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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: Greetings 5i,

The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.

SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.

Take as many credits as required.

Thank you for the excellent service.
Read Answer Asked on August 26, 2021
Q: I have been invested in EAF for a few years now (currently down a bit). It seems like they are making good progress in paying off their debt and over the time and the overhang of Brookfield selling off its stake is decreasing. I am fairly patient on this one and I am likely to keep being patient but do you see negative issues I may be discounting because I already hold it.

From my perspective they seem like they could end up with a low debt ratio and good cash flow in a few more years while the biggest risk seems to be that the long term contracts they have will not be rolled over at anywhere near the same levels.
Read Answer Asked by Graham on August 26, 2021
Q: May I please get your thoughts on Opendoor Technologies? All the stocks in this group seem to have settled out and are down ~50% from their peaks. Being risk agnostic, would you prefer Zillow over Opendoor?

I like that Opendoor has housing inventory. It is unclear to me if competitors Zillow and Redfin also have inventory. I would appreciate any clarity you can provide me on that.

Thank you for your thoughts!
Read Answer Asked by Marco on August 26, 2021
Q: Down 60% on this one. Sell or hold. Please provide your rationale.
Thank you
Karim
Read Answer Asked by Karim on August 26, 2021
Q: Hello

which one of these companies is better from a growth perspective.

Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.

Thank you,

Rajesh
Read Answer Asked by Rajesh on August 25, 2021
Q: We are looking to create a 'growth' portfolio using our TFSA accounts. This portfolio will represent a small portion of our overall investments. The portfolio will hold ~10 Canadian and ~10 US stocks. All purchases in the portfolio will be made with the intent to be long-term holds (10+ years).

Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!
Read Answer Asked by Peter on August 24, 2021
Q: My question is about NVIDIA and the ARM Acquisition. How important do you feel the ARM deal is for NVIDIAS future and growth? If a headline came out that said the acquisition has been rejected, how do you feel the market would react short and long term? Based on the current information available, what do you think the likelihood the deal is accepted?
Read Answer Asked by Nick on August 24, 2021
Q: Would you consider VIAC a buy at today's price? Would debt still be a concern?

Thank you.
Read Answer Asked by Donna on August 24, 2021
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