Investment Q&A

Q: Just looking for an opinion,

In what scenario does this ever get back to it's glory days before the oil fallout years ago? I have owned this for sometime in a TFSA and wondering if I should just keep holding due to not being able to harvest tax loss or take the loss and move the proceeds into something else in a different industry where over time I could recoup the loss.

Q: Hi, My respected 5i team
During the March 2020 market correction, your team provided a special report which was a big help for me to take advantage of the market correction. I bought some solid names at a discount as the report recommended. Are you guys still doing this kind of special report in the future?
Could you please recommend 5 solid names to buy in Canadian and US markets respectively if there is a market correction again? Do you think it is a good time to buy them now during the current market  drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!

Q: Hello. How would you rank these companies and which would you be buying now (if any) and why?

Thanks in advance!!

Q: Good afternoon,

What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,

Q: According to my portfolio analysis, I need to increase my US & international exposure. I am underweight in materials, real estate, communication services and utilities. Could you suggest 2-3 of your favourites US stocks for each of these 4 sectors? I greatly appreciate all the good advice I received from being a member of 5iResearch.

Q: I do not have technology shares in my RRSP. I'm well covered in energy, financials, utilities, transportation, tel coms and an ETF US equities. There are quite a few techno companies out there. For a long term investment, any suggestions and why.

Q: Hello 5i,
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?

Thank you for your great service,
Carlo

Q: Peter; The CCP seems intent on cracking down on their own tech companies. Will this be beneficial to other tech companies in Canada and the U.S .- and ,if so, which ones would benefit? Thanks. Rod

Q: Hi group assume that the variants / Corvid gets much worse - what top 3 sectors + top 3 stocks do you recommend going fwd - Thanks for your thoughts on this

Q: Hi Guys,

Really like your recent blog post "These are the stocks you should hold on to....". I wonder where we would be able to find these metrics mentioned in the article for a stock, especially growth rate, profit margin, and sales growth rate.

Also, what is happening for "APPS", the share price is just dropping day by day event on days that general markets are up. I have a small position about 1% of my portfolio, currently underwater, should I add more, hold on or sell?

Thanks

Q: Hi 5i, These are my RRSP stocks, etf:
LSPD, WELL, GOOGL, NVDA, SHOP, AAPL, CSU
VOX, BAM.A, QQQ, XIC, VMO, BEP.UN. In around 18 months I will be retired, and would appreciate your comments on my holdings. I'm happy with all of them now, Can you provide any suggestion (goal) to capital preservation, dividends, would you get rid of any?
Thanks

Q: Otex share price has moved up recently. I understand good results are expected this year then 5% growth in 2022. Should a person sell on good news this year? Or do you consider it a long term hold?

Q: Is "communication services" the same as "telecom"?

Q: What are your thoughts regarding the announcements Shopify has made at their Unite conference?

Q: Each of these names are now near or above 10% of my portfolio.
Your thought above trim them down all by half, reduce risk: keep some cash, buy some medical names: MDT/SYK ,other fang names: FB/GOOG, industrials: looking at Carrier/Trane/Raytheon.

Thanks you!

Q: Based on your answer to James does it make sense to swap out Googl for Goog in an RSP account?

Q: I hate to sound ungrateful to Mr. or Mrs. Google, as I have done very well with my purchase of their GOOGL (the Class A) shares about 6 years ago. HOWEVER, I paid a premium of a few dollars to acquire the voting shares (GOOGL) instead of the non-voting GOOG. Now, perversely, the GOOGL are trading over $100 LESS THAN the GOOG - even though they represent the same economic interest PLUS have voting rights (which are often worth 'something' or 'a fair bit' but never, to my knowledge, NEGATIVE value). This discount is a 20% hit on my original investment. Can you explain this bizarre situation? Would you expect this anomaly to right itself at some point? And if you have an address for me to complain to Mrs. Google, please let me know!

Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.

Q: Hi 5i, I'm considering selling Oracle for something a bit more rewarding, would you sell / hold ? Can you recommend for a 3 year hold one or two stocks.

Thank you

Q: A family member would like to build a US dollar portfolio with US stocks. My thought would be to do it along the lines of the 5iR Cdn Balance Portfolio. For example, JPMorgan would be the US stock for the BNS. With this in mind, and being able to tolerate risk and for a long-term intention, like 10 years, what would you suggest the 15+ position US portfolio would look like?....Thanks...Tom