Investment Q&A

Q: As retirees with moderate risk tolerance, Telus is a 4% core holding in a mainly conservative dividend portfolio. We realize (and like) that Telus Health is a small part of the company. We are considering a 1% position in Well for diversification in Health sector, and would appreciate your thoughts on it. Is this an opportune time to buy, or does 5i expect tax loss selling to put more downward pressure as year-end approaches? Thank you. Edward

Q: I recently took profits in IBB and ARKG. I like the sector but would prefer a more focused approach. What are your 5 best biotech stocks for a long term hold. Thanks for this great service. I tell everyone that the best value around is a 5i membership.

Q: Hi guys, got a nice profit in L in the last year. Thinking about a rotation in small cap like stc, exlc or mdf that are down significantly recently. Your thoughts and how do you rate the small cap stocks mentioned.
Thanks for your reply.

Q: Hello Team,
Could you please compare these three companies and rate them in order of preference.
Thank You,
Barry

Q: Hi Peter and Team

I am looking for a growth ETF, 80% stocks and 20% bonds, for my kids RESP, with a 10 year horizon.

Any suggestions?

Thanks,

Cam

Q: Hi Peter,

SKLZ has been on a freefall for some time now. Its starting to look interesting to me, but i could be totally incorrect.

Its trading at ~6.1x EV/sales, has no debt and has about $1.72 in cash per share. It seems to be growing revenue quite well each quarter and has a high GP Margin of 95%.

Is this a quality stock that is now at a decent price? May I please get your take?

Thanks,

Q: Hi Team,
I am holding the following stocks at a loss. BABA (-52%), MED (-30%), TT(-4%),EGLX (-33%), MG (-8%), SWKS (-20%), U (-1%), PINS (-33%).

My question is, should I continue to hold the line with all of these? Or are there any that stand out to you as being better off to sell and swap out with a different holding of which you suggest? Or any of these I should be selling, and adding to another one of these? I thought perhaps after yesterdays sell off there might be some moves I should be making. (Although the market is already recovering nicely today on alot of these names). Suggestions here would be appreciated. Thanks!
Shane.

Q: How should one adapt their portfolio in the face of higher inflation risk that is often mentioned of late?

Do you have any thoughts on this risk?
General portfolio strategy? …ie more materials
Do you have any specific suggestions ie an ETF or a company?

Thanks

Q: Hi 5i,

I'm considering adding to my EGLX position. Risk tolerance is high and time horizon is 3-5 years (+). I currently have a small position (430 shares with ACB of $6.9) held inside my TFSA. Would you consider this a good time to add to this position? Has your outlook / conviction changed towards EGLX in the past few months? Are there any other growth stocks that you consider a good buy right now (especially with the recent pullback of tech stocks)? The sector doesn't have to be tech.

Alternatively, I'm considering picking up more TOI or NVEI (I have a strong conviction in both these two and have small positions of each inside my TFSA).

Thanks - love the service and can't recommend it enough to friends and colleagues!

Rob

Q: With the recent recent drop in the market, can you please provide 5 US and 5 Canadian stocks which would be good buys at today’s prices. For holding 3-5 years.

Q: What are your top Canadian and US investment ideas foe times of rising inflation?

Q: Looking to invest in GFL,what are your thoughts on this CO for a 5 yr timeframe investment.Many thxs Joseph.

Q: Are you still positive on Stone and if yes,what is a good entry price?

Q: What would be your ranking of the above names today for a growth portfolio? Are there any you wouldn't currently view as a buy?

Thanks!

Q: ABCL is down sharply today. Is there any news? Is it a 'buy' at this price?
With appreciation.
Ed

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.

Q: In the past few days, I've read a number of what seem to be highly promotional articles on Draganfly. I'd like to have a more down-to-earth view of the company's potential and limitations. Can you share any insights you might have on it? I'm a long-term investor (5 to 10 years).

Q: Could you comment on HEO's earnings today, and how your opinion of the company as a long-term hold (within a small-cap portfolio)?

Q: Good morning,

I currently have AXP, V, MA and PYPL in my portfolio. I’m wondering if I should sell something to reduce redundancy and if so, in which order, given the outlook for growth?

Also in the same sector, I have on my watchlist AFRM, NVEI and SQ, all of which seem to have a long runway ahead. Should I add one or more of these new names either by selling from the first group or just as an add?

I’m new to this forum and I’m very appreciative of your insights. Thank you in advance!

Doris