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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: Hi Peter and 5i Team,

My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.

With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?

Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!

Read Answer Asked by Dennis on November 07, 2022

Q: Looking for 5 names for my Cdn TFSA . Must pay a dividend. Currently hold GSY, ATD, BAM.A EFM, DOO, DFY.
Thank you
David

Read Answer Asked by David on November 07, 2022

Q: If I have to pick two names out of 4 which one it would be for Growth in TFSA

ATA, GDI, TRI, BYD,

Read Answer Asked by Mahendiali on October 28, 2022

Q: Hi Peter

In the latest update to the income portfolio, the entire position in TCL has been sold to invest the capital in other quality names.

Is it possible to let us know some of the names you have in mind for deploying this capital?

Read Answer Asked by Greyhair on September 19, 2022

Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you

Read Answer Asked by sam on August 31, 2022

Q: Hi Guys,
Could you list 5 or more Canadian companys that you would consider long term holds that pay a good dividend ?
Excluding 5 Big banks,BCE,T,ENB,FTS.

Thanks Steve.

Read Answer Asked by Stephen on August 26, 2022

Q: I went to cash towards the end of last year in my TFSA. It turned out to be the right move at the time but 8 months later I am still in cash and suffering from whatever the opposite of FOMO is. As a senior, who lives off investments without any employer pension, my target return is any combination of growth and income at 6% -10% or better. While I am prepared for reasonable risk I can't afford to lose the TFSA headroom for a 3-5 years while a stock recovers. I am looking for 8-10 positions and would appreciate suggestions.

Read Answer Asked by Peter on August 18, 2022

Q: Hi Everyone at 5i!!!

My son is building his RRSP holdings. What 5-10 stocks or ETFs would you consider to add for long term, sleep at night positions in the RRSP.
Cheers, Tamara

Read Answer Asked by Tamara on July 10, 2022

Q: In each of the following 2 groups, please rank the best holdings in order today:

SLF, TSU, BAM, GSY, TRI


WSP, TFII, MG, ATA


Thank you.

Read Answer Asked by Alan on July 10, 2022

Q: These companies are in my husbandís TFSA and they are currently all down from where I purchased them.
In the current economy, which of these companies would you add to today? Please rank them in order of preference.

Read Answer Asked by Donna on June 02, 2022

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Read Answer Asked by Jacques on April 20, 2022

Q: A year ago I asked for your opinion on these stocks to incorporate into my current portfolio of banks, utilities, REITS, infrastructure, etc. My first purchase was BAM With the current market decline I see an opportunity to purchase another stock. From a technical view which looks most attractive? From a fundamental view which looks the most attractive ? Which would you purchase next? Thanks. Derek

Read Answer Asked by Derek on April 13, 2022

Q: How would you rate (1-10) these 5 industrials for new money today? Please include a brief explanation for the ratings.

Read Answer Asked by Peter on March 07, 2022

Q: 2 Questions related to Canadian stocks paying dividends in USD:
(1) I want more US cash and plan to have Questrade journal over the above CA stocks to the US equivalent in a TFSA. Is there any special considerations here when doing this? Best to do this on a day when the Canadian dollar is stronger?
(2) In a margin account, Questrade journaled over AQN:CA to AQN:US on February 3/22. I have held AQN:CA for more than 1 year and sold all of AQN:US today at a small loss. Will CRA see the later loss as a superficial loss, because the US listed stock was held for less than 30 days? Thanks!

Read Answer Asked by Grant on February 18, 2022

Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks

Read Answer Asked by Curtis on February 11, 2022