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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: Hello 5i team,
I wanted to add to my WPM holding and was wondering if it is still ok to add at these levels?

For MG, it has taken a hit in the past year and wanted to initiate a position at this level, are you still comfortable with Magna or is there something more fundamental going on.

Thank You,
Anrew
Read Answer Asked by Andrew on October 10, 2024
Q: Good Day team 5i: Considering I am a long way away from my original purchase price of 94.50 and very unlikely to see that again , and considering my target date from before the pandemic needing these funds has shrunk to less than 2 years .. Funds are in a TFSA can I transfer to my unregistered account and have a loss of some value. If I chose to leave it in TFSA can you suggest a couple top replacement for MG? Tks and much appreciated Larry ( unless of course you feel I should hold )I do have other options for the funds needed.
Read Answer Asked by Larry on October 07, 2024
Q: My losing stocks are LSPD (-65%), MG (-45%), CELH (-53%), and NXT (-40%) in my portfolio. I am contemplating an annual cleaning to weed out the poor performers before year end and invest the proceeds elsewhere.
Please recommend if any of the above mentioned stocks are still worth keeping for recovery in the recent interest rate cut environment ? if not, please rank the order of wipe out sequence. Thank you for your excellent service. Bill.
Read Answer Asked by Bill on September 24, 2024
Q: Magna MG I am slowly getting tired of its performance. What do you suggest to replace it with? US and CA. Thanks and Greetings, Peter.
Read Answer Asked by peter on September 22, 2024
Q: Still holding MG as it approaches the Covid lows.


My question has to do with the financial health of the company, and is its dividend supported if we finally enter the long awaited slow down/recession. I've scanned past questions and would like to know if your 2025/2026 views of this company have changed. It would also be great to reflect its current valuation over past cyclical downturns.

Thx.
Read Answer Asked by Christopher on September 12, 2024
Q: you recently answered a question on august 13 about higher / better / safer quality dividend stocks with yields in the 3-5 % range (vs going after yields over 6 %).

What would you consider to be the top 10 of this 3-5 % yield higher quality dividend stock category?
Read Answer Asked by Ernest on August 19, 2024
Q: I currently hold NVDA in non-registered account and two registered accounts. In view of the poor performance and perhaps a low future growth in the automotive industry, I am thinking of selling my position in the non-registered account, harvest a capital loss and initiate a position in NVDA. I am trying to take advantage of the pullback in NVDA and increase the growth profile. Understanding your limitation in providing advice on this move, your opinion of the pros and cons of this switch would be appreciated.
Read Answer Asked by Francisco on August 12, 2024
Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris
Read Answer Asked by chris on August 12, 2024
Q: Sir:
In reviewing the trust holdings for Grandchildren, I noticed that these previous darlings of 5i are all on life support. So , going forward, what are your recommendations? Thanks- Jim
Read Answer Asked by James on August 08, 2024
Q: I am currently only hold MG in the consumer discretionary sector and need to increase my exposure to the sector. MCD, SBUX and LULU have all dropped over the last few quarters with worry of the US consumer pulling back their purse strings. What are your thoughts on those three and what Canadian stock in the consumer discretionary sector interests you today? Long term buy and hold investor.
Read Answer Asked by eric on July 18, 2024
Q: I am contemplating to sell the LSPD (1.1%, -63%), MG (1.2%, -43%), TD (0.3%, -15%) and BCE (0.2%, -57%) from my portfolio and deploying the proceeds elsewhere. Please rate and recommend the selling preference order. Thank you very much. Bill.
Read Answer Asked by Bill on July 16, 2024
Q: Hi,
Is MG a buy? It looks like it has a reasonable valuation. Tailwinds? Headwinds?

I've been holding CIX for about a year now. Got in at about $20. Can we expect some upward movement given the share buybacks and the large economic context?

ENGH...is it reasonable to expect this stock to get to 35 or so any time soon?

Yours kindly,
David
Read Answer Asked by D on July 15, 2024
Q: Good Morning,

I was thinking of buying the listed companies for a 6 month hold. What is your opinion on expected total returns. Your suggestions for better total return cdn stocks are welcome. Thank you
Read Answer Asked by David on July 15, 2024
Q: Hi,

Long time subscriber and was curious as to the weightings of these four stocks in the BP. ranging from 1.15% to 1.76%. Conventional wisdom is that as weightings get closer to 1%, any movement has less effect on the overall portfolio.

What does one look for to justify holding on to these smaller holdings? I have a long time frame, and I know three of the four are recent additions, with OTEX being increased once.

Just looking for my held to be held, I suppose.

Thanks in advance.
Read Answer Asked by Kelly on July 04, 2024