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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 have recently learned that the Kyndrel spinoff has been finalized. I have a position in IBM, so I expect I will be receiving some Kyndrel shares. Should I hold or sell these and buy more shares of IBM? I am a patient investor and understand the turnaround at IBM may take some time still.

My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.
Read Answer Asked by Walter on November 06, 2021
Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
Read Answer Asked by Tom on November 06, 2021
Q: Hi Peter, Ryan, and Team,

I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.
Read Answer Asked by Jerry on November 06, 2021
Q: Hello 5i team!

Kindly provide your analysis of recent earnings results and management commentary?

To what do you attribute the stock price drop?

You have previously mentioned an overhang in relation to unresolved legal dispute. What is the issue? Was there any reference to it in the earnings release or management commentary?

At this time what is your 1 to 3 year medium for this stock price?

Thank you for your helpful and knowledgeable analysis and opinions.

SG
Read Answer Asked by SG on November 06, 2021
Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks
Read Answer Asked by Curtis on November 06, 2021
Q: What would you recommend be the weightings for a particular stock, what is half and full positions referred in some of the questions.
Read Answer Asked by Vinod on November 06, 2021
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