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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: Hell 5i Team,
I am planning to cash out mutual fund and invest it in stocks in my wife's RRSP account (75K) which will be around 1/3 od my existing portfolio (150K). I have my TFSA and RRSP invested in stocks (mostly from Balanced Equity portfolio). I am considering these names, which I don't have in my existing portfolio. Do you see any concern with any name? Please suggest a couple of names for growth potential, but not too risky.
Thanks for the great service.
Kuldip
Read Answer Asked by Kuldip on June 29, 2018
Q: I am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,
Read Answer Asked by Dean on June 28, 2018
Q: I'm looking to start a new half weight position in an RSP account with a 10 year time line. Sector allocation aside, how would you rank these in terms of capital appreciation from most favorable to least. I have good tolerance to risk.

Thanks in advance,
Greg.
Read Answer Asked by Greg on June 25, 2018
Q: Hello 5i. From a portfolio perspective, coud you give me guidelines on what would be a full position depending on the company size/profile. For example, would a full position be the same for COV, PBH and ENB? Thanks to your great recommendations, I have COV at 5%, PBH at 7% and in both case am wondering when it is time to trim. Thanks!
Read Answer Asked by Jean-Bernard on June 18, 2018
Q: Risky but growth possible similar to pho,which other stock would you recommend?
No consideration to sectors.
Read Answer Asked by Nizar on June 15, 2018
Q: Hi,
All the forecasts I’ve read for 1 year target for photon put it around 2.2-2.25. At 2.3 today, do you see much upside left or is the best part of this ride over? I’ve done well with it, so thanks to 5i for making me aware of it. If I was to cash out, do you have any other names for high growth companies that you would recommend a switch to? please name your top 3-4 as I own many of the companies you regularly recommend.

Thanks
Read Answer Asked by david on June 14, 2018
Q: If you had a perfectly balanced portfolio and room for one more 4% position, what one of the above would you choose?
Read Answer Asked by Kelly on June 07, 2018
Q: I eventually will be bringing each of these stocks up to a full position. Can you suggest in what order I should do this as cash becomes available?
Read Answer Asked by David on May 30, 2018
Q: This week I will reduce my current energy portfolio (@12%), bringing it down to two holdings to a total sector percentage of 5%. I need a second suggestion for the Energy portion, considering RRX, though with a tendency to PKI.

With the available funds, I’d like to get into the Tech and Healthcare sectors, selecting one new holding each. I have earmarked RHT and PHO for Tech, with CSU and SHOP as secondary options. For Healthcare, I’m eyeing GUD, COV and PLI.

This approach is geared towards a slightly balanced but still aggressive enough growth portfolio.
Please advise on your top picks for each sector. Many thanks in advance.

Cheers
Read Answer Asked by Dominik on May 28, 2018
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