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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: what would you recommend for this year's TFSA for an average investor? Thank you. Fooklin
Read Answer Asked by Fooklin on August 04, 2023
Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks

Shane
Read Answer Asked by Shane on August 03, 2023
Q: These positions are getting large in my portfolio (7% or a little higher). I don't mind letting runners run, but do you see any that you would recommend trimming because of insecurity regarding the future of the position? Thanks!
Read Answer Asked by Kim on July 30, 2023
Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.
Read Answer Asked by Mahendiali on July 30, 2023
Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

Read Answer Asked by Tamara on July 28, 2023
Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You
Read Answer Asked by John on July 27, 2023
Q: Can you please recommend a few companies for a TFSA that have good growth potential with limited downside risk.
Thanks
John
Read Answer Asked by John on July 27, 2023
Q: Aritzia stock was done close to 4 per cent today. I read an article that looks like it came out today that exposed problems with the work place culture and complaints from employees. I didn’t see other news. Do you think this is the reason to the Stock decline and do you think this will have a material impact on the stock short and long term based on similar past situations a companies
Read Answer Asked by Aleem on July 25, 2023
Q: I currently own Brookfield Corp Preferred Share, BN.PF.A.
And I'm wondering whether I should hold on to it. It has a dividend yield of 6.31%, but I'm interested in knowing where you see the share price going. Or perhaps you can recommend something with better prospects at this point in the cycle.

John.
Read Answer Asked by JOHN on July 25, 2023
Q: With regards to the shift in consumer thinking related to moving away from using fossil fuels for home heating/cooling, are there any companies that would stand to benefit from the shift towards heat pumps?

Trane and Honeywell come to mind but are they actually good companies for investors? The 3 to 5 year charts show them as being somewhat rangebound.

Are there perhaps other companies? Or companies that supply the parts for the heat pumps?

Thanks!
Read Answer Asked by Brian on July 21, 2023
Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.

Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek
Read Answer Asked by Derek on July 21, 2023
Q: Hello Peter and all at 5i: With water going to be a big concern in the future I would appreciate your thought on companies or etfs to invest for this commodity. Thanks as always. Barbara
Read Answer Asked by Barbara on July 21, 2023
Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx
Read Answer Asked by Adam on July 21, 2023
Q: Can you please give me forward P/E and PEG ratios for these three stocks and can you please rank them in order of your preference for a long term hold? Thanks
Read Answer Asked by Angus on July 21, 2023
Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you
Read Answer Asked by Alexandra on July 20, 2023
Q: Hello Team,
I was looking at buying positions in both or 1 of LMN and Ats. However both have been on a sort of run lately , especially LMN. Should I wait for the next pullback to buy into these names? I know you’re not a fan of timing the market but looking for your take here. Thanks

Shane
Read Answer Asked by Shane on July 20, 2023
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