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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: I hold CSU,DSG,ENGH is a non registered account and have done well. OTEX and KXS in a TFSA. In total all of the above are about 6.47% of my holdings. Should I consider reducing to 2 or 3 holdings or hold all five. Comments, thanks
Read Answer Asked by David on January 31, 2019
Q: Hello 5I
Which one would you like best going forward as I’m looking to reduce my Tech holding to approximately 10%?
Thanks

Sylvain
Read Answer Asked by Sylvain on January 23, 2019
Q: Hi 5i! I'm a middle-aged subscriber that has picked up some of the 5i researched companies - most recently Kinaxis and BNS. I'm slightly overweight Kinaxis and Shopify since I see them as potential growth engines. KXS, TOY, NVDA, SHOP, FB, and BNS are all in my non-reg account. If I need cash this year for personal projects, which companies might you recommend I start selling? Thanks!
Read Answer Asked by Marc on January 18, 2019
Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.
Read Answer Asked by D on January 16, 2019
Q: I have 59K (38k in TFSA, 21k in Trading account). I am thinking to follow the balanced equity portfolio, so approx. $2250 each name. Time frame is less than 5 years. Two questions: Do you support this idea? If so, which names to purchase in each account? Thanks very much.
Read Answer Asked by daniel on January 14, 2019
Q: Hi all,

I'm down on all 3 of the above stocks - but I still like them. I think I just need to be told to hang on, it can be a bumpy ride. Forgot to ask - can I add to these positions at this time, to average down?
Read Answer Asked by Robert on January 14, 2019
Q: I would like to add another tech stock or ETF to my portfolio.I have 10% total in KXS,MSFT, & AAPL. I have been looking at SYZ,ENGH, CSU and Intel.I would like to know which of these stocks held up well during the recent correction.
Thank you for your invaluable service.
Read Answer Asked by Allen on January 14, 2019
Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.
Read Answer Asked by john on January 11, 2019
Q: I own these three (half positions) and have had TRP for a long time so up about 70% on it and down about 20% on the other two. Would it make any sense to sell TRP and divie the cash proceeds between the other two (TOY and KXS)? I do already own ENB (full position).
Thanks again.
Read Answer Asked by Danny-boy on January 09, 2019
Q: I own full positions in these four holdings, and have to sell two by the end of January - the other two will be held for long term. Please recommend which two you would suggest holding, and which two to sell. I'm not concerned about sector balance for this question. Thanks, Kim
Read Answer Asked by Kim on January 08, 2019
Q: In order to re-balance my portfolio, I need to sell one or more of the following companies:
BEP.un (full position)
CSH.un (full position)
SLF (full position)
NWH.un (full position)
SIS (half position)
CWW (half position)
CSU (half position)
KXS (half position)
Which one(s) would you suggest I sell?
Read Answer Asked by Jonathan on January 08, 2019
Q: Wanting to make an initial investment into equities within my TFSA which has lots of room. Planning to put in about 10k. Planning to buy and hold long term. Would like a recommendation on growth stocks to get started and have a bit of diversification. Also should I buy all at once or buy some names now and others later. Thanks!
Read Answer Asked by Dustin on January 04, 2019
Q: Hi,
I am down 12% KXS,20% NFI and 20% TOY.
Considering a two year time frame,are these companies a buy,sell or hold?
If they are a hold then at what price would they be a sell or buy?
Thank you.
Read Answer Asked by John on January 03, 2019
Q: I currently hold small positions on the following. Based on current valuations and growth expectations, which Companies would you add to? in order of preference,

Thanks Valter
Read Answer Asked by Valter on January 03, 2019
Q: I can move stocks in kind from my RRSP to my TFSA account,
Looking at some of listed stocks that have had a bad year. Which ones would you pick to move? Please rank them in preference,

Would you make the transfer early in 2019 or wait till later in the year.

Thank you,

Bob
Read Answer Asked by Robert on December 31, 2018
Q: I would like to invest for long term and am looking at either KXS or CCL as both are down. Would you have a preference? and what are the risks with either stocks?
Read Answer Asked by Donna on December 27, 2018
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