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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: Thanks 5i for your valuable inputs. I owe KHC for about past 4 to 5 years and am down about 50%. For a long term hold with appetite for risk would you recommend to hold and ride it out or suggest something better in the same sector.

Thanks as usual
Read Answer Asked by Nimish on July 26, 2021
Q: Hi Peter,Ryan and 5i team,
Our grandson’s RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.
Read Answer Asked by john on July 09, 2021
Q: HI 5i,
My daughter (still in school for another 3 years) has L, REAL, AQN, BAM-A, SLF, TIXT, BYD on a tfsa account and has some cash to add to one of this positions.
Also has ATD-B and MG in a cash account and wants to add another position.
Please suggest adding to current TFSA choices and a new idea for cash account. 3 year horizon.
Thanks
Vitor
Read Answer Asked by Vitor on June 08, 2021
Q: I am thinking about selling Couche Tard and buying GoEasy. I am concerned about what their confusing move for the French grocer meant. It was over so fast and they had to know the government would not been very keen. Was it signaling that they have run out of convenience store targets you think? What was that exercise telling investors? I know you like both but what one do you like better in my TFSA? When do you add sub prime exposure? When credit spreads are massive or when the economy gets back on solid footing? Thanks
Read Answer Asked by Martin on May 10, 2021
Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.
Read Answer Asked by JANE on May 05, 2021
Q: Good morning 5i,
In a bout of enthusiasm I bought Alimentation Couche Tarde. I know it is not bad, But, I am wondering whether there might be something more promising. Not considering sector etc, how would you rank these three?
thanks for the excellent service as usual
Read Answer Asked by joseph on May 05, 2021
Q: I need to raise some cash by selling a portion of one of the following investments: ATD.B, BYD or ABST. Please rank which have the best upside at this time.
Thank you for your help!
Albert
Read Answer Asked by ALBERT on May 05, 2021
Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.
Read Answer Asked by Stefan on May 03, 2021
Q: I could use some help with thinking about pot retail opportunities. ATD has bought into FAF, but aside from licensing issues in certain jurisdictions, I don’t see the long term benefit for ATD. I mean why do they need FAF at all? Or is this a testing the waters kind of move for ATD? Do you think adding cannabis to ATD’s corner store offerings has the potential to bump up revenue in a meaningful way? And on the other side, are there any players in the cannabis retail space that look promising? What do they really have to offer that a larger company like ATD could not replicate in a heartbeat? Thanks, and please deduct credits at your discretion.
Read Answer Asked by Alex on April 29, 2021
Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always
Read Answer Asked by Frank on April 05, 2021
Q: What is going on at Couche Tard? First of all they tried to acquire a French grocery retailer and now they are selling 4% of their North American Stores. What do you think their strategy is for the future? Seems like they want to diversify into something other than convenience stores. What is your opinion of the company and their management? I own some shares and am up 25 %.
Thanks
Read Answer Asked by john on March 29, 2021
Q: What are your suggestions for US and CDN Consumer Defensive at this time?.
Read Answer Asked by Jean on March 24, 2021
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