skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello,
For a TFSA with a long term horizon (5+ years) would you please rank these companies, keeping in mind their current valuation?
Also, are there any that you would shy away from/not consider?
Thanks for your help
Read Answer Asked by Antonio on August 12, 2020
Q: Hi 5i,

I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
Read Answer Asked by kwokwai on August 11, 2020
Q: Up some 30% on LSPD in my TFSA. Considering selling and replacing with either REAL, KXS. or SHOP. Would you hold the course with LSPD? If not, which of the three would you replace it with? Thank you.

Maureen
Read Answer Asked by Maureen on August 10, 2020
Q: Excluding SHOP, which latest earnings reports have you been most impressed by wrt 5i portfolio companies?
Read Answer Asked by Curtis on August 10, 2020
Q: Looking to clean mine and my wifes TFSA(s) up and move the US stocks to my RSP and then relocate / New a cdn stock(s) back to my TFSA due to tax withholding moving forward (lesson learned). Thoughts on KXS, LSPD, others (cdn) for my TFSA moving forward?
Read Answer Asked by Scott on August 06, 2020
Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks
Read Answer Asked by rajeev on August 05, 2020
Q: Firstly, thank you for your outstanding guidance.
The first 3 stocks haven’t bounced back yet and are still quite a bit down. My question is -would it be better to try and recover $ in the Growth stocks listed below the 3 or reinvest with A&W, BMO, PRU and wait it out for another year.
I have positions in the growth stocks that could be deeper in BNS, Telus, Enbridge, TCP, Kinaxis, Qualcomm. And if you suggest that the growth stocks make more sense to recoup money faster, could you rank these from strongest to weakest-(Potential for growth). Thank you.
Bruce
Read Answer Asked by Bruce on July 30, 2020
Q: What is your top choice for playing the gold sector? This will be my only exposure to precious metals.

What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.

Thanks.
Read Answer Asked by Ben on July 29, 2020
Q: Hello. I have a two 'DSG questions':

Given KXS is currently 4.5% of my portfolio - would you add some DSG... or is this an unnecessary overlap?

Why do you think KXS has significantly outperformed DSG since March?

Thanks!
Read Answer Asked by Robert on July 28, 2020
Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?
Read Answer Asked by Stephen on July 27, 2020
Q: Hello. I have about $75,000 to invest in my tfsa. Please give me your top 10 recommendations Canadian or US.

Thanks, Mike
Read Answer Asked by Michael on July 27, 2020
Q: The above 3 are some of u favourities.Which one to buy today.Please rank from best.Txs for u usual great services & advices
Read Answer Asked by Peter on July 27, 2020
Q: Hello, with $75000 to invest could you please give me a list of 10 stocks us or cdn for a tfsa.

Thanks, Mike
Read Answer Asked by Michael on July 21, 2020
Q: Whenever there are these swings in the market from growth/tech to value/consumer it makes me think about diversification. I have also noticed that companies that bring tech to another field are thriving. Examples being SHOP bringing technology to consumers, REAL bringing it to consumers and real estate, VEEV bringing it to health care, etc.... Also the US markets just recategorized to decrease the amount of technology companies. I am presently 27% technology but only if I place REAL and AMZN in consumer, GOOG in communications , etc.

I own all the above listed companies except ROP. I am currently considering selling LSPD (technology or should just categorize it as consumer) to buy ROP (industrial or is it technology). This would bring technology to under 25% and increase Industrials and US exposure which I am underweight in. The problem is that I can’t help but think that I am making a trade just to make the diversification boxes all line up. One could easily consider ROP as technology.

In the medical profession we have a term for this. “Euboxic”. Which means making all the lab values line up to hope for the best but often with no real value added.
Read Answer Asked by Paul on July 17, 2020
Q: I have cash to deploy in my corporate non-registered account for 2 names now and 2 more in about 4-5 months. Looking at the above 4 names. I already am well diversified in this account so any 2 is fine. I do hold some KXS & CSU in my RSP account (thank your team for that, well up). I am not worried about the over lap as it would not push me too heavy as far as diversification with any of these two within all my accounts. What would you order of preference for a 5 max look ahead when I would be ready to reduce risk?
Read Answer Asked by Scott on July 17, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!