Investment Q&A

Q: I'm using your growth portfolio and would like to add some larger cap exposure/hedge using your balanced portfolio. What I'm thinking is to take one position from the balanced portfolio in each sector that your growth portfolio participates at a 5% position. Would you tell me which names you would use from the balanced portfolio and what percent you would suggest?

Q: Would you please rank these tech stocks for a long term buy at current prices, 5+ years, total return, growth-oriented portfolio. Thanks. NVEI, DCBO, ENGH, DND, KXS, OTEX.

Q: Looking at its stock price chart NFI turned the corner late last year and is making steady progress upward. How do you assess it going forward?

Q: Hi, Would like to start a small cap pool of potential high growth companies in Canada and US. What would be your picks? I have started with XBC and AT..
What would the recommended holding time be? so far my general mistake has been to give up on small cap stocks too early during periods of lull..AT is a good example I quit too early and missed a 10 fold increase and now I am back in..TSLA is another great miss for me not a small cap though.. Thank you.

Regards,

Shyam

Q: My broker allows when buying or selling a stock to have it good for the day or to specify a good through date, like a week from when the order is placed. Me, I hesitate to specify a good through date as the price might dramatically change one way or the other and I would rather re-enter the order the next day,
Is there a reason(s) to change my view?
......Thanks for your trading insight.....Tom

Q: Hi coaches,
I have been sticking with ZM thinking it could only grow in the present environment, but it seems failing to redress. Being down nearly 30%, I wonder if I should just take my loss, buy more or just keep it. What would you do ? what are the perspective for ZM in the short term ? If I sell, what could I replace it ?
Thank you for teaching me how to invest with method,
Gratefully,
JD IDS

Q: Hello 5i,
Regarding the questions on Norbert's Gambit. I would like to suggest that since there is already a Forum thread on N.G., if 5i could add some trusted links to resources on this Forum and then direct members there, it would provide a permanent "one-stop" shop for answers and help on this process.
In doing an on-line search I came across an article by Dan Bortoluzzi (spelling?) and Justin Bender that walks you through the process in fairly good detail and I have subsequently used it several times with the only issues being from mistakes I have made, not from the resource itself. Norbert's Gambit is well recognized by most brokers, and mine (RBC D.I.), allows it although perhaps not all do. Should members need any help, I am sure there are many other members out there who could be of some help for questions posted on the Forum - which I encourage more members to use. It is still very disappointing to see this great service not more fully utilized. The Forums are "ours" and will only be as good as we make them.
All the best for the New Year!!
Cheers,
Mike

Q: Mainly follow your balanced portfolio. Should I sell AQN and buy BEP.UN . As well would you purchase Aritzia and AC today. As well give me 3 growth names for the next year.
T Steve

Q: Hi. On an entirely speculative basis, what Canadian mining stock would you recommend for a flyer? It wouldn't be a large position of my portfolio, so I'm willing to take a chance.

Q: Hi - Can you please suggest some Canadian ETFs? Already own a few including COW (just bought), ZAG, XWD and XHB.

Thanks,

Q: Please rank these in for growth potential and advise if the lowest ranked should be sold and proceeds invested in the others

Q: According to SA the BAM buyout does not extend to the Canadian issue above. Assuming this is true, do you think the US side buyout changes the risk of a dividend cut, the risk of which is being floated in many quarters? Thanks.

Q: I am a great fan of brookfield companies. I own BEP.un (which I have to trim because it is reaching a totally artificial maximum I go by especially since I also own NPI and AQN) BAM.A and BPY.UN. I plan to sell the BPY.UN (from my RRSP)now because I think even with an offer increase, there is little upside left. I will purchase more BAM.A but I am also considering BIP.UN more or less as a replacement for BPY but it seems to be spiralling down, Thoughts on BIP.UN? (I like the .UN version because I sell covered calls and its hard to do with BIPC)

Q: roblox looks very interesting looks like potential moat company with its unique market of minors 13 years of age and less are there any public companies now that could provide direct competition to roblox what date will roblox go public and what exchange will it be listed thanks Richard

Q: Hi guys,

Your thoughts on the IPO for Afirm Holdings (u.s. stock)

Thanks,

Jim

Q: I intend to "bite the bullet" on these two dogs.
Which two of the following do you think would have the best chance of recovering my losses in 2021?
KXS, XBC, LSPD, SIS.
I already have DSG and SHOP
Doug

Q: I asked a question on Dec 30 about dual listed bond etfs (that I accidently set to private). What do you think of this etf from BMO? I currently hold ZFM.

My thinking is that it's easer to rebalance into US ETFs with dual listed funds.
Thanks

Q: Hi 5i Team,
BU breaks out strongly, I could not find out any reason for that.

Do you know why?
I am holding a half position, would you think it is time to top up to full position .

Thanks for your professional advice as always.

Q: Do you have 3-5 suggestions for small cap US growth stocks ?

Q: In response to Dennis question on Jan 9 I use my watchlist the Globe and Mail to get company info.
Of the 40 companies in my list there were 24 announcements between Jan 4 to 9th
Can I claim the cost of my Globe and Mail subscription as a tax write off?