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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: Out of the techs mentioned above, which would you sell first to free up some cash in case of a downturn.
Read Answer Asked by Gigi on April 03, 2019
Q: Hello 5i,
I’ve changed my investment goals for my children’s resp. It will be spent within the next 6 years, so after the December correction I plan to liquidate. At this point, I have $5 k more than I promised them. The stocks listed above are those that remain in the account.
Going forward should I:
1) sell all the stocks and buy an etf for 5k?
2) if an etf, which one for max growth?
3) if one were to keep only one or two stocks, which would be kept for most potential for gains? (This would be instead of the etf).

I would not have grown the resp to its current value had it not been for 5i. Thank you for helping me fund my kids education!
Read Answer Asked by Kat on March 28, 2019
Q: Hi,

I have losses that I am holding in ITC, CRH, and WCP inside my TFSA. I would like to sell one or all of these in order to add to some of the other names listed. In which order would you sell first, as well as which ones would you add to right now considering where the stock is trading at currently? Thanks!
Read Answer Asked by Keith on March 26, 2019
Q: Losing on good stocks which one I can buy more and double up or any other in your opinion?.I am looking for under value stocks.
Read Answer Asked by Nizar on March 20, 2019
Q: Hello Peter, Ryan, and Team

I need to raise some cash and would like to know how you would rank these stocks from "sell first" to "sell last":

BLX 1.07%
BNS 1.9%
KXS 1.35%
NFI 0.81%
PBH 1.7%
SIS 2.22%
SYZ 0.94%
TFII 0.58%

I am underwater on all of these. The number following each symbol is the stock's weighting.

Thanks for your assistance.
Read Answer Asked by Jerry on March 18, 2019
Q: I hold the following technology companies for a 31.66% weighting in my portfolio. I need to reduce this to a maximum weighting of 20%. Given the holdings are long term, and I wish a balance between stability and aggressive growth in this sector, which of the above companies would you cut down or eliminate to achieve this goal? Current individual weights are; CSU 4.88%, GOOGL 4.94%, AAPL 4.8%,GIB.A 3.2%, SHOP 2.57%, PHO 2.56%,MU 3.27%, NVDA 3.22%, KXS 2.21%.
Read Answer Asked by Terry on March 18, 2019
Q: Could you please rank these 4 stocks. Looking for growth and willing to hold for at least 5+years. This would be for a TFSA with a growth tilt to it. Do you see all these companies as a good investment? Thanks as always.
Read Answer Asked by Aaron on March 14, 2019
Q: Hi Gang, good news is I sold most of the above with gains except for COV and KXS, looking closer if I did not the losses would put me in big trouble, over 40% for most of them from the high, I know that 2018 was not a stellar year but I'm 65 years old and can't wait 5 years for these stocks to come back, do you have any thoughts on how to get out before a stock takes a 40% haircut, is a 8% or 10% stop rule help or perhaps farther out. Thanks Anthony
Read Answer Asked by Anthony on March 11, 2019
Q: My question revolves around Peter's webinar and the thought we should know when to sell our losers. I bought the above just before the decline last year. All outpaced (negatively)the market decline considerably. During the recent market rally 2 have not participated with the market, the others have basically market performed. Leaving the value at this point -23%. There have been some misses in the last reports for these companies. As an investor what am I looking for now to continue to hold these positions or be a seller.
Thank you,
Mike

Read Answer Asked by Mike on March 07, 2019
Q: PBH, NFI, KXS, TSGI, GC, BNS, SIS, CCL and now TOY. Not good. It feels like, for some time now, a lot of risk but not the commensurate reward. Please comment.
Read Answer Asked by Darcy on March 07, 2019
Q: Long term TFSA. I am currently down 11%BNS;26%GUD;8%STN and 6%SLF. Have Plus 10% weightings in all 7 stocks.
Should I add to the (current) losers or add something new or add to my (current) winners.
Read Answer Asked by Paul on March 07, 2019
Q: This is a question that could apply to the above companies based on recent results but many others throughout a year. When a company you guys like misses earnings but has a reasonable explanation and the release/conf call doesn't turn up anything wild to be concerned about does it ever not make sense to buy or top up when the market overreacts? GC yesterday was another great example. Your thoughts please on when you would and would not be active buyers following a miss by a company you consider to be of high quality.
Read Answer Asked by Tim on March 07, 2019
Q: I struggle between trimming positions as they get too big in my portfolio, or letting them run. In the line of thinking to make above average returns, you have to have at least one multi bagger, I have held all the above into overweight positions, only to take it on the chin - the jury is still out on GC, but I'm expecting a rough day. Currently have PEO at 168% return, but I've held for years and I sleep well with this little company. Dont have a company specific question here, maybe a few thoughts on the balancing act between letting them run and trimming to appropriate size?
Read Answer Asked by Charles on March 06, 2019
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