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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: When researching investing strategies there is a lot of talk about investment discipline. Would you mind sharing yours? Specifically on your expensive and successful pics (ex: lsp,shop,etc) And if, as a group you each have different ones, maybe you could give a couple. For instance, do you use or like the idea of trailing stops or is it simply adhering to 20 stock 5% weightings and letting some run hot occasionally before paring them back.
Thx
Read Answer Asked by Todd on July 09, 2021
Q: I HAVE A QUESTION ABOUT WITH DRAWING FROM AN RRSP ACCOUNT. MY WIFE WANTS TO WITHDRAW $20,000 FROM HER RRSP ACCOUNT FROM AUGUST TO END OF YEAR. BY WITH DRAWING $5,000 AT A TIME SHE WILL PAY 10% OVER THE COUNTER FEES. BUT OUR BROKER TOLD US THAT HER SECOND WITHDRAW THEY WOULD TAKE 20% INSTEAD OF 10% I FIND IT LITTLE STRANGE BECAUSE IN THE PAST I WITH DREW $5,000 AT A TIME TO ONLY PAY 10%. OR HAS SOMETHING CHANGED IN THE LAST COUPLE OF YEARS.
Read Answer Asked by wilson on July 09, 2021
Q: Your opinion please on recent IPO cell therapy company, Century Therapeutics and most especially any comments on their most interesting takeover of small private Canadian company Empirica which was purchased last June. I understand that the former Empirica (U of T & McMaster talent) takeover involved in innovative brain cell molecular identification was a big lever to go public .

Thanks for all your wisdom,
Dean
Read Answer Asked by Dean on July 09, 2021
Q: Good Morning 5i Team,

I'm trying to pair down the number of growth stocks I own. From this list, which two would you have the most confidence in for growth potential over the next three years and which two the least. Thanks very much.

Brad
Read Answer Asked by Bradley on July 09, 2021
Q: There was an update on BNN stating that Jeffries added buy ratings to the 7 pot stocks tagged above. How would you rank these stocks and do you consider any of them a buy at current levels?
Read Answer Asked by TRINA on July 09, 2021
Q: Hi 5i, These are my RRSP stocks, etf:
LSPD, WELL, GOOGL, NVDA, SHOP, AAPL, CSU
VOX, BAM.A, QQQ, XIC, VMO, BEP.UN. In around 18 months I will be retired, and would appreciate your comments on my holdings. I'm happy with all of them now, Can you provide any suggestion (goal) to capital preservation, dividends, would you get rid of any?
Thanks
Read Answer Asked by Fernando on July 09, 2021
Q: How would you rank these two groups of ETF’s for future investment returns, where the best is listed first. European ETF’s VE, ZEQ, FEZ, & XEU. Emerging market ETF’s VEE, XIN, and ZDI. In the two groups if there is a better ETF in i5Reseach opinion, please add it to the list. Please correct the list if I have incorrectly categorized an ETF. Also what percentage of a portfolio should be invested outside of North America. Thanks … Cal
Read Answer Asked by cal on July 08, 2021
Q: May I have your latest thoughts on UFS? In 2020 you were fairly negative on their debt...is that still your position? Over the past month I have seen the stock hit new 52 week highs...do you have any idea what is driving the stock higher?

Is UFS simply a material stock which is now bouncing hard now or is there something more to it? According to my broker UFS earnings per share is negative $3.52. Are the earnings projected to go positive this year?

Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on July 08, 2021
Q: The acquisition has really depressed the stock price and it has yet to recover. What is your outlook for FVI going forward? How does its valuation compare to its peers? Should the shares also re-rate due to its increased size and growth prospects?
Read Answer Asked by Husseinali on July 08, 2021
Q: I need a little hand holding. I’ve grown comfortable with this portfolio other than TRIL ( a flyer) going forward. Are there any red flags o which I should be aware? How would you grade this portfolio ($740000) re preservation of capital and diversification.? Each holding is listed with %of portfolio .
AT-3.36;AQ-3.27;BNS-3.25;BCE-2.86;BYD-3.56;BAW-1.71;CAE-2.6;CAR.UN-3.99;CSU-3.8;ENB-3.39;XAW-2.28;MG-3.89;NVEI-5.57;PBH-3.99;SLF-2.54;T-1.67;TFII-3.86;TRIL-1.62;VDY-5.44;VEE2.16;VVL-2.3;VFV-3.87VGG-9.44;WSP-5.05; Cash 14%
Read Answer Asked by Roy on July 08, 2021