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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: I have to sell most of my TFSA holdings but have the option to leave a bit in the account. I have approximately equal positions in the following stocks and I am down on each one. Each seem to have positive comments from the 5i team.

Could you please rank the 4 stocks in the order that you would keep them for a 5+ year hold in the TFSA?

GSY (-39%), SHOP (-15%), ATZ (-27%), TOI (-14%)
Read Answer Asked by Alexander on June 16, 2023
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.

THANK YOU for all your help.
Read Answer Asked by Fernando on June 15, 2023
Q: hi, can you summarize ENGH earnings compared to expectations, and what are your current thoughts on the stock as a long term hold (im a long term holder of it).
cheers, chris
Read Answer Asked by chris on June 14, 2023
Q: Follow up question to the question asked today about equal weighting in the 3 noted companies.
What %age of the shares outstanding for TOI and LMN does CSU own?
Are these two companies now out on their own wrt CSU or is CSU looking out for or helping them along in any way?
If so would they not sell any shares to raise capital and hence look elsewhere if needed?

Thanks
Jeff
Read Answer Asked by JEFF on June 12, 2023
Q: What would be your top Canadian tech picks to survive or thrive in a recession.
Read Answer Asked by Neil on June 08, 2023
Q: Hello 5i
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
Read Answer Asked by Dave on June 08, 2023
Q: I liked the answer you gave to one of the members today on how to deal with volatility. Buy good companies run by good people at attractive valuations and hold for the long term. My question is:
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.
Read Answer Asked by Les on June 06, 2023
Q: Hi Peter, I was wondering what your thoughts are regarding CSU, TOI and LMN as it relates to Artificial Intelligence. What role do you think software will play in this revolution and do you think that part of the move in CSU, TOI and LMN has been a result of the AI positioning by investors in these software companies. Canada has a smaller tech space than the US. Are these companies in the early innings of this AI theme and do you see higher prices for all three. I
Read Answer Asked by Frank on May 31, 2023
Q: I am wondering why when Topicus was spun out in January 2021 the book value was ~ $ 61 determined by my brokerage firm, yet when Lumine was spun out the value was determined to be .01?
Also when does Lumine report their next quarter? Thanks
Jeff
Read Answer Asked by JEFF on May 31, 2023
Q: Hi,
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille
Read Answer Asked by Camille on May 30, 2023
Q: As much as I’d like to buy all three, I can only buy one right now. In what order would you purchase for a two to three year hold?
Read Answer Asked by Dennis on May 29, 2023
Q: I still own SYZ and have a 1.6% weight and would you see this as a buy if I wanted to increase my weight? If I choose to sell what tech stock would you replace this with?
Thanks
Read Answer Asked on May 25, 2023
Q: Hi Peter and Team,

I have had ENGH for awhile and while having the dividend has been nice the performance over the last bit has been flat. What are potential replacements for it, regardless of sector.

Thanks.
Read Answer Asked by Marvin on May 19, 2023
Q: These digital solution providers seem to be pioneering Ai partnerships .
Which would be the ones to invest in and the ones to avoid ?
Thankyou .
Read Answer Asked by Thomas on May 19, 2023
Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?
Read Answer Asked by Eric on May 18, 2023
Q: Could you please describe the differences between these three companies and would it be sensible to hold all three?
Thanks
Jeff
Read Answer Asked by JEFF on May 17, 2023
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