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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: This company has been moving up lately due to the shift to value. I hold an overweight position in several accounts and after several years of flat to negative price momentum i am considering selling my positions as its earnings are very lumpy and has not proven to be the best investment. Would you sell now or wait for the momentum to hopefully take the stock higher?
Read Answer Asked by John on May 10, 2022
Q: Can you provide any colour on the continued very weak performance of Bam.a?Its been brutal
Read Answer Asked by Kim on May 10, 2022
Q: Everyone, I was never good at knowing when the market tops out or when it hits a bottom - the bell never rings. What I know is holding the best of the best and waiting ten years, it always works. My techs are down - yawn - but in the last decade my investments are up 10 times my original investment. I will take that everyday! Many thanks for your work and I all your responses EVERYDAY! Clayton
Read Answer Asked by Clayton on May 10, 2022
Q: I have noted in many questions you seem to distinguish between a starting position price and a price to add to a position. What is the difference in the thought process on starting position price and adding to a position price?
Thank you, Mike
Read Answer Asked by Mike on May 10, 2022
Q: Hello 5i Team,

We recently settled my parents estate and the 3 sons (me included) received a fairly large transfer in the form of 5 ETFs including ZAG (9%), XEF (11%), XUS (3%), XIC (13%) and VFV (12%). This now represents almost half of the total portfolio whereas the remainder is invested in diverse stocks and some other ETFs mostly on your advice. I think you like ZAG for bonds but I’d like to ask if any of the other ETFs seem problematic to you or would you switch any with a similar focus? We also own some XQQ, WXM, IWO and VUN (all at about 2% each). Looking to retire in 10-15 years and with a pretty good risk tolerance.

Thank you for your help!

John

Read Answer Asked by John on May 10, 2022
Q: Good morning, Today, what stocks are catching your interest given their current prices? for both higher and lower risk investors. Does DND make that list?
Thanks for your services?
Read Answer Asked by kevin on May 10, 2022
Q: Terrible markets with NQ in bear space. NVTA,PATH, PLTR,BL are at/near new lows. Reportedly PLTR reports before open,May 9. All in Investment a/c.,except BL in Tfsa. Thinking of selling at a loss before they get worse,which maybe offset by potential capital gain of other stocks at a later date. Appreciate u short view on each. Txs for u usual great views & services.
Read Answer Asked by Peter on May 10, 2022
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