Investment Q&A

Q: Hi Peter and staff, Happy Holidays.

These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.

Thank you.

Joe

Q: Can you provide a recommendation for the the equivalent to PFFA in Canada. i am heading into retirement so looking for dividends.

Thank you and merry Christmas

Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.

Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.

Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.

Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.

Q: I owned ECN.PR.A in my RRSP. I bought it primarily for income purposes. They were redeemed on December 31. I am thinking of reinvesting in ECN.PR.C with the funds that I received at redemption. What is the chance that it will be redeemed? What is the earliest that ECN can redeem these preferred shares?

Q: As the Electric Vehicles become more mainstream I was wondering if its time to buy into the market. Have you been watching any of the EV players such as Tesla, Rivian or Lucid?
Also, what are your thoughts on Lion Electric her in Canada?

I was thinking of buying a small position in one or two of them just to not entirely miss the opportunity to be in on the beginning.

Thoughts?

Thanks
Warren

Q: Peter, would appreciate your current thoughts on these names. Big thanks to you and your team for another year of great service, Safe Holidays and Merry Christmas to you all. Paul

Q: What's your stock market and economic outlook for 2022? Which sectors you think will perform well in 2022 and why? Which sectors will be laggers? Would you please provide the names of a couple stocks of each of your sectors which will perform well. Thank you.

Q: In a recent answer regarding LIF, you stated that "if commodity prices fall as expected". I must have missed the memo. My working presumption has been that in our growing economic environment, supported by government infrastructure spending, commodities were, if anything, likely to rise in the near to medium term. Can you please expand on this? Thank-you.

Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?

Q: Hello 5i Research Team
Note that there is no rush in answering this question.
Please explain or where I can find an explanation on the shift of the yield curve in relationship to future stock market returns.
Thanks in advance for your excellent service.

Q: Could you name a couple of growth stocks with a 3-5 time horizon ?

Q: Everyone

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Clayton

Q: I don't have any telecoms in my portfolio & would like your comments on how well or badly they will react to inflation. Which ones would you recommend or would another area be more appropriate? It's for my RRIF so I would like some growth & a safe dividend. Happy New Year
Dave

Q: Do you think that the growth of vertical farming/hydroponics offers strong investment opportunities, and if so, stock or ETF reccomendation?

Q: Please rank these stocks in order of best growth potential in 2022. Also please rank them from lowest to highest risk. Thanks.

Q: Hello 5i Team
These stocks were all winners earlier this year now they are all my loser . They represent only 6% of my total portfolio should I hold on to them or cut my losses now ?
Happy new year to everyone on the 5i Team and all the members .
Wishing everyone a fantastic 2022 year.
Thanks

Q: Happy Holidays Peter and Team!

What do you make of the (as I look at it now) ~10% drop in price for MAG silver? It appears related to an announced delay in commissioning of their mine.

Is this horrible news in your minds and a sell or is it a be patient situation.

Thanks!

Q: Hi Guys, I recently listened to a financial guy who was asked to compare LSPD to SHOP, his basic point was that Shop's growth was organic, LSPD not so much and more by acquisition which by nature is harder to integrate into a common business this thesis made sense to me. Can you offer an opinion on growth organic vs acquisition & would you expect strong organic growth from lSPD in the future for a long term investment.

Q: Is there any website/service that shows whether companies have increased/decreased share count over previous years? Thanks.

Q: Is the 11.7 Dividend safe? Thanks & HAppy New Year!