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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: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Read Answer Asked by Keith on September 16, 2021

Q: What can you tell us about Technavia? Are they a reliable info source? I came across a news release this morning wherein they purported to show likely growth over the next few years in the stairlift market, with Savaria apparently well down the list of significant players in the field. Boy, their report prices sure seem high-priced!? How coincidental is it that this news release coincided with a fairly big drop in Savaria price?

Read Answer Asked by Lotar on August 17, 2021

Q: Hi 5i Team,

I have been trying to manage close to the BE Portfolio since the start of 5i and I want to continue.

I have some weightings I could top up now and I want to check if we should be adding to these today given recent run ups or if there are other names in the BE portfolio you would suggest as better adds today?

The names I was looking at first were PBH, TFII, KXS, and SIS but would like to hear if there's other names in the BE Portfolio we should be more excited about for new money today?

Read Answer Asked by Marc on August 09, 2021

Q: I own TRP, ENB and PPL in my regular investment account. In my TFSA I hold small positions in KEY and SIS. I am retired and looking for income primarily but think 4 pipelines is probably too many. I am thinking of selling either PPL or KEY and buy more SIS. Thoughts and what pipeline would you sell?


Read Answer Asked by Ken on June 16, 2021

Q: Iím 71 years old. As I get older Iíve tried to simplify my portfolio, going from about 50 stocks years ago, to my current portfolio of about 16 stocks, 3 ETFs and 15% cash.
I am a subscriber to your Portfolio Tracking and Analysis service and Iím told I need to make changes to reach a suggested asset allocation and portfolio diversification. Right now Iím tech, utilities and financial services heavy.

Hereís what Iíd like to do:
The following set up gives me an allocation of 70% equities, 20 % bonds and 7% cash. Iím comfortable with this and have gone through many 20 and 30% corrections in the past 30 years without too much despair.

In my Canadian cash account Iíd have CDZ, FTS, AQN.
Locked in RSP (LIRA) I would have AAPL, ZSP, ZEM.
Unlocked RIF I Ďd have CLF, ZAG.
TFSA would have QQQ, ZEM, ZDI, CSU, TOI, SIS.
Iíd like cash around 8% of portfolio.

Iím wondering if I have my portfolio diversification covered and if the right stocks or ETFs are in the appropriate accounts for best tax efficiencies?
Your input would really be helpful.

Read Answer Asked by Frank on June 10, 2021

Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.

Read Answer Asked by Ben on May 26, 2021

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?



Read Answer Asked by Peter on May 25, 2021

Q: Please share your analysis of the recent results. Looks like most of the growth is driven by Handicare and very little or no organic growth. Please share your comments in organic vs. inorganic growth.
What are the future prospects after acquisition
Will dividends be maintained and what about dividend growth.
Will Savara be able to generate decent cash flow or will they have to resort to debt to manage new acquisition and future plans?

Read Answer Asked by Sridhar on May 20, 2021