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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: Is there software that a retail investor can use to manage his retirement plan. I use an excel spreadsheet to track bonds, GICs, Dividends, et cetera, but the spreadsheet is not too handy.
Read Answer Asked by Richard on February 09, 2022
Q: Hi Folks,

I am looking to add to my TFSA - AMZN and ATZ are the two stocks I am looking to buy. Is AMZN a company that you would put in your TFSA or would ATZ be a better choice?
Thanks
Read Answer Asked by JOHN on February 09, 2022
Q: I have a small RESP for my son and was planning on splitting the account with these 6 stocks. Any thoughts and / or suggestions on removing / adding name(s). Buy and forget for 10yr+ and likely adding to the positions every year. My intent is to have a more serious look at the allocation / risk once the amount becomes more meaningful. Thank you!
Read Answer Asked by Pierre on February 09, 2022
Q: Greetings 5i team,
I hold WELL and DSG in my TFSA to the tune of about 1.5% each of my overall portfolio. I am considering selling one or both and concentrating on one of three companies: WELL, DSG or GSY. If we were to ignore company size, sector, diversification and strictly look at 5 yr growth potential, would you 1. Hold one or two of these names and 2. In which order do you think has / have the most potential?
I am not averse to holdings of < 3% if I might add to them in the future.
Thank you as always.
SP
Read Answer Asked by Steve on February 09, 2022
Q: Hi,

Have some cash to put to work. What would be in your top 5-10 CDN and US stocks that fit the descriptions below. Can be value or growth. Long term investor. Thanks!

“stocks with fair valuations that are at great price points and have taken a hit during this market volatility”

“high-quality stocks with sustainable growth, solid valuation frameworks, robust profits, positive earnings revisions, and strong momentum compared to peers.”

“wonderful company at a fair price”

“Bargains are the holy grail of the true stock picker. We see the latest correction not as a disaster, but as an opportunity to acquire more shares at low prices. This is how great fortunes are made over time,”
Read Answer Asked by Keith on February 08, 2022
Q: in my non taxable accounts I have:
U.S. Side
AUDC 5%
NUE 8%
QCOM 23%
ROK 18%
CRM 8%
PHYS 6%
VCR 27%
Canadian Side:
CSU.db 33%
BIP.un 22%
BEP.un 8%
BEPC 2%
KL 28%
My question is, for this account what or how would you change the securities held to be better positioned going forward? Thank you for your assistance.






Read Answer Asked by Maureen on February 08, 2022
Q: What is your opinion on buying LEAPS on blue chip companies during a stock market downturn? I know it's still "timing the market", which you don't recommend, but I have had quite a lot of success doing this in the past, versus buying 30-90 day calls.
Read Answer Asked by Ed on February 08, 2022
Q: What are your thoughts on NOW, PRL, GSY and PLRB. Would you buy any at today's prices?
Read Answer Asked by Carla on February 07, 2022
Q: Do to a few errors/mistakes in switching brokerages, I ended up removing these from an RRSP and TFSA accounts and left them in limbo in a non- reg account. I am aware of the serious overlap among the RBF266, XDV,CDZ and XIU. (They were in separate accounts at one time). If I should consolidate, what are your thoughts? What stays and what goes? If I were to begin selling and adding stocks, I was thinking BAM.A and ?Twenty year time frame. Have maxed TFSA.
Cheers and thanks,
Paul
Read Answer Asked by Paul on February 07, 2022
Q: Can I have your thoughts about these stocks and ETF’s for someone with a 3 to 5 year timeframe and who is in their mid 30’s?

Thanks
Read Answer Asked by David M. on February 07, 2022
Q: This is a follow-up to our question from last week (see: https://www.5iresearch.ca/questions/140708).

Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.

Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.
Read Answer Asked by Peter on February 07, 2022
Q: Hello Peter,
Why is suncor not participating to the same degree as others in the sector with surging oil prices? Would i be better off moving to another name and if so, which is a better buy? Also, what do you think of Amazon's results? The stock has not done much if looking at one year timeframe.. Given the potential rise in rates, is it better not to take full position in Amazon? Thanks.
Read Answer Asked by umedali on February 04, 2022
Q: In 6 months my Telus International (TIXT.to) has gone under water 6% : Had I chosen Telus (T.to) , I would have been up over 11%. Ignoring the recent correction,TIXT had already fallen behind Telus.
Is there a better future for T over TIXT ?
Should be be fearing interest rate hikes in the sector ?
Are there seasonal factors to consider ?
Read Answer Asked by Thomas on February 03, 2022
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