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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: I'm overweight financials - almost 20% of my total portfolio. In relatively equal proportions I hold: BAM, GSY, SLF, X and V. Should I trim across the board or do these stocks have sufficiently different economic drivers that being 20% overweight is not a concern? Thank you.

Read Answer Asked by Maureen on April 05, 2022

Q: Please name and rank five Canadian stocks providing dividends > 2% that are likely to experience strong growth over the next five years. (Please exclude GSY as it's already owned and I'm assuming would be on the list.) Thank you.

Read Answer Asked by Maureen on April 04, 2022

Q: Do you feel that CSE and NEO pose any kind of threat to TMX dominance both near term and more importantly long term? Increasingly Iím noticing more and more companies exclusively listed on either CSE or NEO especially ETFs. I ask because TMX seems to be range bound for quite some time now and was wondering if the growing presence of these new exchanges perhaps have investors concerned especially after the recent takeover of NEO by a larger American company with significant financial resources.

Read Answer Asked by Anthony on January 07, 2022

Q: Are you aware of any companies like CSU that have a tight float and respect of shareholders and dont get killed in a market correction like some other public tech companies?


Read Answer Asked by blake on December 15, 2021

Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.

Read Answer Asked by kevin on November 06, 2021

Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?

Read Answer Asked by Curtis on October 15, 2021

Q: My granddaughter has a TFSA that needs some increase in real estate and financials weightings. Would you consider TCN and GSY appropriate for a 3-4 year hold or would you suggest some alternatives?
With appreciation,

Read Answer Asked by Ed on October 12, 2021

Q: I own full positions in TD ( instead of BNS), SLF and BAM.A as my CAD financial holdings. I am thinks of adding a new name. Which is the better buy right now between X and FSZ. Balanced follower shifting to income follower. 5+ year hold.

Read Answer Asked by Tom on October 07, 2021

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Read Answer Asked by Nhung on September 24, 2021

Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.

Read Answer Asked by Tom on September 09, 2021

Q: I would like to add a few (2-4) financial companies to my non-registered investment portfolio. Would appreciate 5i's help in ranking the above names based on total return potential for a 3-5 year hold. Please add any names you feel belong to the lineup, ranked appropriately, Thank you.

Read Answer Asked by Pradeep on August 18, 2021

Q: Would these securities be appropriate for growth portfolio with medium term time horizon? Which one in particular would you consider a current buy and reasons why.
Thank you very much.

Read Answer Asked by dhiraj on July 21, 2021

Q: Of the listed which 2 would you think have the greatest growth potential for a TFSA account over the next 5 years ? Could you suggest list any two others which you might think have better potential irrespective of sector.

Read Answer Asked by JEFF on July 07, 2021