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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'm a retired somewhat conservative investor content with slow steady growth and a dividend helps as well. I have been happy with my diversified portfolio but constantly struggle with should I or should I not make these changes;
1. Sell T (non-registered account, tax loss) buy BCE?
2. Sell AAPL (in an RRSP) and buy NVDA?
3. Sell TD (non-registered account, tax loss) and buy BNS?
4. Sell ATZ and or DOO (both in a TFSA) and buy what?
Thank you
Read Answer Asked by Lyle on January 08, 2024
Q: I miss the days of seeing 5i on BNN as I always felt that there was a lot of great information provided. That being said, if you were to be on the program today (January 5), I’m wondering what your top 3 picks would be and why?

Thank you again for the fantastic service and Happy New Year to everyone at 5i
Read Answer Asked by Mike on January 08, 2024
Q: Understand that crypto is outside of your coverage universe, I am curious to hear your thoughts on Bitcoin as an investment.

How viable is it?
Do you see it appreciating in value over the next 5 years, and if so, would you expect above market returns?

Lastly, for an agressive investor (with the clear and unequivocal understanding that huge losses can be Incurred), what would seem like a reasonable portfolio allocation, in terms of percentage, to BTC? I was thinking 10%.

Thank you.
Read Answer Asked by Karim on January 08, 2024
Q: On October 26 you indicated “ The stock has fallen the most in 16 years. We think, at 8X earnings, it can be kept and we would caution against a quick reaction in a downturn that has already happened. But we think it can be 'targetted' for elimination as the stock settles in. It was almost taken over a while back (the deal was blocked) so there is always that possibility. But it is hard to endorse on that alone. “
Have your views about this stock changed or you still think that it may be considered for elimination. I am almost breaking even (small loss).
Thank you
Read Answer Asked by satish on January 08, 2024
Q: Hello Team,
at the current prices, it seems to me that they are good entry point for both of these companies.
What is your opinion?

Telus yields a 6.3$ dividend at the current price and this is long term "income" investment.

I am also interested of your opinion on EFX following the steep drop in the stock price recently and also considering this week's announcement that they were able to dispose of Exterran Offshore at, what seems, a favorable price considering the expectations.

Thank you and I wish you and your families a very good year in 2024!

Michel C
Read Answer Asked by Michel on January 08, 2024
Q: I own these three stocks for consumer defensive:

L - half position
PBH - full position
Costco - half position

The analytics tool is telling me I'm low on consumer defensive. Would you just add to L and Cost or would you add another name?

Thanks,
Robert
Read Answer Asked by Robert on January 08, 2024
Q: Hi, I own MRE with some profit. Would a switch to LNR be a good strategic move for the future. How would you compare these two? I bought Magna recently and would keep it. Thanks
Read Answer Asked by Denise on January 08, 2024
Q: For a growthy TFSA contribution for 2024, I’m considering one of these companies. Please rank based on potential gains for a 3-5 year period, with a brief comment on each one. Moderate to high(ish) risk (like SHOP) is fine with me.

Also, are there any other companies you’d recommend I consider and why.
Thanks for such a great service.
Read Answer Asked by Warren on December 22, 2023
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
Read Answer Asked by Marcel on December 21, 2023
Q: As a general comment; I have noticed that you quite often end your answers to questions on commodity related stocks (especially energy) with ‘If sector exposure is desired’.

May you expand on this caveat? From what I gather, 5i is generally averse to the commodity sector. Are my assumptions correct ? Thank you for clarifying.
Read Answer Asked by Karim on December 21, 2023
Q: I have a friend who has $20,000 to invest in a relatively safe group of stocks, hoping to gain about 8% a year; his plan is to leave the funds in for at least two years. He has no preexising stocks. Please recommend one or two groups of stocks for him to invest in.
Read Answer Asked by Neil on December 21, 2023
Q: Good morning. Reviewing some of my holdings and thinking I don’t really need to hold these three. Down marginally on all 3. What’s your opinion?

Thanks Steve
Read Answer Asked by Steven on December 21, 2023
Q: Hello, I am looking to enter a position into one of these two companies, I am leaning towards DOL. They have both been a consistent compounder since I started watching them over the years. Do you have a preference ? This would be a hold in my TFSA, (if that makes a difference)
Thanks.
Read Answer Asked by Robbie on December 21, 2023
Q: Could you give me 5 Growth Stocks for 5 years in Canada , USA and World that you would recommend today . RAK
Read Answer Asked by bob on December 20, 2023
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