Investment Q&A

Q: Can you please comment on results.
Thanks

Q: The other day Brad was asking about the current trend of shifting to value and a concern with rising rates & inflation, and wondered whether it would good to lighten up on growth stocks. The 5I answer covered a number of points and suggested adding sector diversification or balancing out with some value stocks. and that “high grading” things a little might be prudent. Although I like the sector diversification they offer, if I wanted to do some “high grading”, would I want to move out of these 3 names? They have been increasing in value ( by the way, I came to consider them because of 5I, so thanks). Or do you see them as being sufficient "grade" to continue to hold? hank you for your excellent service.

Q: In a growth portfolio, which two of the above would you add to today?
Thanks for your opinion.

Q: I'm interested in purchasing some stocks directly engaged in the IIOT and "industrial automation revolution" happening across many sectors worldwide. I prefer software companies with high TAM, dominant businesses (or the potential to be dominant), profitable, and good management. I understand purchasing the ARKQ ETF is one way to achieve this, but for a .75% fee it seems expensive. Also, I don't like that the fund weights Tesla, Alphabet, and Baidu so heavily. Of the above companies, how would you rank them as long term buys right now? Am I missing any here that you really like?

Q: Hi 5i,
Would you give me your thoughts on ATA for a 5 year hold.
Thanks,
Earl

Q: I am interested in the Industrial sector. What is the best way of playing it?

Q: Hi 5i team,
I have XBC in my TFSA with a 50% loss. As you mentioned before, it probably will take about a year for the company to prove itself. There won’t be much upside for this stock in the near future. In order to put the money to better use, I’m going to sell XBC now and use the proceeds to purchase another company hopefully at the cusp of positive move. I’m thinking of ATA / EGLX / MCR from the Growth Portfolio. I’m looking for high revenue growth and strong cash flow. Which of these do you think have the most upside potential in the next 12 months and why or would you suggest another name? Thanks.

Q: I'm trying to follow your growth portfolio but i still dont have positions into ATA, DOL, GDI, GOOS, IWO, MCR, MMX, OTEX and TRI.

Among these, what would be your top 3 to add in the current market? And what would you consider an interesting fork price to iniate a position for these 3?

Do you think any of them could prepare a round of financement?

Q: Good day! I will be receiving a large income tax refund in the coming days and will be adding in to my wife's TFSA which already includes positions in ATZ, NVEI, KL, GSY and TRUL. Time horizon of 20+ years affords a healthy appetite for risk. Her others accounts are well-balanced and moderate risk. I'm looking to add 2-3 positions in the above stocks. Please rank in order of preference for a long term hold. I am also open to any other suggestions. Thank you! (Note: I own WELL, XBC, LSPD, GOOS in my own accounts)

Q: I have half positions in the above equities. Would you add to any or all of them? In what order would you add to them?

Q: Hi, currently holding these as my industrials, looking to add 1-2% to this sector. Looking for long term growth, would be in RSP. How would you rank these if I were adding? Thanks!
TSE:XBC 2.72%
TSE:WSP 2.41%
TSE:ATA 1.83%
TSE:AC 1.46%
TSE:SIS 1.4%
TSE:GDI 1.2%

Q: For these three companies, would they be good candidates for the TFSA, knowing they are smaller capitalization entities? And if so, what order would you suggest doing so or all somewhat equal.
......Thanks....Tom

Q: What do you suggest for Industrials, either CDN or US, that are not at present already fully priced. I already have AC, CNR and TFII. Thanks

Q: Hi Peter and Staff

Long term view , which is most compelling to add to today and briefly why......sectors aside.......aritzia or Ats.
Thanks for all you do
Dennis

Q: Hello! Can you rank in order WSP, ATA and GRT.un in preference at this moment. And can you break down what percentage of GRT's revenue comes from which country? Many thanks

Q: I have done well owning ATA. Do you think it's a stock I should keep for the long run? I own it in my TFSA so selling doesn't effect a tax gain.

Thanks as always for your advice

Q: I am 60 years old, and I don't need the upcoming major problems that the world central banks are creating lead to the destruction of my retirement. So I am diversifying.

I currently hold the traditional Canadian dividend paying stocks, growing exposure to Emerging market ETF's, Gold bullion / ETF, commodity stocks, Infrastructure / Renewable Energy via the Brookfields, a few big name US stocks, and now entering the crypto world.

Here is my question: I read a recent article on Cathie Wood - CEO of Ark Invest. She claims:

"Seeded during the tech and telecom bubble more than 20 years ago, the five main platforms of innovation that we think will transform the global economy are: DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology. These involve 14 technologies including gene therapies, 3D printing, cloud computing, big data analytics, and cryptocurrencies."

I already have a pension from a Robotics-related company, and I am investing in crypto. Do you have any recommendations for anything else from what she mentioned, in which you would share her outlook? I have both CAD and USD accounts. Could be company or ETF - big or small.

Thanks.

Q: Hello Team 5i,
I own the companies listed above within a TFSA
REAL is smallest holding at 11% of this account = approx 12k
I will add 6k to TFSA in Jan 21

I am considering four options
Keep REAL and BUY more REAL with 6k
Keep REAL and BUY more XBC, STC, ATA and/or WELL with 6k
SELL REAL and BUY NVEI with 18k
SELL REAL and BUY more XBC, STC, ATA and/or WELL with 18k

-sector allocation not a consideration
-transaction costs not a concern
-concentration (# of securities) within TFSA not a consideration

Your thoughts please?

All the best to all the people at 5i who provide such a wonderful service.
Steve P

Q: Please comment on the recent acquisition. Thank you

Q: Hi, I'm currently holding a few of these positions in our TFSA's along with SHOP, LSPD, WELL, etc... I'm trying to determine if these four stocks fit best in a TFSA or other accounts? I try to put the highest growth stocks into our TFSA's. Would you swap any of these names out with some of the other high growth stocks you like and put these into an RSP, LIRA or non registered account? Thanks!