skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Morning Peter and gang,
It appears that the market is rotating out of tech stocks, please recommend sectors and companies that may benefit from this trend in both CDN and US markets.
Cheers,
Read Answer Asked by Harry on May 03, 2021
Q: Hi, I have these stocks in my Tfsa account, and looking to add two more . Keeping the sector in mind , would like a couple suggestion on a (small dividend if possible) steady growth stock. Was looking at SLF or X but not sure.
Thanks
Read Answer Asked by Brad on May 03, 2021
Q: Good morning 5i
I am planning to add one stock to a fairly conservative portfolio with the aim of reasonable growth on a three year time frame at a fair valuation. I have narrowed my thoughts down to four names; Leons (LNF), Power (POW), ATS Automation (ATA) and Magna International (MG).
Please comment and could you give a ranking for growth (10 highest) and risk (10 greatest).
Thank you, David
Read Answer Asked by David on April 29, 2021
Q: Can you please recommend a high-quality infrastructure company in Canada that has good upside potential, please.

Also, I have over $50,000 US in a non-registered account. With the CAD $ going up and the US $ falling, should I convert to CAD? I don't know if there is enough upside in the US market, considering I am losing money every day with the exchange rate.

Thanks for your help.
Read Answer Asked by Elizabeth on April 29, 2021
Q: Greetings 5i,

Tesla just reported Q1. Trading down even though it looks like Elon beat expectations. Some controversy on Seeking Alpha regarding what alalysts were expecting vs realistic expectations. So lots of varied opinions and Tesla is down about 9 or 10%. Im still up about 15% as Im recently in, but I dont hold alot of conviction in this name vs something with more of a realistic valuation such as Berkshire or Sunlife/Manulife or maybe even one of the Brookfield subs. So a 2 part question. What does 5i think of this quarter and Tesla overall. Would you switch to one of the above mentioned names or hold for another quarter and re-evaluate?

As always take as many credits as required.

Cheers!
Read Answer Asked by Duane on April 28, 2021
Q: What are your top 3 choices for long-term holds in the infrastructure space in Canada?
Read Answer Asked by JAMES on April 27, 2021
Q: In the Companies section does the Dividend Growth Rate refer to the growth rate from year one to year three/five or the annual growth rate during the three- or five-year period?
Thank you for considering my question
Read Answer Asked by Gail on April 26, 2021
Q: While I have no issue buying and selling stocks in my registered accounts, I find I am tremendously reluctant to sell stocks in my non-registered accounts when there's a capital gain. By way of example, I've held onto MSI for a couple of years and am up 45%. The stock seems to be stalling...and I'm tempted to replace it with MG. Two questions/asks:
1) Please discuss your strategy for selling profitable stocks in a non-registered account.
2) In my case, would you replace MSI with MG...and why? (In terms of industrials, I also own TFII, WSP and J.)
Thank you.
Read Answer Asked by Maureen on April 26, 2021
Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Read Answer Asked by Robert on April 26, 2021
Q: It seems to me that this is a critical juncture for the growth and development of these two companies, somewhat akin to the number 1 and 2 teams in the Northern Division playing each other in a hockey game. The winner will not only get a win but also deal the loser a loss at the same time. Your thoughts please.
Steve
Read Answer Asked by Steve on April 23, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!