Investment Q&A

Q: I own the following in my US-denominated TFSA:

ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL

The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.

A) If I had to sell one of the 9 holdings listed, which should it be?

B) Are there any others that should be sold in light of the investment goal stated?

C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.

Thank you. Please deduct the appropriate number of credits as needed.

Q: Can you please suggest any firms in the Air Lease, air transport or private jet space, in general, that have solid financials and decent prospects?

Q: What's your present thought on this co.? Thank you, Fooklin

Q: I currently hold the listed equities in my TFSA, advised by a newsletter that will be winding down in a year. When this happens, I will likely liquidate my current TFSA holdings. Understanding that you cannot give personal advice, which of the following strategies do you think would be most likely to generate a longterm annualized return of 10+%?

1) Allocate the proceeds to 30% ZSP, 30% VGG, 20% XEF, 20% VEE, and hold these longterm, rebalancing annually to maintain original allocations
2) Allocate the proceeds in the 5i Growth Portfolio - I am already overweight Canada in general, so I don't really like this option
3) Allocate the proceeds into 5i's favourite growth/total return potential 8-10 US equities at the time, and then periodically ask 5i say, every three months, if there has been any change in this roster of 'favourites', (if you select this, I will ask for specific names in a followup question)

Parenthetically, I would absolutely love it if 5i would add a US-based portfolio to go along with the current three Canadian-focused portfolios, and would be willing to pay significantly more for my annual subscription to access this (reviewing the QandA, one already has a good idea what the 5i ' US favourites' are, it would just be nice to have this presented as a regular growth-oriented portfolio). I reviewed the Investor Suite and don't feel I would make good use of many of the tools, reports, and features offered in that comprehensive suite.

Thank you, and please deduct as many credits as deemed appropriate.

Q: Your updated thoughts on al. Thanks

Q: Any thoughts on Air Lease Corporation?

Q: Hi Peter and Ryan,

Can I please get your valued opinion of Air Lease Corp. Thanks Dave

Q: Air Lease (AL) - What are your thoughts on this company. I've held it for 2 years and I'm down about 10%. Starting to feel like dead money. Time to walk away ?