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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: Good Afternoon Team, Thanks for your wonderful service. It helping me build a better portfolio. I have 2 stocks in Auto space Magna and Linmar. The current market value of both is the same. I know 5I is strongly recommending Magna. I am sitting on a good gain on Linmar and was thinking about switching it to Ford or GM. No tax consequences as its in TFSA. Have a long 3+ year outlook. The rationale for the same is to diversify within the same sector from Auto parts manufacturer to the Car manufacturer and look for higher growth over the years. Would you recommend the move, if yes which of the 2 stock you prefer or would you recommend something else. I have no other holding in Auto industry.

Thanks
Read Answer Asked by Nimish on August 26, 2021
Q: Hello 5i:
Reading about the above company and find it interesting and of course it is wonderful to have 5i to ask for your thoughts.
Thank you as always
Barbara
Read Answer Asked by Barbara on August 26, 2021
Q: Hi 5i,
Am I right in thinking that perhaps the market has decided that BRAG is the horse to back going forward and that EGLX isn't really in the race, or is that a too simplistic or short-sighted way to look at it, as between these two names?
Thanks for your thoughts,
Peter
Read Answer Asked by Peter on August 26, 2021
Q: Down 60% on this one. Sell or hold. Please provide your rationale.
Thank you
Karim
Read Answer Asked by Karim on August 26, 2021
Q: Hi, I have 2% position of SHOP in my TFSA while my XBC (down 60%) and WELL (down 6%) are 1% positions. I've been waiting on XBC and WELL but am also tempted to sell both and up my position in SHOP. How would you rank the three in terms of growth potential? Unless XBC and WELL are potential home runs then it seems wise to consolidate...
thanks,
Mark
Read Answer Asked by Mark on August 26, 2021
Q: I am going into retirement and below are the weightings of stocks held in my portfolio. Although the portfolio performed okay over the years, I wonder if there is too much concentration and would appreciate your ideas on diversification given the economic times we live in. My portfolio is about $2M with an investment loan of $150K for which I use the dividends to repay. Thanks. BNS 37%, TD 18%, CM 14%, BMO 14%, BCE 6%, SRN.UN 6%, RY 4%, POW 1%
Read Answer Asked by David on August 26, 2021
Q: Hello 5i. Can you please tell me the simplest way to get earnings dates for all my stocks, in one place. Thank you.
Read Answer Asked by Donna on August 26, 2021
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