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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: Looking for guidance on 2022 TFSA contribution. Currently have partial positions in these Tech companies of roughly equal amounts. Could you rank in order of best investment opportunity from current levels?
Do any of these companies overlap in their target market and if so which one should I focus on for better opportunity.
Read Answer Asked by Bruce on January 03, 2022
Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.

Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.

Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.

Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.



Read Answer Asked by Walter on January 03, 2022
Q: Peter, would appreciate your current thoughts on these names. Big thanks to you and your team for another year of great service, Safe Holidays and Merry Christmas to you all. Paul
Read Answer Asked by Paul on January 03, 2022
Q: There's news today (Dec.31) affecting both companies that CSU is creating a venture capital fund to be run by the resigning CEO of Topicus, which gets a new CEO. I suspect that the $200 million funding is too small to affect CSU but how does this news impact TOI?
Read Answer Asked by Jeff on January 03, 2022
Q: Happy New year to the 5i Team,

Nice to see the CEO and other insiders buying on Dec 29th, same day I decided to take a position.

My request is, please provide comparison metrics to their piers in this space. In a past post you mentioned it could be a takeover candidate, who would possibly be interested if you had to guess?

Thanks again for your valuable service!
Read Answer Asked by Christopher on January 03, 2022
Q: dont really get why tax loss sellers wait until last day to sell acuity.
assuming analyst is right and it is too cheap too ignore along with 5i, by the time the sellers can buy it back 30 days later the january bounce will be long over, does not make sense.
can you comment
Read Answer Asked by david on December 29, 2021
Q: Good day and best of the season to you. I am trying to get my ducks in order for tax time. I understand that initial TOI shares are a dividend from CSU. Do you know the value of this dividend? Also, do you know the cost base of these shares for calculating capital gains from TOI? Thanks.
Read Answer Asked by Ken on December 25, 2021
Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.
Read Answer Asked by Helena on December 23, 2021
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