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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: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Read Answer Asked by Mark on June 13, 2023
Q: I am looking at investing 2023 contributions (2 x $6500) in stocks and/or ETFs. Please provide 5 stocks and 5 ETFs for long term hold. Rank the stocks and ETFs and comment on why they are being recommended,

Current stock holdings include: BYND, BAM, BN, REGN, TSLA

Current ETFs: QQQ, VGRO, ZEM, SKYY, IHI, XIT and SPY

Thank you
Read Answer Asked by Don on June 12, 2023
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?

Thank You
Read Answer Asked by rajeev on June 08, 2023
Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective
Read Answer Asked by Chris on June 07, 2023
Q: I liked the answer you gave to one of the members today on how to deal with volatility. Buy good companies run by good people at attractive valuations and hold for the long term. My question is:
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.
Read Answer Asked by Les on June 06, 2023
Q: Good morning, At times you guys talk about a good company that has a long runway in the future but for now the investor will have to be patient. Wouldn't it make more sense to sell these stocks for the time being and invest in something that should have more short term potential? Typical of an Opportunity cost. A couple examples would be Aritzia and Brookfield, BN
Read Answer Asked by Pat on June 05, 2023
Q: Both these companies are having a disastrous ytd 2023.Do you see any reason to own either in 2023 given both the real estate and retail outlooks for the year
Read Answer Asked by Kim on June 02, 2023
Q: Hi,
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille
Read Answer Asked by Camille on May 30, 2023
Q: Presently I have the above stocks in losing positions. would you buy more to average down / sell or hold? thanks
Read Answer Asked by Terence on May 29, 2023
Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion
Read Answer Asked by Terence on May 25, 2023
Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while
Read Answer Asked by Brett on May 24, 2023
Q: Hi 5iTeam,

I currently hold the above mentioned 4 stock in my portfolio at a substantial loss. Just wondering if I should sell, hold or buy some more for each of these stocks.
As always, thanks for the great work.
H
Read Answer Asked by Harry on May 19, 2023
Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?
Read Answer Asked by Eric on May 18, 2023
Q: Hello 5I. If you had to flag potential screaming buys in the market today what would 5 of them be for a 1 year period and 5 year thanks.
Read Answer Asked by Tyler on May 15, 2023
Q: atz,goos,cia,pd,td,tsu,This stocks are big looser for me, which to keep or sell or replaced?.
Read Answer Asked by Nizar on May 11, 2023
Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray
Read Answer Asked by Murray on May 11, 2023
Q: Hi Team,
I was looking to add funds to one of the following 3 names: Bn, ATZ, or ATS. If had to choose which name would be the best buy today? My intention is to buy and hold long term.

Separately, what's your take on recent market negativity? Things seem to be escalating to the down side with Powell continuing to have his rosey goggles on continuing to raise rates as banks continue to fail, literally during his bumbling speech telling the world how solid US banks are? I know my confidence in the guy has dwindled as of late. Perhaps now is not a good time to buy and I should wait a bit with any new purchases? Opinion? Thanks

Shane.
Read Answer Asked by Shane on May 08, 2023
Q: Just my thoughts on the stock, it does not matter if you are Wal Mart or Target when you have to much inventory you have to sell it down at prices that do not make you any profit. There is nothing worse than marking down fashion clothing and trying to recover your cost on the items. With maybe a recession and more 50% off sales, yes the margins will be lower, until the merchandise supply is under control the company will probably struggle.
Thanks again
Read Answer Asked by eugene on May 07, 2023
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