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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: Hi, first I wanted to thank you for this amazing service, I am so glad I discovered 5i!
I recently sold my business and have 10+ years before retirement. I now want to deploy this cash to build my retirement portfolio, I don't need any income from this portfolio for 10 years.
I carefully reviewed your Balanced and Income portfolios. With much improved valuations for many stocks in these portfolios, what are your suggestions for 10 best (in terms of possible appreciation) individual stocks or ETFs for a non-registered portfolio. Either from your sample portfolios or not, US or CDN.
Thanks again!
Read Answer Asked by Laura on April 09, 2020
Q: please list your 5 favourite Canadian moat stocks with strong balance sheets list your preferences in order of one to five thanks Richard
Read Answer Asked by richard on April 08, 2020
Q: I've seen you mention a few times that KXS and DSG are in the logistics business in one form or another. How much do their businesses overlap, and would it be okay to own both and still have a some diversification? Or is it best to stick with one and diversify elsewhere.

I'm largely asking b/c I'm looking for exposure to great Canadian companies (limited opportunities far as I can tell) and these are two that I'm interested in (already own KXS).

Cam.
Read Answer Asked by Cameron on April 08, 2020
Q: Hi group if you were to buy 3 stocks in Canada + 3 in the US today (or would you wait?) regardless of sectors . What stock would you buy /why. Of course it goes without saying that they would be minimally effected by the Covid -19 virus
Read Answer Asked by Terence on April 06, 2020
Q: Hello you Guys,
My question is as follows :
A number of years ago (3 or 4?) on a portfolio review it was suggested I buy VOX as I had no telecommunications exposure. It has been up and down and currently down. Would it make sense for me to sell the VOX and swing into either Telus, Bell or any other holding you would suggest at this time? And while I have you, is there 1 particular stock you would say is a diamond in the ruff? I'm pretty well diversified so sector stuff not so important, just a really great company that you guys really like. Bet you hate these questions but you never disappoint!
many thanks.
Read Answer Asked by ralph on April 06, 2020
Q: Hi Guys, looking to buy some partial positions on the following stocks, I own banks and telecoms plus SHOP and LSPD and a few others, would like your opinion with this 10 pack and do you see any issues with any these companies going forward.
Thanks for your great service
Anthony
Read Answer Asked by Anthony on April 03, 2020
Q: What's your favorite tech names right now? I'm looking to add name in a non registered account. Looking for growth.

Thanks

Dave
Read Answer Asked by David on April 01, 2020
Q: What would be your top stock picks for the best returns over the next 2 years? US & CDN.
Read Answer Asked by Larry M. on April 01, 2020
Q: What are your growth favourite companies with no debt and/or strong balance sheets that have low PEG ratios in CAD and USD? I understand there is minimal earnings visibility going forward so best guess is appreciated using companies that you expect to survive and eventually thrive. Thanks
Read Answer Asked by Angus on April 01, 2020
Q: I am interested in the performance of these 2 stocks before and during the current conronavirus environment.
I would have thought that AYX would have fared better, since it has about 3 time the market capitalisation. I acn't articulate the other factors which have given me a gut feeling that AYX was inherently stronger. But KXS seems to have held up better.
Grateful for your insights on the comparative recent performance of these two.
Read Answer Asked by TOM on April 01, 2020
Q: Thank you for your service, you guys do a great job! With the recent downturn in the markets, which stocks would be your top 3-5 buys for the next 3 years? Thanks.
Read Answer Asked by Bill on March 27, 2020
Q: Hello 5i, if you had to choose 10 companies out of the USA or Canada for a 5 year hold what would you choose?

There is no need for additional comments, the money isn’t needed in 5 years that’s just a timeframe that should hopefully allow for success vs the virus and recovery economically and adapting to the changed world ( going cashless, online shopping, deliveries, remote work etc) Risk is not an issue and neither is sector diversification. thank you !
Read Answer Asked by Michael on March 27, 2020
Q: I believe it in the last year or so has not been one of your favourites, however I have held GIB.A for a long time and it has been a stalwart; I (unfortunately) added a significant amount last year. In the last few weeks it has decreased a lot, more than many other tech names. I am still not sure why; any comment about that? I was attracted to the idea of harvesting a tax loss and migrating to another position (eg KXS) but since the drop in GIB.A has been much larger, does it have more potential upside than KXS which is not down as much? Thanks.
Read Answer Asked by Leonard on March 27, 2020
Q: Regardless of the sector/size of the company what would be your top 3 RRSP picks for long term holdings?
Read Answer Asked by Gary on March 24, 2020
Q: I managed to do well during this down market. I got out early and have put 83% in DOG, 15% in cash and have 2% in TSLA with and avg price of 189.

I am going to slowly start selling some DOG and deploying some cash. Can you recommend 3 to 5 stocks that I can start small positions in. I have a high risk tolerance and a time frame of 10 years or longer.

Thanks in advance.
Read Answer Asked by Richard on March 24, 2020
Q: Benjamin Tal was speaking on the current situation and crisis. He indicated that the crisis has identified significant cracks in the current global economy and he is forecasting some significant changes in how companies will operate going forward. Particularly he identified that the vulnerability of the supply chain and the 'just in time' approach to supply. He believes these 2 things will change going forward. He believes we will see an acceleration in de-centralization (started by trump) and a more balanced approach to having supplies on hand. If you beleive in these 2 economic trends, what stocks do you believe would fit these trends. I am thinking commercial warehousing and the like?
thank you.
Read Answer Asked by kelly on March 23, 2020
Q: Good afternoon.

I’m interested in which you prefer (1 and 2) in each category below.

ATD.B, PBH, MRU, L

SLF, TD, BAM.A, TRI

WSP, SIS, CAE

CSU, SHOP, ENGH, KXS

BEP.UN, FTS, AQN

Thank you.
Read Answer Asked by Alan on March 19, 2020
Q: In general, when the markets come roaring back, do investors tend to load up on those companies that weathered the storm (kxs, real thus far) or promising companies like lspd or stc who are taking a massive hit?
Thank you,
Kevin
Read Answer Asked by Kevin on March 18, 2020
Q: Just before the sharp downturn in market values I sold about 20% of my growth holdings.if I was looking to add a 2 - 3 names back what would be your top recommendations for good value on price and long term growth prospects?
Also, what was the reason for the decline in CBO price?
Read Answer Asked by PETER on March 16, 2020
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