Investment Q&A

Q: Hello Peter, I like your article on the National Post about the five areas to invest in for 2022. I have a few questions: for the small cap space, would Aritzia , ATS Automation and Topicus fit the category? In the large cap space, would AMZN be a good stock (instead of AAPL) as it has not done much in 2021? what do you think of the renewable energy space as it did not do well in 2021 (i.e BEP, etc). Lastly is the definition of small caps in relation to market caps less than $1 billion or ? Thanks very much. Happy new year

Q: Hi 5i and Happy New Year!

I hold the above noted stocks/ETF in a TFSA.
The only 2 that are above water are Nanoxplore (GRA:CA) and PayPal (PYPL:US).
Question 1). Which would you recommend keeping?
Question 2). Which would you recommend selling?
Question 3). With ESG values in mind, what would be your top 3 CAD stocks and top 3 US stocks for this year's $6000 TFSA contribution?

Thanks for all that you do!

Q: Last week Stelco announced a licensing agreement / partnership with a company called Primobius to enter the Electric Vehicle Battery recycling space. Sounds forward - looking and in the emerging green energy theme , but I have no ability to assess the immediate and longer term implications for the company.
Your insight would be appreciated .
Thank-you.

Q: In my TFSA, I’m holding ATZ,CSU,GSY,TOI and LSPD. I’d like to split this year's $6000.00 allotment in January between two of these 5 stocks. At this time considering a 3-5 year hold, what would you suggest and why? Thanks and btw, it’s because of 5i that I’ve been able to achieve an 85 per cent return in my TFSA. The advice and info I glean from the questions, portfolios and reports are invaluable. Keep up the great work on our behalf. Best investment I’ve ever made is joining 5i.

Q: For 2022, which would be your "bottom 10", least favourite, large to medium sized, canadian listed companies? (It's ok if you choose to offer up more than 10)
Many thanks for you great advice and a very Happy and prosperous New Year.
John

Q: On January 12/21 you picked TRI over TIH. Throwing TFII into the pot which would you pick now for steady growth with a 3 to 5 year hold? Would you please rank for the greatest capital gain and least volatility. Thank you and have a very merry Christmas.

Q: Hi!
I am thinking about investing in L. Is now (the waning days of 2021) a good time? Or should I wait a bit? L seems to have spiked over the last months....

Q: Do you know of any news on Richards Packaging that would account for the 8% plus gain today?

Q: Please give an update on Uni-Select. It had a nice move today.

Thanks, Doug

Q: Advantage Oil & Gas Ltd AAV-T
Ag Growth International Inc AFN-T
AGF Management Ltd Cl B NV AGF-B-T
Algonquin Power and Utilities Corp AQN-T
Alimentation Couche-Tard Inc ATD-T
Arc Resources Ltd ARX-T
Aya Gold and Silver Inc AYA-T
Boralex Inc BLX-T
Bsr Real Estate Investment Trust HOM-U-T
CGI Group Inc Cl A Sv GIB-A-T
Converge Technology Solutions Corp CTS-T
Dollarama Inc DOL-T
Dream Industrial REIT DIR-UN-T
Goeasy Ltd GSY-T
Heroux-Devtek HRX-T
High Tide Inc HITI-X
Interrent Real Estate Investment Trust IIP-UN-T
K92 Mining Inc KNT-T
Northland Power Inc NPI-T
Quisitive Technology Solutions Inc QUIS-X
Rubicon Organics Inc ROMJ-X
Skeena Resources Ltd SKE-T
Telus Corp T-T
Tfi International Inc TFII-T
Toronto-Dominion Bank TD-T

Of the above stocks which 5 are likely to have the best performance potential for 2022

Q: I am looking at sector diversification and was considering CN or CP with a starting position. Do you favour either one of these entities for longterm growth (10 year)?

Q: On December 13th, Keith asked you to recommend your top 10 US non tech growth equities. May you rank the 10 in order of compelling buys at today’s prices.
Thank you

Q: Everyone,
My investment strategy is rather simple, buy the best of the best stocks and wait, wait, and wait. I haven’t sold stocks in more than three years. In order to sell I wait until something fundamental have changed. Time is on my side for gains. But should I think about other trading strategies, such as puts / calls etc etc … ?

Q: What do you consider a poor, ok, good, and very good return (ranges please) for a diversified portfolio over a 5-10 year period? I want to understand the comparative performance of my portfolios, which I have been holding for 7-12 years now. My portfolios are not similar.

Q: Stelco today announced a Dutch auction for approx 10% of its shares . The price would be between 31 and 37 dollars. The price today is around 39.
They can’t be serious , is it a way to attract attention ?

Q: Hi 5i Team,

I am looking to invest approx. $6k in my TFSA and approx. $28K in my RRSP for Jan/Feb of 2022. My potential stock picks for each account are:

TFSA - AT, TOI, CJT
RRSP - T, BEP.UN, BAMR, SJ

I am leaning more towards T & BEP.UN for my RRSP since I do not have much exposure to Utilities in my overall portfolio exposure (Tip my hat to your Potfolio Tracking for pointing that out!)

I am leaning towards adding to AT (I already own a significant amount of shares but I am extremely tempted by the current stock price) or CJT since I believe the potential ecommerce headwinds for the company will be significant over the next few years.

If you could rank or provide your thoughts on these companies in this current (depressing) market environment it would be of great help. If you have better candidates to look at that would also be welcome. Plan to hold for 5 to 10yrs.

I am new to this service but just wanted to say that I have been very impressed with 5i so far. I appreciate all the work you do for DIY investors and wish you and your staff a Merry Christmas and a better new year.

Thank you in advance.

Q: I am putting together a list of stocks to purchase in my TFSA for a 10 year hold. I am a very conservative investor and want income and some growth from my TFSA.
What companies would you add or delete from this list? Should I include a few US names?

Thank you.

Q: CN went down quite a bit more than CP today - any particular reason?

Q: I have losses as follows for potential tax loss selling:
AQN 18%
BEP.UN 24%
SJ 14%
What can you recommend as suitable proxies until repurchase, or which ones would you not repurchase (leaving their "proxies" in the portfolio).
Thanks, and I wish everyone on the team, and your readers, Merry Anytime and Happy Always.

Q: Good Morning, I am under weight in base material and Consumer defensive. My list of current holding is below. I am looking to put some money in these sectors to bring my sector allocation as suggested by your Portfolio Analytics.
The time period to hold is long term 5 year plus. Growth stocks preferred. Kindly recommend

1. Should I add to current position or if there are better opportunities kindly recommend them
2. If some of these needs to be replaced with better growth stocks , kindly suggest the same

Coca-Cola Company (The)
Dollarama Inc.
Nutrien Ltd.
Primo Water Corporation
Procter & Gamble Company (The)
Sherritt International Corporation
Sherritt International Corporation
The Kraft Heinz Company
Walmart Inc.


Thanks