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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 currently hold the following in my TFSA: ENB, EGLX, LSPD, PLTR, SUGR, TIXT, TOI.
I propose to reduce LSPD from eight to six percent, use the proceeds to increase TOI from one to three percent
of my total portfolio and recapture my principal investment in LSPD. From a risk/reward and diversification move does this proposal appear, on the face of it, to be a reasonable change to make

Thank you for considering my question
Read Answer Asked by Gail on June 28, 2021
Q: Hi Guys - looking at adding to my financials position. I currently hold ~2.5% in each of TD and BNS. With the forecast estimates of improved earnings, increased dividends/buybacks, etc... which of the "Big 5+EQB+LB" would you find the most attractive, both in terms of capital growth and dividend increases (i.e., total growth). Thank you!
Read Answer Asked by Abbas on June 28, 2021
Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we're overexposed to the Consumer Cyclical Sector. Please rank the above three stocks from "sell some shares first" to "sell some shares last" so that we can free up some cash to put in the Materials sector, which is presently underrepresented. What are your favourites in the Materials sector? (Either stocks or ETFs in Canada or the US.) Thanks as always.





Read Answer Asked by Jerry on June 28, 2021
Q: Hi guys,

I'll be starting a new account for my family member and will be following your Balance portfolio. Should I purchase a full position or a half now and half later this summer.
Thanks again,
Jim
Read Answer Asked by jim on June 28, 2021
Q: Can you tell me what are the factors I should evaluate before purchasing a company stock. Thank you
Read Answer Asked by Kristelle on June 28, 2021
Q: I would like to increase my health care sector weighting. It is presently 0.3% of my portfolio with one stock, CSH.UN. What quality health care stocks would 5iReseach recommend & should I also add to CSH.UN to help increase the sector’s weighting. Thanks … Cal
Read Answer Asked by cal on June 28, 2021
Q: I'm seeking an ETF to help with disruptive technologies.

I have mostly banks, REIT's, and other dividend paying stocks. Less in
technology, health care though I have a few ETF's covering the space.

What I don't have are ETF's that would protect against a possible
decline in my positions: such as disruptive financial stocks (such as
ARKF) and emerging internet, cybersecurity for example. I have very
little knowledge ion these areas but they could well be important
going forward, as a minority position (maybe 5 - 10% of my portfolio).

Thoughts?
Read Answer Asked by John on June 28, 2021
Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.
Read Answer Asked by Maureen on June 28, 2021
Q: As a 20 year-old, can you suggest 6 high risk/high reward Canadian or US stocks for part of my investments (I would look to buy on dips)? Would you recommend a portion invested in cryptocurrencies or is this just really gambling with the high volatility? I have a 5-year time line.
Thank you!!
Read Answer Asked by Grant on June 28, 2021
Q: Roku has run up a lot in 2 months, at least partly due to a takeover rumour. I’m thinking an offer will likely not materialize because the cat is out of the bag making the company more expensive. If you held a small position, would you sell? At the current price do you consider Roku a buy, sell or hold?
Read Answer Asked by Steven on June 28, 2021
Q: SHOP & AMZN decline a bit after reaching highs a few days ago. LSPD still doing well.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.
Read Answer Asked by Lai Kuen on June 28, 2021
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