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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: About 2 weeks ago, Adam asked a question and 5i answered, as follows:

Q. Would now be a time to review ones stock holdings, maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?

A. We think it is too early to go all in on growth or add risks. While we think the overall outlook is positive, there are still plenty of challenges. .....We still wouldn't time the market with a cash call.....When doing a review, however, we would still focus on the fundamentals rather than the stock movements. We think high-quality growth stocks look good, and there is no need to keep or layer on extra risk when solid companies still remain cheap even after recent moves.

Two questions from me:

1. Two weeks is a mere blip in the investment time horizon, nonetheless with a bit of news (interest rate + market response, some earnings releases, etc,) do you have any further thoughts about the overall outlook for adding cash or more of a tilt to growth?

2. Can you list 10 high - quality growth names (Cdn or US) that fit your desired fundamental profiles, contemplated by your answer to Adam?

Many thanks for your excellent service.
Read Answer Asked by Leonard on February 10, 2023
Q: Which Canadian Bank has the best current risk adjusted appeal. 3-5 year hold.
Thanks.
Read Answer Asked by Lawrence on February 10, 2023
Q: hi,
I own both GOOGL and CRWD. I am considering selling CRWD for a tax loss, and buying more GOOGL since the AI (or is is AU for artificial unintelligence?) chat thing mishap has driven price down more. question is do you think this is wise, or do you like CRWD as much as GOOGL right now? I am a long term investor, and certainly don't need to get (another) tax loss benefit. appreciate your thoughts, chris
Read Answer Asked by chris on February 10, 2023
Q: Good morning 5i. I appears that I am the first to ask a question about D-Wave. Quantum computing intrigues me but this looks like a sad story. The stock has gone from about $12 to $1 in roughly 6 months since initially listed. I watched the May 2022 webcast and my non-financial analysis view i.e., looking at body language, the team, etc. was not good.

What is 5i's view of any potential financial positive outcome, realizing that Mrs. Market has expressed deep concern. I don't own but would love to hear your analysis/view.
Read Answer Asked by Danny-boy on February 10, 2023
Q: Good morning,

If the onus is on the taxpayer to adjust one's ACB on mutual funds every year when there is a return of capital ("ROC"), how likely do you think it is that the CRA has as good a handle on what your ACB is on a particular holding?

I am fine to do it, and have been doing it annually for years. But as I started the process yesterday for the 2022 tax year, I could not help but wonder if it really is worth it. It is such a manual process that I struggle with how the CRA could track something like this for every individual tax payer.
Read Answer Asked by Trevor on February 10, 2023
Q: Good evening, 5i team

I appreciate having your thoughts on keeping 2 out of these 5 for a pretty condensed portfolio. I sided with BNS & CM among the big 5. Thank you!
Read Answer Asked by Nhung on February 10, 2023
Q: Peter and His Wonder Team
I have owned this bank for several years and am aware of all their problems. I know they are in transition and restructuring. I realize they are at risk but am wondering if at this point it could be viewed as a possible contrarian play. It seems so cheap to what I paid in the past that I am thinking that maybe I have nothing to loose in buying more and at least recovering some of my money back. Of course that means that they will survive and not go bankrupt...even a take over might lift the value. Or do you think I am just in dream land? Thanks for your opinion as usual.
Read Answer Asked by Ernest on February 10, 2023
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