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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: TFSA: I treat this account as my bank account because I earn no interest in my checking account which typically has fairly high cash balances and I have other investment accounts accounts that generate a ton of dividends as I am basically a "dividend grower" investor. I am retired and earn more than enough to live on. I own these tech. stocks: ETF IGM, ETF ARKK, and NIO ( I guess not a tech stock). I have approx. $35K in my TFSA to invest. I know you like KXS, SHOP & LSPD - I do not see the same returns as has happened this year and they are not value at this point IMHO. ERGO, three or four of your best suggestions going forward - equal weighting please.
Read Answer Asked by James on January 08, 2021
Q: Hi 5i - what are your 5 top growth stocks for a 10 year hold across the portfolios? Im looking at XBC, WELL, LSPD, SHOP and STC, but interested in your favorites right now. Thanks, Neil
Read Answer Asked by Neil on January 06, 2021
Q: Recommendation sought for investing new TFSA contributions. Expected drawdown on TFSA to start in 4 - 6 years.
My wife and my combined TFSA holdings are about 18% of our total portfolio, and the combined TFSA holdings are made up of:
PRMW & KEL <1%
PXT 3%
BCI 4%
BAM 7%
SIS 8% (20% loss)
XAW 8%
KXS 11%
VGRO 55% (the only investment also held in other accounts)
Cash 3% plus new contribution
I'm considering WELL (for growth) and FTS (for dividend & stability), possibly TFII?, or add a bit to PRMW (none of these are held in other accounts), for the new money.
Reasonable? Appropriate? Other recommendations?
Thanks for all you do, and I wish all of you a healthy & happy year.
Read Answer Asked by Lotar on January 06, 2021
Q: Happy New year &#129395;.
Could you name 3 to 5 Canadian and US high growth momentum stocks that you feel would likely do well in 2021 irrespective of size, industry etc. Also, could you include in that list one of your favourite high growth silver producer?
Thank you
Read Answer Asked by ilie on January 06, 2021
Q: Happy new year to 5i team!

I own the companies listed above within TFSA in equal positions of 8-10% except KXS where I am at 3% position.
I will add 6K to TFSA in 2021
Option 1: Buy more KXS with new money
Option 2: Buy XBC with new money
Option 3: Sell REAL and buy both KXS and XBC

In your opinions which of above option has better growth potential


Read Answer Asked by Mahendiali on January 05, 2021
Q: Hi gang,

I currently own WELL, however I'm looking at at three others in the space, Vitalhub, cloudMD and Think Research.
Please give me an over view of the differentiation between these four.
Also your view, rank, on which of the four will be the best in 5 yrs.
Thx
Read Answer Asked by Christopher on January 05, 2021
Q: I own XHC in a registered account. No heathcare in my non-registered account, looking to pick up 2-4% position. GUD and WELL have lots of info in the reports, similar comments on cash and acqisition strategy but the charts are very different. What one would you prefer for 4% or 2% each? Any others that I should consider / review?
Thanks,
Travis
Read Answer Asked by Travis on January 04, 2021
Q: I have to trim a couple percent from healthcare. Can you please rank your order of preference for the above mentioned stocks? Would you sell one or balance the 5? Thanks
Read Answer Asked by Neil on December 31, 2020
Q: How would you rank these top flyers from a futrure stock appreciation point of view. With so many positive comments, its tough to determine which is the best of the best and with limited new cash to invest, I can't own them all.
Read Answer Asked by David on December 24, 2020
Q: Hello Team 5i,
I own the companies listed above within a TFSA
REAL is smallest holding at 11% of this account = approx 12k
I will add 6k to TFSA in Jan 21

I am considering four options
Keep REAL and BUY more REAL with 6k
Keep REAL and BUY more XBC, STC, ATA and/or WELL with 6k
SELL REAL and BUY NVEI with 18k
SELL REAL and BUY more XBC, STC, ATA and/or WELL with 18k

-sector allocation not a consideration
-transaction costs not a concern
-concentration (# of securities) within TFSA not a consideration

Your thoughts please?

All the best to all the people at 5i who provide such a wonderful service.
Steve P
Read Answer Asked by Steve on December 23, 2020
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