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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 am really enjoying the service 5i provides. I don't have any consumer cyclical companies in my portfolio. Please provide your top three picks for Canadian consumer cyclical stocks in ranked order.
I have been looking at purchasing Magna, but only have access to the funds as of today. I'm reluctant to purchase Magna given the big jump in price over the price over the past few days.
I have a 5 to 10 year investing timeline.
Read Answer Asked by Robert on November 12, 2020
Q: I am looking at the above companies highlighted in your recent comments. Could you please rank them in terms of a) highest growth to lowest over 5 year time frame b) least to most risk. If am missing another favourite please let me know. Thanks for all your great advice. Brian
Read Answer Asked by Brian on November 12, 2020
Q: ABC recently reported its annual and 4th qtr results. Operations looked good but they booked a massive reserve for their opioid problem which completely wiped out the company's equity. Yet some analysts have upgraded their forecasts. Presumably this didn't breach any loan covenants but I worry that it might impede future borrowings or restrict future dividend payments etc. I understand that actual payments are to be spread over many years but I still worry that it is a big negative.
Your thoughts will be appreciated.
Ian
Read Answer Asked by Ian on November 12, 2020
Q: The market reaching new highs while we are still in pandemic mode has me moving more defensively to take some profits now, and move to holding more cash (yup- i know i am not supposed to try to time the market, but is this not another version of buy low and sell high instead?) . What do you think about using cash to buy 5-10% of my total portfolio with so-called black swan investments, rather than having cash sitting around waiting to be deployed for the next market drop?
Read Answer Asked by stephen on November 12, 2020
Q: I currently hold BCE, and I was wondering if it might be worthwhile to sell BCE to purchase Cogeco, as there was previously an offering by Rogers and Altice to buy the remaining shares at what sounded like roughly a 60% premium to current prices. I know the offer was explicitly rejected, but could this mean that either another offer is on its way, or perhaps that there is significant untapped potential in Cogeco? If this is a worthwhile trade, shares of CCA do more volume than CGO - would that be the more prudent purchase? As always, I appreciate your insight, and look forward to reading your comments. Thanks again!
Read Answer Asked by Domenic on November 12, 2020
Q: I have to add US tech exposure (missed the boat) and only 4 percent which translates to $350,000. I already have 60 holding (total portfolio) which is already high but I’m ok with it given the size of my portfolio. Which would you pick? Should I just buy all 4 at 1 percent holding increasing to 64 holdings or pick just 1 or 2?
Read Answer Asked by Chris on November 12, 2020
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