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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: Hi Peter, Ryan, and Team,

I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.
Read Answer Asked by Jerry on November 06, 2021
Q: Hello 5i team!

Kindly provide your analysis of recent earnings results and management commentary?

To what do you attribute the stock price drop?

You have previously mentioned an overhang in relation to unresolved legal dispute. What is the issue? Was there any reference to it in the earnings release or management commentary?

At this time what is your 1 to 3 year medium for this stock price?

Thank you for your helpful and knowledgeable analysis and opinions.

SG
Read Answer Asked by SG on November 06, 2021
Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks
Read Answer Asked by Curtis on November 06, 2021
Q: What would you recommend be the weightings for a particular stock, what is half and full positions referred in some of the questions.
Read Answer Asked by Vinod on November 06, 2021
Q: Hi 5i Team; Would you please give your outlook on First Mining Gold, and their Springpole project? I am interested in finding a gold investment that may help during the current inflationary times (Other ideas welcome). Also, is there anything significant about the large amount of shares outstanding?
Read Answer Asked by Conrad L on November 06, 2021
Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.
Read Answer Asked by kevin on November 06, 2021
Q: What is your opinion of WEF's quarterly numbers? Down from Q2 but still pretty healthy? Market doesn't seem to like it even though the company appears to have net cash on the balance sheet, is buying back shares and pays a small dividend? Guess it is better to buy a company that is only a concept and has steady losses and MAY make money some day in the future!!
Read Answer Asked by Paul on November 05, 2021
Q: FTEC now makes up almost 12% of my portfolio and wondering if you would recommend trimming a bit and investing in an ETF like ARKK? I also hold ZSP which is about 10% of my portfolio now and maybe there is a bit of overlap between the two ETFs? Looking for growth in my RRSP, 10+ years and I don't need any dividends.

Do you think there is still some upside left to an industrial ETF like VIS? And do you have any other sector ETF recommendations that will complement FTEC and ZSP?

Thanks in advance. Please deduct credits as required.
KD
Read Answer Asked by K on November 05, 2021
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