Investment Q&A

Q: Would you consider XGRO a good starting point for a young person who has a long time frame? This would be in her TFSA and would be the core holding.
Where would I be able to find the underlying holdings of this ETF? I can find the top 10 but the top holding is just 1.83% (AAPL). Thanks for your help.

Q: Hello 5i,
With the market roating to value will there be a change within the Growth Portfolio ? Is IWO safe here for a while longer?

Q: Good afternoon - I took positions in the above several months ago, thanks to your suggestion, and all have fared quite well. However, both MG and LUN are at what appears to be their highest levels in several years while NTR enjoyed a higher valuation years back. All three have immodest P/E ratios at this time. Do you foresee additional loft to their prices or is it perhaps already time to do a bit of harvesting? Thank you.

Q: Good morning,

Looking for your opinion, and if constructive on the company a recommended point
of entry.

thank you

Q: Will there interests in the West be affected by Shaw-Rogers? seem to be sliding

Q: Is now under $4. Is it time to bail In previous answers you said this was a critical level.


Sheldon

Q: What is your view on Telus and BCE if the Rogers/Shaw deal closes as announced?

Q: Hi 5i
I have 10K USD on my US Non registered account, I would like to invest it
In this account I'm moderate risk investor, I'm open to other suggestions
Can you rank the following stocks TSLA AAPL BA ABNB for a 3 year outlook, best first

Thanks

Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.

Q: Hi,
Have a 1.55% position now, avg price $5.36. Had a nice double on it before but down now, which is disappointing for sure. It's closing in on that $4 price which you were concerned about breaking. What are the different scenarios you see playing out come the March 24th full release? Can you give any insight on what additional or further news could impact the stock either up or down going forward. Thanks!

Q: Hi 5I: How do you think Shaw carry on over the long term if the takeover does not go forward now that there position is stated by the CEO in his takeover announcement that Shaw needed financial help to meet the huge cost of 5G installation in order to to keep up with the much larger media companies. Thank you for your opinion. Regards John

Q: Hi Guys
I own this conglomerate as my Asian play, as it seems they are very well diversified, However in light of the recent news it sounds like they are taking the best performing asset in their portfolio private.
What are your thoughts?
Thanks Gord

Q: Hi 5i team,

I have a 3% position in DOCU in my RRSP and I'm thinking switching to ADBE as its price seems attractive. I would like to have your opinion here.

Thanks
Matt

Q: If you had to choose one, which would you choose among MA vs V

Q: Just an observation : the store in Halifax that consistently has people lined up ( outside and in the weather) waiting to get inside ( because of Covid regulations) is LULU. Mostly millennial females. All the time.

Q: Any thoughts about this company?

Q: Retired, dividend-income investor. I am in the process of trimming my way out of Shaw (held in my TFSA) and looking at where to deploy the funds as they become available over time. I know WELL is not the same risk as SJR, but I am considering it.

However I really focus on asset allocation. I see WELL listed as Healthcare as well as Technology. Is it a hybrid? My tracking system has no problem with splitting it up into either or both sectors. As an example TC Energy, as a pipeline, is categorized as both a Utility as well as Energy. I believe it is a Utility, but because it seems to trade more like Energy stocks. I go 50-50.

I could do the same with WELL. What portion of their business is technology? Is any part of their business related to the Telecom sector? If I was forced to pick one sector, I'd go with Healthcare. Your thoughts?

Thanks....Steve

Q: I want to add one more stock to my TFSA, I am looking at FB and NVDA - which one would you recommend today and why?
Thanks for your advice.

Q: I currently own CJT. Would you advise selling to buy TFII from a long-term perspective? Thank you

Q: Hi
Ignoring tech industry companies, are there any companies that you think will benefit from market changes that have/will occur as a result of Covid-19? Covid-19 has changed so many ways people do everyday things and companies that will benefit from this change are my target.