Investment Q&A

Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?

Thanks in advance
Sue

Q: TRI has had a noticeable selloff over the last few months. Any specific company reasons?

Q: I have held TRI for many years. Its share price is up over 700%. since I have owned it. I was wondering, given its recent price decline, whether you think its day has come and gone or if you think it still has future growth.

Many thanks for your imput.

Q: BUY. or. HOLD. or SELL for a 3 to 5 year period?

Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.

Q: My tech component of my portfolio is 43% and want to rebalance my portfolio so tech is about 33%. In tech CSU is 33% NVDA 20% Shop 15% Rest are about 6% to 8%. Is there 1 or 2 I should sell due to overlap? What should I do?
Also is there an argument that shopify fits into the consumer discretionary space?
Also am I missing a tech name?
Thanks take more credits if needed

Q: In your opinion which of Atd.b or Tri would offer the best return over the next 5 years.

Q: Hi Peter and 5i Team,

I need to raise some cash and plan to sell/reduce in a non-registered account to accomplish this. Of the stocks and ETFs addressed in this question, please rank them in the order that YOU would sell/reduce, starting with the ones to sell/reduce first. If any holdings are an outright sell, please indicate. For example, we've held BYD for a long time and have a decent gain, but it's short-term performance has faltered somewhat.

As always, thanks for your insight.

Q: Any reason for the repurchase as of $1 billion? Do you think the company is undervalue and causing such action. What is the good price to buy in?

Q: Thoughts on whether this is a buy/hold/sell? Good company with massive sell off lately. Thanks.

Q: Tri is now down 20% from its 12 month high. Is it still worth holding it?

Q: Good Morning
I currently have a 75% position inTRI at an average cost 266$
would you now add the remaining 25% or would you have a price suggestion to add?
Thks
Marcel

Q: Would you be comfortable starting new position in these companies while these are at all time high?

Thanks

Q: When asked about ranking companies for buying a few days before Thompson Reuter’s fall you ranked fairly low. Would that ranking change now wit it’s drop?

Q: A couple of generally solid companies (TRI and LLY) have had some serious drops with earnings. Would you be comfortable buying now? Thank-you.

Q: Hi, please comment the result as of Thomson Reuters. I have purchased at C$285 and now seem dropping another 5%. Any reason?

Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?

Q: After yesterday CGI Q results would you prefer TRI for more growth?

Q: Good morning team. I'm sitting on large gains on these three in my TFSA. (thanks 5i) As might be expected their position sizes have become rather large and I am cognizant of the concern that "pigs get slaughtered"! Sooo, what to do. I sold half of Shopify some years ago and diversified into Unity Software and Lightspeed. We know how that went. Should have kept all the Shop! I'm comfortable with a large position in CSU but I'm wondering if it's time to trim some Nvidia. What are your best 3 tech ideas for diversifying my TFSA. (I also hold most of 5i's other canadian tech companies.)Also, could you suggest 3 good ideas for diversifying away from tech? Thank you, Rod

Q: I have a portfolio of 25 individual stocks (diversified among most sectors) with no ETFs. Within this portfolio I own companies that trade in CAD and the US but have operations and/or varying degrees of revenue in other countries such as CLBT, AXON, TOI, VHI, UBER, BKNG, WSP, TRI, BN and some of the MAG 7 with their worldwide reach such as GOOG. I often wonder if this is adequate international exposure for a healthy portfolio or should I have a specific international ETF?
I have not been a fan of ETFs due to the often wide exposure that can include "the best along with less than the best" (and they are boring, :), haha). But for long term growth and healthy diversification I often consider opening a position in an international ETF such as VIU.
But then I face my conundrum. In the past 5 years the return on VIU has been 41.4% (Yahoo Finance). Perhaps my expectations are out of line, but I would not be happy (and I would be bored, :), ) with the same return from VIU in the next 5 years. Even a conservative Canadian bank with some international operations such as RY has done 90% in the past 5 years (Yahoo Finance). It seems to me that I must give up too much possible growth in order to achieve a healthy level of international diversification through the instrument of an international ETF.
Perhaps this is a conundrum that need not be solved, but do you have any thoughts that may lead to a wiser investment perspective or a needed tempering of my expectations?
As always, thank you for your excellent service.
Cal