Investment Q&A

Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young

Q: Hi Team,
My stock portfolio has dropped a gut wrenching 12% just this week alone, and 27% since august. All while the index's are near highs. I am aware most my stock holdings are aggressive tech names, but I am confident they are all best in breed names. I hold many of 5i US tech name favorites as well as some cnd. Its's a bloodbath like I haven't seen since the initial sell off when covid hit. At that time, I remember 5i came out with a very good "near bottom" report advising subscribers the end may be "near". As I recall it was very close! Thank you for that! What I am asking now is...will you issue such a report when the time comes as to when to potentially add to high growth tech names that have been crushed on no merritt of their own? Or can you say now if that time is near? And what stocks, either US or Cnd would you be adding to for 5yr plus holds that have the potential to make an exceptional recovery? I know this is a crystal ball question but your track record is good in my eyes! Thanks for your service. Look forward to some "calming" advice.

Q: Many of my quick growing stocks have been hit recently and I'm sorry I didn't sell some when they were doing well. TRI continues to perform well and hasn't been hit by recent market fear. Do you consider it worth holding long term or would you sell?

Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP

Q: 10:55 AM 11/15/2021
I am interested in Canadian companies that stockpile data and business information and provide this information on a one-time or subscription basis for reoccurring income. It seems they have strong moats
I really like dividends but I sense that these may all really all growth companies except for ISV
I am currently looking at DND, TRI, and ISV so far
Are there other companies with similar businesses?
Could you please compare all these companies for expected share price growth, debt, POR, dividend growth, etc., and place them in a list of desirability.
Is it better to forego a nice dividend as in ISV, and just go for growth?
If that's the case then why not just cut to the chase and buy CSU in our TFSAs and wait 10+ years?
Thank you.......... Paul W. K.

Q: Hi, I'm looking to save and invest $X every week into the market. I could either:

1) Buy etf's as there is really no commission on the purchases
2) Buy individual stocks as the funds accumulate. Commission is only ~$5, what would be the minimum $ amount to invest so that it's worth it?

If I were to choose option 1, what would be your two or three ETF choices for either dividend growth or pure capital gains growth. Same for option 2, what two or three individual dividend growth or growth stocks would you choose to allocate capital to every week or two?

Thanks!

Q: What are your top 5 picks (CAD) with sustainable dividend growth for a 10 year investment horizon and why? Prefer lower risk/volatility as I am close to retirement.

Q: What 4 dividend stocks or ETFs would you suggest for a long term hold to see the power of compounding

Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?

Q: Please suggest investment portfolio for a conservative 55 year old who opened a TFSA account with $50,000. Will not need to touch this money for the next 5 years.

Thanks for your valued service since 2014.

Q: Hi Peter and 5i,
Would please comment on TRI's quarterly results (EPS and Sales versus expectations) and their update to their 3 year Change Program. Thanks so much.

Q: I am mainly an income investor, looking for a dividend stock with preservation of capital being reasonably secure. Please a few suggestions would be appreciated.

Q: How sensitive do you think TRI will be to higher interest rates if those transpire?

Q: Please name half dozen of your top choices for an income portfolio.

Q: Which company TRI or CIGI would you prefer for long term growth? (5 yrs +) Would they react differently in a broad market pullback? Thanks

Q: What would you buy to replace WIR.UN. With a similar buy ? some suggestions with options and rational would be appreciated ( CAN ALSO BE CANADIAN)
thanks
yossi

Q: Hi 5i - what would your top income stocks recco be for US and CDN. Thx and stay safe! - Doug

Q: What three companies in the growth portfolio would you have no qualms of starting a position today?

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Q: Any reason for the drop today in a very bullish market?


Sheldon