Investment Q&A

Q: On January 12/21 you picked TRI over TIH. Throwing TFII into the pot which would you pick now for steady growth with a 3 to 5 year hold? Would you please rank for the greatest capital gain and least volatility. Thank you and have a very merry Christmas.

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.

Q: Thoughts on INS:US, NLS:US, EDUC:US, XPEL:US, CRNC:US and DN:TSE? Buy, sell or hold?

Q: This is a US traded fund with a high dividend that I am thinking of buying. I know you guys aren’t accountants so I won’t hold you to it, but any inkling of what withholding tax would be taken off the distribution if held by a Canadian in a non-registered account? Thanks and Merry Christmas!

Q: Which of J or NVEE do you prefer and why?
Thank you for your service.

Q: JIM CRAMER OF CNBC RECOMMENDED ELI LILLY BECAUSE OF THEIR PIPELINE AND ETC. THEREFORE, I WAS THINKING OF SWITCHING JOHNSON AND JOHNSON FOR ELI LILLY, WHAT SAY YOU?

Q: CNN SAID PURPOSE IS COMING OUT WITH A YIELD VERSION, SHOULD I SWITCH?

Q: Your opinion on the best balance of growth and safety between shopify and lightspeed?
Thank you.

Q: Hi!
I am thinking about investing in L. Is now (the waning days of 2021) a good time? Or should I wait a bit? L seems to have spiked over the last months....

Q: Thanks for all the work that the 5i team does. I just retired and saved a good nest egg. I should note that about 45% of my portfolio is in fixed income and it is not included in this question. I enjoy keeping an eye on the market and investing. I read your answers to questions daily. I like about 20% exposure to tech stocks (good ones like aapl, goog, shop, etc).
I have selected a total of only 20 stocks in all sectors and I have weighted them as best I could to meet the portfolio analytics suggestions (adjusted by me for more tech). I have say $170K in Unregistered, $150K in TFSA and a much bigger chunk in SDRSP (Minus the 45% Fixed income), I would like to put the same 20 stocks (weighted as per above) in each portfolio BUT in the bigger chunk SDRSP put 60% of the SDRSP funds into the 20 stocks and put the remaining 40% of SDRSP funds in 4 Value ETFs (2 CDN, 2 US) and 2 INTL ETFs. Therefore, I would have the same 20 stocks in three portfolios and 6 ETFs in the SDRSP.
This makes perfect sense to me … but maybe you have other thoughts. I would like your expert opinion on this approach please.
Thanks so much and happy holidays

Q: What is a good entry price for this stock?

Q: What does your most educated outlook say about emerging markets in the up-coming year? ZEM a good spot to put some cash to work? As always, your pragmatic views are most appreciated!! Ron

Q: Since it's the end of a year, I will ask this question about stock picks for 2022. Hypothetically, you are in a stock picking contest to pick 10 Canadian stocks for 2022. Best total return for the year including dividends is the winner. Mr. X is your opponent. Since you are the pro, Mr. X gets to pick first. He has picked ATD, AEM, BAM.A, CNR, CSU, DOL, NTR, SHOP, SLF, SU as his group. You can't choose any of those. Which 10 Canadian stocks are you going to pick?

Q: Season's Greetings 5i team,
We will be making a 6k contribution to each of our TFSAs in the New Year. The two accounts hold the following securities:

TFSA1: ATA, DSG, WELL and TOI
TFSA2: ATZ, BAM.A, DOO, NVEI and TOI

In what order might you invest the $ in the securities in each of the two accounts? (Given the relative size of this investment, overall diversification (across all accounts), size of holdings and industry allocation will not be affected).

Thank you for your dedication and all of the great work you do for us DIY investors. Merry Christmas and HNY!
Steve

Q: We would like to wish Peter, Ryan, Lana, and all the staff at 5i a joyous holiday and best wishes in the new year. Thank you for your expert opinions over the years.

Q: Seasons greetings to the wonderful team.

My initial position in ECN has shrunk as a result of the payout. Would you advise reinvesting ROC back in the stock?
Thank you

Q: I am considering add more bank stocks and here's what I got based on their P/E:

TD:12.36x
RY:11.99x
BMO:11.69x
BNS:11.50x
CM:10.57x
NA: 10.79x

I have 150K cash available. Would you agree to add National Bank, CIBC and Bank of Novia Scotia equally since these 3 have the cheapest valuation?

Thanks,

Q: Hi 5i TEAM,

I have watched GoEasy for while and wondering if it's good time to get in on its recently pull back. Also, will raising interest rate benefit the company as well？

Thanks,

Q: I have small positions in AEM and KL and am puzzled by the recent price action. It often seems that the share price falls when gold is up, and rises when gold is down. I've often read that gold prices are subject to strategic manipulation but this seems very counter-intuitive. Any thoughts?

Q: Although I recognize that Market Timing is not your "oeuvre", can you comment on the wild fluctuations between STNE's daily high & low today (i.e. and on high volume)? In the absence of any remarkable news could this be indicative of an impending bottom?