Q: Long time holder (since 2017). They reported last night (March 9). What are you thoughts on their results and outlook for the future. I'm down 40%. Do I continue to hope for a better future or lick my wounds and move on? Sell or Hold ?
Q: Hello everyone at 5i!, I trimmed 30% from my nutrien holding since it has grown nicely . Now that I have my initial investment at hand, I was thinking I would like to add NWC to my portfolio. It seems to have a reasonable PE ratio and a decent dividend. What are your thoughts on NWC for a long term hold and is now a good time to pick it up ?Cheers, Tamara
Q: Hello, just a question of process. Do you post answered questions from the previous day by a certain time the following day? Are all the answered questions posted all at once? Thank you.
Is WELL a buy, sell or hold right now? Are there better health plays in Canada? I'm considering adding to it or other alternative you can suggest. Thanks
Q: We have been on a bit of a wild ride as of late with our Communication names (certainly preferred Roku nearing $500 and AT around $30).
Currently we are down 73% on AT, 66% on PINS, 64% on ROKU, 55% on EGLX and 18% on TTWO.
Essentially just wanting to confirm that you would not consider averaging down on any of these names at present given a lack of positive momentum. We have the names in a TFSA and have 5+ years and high risk tolerance. Of these names, what would have on watch to slowly add to and what would you sell?
Q: Marked Private to allow 5i to vet for suitability. Please post publicly if you feel this post has any merit, otherwise just discard and accept my apologies.
Hello 5i and fellow members,
This is not a question, but just a comment about the current market turmoil. In reading the questions and answers over the past month or so, it is obvious that many members - and market participants writ large - are very much spooked these days.
Then, referencing a news item that speaks to the broad (very broad) mental health of Canadians and observing that anxiety, depression, worry, and fear have increased across the entire population as a result of 2+ years of Covid with no end in sight, geopolitical turmoil and uncertainty, and all of the other factors that cause the average citizen stress these days - the point is that even if one is not aware of it, one's mental health, outlook, perspective, etc. may not be as healthy, clear, and resilient as it was, say, three years ago. This means that there may be a fundamental, underlying, reason for one's reaction to events today that may not have been present in other circumstances even where the market itself was performing horribly.
I know my anxiety has increased but I am trying to school myself to put it into a broader context and not engage in hasty reactions to a horrible and uncertain market based on fear that may originate from two years plus of pandemic. The bad news seems to just keep piling on, but I am optimistic that in 3 years things will look radically different - and better! My response has been to do nothing major to our portfolio other than normal re-balancing where required.
I wish everyone out there all the best and hope this might help one in contextualizing their own reaction to events.
Cheers,
Mike
Q: Morning 5i team: At 75.50$ I am down 18%. Would you consider a hold here or suggest a switch to what with a brighter and faster recovery? Held in my tfsa. Tks. Larry all input greatly appreciated
Q: I own both of these companies and like what I read about the future growth, I am underwater and fine with that.
Would you recommend buying in to reduce my cost base. It is a minor part of my portfolio so I am not risking a lot.
Have owned PG for some time. Have done well and enjoy a good dividend. Over the past 14 days it has seen a steep decline rivaling what we saw in Feb - Mar 2020 when the pandemic hit. Would like to hear your thoughts on PG. Any Reason(s) you know of for the steep decline? Would you consider it a sell/hold/buy? Do have any other options in the consumer discretionary sector you consider better keeping in mind a businesses ability to seamlessly pass along inflationary prices to the consumer?
Q: Have been holding for over a year ... XGD has done quite well lately. I am up almost 22%. Do you think gold still has room to run or should I take my profits and move into another area that has been beaten down in the recent turmoil? If so, can you give me 2-3 suggestions?
Q: Hi Team,
Would SJ still get a A- today if the report were to be updated?
Looking to initiate a position as I need to add to the Materials sector. Would it be your best pick or have other alternatives CDN or USD. Thanks
Q: Hello again - after reading an earlier question asked by someone spooked by the market in it current catatonic state, I recalled graphs I reviewed this morning showing institutional buying cross referenced with share prices. For many of my tech holdings ( eg. DOCN, GLBE, ESTC, PD, etc ) the graphs show steady purchasing levels by institutions even as share prices are plunging. My take on institutional investors is they are manage other people's money by and large. They are not prone to the panic, or emotional reaction, that retail investors like myself experience when we hit these air pockets. Helpful charts, at least for me and while I'm burning up one of my question credits I'd like to add how I have greatly benefited by the Portfolio Analysis tool since its inception. Using several of your suggestions, I have built a diversified portfolio that is providing a lot of insulation from the current market gale. Thanks AL