Investment Q&A

Q: Can you please advise which one would you consider as a value stock as of today price from your Model, Growth, Income portfolio?

Thanks for the great service.

Q: My portfolio is low in the consumer cyclical / discretionary sector. I have funds to add one stock at 2.5% portfolio weighting for a potentially long time frame. I'm torn between DOO and MG. Which would you recommend to add now and why?

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: 18 year old making first tfsa contribution what would be your top 3 stocks

Q: I will be converting my RSP to a RIF next year resulting in my income increasing some 50 % and with money I do not not need for my present lifestyle. The account is full of banks, reits, pipelines, infrastructure , utilities etc., as is my non registered account which is the same size as the RSP. Does it make sense to adjust the non registered account to more growth stocks , and hence less income ? I I have listed some prospective stocks. A crazy idea to reduce income and perhaps this is outside your.venue but any thoughts are appreciated. Derek

Q: I currently own a 5% position in Magna for some industrial exposure. Looking to add another name at a 3% position to get to my 8% desired weighting. This excludes transports which is separate in my sector weightings. Can you recommend one or two names in Canada and the U.S. that might be of interest?

Thank you,
Jason

Q: Good afternoon - I took positions in the above several months ago, thanks to your suggestion, and all have fared quite well. However, both MG and LUN are at what appears to be their highest levels in several years while NTR enjoyed a higher valuation years back. All three have immodest P/E ratios at this time. Do you foresee additional loft to their prices or is it perhaps already time to do a bit of harvesting? Thank you.

Q: How do you rate Toyota as a (conservative?) means of participating in the EV boom(?) - Other suggestions? Thanks Jim

Q: Bought BAD a few months back as a recovery play and have done ok however recent results cause me to question the growth prospects. Should I continue to hold or sell and add to my existing positions in SIS, NFI, QSR and MG. All good recovery plays in my opinion.
Thanks

Q: My grandson of 23 is starting his 1st tfsa with $2500 to begin and needs a core holding start. please suggest a stock only and etf only models. Which one or mixed off, would you deploy today.
thanks

Q: Of the companies listed, which one would you start a new half position in today for a potential 5 plus year hold in a balanced portfolio. And would any in particular benefit from reopening? I understand that I would need to keep on eye on the cyclicals with a view to exiting if needed.

Q: I am a buy and hold investor. For an unregistered account which of the above would you recommend and why?

Ron

Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth

Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles

Q: Hi 5i team,

Pls comment on MRE's results. Also do you any headwinds mentioned to also impact other parts mfgrs like Magna or Linamar.

As a side note, I'm waiting on a new 2021 pickup and my dealer said I'm lucky as their being told to no longer accept orders for trucks due to shortages on parts.

Thx

Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help

Q: I currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.

Q: I hold BYD, DOO, and MG and am considering DOL, ATZ, LNF. I want to stay with a total of 3 consumer cyclicals in my portfolio so would you suggest selling any of the current 3 and purchasing any of the other 3 for safe growth?

Thanks, Lyle

Q: I currently hold XCD and would like to 2 names for a RRSP , will not be withdrawing money for 10 years and would like to know which 2 names from AW.UN, MG or LNF would you add?
Thanks

Q: What would you suggest as a way to gain exposure to Electric Vehicles (EV’s)?

I have electric producers, as a common denominator, but wonder whether direct investment into auto or parts makers, and/or battery components (lithium/graphite) would be worthwhile.

Any suggestions for some small dabbles?