'm interested in your thoughts on the quality of the management at these companies. All are negative in my portfolio at this point. Could you rank them by below average, good(average) and above average?
Thanks
Read Answer Asked by Raymond on November 20, 2023
Q: I need to fund my annual RRIF withdrawal soon. Of the 5 companies listed, could you please arrange them in order of which to sell considering future upside possibilities?
Thank you.
Read Answer Asked by Maryon on November 14, 2023
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