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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: Hello, I am down on these stocks and with the risk of a recession, would you preemptively sell any or all?
Thanks
CR
Read Answer Asked by Carlo on June 26, 2023
Q: For a retired conservative investor:

1. Please rank DOO, ATD, & BYD for safety first and total return second.

2. Please rank PBH & DOL for safety first and total return second.

Thank you
Read Answer Asked by Lyle on June 26, 2023
Q: Dear 5i,
At a high level with respect to Canadian stocks.
Which sectors are the most sensitive to interest rate changes?
For the ones you identify can you please suggest how they might react
when rates go up or down?
Read Answer Asked by Ian on June 21, 2023
Q: Can you suggest a few US and Canadian stocks with good momentum and fundamentals that are well positioned to trade, but at the same time can be kept long term if the trade goes sour?
Read Answer Asked by Andrew on June 21, 2023
Q: I have Magna, Spin Master, Well Health Technologies in a TFSA, and AltaGas in a RRIF.
All are down slightly.

Could you please rate these in terms of potential and how much patience might be required.
Read Answer Asked by Valerie on June 21, 2023
Q: Hello Peter & Team: I am trying to trim down my financial holdings as I am spreading too thin, I'm currently retired and would like income with growth potential with 3 -5 years holdings time frame . Which of the above is most prefer to least prefer, and why.
Thank you for your great service , as always.
Read Answer Asked by DAVID on June 21, 2023
Q: Hi 5i Team - Could you name a few start-up companies that have good management and decent growth potential as well as some cash on hand to fund operations, research and development for at least the next year, hopefully more. These would likely be companies that have not yet attracted analyst coverage and are low on the radar screen of investors. Any sectors in the U.S. and Canada are fine and market cap is not a concern. I feel that LMN and TOI might fit this description but I already hold them and am looking for some new ideas. Thanks.
Read Answer Asked by Rob on June 21, 2023
Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates an overweight position in Utilities where the current holdings are BEP.UN, CPX, and FTS. Only CPX is showing a loss, and the other two have substantial gains. In what order would you sell part positions, in order to raise cash for Consumer Cyclical? This sector’s holdings include ATD, BYD, and CCL.B. In what order would you add to existing positions? Please suggest other Consumer Cyclical stocks to consider starting a position, if you feel it would further diversify our holdings in this sector. Thanks as always for the pertinent advice.
Read Answer Asked by Jerry on June 21, 2023
Q: How long do you think before AI starts changing things for companies? Where do you think we will see the first impact and what type of companies will be affected long range. I know this is a crystal ball question but your opinion of the future of AI and how we should prepare is highly valued.
Read Answer Asked by Jean on June 20, 2023
Q: HI,
I need to raise some cash from my registered accounts in the next few weeks. What is your recommended sell order for these stocks?
Also, what are your top 3 Canadian and US recommended buys for a longterm hold?
Thank you.
Read Answer Asked by Camille on June 20, 2023
Q: Is the complexity of the Brookfield group of companies (if you see their organizational chart from and SEC prospectus) troublesome? or is this typical for companies nowadays. My concern is I remember the complexity and inter-twining of the previous Hees-Edper companies which spawned Brookfield. Are there any red flags?
Read Answer Asked by Neelesh on June 20, 2023
Q: This question concerns the materials sector in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently the sector is underweight at a 2.5% allocation with NTR being the only holding. We are open to either doubling up on NTR or adding an equal amount of SJ. Which would be your preference and why?

For each of NTR and SJ Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].
Read Answer Asked by Peter on June 19, 2023
Q: There is much speculation and commentary that we are either in a recession or will be in a recession in the next 6 to 12 months. I know it is impossible to predict timing or if we will in fact experience a recession but can you provide your view on how the markets react through a recession cycle, i.e. heading into and during a recession. Can you include the sectors that perform well during the cycle.

Thanks
Tim
Read Answer Asked by Timothy on June 19, 2023
Q: Pins is gaining some momentum.You think it can continue and is it still a good takeover candidate?
Paypal had interest in Pins,or was this never the case?Could you think of any other companies that might be interested in Pins?
What about other companies like SPB and CTS?are they good takeover candidates?
Is brookfield still buying SPB and what is their position right now?
Any other companies that you might think of being take over candidates?
Read Answer Asked by Josh on June 16, 2023
Q: One of my basic investing tenets was to never buy an airline. But coming out of Covid, AC seemed like a can't-miss prospect (note to self - no such thing in investing!) Since the spring the stock is up about 23% and approaching my break even. This is not an equity that I want to hold for the long term so my question is: does one just continue to ride this momentum, albeit without a plan as to when to sell or just sell it now and be done with it?

I know you can't tell me when to sell but do you think there is still a lot of juice left in this stock?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 16, 2023
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