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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: I need some help determining if/when I should sell some of my winners. I've more than doubled the money I invested in the above names and so I feel inclined to sell enough shares to recoup all/some of my initial investment. I'm worried that may be overly cautious though and I should hang onto the winners to see larger gains.

Can you outline some of the things I should be considering to help me make this call?
Is the better option to stay 'dispassionate' and just sell if any of these holdings rise well above a full position?
Given the price increases, I currently have a half-position in each of LSPD, WELL, PBX and a full position in each in SKYY and IGV.
Thanks for all the help, you have been really great guidance
Michael
Read Answer Asked by Michael on February 11, 2021
Q: Hello 5i Team
I have questions about the market run up in general as of late ?
I own all 5i research stock in the portfolio and plus others that 5i has recommended . I am getting mix signals about the market for this year. I have done very well with your recommendations , looking for directions on the market outlook for 2021? Please deduct credits as appropriate.
Regards
Claudio
Read Answer Asked by claudio on February 11, 2021
Q: Workhorse has had a very good increase in share price in the last few months. No doubt, it has been part of the excitement with the EV space. The financial matrices are very mysterious to me; can you provide some insight to how their financials are situated. And where do you see the share price going from here? Is this the beginning of a long run of increases or more a bubble? Thanks for your excellent service.
Read Answer Asked by Leonard on February 11, 2021
Q: Hi, Constellation's TSS Group released quarterly results, last evening. Could you please comment on the results. We have not seen this NR, before. Do these results relate to Topicus ? If so, does it further strengthen your belief in Topicus and buy shares at current $59-$60 level ? Thank You
Read Answer Asked by rajeev on February 11, 2021
Q: Hi, how often should we look to high grade our portfolios? For example, in many questions you rank stocks and today in a previous question you ranked these stocks in the tech sector - CRWD, NVDA, TTD, SHOP, LSPD, TEAM, KXS, PLTR, TOI, MITK, DOCU, AVLR.
If I currently already own SHOP, LSPD, KXS and DOCU, should I look to high grade from DOCU/KXS into CRWD/NVDA/TTD since these should show higher growth? Can you shed some more light around your process and how we can best manage quality in our personal portfolios. Thanks!
Read Answer Asked by Keith on February 11, 2021
Q: The above companies are equally weighted in my TFSA. Which one would you add to today?
Thanks
Read Answer Asked by Curtis on February 11, 2021
Q: Hello 5i,

Thanks again for your services. As a novice investor I am feeling a little antsy as some of the stocks Seem like they have the potential to double, for example acb. Almost all of my portfolio has been built off of your models or suggestions. I am thinking long term but want to be on top of things. Would your recommendation be to sell winnings if I see a stock double? I also have some funds sitting as cash at the moment, and i am hesitant to buy in yet. Do you think it is smart to wait a bit for things to cool?
Read Answer Asked by Ellen on February 11, 2021
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