Investment Q&A

Q: I need to add to consumer discretionary, which companies are you recommending now?

Q: Hi 5i! I'm a middle-aged subscriber that has picked up some of the 5i researched companies - most recently Kinaxis and BNS. I'm slightly overweight Kinaxis and Shopify since I see them as potential growth engines. KXS, TOY, NVDA, SHOP, FB, and BNS are all in my non-reg account. If I need cash this year for personal projects, which companies might you recommend I start selling? Thanks!

Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.

Q: I have 59K (38k in TFSA, 21k in Trading account). I am thinking to follow the balanced equity portfolio, so approx. $2250 each name. Time frame is less than 5 years. Two questions: Do you support this idea? If so, which names to purchase in each account? Thanks very much.

Q: Good afternoon, I am looking to add 2 of the above stocks (or others if you recommend?) to a TFSA, I am tech heavy already (FB, AMZN, GOOGL, NFLX, NVDA) I am up on all of those still except NVDA. I own favorites GSY, SIS, PBH, TSGI already at full positions. These chosen stocks are all good companies, which are all down recently with the market pullback, which companies would you add? Thank you!

Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.

Q: Hi 5i:
For this year’s contribution to the grandkids (4&3) RESP I’m considering adding TOY or SIS. One reason I’m leaning towards TOY is that they are always watching PAW Patrol.
I know you look favorable on both companies. Which company would you go with?
Thank you as always for your advice.

Q: I own these three (half positions) and have had TRP for a long time so up about 70% on it and down about 20% on the other two. Would it make any sense to sell TRP and divie the cash proceeds between the other two (TOY and KXS)? I do already own ENB (full position).
Thanks again.

Q: I own full positions in these four holdings, and have to sell two by the end of January - the other two will be held for long term. Please recommend which two you would suggest holding, and which two to sell. I'm not concerned about sector balance for this question. Thanks, Kim

Q: With new TFSA money available I am considering bringing these companies from a 3.5% position to a full 5% position. Any concerns or cautions?

Q: I have BNS 3% total weight, CCL.B 2.9 % total weight and TOY 1.7 % weight. I have some cash and can add to any of these 3 position. Should I add to all 3 or just add to TOY to bring it up to a 3% weight?
Thanks

Q: Hi,
I am down 12% KXS,20% NFI and 20% TOY.
Considering a two year time frame,are these companies a buy,sell or hold?
If they are a hold then at what price would they be a sell or buy?
Thank you.

Q: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks

Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!

Q: I have capital gains in which I would like now to sell one stock in which I have a loss and can use against my capital gain. Of the stocks listed, LNR, MX, NFI, PBH, TOY would you sell? I do have the intention to buy after the 30 waiting day period.
Thanks

Q: Hi guys,

I look to hold companies that are able to maintain a reasonable ROE despite being debt-free. Some of the companies that I currently hold that meet this criteria are ENGH, TOY, CSU (pretty close), RCH, VCI (very small cap).

Can you suggest 5-10 more debt-free companies that screen well to you guys?

Thanks!

Q: Each of these companies have a 2% weighting in my rrsp.I have losses of 20% for TOY,4% for SIS,11% for GSY and 13% for KXS.
Buy,sell,hold?
Your recommendations please.

Q: TOY has dropped much more than market averages. It appears 5i still likes the company. Of course, at a much lower multiple, it makes itself more to be liked. But how does 5i really feel about TOY? Is is a sell, hold or buy. You last indicated ... it is not one we would be truly worried about. Please explain.

Q: Hi, Thanks for attaching the link to Amazon-Toys media post of Dec 10. Looks like the news did cause some ripples among toy stocks like Hasbro, Mattel and to some extent Spin Master on Dec 10. But as you pointed out, this could be another reason why TOY has been trading down for some time. TOY actually has lost about $15 or over 25-30% since release of last quarterly results. Toys'r us bankruptcy was perceived to be the primary reason for the softness. Holiday season and announcement of some new products has also failed to reverse the precipitous decline of past two months. Now there is this Amazon news to worry about (probably could be more serious one). I know that TOY has somewhat of a distinguished status among toys companies, due to Spin Master's innovation capabilities and high tech and interactive nature of its products. But, in your view, how insulated company will be if Amazon decides to seriously expand in this lucrative market ? TOY has been owned in most of our family accounts, as its been a favourite of yours for a long time and we are happy to see stock has do well over years. But the recent trend with no sign of reversal is concerning, to say the least. Do you see any catalysts and strong reasons to continue to own this co ? Thanks

Q: On the Global evening news in Vancouver today, it was mentioned that Amazon is going into the toy manufacturing business. Have you heard anything regarding this topic? This can't be good for Spin Master. Could this be why Spin master stock is struggling?