Investment Q&A

Q: I'm looking for some growth names for my wife's TFSA, but I don't want to duplicate anything I have. So, no GSY, SHOP or LSPD. What are your five favourite names for growth over the next five years?

Q: Hi 5i team. Love what you guys offer here as I am a recent trial member who pulled the trigger and signed up. I currently hold ATZ, BAM.A FLOW GSY PRN SLF TOI VFV and WSP in a TFSA. I am looking at rounding out my portfolio to include one of: IIP.un, DIR.un, CAR.un for long term hold with focus on growth and ok with some volatility. So out of those 3 what would you suggest is the best one to choose? Also, any other suggestions you would consider adding to my portfolio for increased diversification based on my overall strategy? Thanks

Q: Hello 5I,
Could you list from more appealing to least appealing? And then at what price you would buy.
Thanks

Q: Hello,
I have Flutter Entertainment shares OTC due to the all share deal from owning TSGI years ago. My question is should I sell these shares now and rebuy them with US dollars on a US exchange, that way if I make a large profit in the future it is less of an exchange fee? Or is there another company in the consumer sector you would recommend altogether?
Thank you,

Tori

Q: I have 20K in my TFSA that needs to be invested. Looking for growth stocks which should be at a bargain these days. Which would be your 5 top Canadian stocks at the moment. I do realize that this is a repetitive question so one more time for old times sake.
Many thanks for your guidance over the years.
Regards

Q: Whats up with the ATZ 7% drop today, didn't see any news? Thanks.

Q: My only consumer discretionary security is Aritzia (thank you) so I have been looking at VCR and XLY etfs. The top 10 holdings of XLY is 70% of the fund and top 10 holdings 56% of VCR. Do you have a preference? I don't have a problem with the large percentage of AMZN in either.

Q: What would be your current top 5 buys in the US and Canada? Thanks

Q: From the 5i balanced PF . . . If you were starting to build this PF today what would your first ten stocks be in order of preference and what % dollar wise allocation would you assign?

Q: Can you provide a list of 10 US and 10 Canadian stocks that you think have the highest conviction/potential to double from current prices over next 12 months or so. Market cap or risk is not a factor. Thanks

Q: Please provide your top 5 stocks for an RRSP. I’m in my early 40s.

Q: Hi. 25 years to retirement and looking to start investing in TFSA. What are your top 5 stocks for a long term strategy. Buy and hold and OK with volatility.

Q: In regards to an earlier answer, which stock(s) do you believe is a better alternative than SIS? Same sector or otherwise? Risk is not an issue.

Thanks for your service.

Q: Hi Folks,

I am looking to add to my TFSA - AMZN and ATZ are the two stocks I am looking to buy. Is AMZN a company that you would put in your TFSA or would ATZ be a better choice?
Thanks

Q: You suggest we sell 1% of ATZ. 1% of what, our current holding or 1% of the total portfolio?

Q: Hi 5i,
Two questions if that's OK, and please deduct accordingly.
In October you counseled me to not sell ATZ when it had reached $50 and I was tempted. I'm glad I listened to your advice then and held on as it's now up a another $8 and my gain is about 90%. Your advice then might still hold - don't sell the stock just because it's up. But the economic backdrop is considerably different now than it was in October and I wonder if you would still counsel holding on, especially since a lot of what otherwise might be discretionary income could be going to servicing debt going forward, and consumers might just generally feel like reining in the spending.
Also - CURA has not been so kind to me and I'm down 50%, meaning I need a 100% gain from here to get back to square one. My understanding is that it is a good company but the regulatory framework in the US hasn't changed as was needed/expected, and the stock is therefore wallowing. So, sell and put the money to work elsewhere, or ride it out for a while, bearing in mind it needs to do very well to even begin to heal the wound it caused?
Both are in a TFSA.
Thanks!
Peter

Q: I hold these 8 equities in one part of my portfolio. I am not sure if it makes a difference, I am up on some and down on others.

The approximate weight and the gain / loss is shown for each. ATZ (3%, +17%); CNR (4%, -7%); CM (4%, +8%); Acuity Ads (0.5%, - 37%); MG (4%; - 11%) RY (6% + 5.5%).

I wish to free up about 2% of the portfolio for a cash requirement. Taxes are not an issue.

Two questions: First, if you were me, which / what would you sell to free up some cash? Second, is there anything here that should be let go because it is time to move on from it? I know AT is too small to make much impact but I am inclined to continue to hold it, for a potential bounce. Many thanks

Q: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?

Ted

Q: Good Morning,
Apologizes as I know you've been asked this question or various of a million times but here it goes. At this point in time please list your 5 favorite stocks for a 10 year hold in each of your RRSP account and your TFSA account.

Q: Good morning, If I were to buy these three stocks in a separate account and never looked at the prices of the stocks or the account for five years, would I be happy when I saw the results after the five year period, thanks?