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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: Based on today price, what are your top 5 stocks to hold in a TFSA for 10+ years with high growth and medium-low risk for that frame period ?
Can you rank then in order if there's one ?
Read Answer Asked by Olivier on April 12, 2022
Q: In this market backdrop, is it timely to buy Toi plus these fallen angels,,Atz, Gsy,Shop,Dsg,Kxs & Lspd.Please provide a good entry point for each,& rank for entry with best first.Txs for u usual great services & views.
Read Answer Asked by Peter on April 11, 2022
Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks
Read Answer Asked by Marco on April 05, 2022
Q: Hello Team,

I am interested in your opinions on both of these companies at current levels. Would you add to these names here? Also, at what price would you find them overwhelming attractive?

Thank you.
Read Answer Asked by James on April 05, 2022
Q: Hello,

Can you please provide your highest conviction names in the US and Canada?

Thanks!
Read Answer Asked by Naim on April 04, 2022
Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).

Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.

Finally, if you could add one more Canadian company to the mix, what would it be?
Read Answer Asked by Peter on April 04, 2022
Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.
Read Answer Asked by Dan on April 01, 2022
Q: I have recently came across $30k unexpectedly from a former employer and was pleasantly surprised. It is currently in an mutual and it would not through my weightings out of balance. I have a well diversified and weighted portfolio with your quality names such as TD, BNS, VET, ENB, TOI, BAM, LSPD, AEM, ATZ, TRUL etc... If I was to move it from the fund to an equity only to set and forget(again) for 15 years what would you chose. At least your top 3. thx.
Read Answer Asked by Chris on March 28, 2022
Q: AC is about 1.5% of my Portfolio and CAE is less than 1%. I have been reviewing and consolidating in my Portfolio of stocks/ETF and would appreciate your opinion regarding action to take with these two stocks. Is there more potential with CAE and would it be more profitable to move AC stock funds in to CAE? My other industrial stock is WSP and with Portfolio Analytics I am 2.5% above the suggested allocation for Industrials.I am willing to maintain this weighing in Industrials ; however, I would be interested in hearing suggestion of alternative stock choices (regardless of sector) at this time? Thank you for your assistance.
Read Answer Asked by Elizabeth on March 28, 2022
Q: Further to my March 18 question: redeploying my 100% cash position. Using the BE portfolio as an example and assuming 6 equal monthly investments. Would you buy partials across the board, or go with full positions in 3-4 companies each month. If the latter, which order would you suggest.
Thanks Peter.
Read Answer Asked by Peter on March 24, 2022
Q: I’ve landed on 200k and looking to invest. Would appreciate your advice how to disperse my money. 5-7 year time frame, and money will be mostly invested in a tfsa.

What are your top 10-15 growth stocks (Cnd and/or US) to begin a portfolio. Top 2 ETF’s.

Also, do you believe 5 years is long enough for a full recovery in the market ?
Thanks for everything!

Cheers
Read Answer Asked by Nick on March 24, 2022
Q: Hello,
How do you calculate the debt / equity ratio of 158X presented in your report? How does it compare to peers and what makes you comfortable with current debt level? Which of growth in the US (physical stores) or e-commerce internationally do you think will the main driver going forward and why? Thank you!
Read Answer Asked by Pierre on March 23, 2022
Q: In march,2021 you published a special opportunities report on 10 top picks beginning with byd,csu.
We would be pleased if you could provide an update.
Would you make any changes?



Read Answer Asked by Terry on March 17, 2022
Q: Hi, One of my friends who is constructing a house told me costs of 2x4’s have gone up by five fold recently.. Is that reflected in the stock prices of companies like West Fraser? Is it too late to get in?
Also what are your thoughts on Aritizia going into this tough environment of higher interest rates and inflation..Will apparel companies typically prosper in such an environment? Thanks.

Shyam
Read Answer Asked by Shyam on March 17, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
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