skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello,

I am down about 60% on NVEI which I hold in a non-registered account. Would it make sense to sell for tax loss purposes? If yes, what stock would you suggest I invest the sale proceeds in, in the event there is a bounce in the market in January? I have a 3-5 year time horizon.

Thank you
Read Answer Asked by Vir on December 16, 2021
Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT
Read Answer Asked by kaushikbhai on December 10, 2021
Q: I have been hearing regularly BNN market call guest select payment stocks as their top picks over the last month. What is your opinion of these stocks? are they good value right now and do you think they are facing any headwinds?
thanks
Read Answer Asked by Mary on December 10, 2021
Q: I'm interested in the payments/financial services sector...

1. Please rate/rank the following: 1 through 10 if you had new money to deploy in this sector...
- I understand not all the same...
- If any new ideas/companies, please list as well...


2. Who do you think will win the Grey Cup ? Are you doing odds and taking bets with 5i ?? - Sports-book Division in the future ??

Thanks,
Have a good week!

Read Answer Asked by michael on December 08, 2021
Q: Good Day 5I Team,
LSPD is sold, by which 2 or 3 stocks US or Can same sector can be different industry to replace it ?
Thanks
Best Regards
Read Answer Asked by Djamel on December 06, 2021
Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter
Read Answer Asked by Linda on November 17, 2021
Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.
Read Answer Asked by Dale on November 15, 2021
Q: Looking to put some money into fintech space which company or ETF would you recommend
Read Answer Asked by mike on November 03, 2021
Q: I have room for 1 full position in my US RRSP. I do not have exposure to US financials and was looking for your opinion for a relatively diversified US financial with the best prospects for CAGR over the next 3 to 5 years. I came up with Paypal, Square, MS, and JPM. I feel that Paypal (with it recent sell off) is the best option. What is your opinion?
Read Answer Asked by Uthaman on October 25, 2021
Q: This a follow-up to our TFSA question dated August 24, 2021, and specifically relates to the 5i suggested list of 10 US stocks.

Of the 10, we have so far initiated positions in GRMN, LULU and REGN.

As we already have a substantial position in V (and MA), please suggest an alternative, perhaps in payment services, such SQ, AFRM or PYPL. Also, please suggest an entry point.

For the remainder, NVDA, DG, GOOG, JPM, CRWD and APPS, please rank them in terms of conviction and for each, suggest an entry point.

As always, thanks for the great advice!
Read Answer Asked by Peter on October 25, 2021
Q: Hi Peter and staff,
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.

Thanks and have a great day
Joe
Read Answer Asked by Joe on October 22, 2021
Q: Not sure of the rationale for PayPal buying PINS. A $45 billion price tag seems like a lot considering they could of done a partnership instead. A merger that lacks strategic vision is a great way to destroy shareholder value…just ask Time Warner/AOL. Although it is preliminary what are your thoughts? As a long term PayPal shareholder should I sell and buy Square to hold for the next five years? There are no tax or risk considerations just a straight swap to change horses.
Read Answer Asked by Stefan on October 22, 2021
Q: My 28 yo son has $6k USD to invest in his RSP. I have considered many good companies, and whittled it down to 4 choices. I could not find a site to learn the ROIC on these companies. Could 5i provide please? Could 5i rank these 4 based on their growth potential? No requirement to comment on sector allocation within portfolio as that is in hand. Thanks in advance.
Read Answer Asked by Bob on October 19, 2021
Q: Good morning,

I currently have AXP, V, MA and PYPL in my portfolio. I’m wondering if I should sell something to reduce redundancy and if so, in which order, given the outlook for growth?

Also in the same sector, I have on my watchlist AFRM, NVEI and SQ, all of which seem to have a long runway ahead. Should I add one or more of these new names either by selling from the first group or just as an add?

I’m new to this forum and I’m very appreciative of your insights. Thank you in advance!

Doris
Read Answer Asked by Doris on September 28, 2021
Q: Hi Team,
I am currently reviewing my TFSA and the current holdings within that account. I am looking for your thoughts if any of my holdings should be adjusted or removed/trimmed, or if you had any suggestions for new buys. My focus in this account is growth for a 10yr+ period. I hold the following stocks, listed as a % of my tfsa: LSPD (32.3%), CELH (9%), Docu (5.6%), Fb (19.3%), Pltr (4.9%), SQ (12.2%), TTD (8.9%), U (7.9%). Thanks

Shane
Read Answer Asked by Shane on September 22, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!