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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: As with many of your members, im considering some portfolio adjustments and deployment of TFSA contributions to start the year.

What names in Canada and the US are you most excited about in 2022/2023 that you view as meriting consideration?
Read Answer Asked by Patrick on January 11, 2022
Q: I am a little overweight techs in a well diversified portfolio. Considering valuation contraction where do you see a new normal forward P.E. the S&P in 2022 and for those stocks highlighted?
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.

Thanks

Yves
Read Answer Asked by Yves on January 09, 2022
Q: Two Questions:

1. BofA downgraded TIXT from a Buy to Underperform. Anything triggering this in particular?

2. TCS took a good hit today. Anything going on of concern other than market rolling out of growth?

Thanks, Carl
Read Answer Asked by Carl on January 07, 2022
Q: I was planning on growing my position in these companies during 2022 in my TFSA account. Is there any of these companies you wouldn't invest in or replace for an other company (please indicate witch company you would replace it by).

Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?
Read Answer Asked by Rick on January 07, 2022
Q: Hello great folks:

Any idea why TIXT is so weak here? Is it lumped in with the "high valuation" growth companies, or is it expected to suffer with higher rates?

Bonus question: Gold seems to correlate the best with real rates. If rates move up this year and is successful in moving inflation down, this would seem to be a double whammy against gold. Would you expect gold, and by extension mining stocks, to have a tough year under this scenario?
Read Answer Asked by Kel on January 06, 2022
Q: Given a five year time period, please rate the growth prospects of the above stocks starting with the best.

Thank you. Appreciate your service.

Howard
Read Answer Asked by Howard on January 05, 2022
Q: These names have A to A- ratings in your reports over the past 1 year.
Looking for good upside for small position in TFSA with lowish risk of downside for 3 to 5 year hold. Which of these would be your first and second top picks?
Thanks so much.
Best of the season to all at 5i and all my 5i co-clients.
Tulio
Read Answer Asked by Tulio on December 22, 2021
Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!
Read Answer Asked by Kyle on December 16, 2021
Q: I bought these (and others) for growth, and was doing well, but am now in the red on these holdings. I bought for a five-year hold, so don’t need to sell anything, but I would ask, do you see any that should be sold or any that I could be adding to for a January bounce? Thanks!
Read Answer Asked by Kim on December 15, 2021
Q: Hi,
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?

Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!
Read Answer Asked by Keith on December 13, 2021
Q: Hi 5I
I have $180,000 split evenly amongst above companies in RRSP. I was going to begin withdrawing $10,000 every year and am looking for strategy to draw down to maximize growth of account. Is there a ranking of companies to sell first, or take a bit from each? I like them all so tough call for me. Appreciate all your advice since my initial membership in 5I.
Read Answer Asked by Craig on December 08, 2021
Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?
Read Answer Asked by Josh on December 06, 2021
Q: Which one is / are your favorite (s) to add at this time and please explain briefly why. Long term investment. Thanks!
Read Answer Asked by Pierre on December 03, 2021
Q: These companies appeal to me for various reasons, some of which I currently own. For new money in an unregistered account, in your opinion which two would have the most pop in the near future and likely for a 3 yr hold? Thanks.
Read Answer Asked by David C. on October 25, 2021
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