Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Q: TFII has jumped significantly in the last 6 weeks or so. Do you think this current momentum will continue or time to trim? Thank you for your excellent service.
Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?
I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.
Your service is always greatly appreciated, thank you,
Q: Hi 5i; Thanks for your wonderful advice. You have helped my portfolio to grow for many, many years.
What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.
Q: Cnr is raising over 1 billion for possible acquisitions meanwhile the price of Tfii shares have been moving up.
Is it possible that Tfii may be on Cnr radar ?
Q: I am overweight in these 3 companies. I need to raise some capital by selling some of the shares from one of these 3 holdings. What would be your recommendation? It will not significantly affect my diversification.
Q: I'm thinking of switching out of some or all of the above securities to better balance my portfolio. Do you see the potential for a significant bounce on any as negative sentiment or other conditions improve?
Q: Are the fundamentals intacts for these companies or are they more affected by the market correction due to: inflation, supply chain, interest rate, techno bust, pandemy, Ukraine,....etc?
Q: I am down on the following stocks and wondering if i should sell so i can claim the loss on my losing positions % + loss as follows LSPD- 55%, NFLX - 59%, SHOP -47%, NVEI -45%, GSY-47%, KXS - 28%, GM - 39%, TFII - 24%, PFE - 16%. Does it make sense to sell now and maybe buy some back after 30 calendar days or do you think i should keep some of them and ride out the downturn ? can yo comment on what i should keep or sell in order of preference... your help is appreciated
Q: Hi Peter and team.
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter
Q: These companies are in my husband’s TFSA and they are currently all down from where I purchased them.
In the current economy, which of these companies would you add to today? Please rank them in order of preference.