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: Over the past few months my portfolio portfolio performance has been really underperforming mainly due to short reports.

Yes, I had a 7% weighting in LSPD and a 6% in NVEI. So the drops as you can calculate has hampered performance.

If you look at the reminder of the balanced portfolio and the growth portfolio which of the holdings would you you think could be most vulnerable to another short attack?

Just to name a few:

BYD, DSG, KXS, GSY,TOI,DND,XBC,WELL??????

Any others?

Thanks


Sheldon

Read Answer Asked by Sheldon on December 08, 2021

Q: In view of recent correction I wish to add funds to my existing positions after tax loss selling is over.
Please rank in oder of preference
Long time investor

Read Answer Asked by Terry on December 08, 2021

Q: Hi 5i team,

I recently opened an RESP DI account with Questrade for my 1 year old son. Could you please give me couple suggestion to invest on at current level? I am okay with either EFT or single stock and I have long term time horizon 10+ years.

Thanks,
Irene

Read Answer Asked by Irene on December 08, 2021

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Read Answer Asked by Jerry on December 06, 2021

Q: Hi, My respected 5i team
Could you please recommend 5 solid names to buy in Canadian and US markets respectively when there is a market correction? Do you think it is a good time to buy them now during the current market drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!

Read Answer Asked by Zheng on December 06, 2021

Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?

Read Answer Asked by Josh on December 06, 2021

Q: What is your favourite Canadian growth stocks? Thank you!

Read Answer Asked by Judith on November 30, 2021

Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks

Read Answer Asked by Peter on November 25, 2021

Q: Good day. This is a follow up question to a couple of previous questions related to my daughter's TFSA account with a 5+ year hold period, moderate risk with growth and dividend prospects, Based on your responses she holds the companies mentioned in her portfolio. Based on her weightings she has enough cash left to invest in one more equity. She is considering adding either T, TIXT or LNF. In your opinion which if any would be the best choice and do you have an alternate selection and perhaps a comment on the portfolio? Thanks for your learned guidance.

Read Answer Asked by Robert on November 23, 2021

Q: These stocks have been on my radar for some time and they, except GSY and DSG, have dropped significantly. What price levels should I start accumulating them and in what sequence? Thank you.

Read Answer Asked by Dev on November 19, 2021

Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments

Read Answer Asked by Terence on November 19, 2021

Q: Is there a need to readjust these significant losers in a RRIF ?
My Tech is over 20% now (even with LSPD loss). If I were to "trim" the tech down would you keep LSPD and sell KXS and reinvest is something less volatile in a otherwise balanced RRIF ? maybe BCE, CNR, GSY, or FTS ?
Thanks as always, Peter

Read Answer Asked by Linda on November 17, 2021

Q: Thanks Peter. Your services have been very educational and rewarding. Had a good year. This is my first year of subscription and I just upgraded to the full Investor suite services. All the Q&A and research reports have been very helpful. It has made me more disciplined in my decisions as well as provided greater insights to the Investment process

As the end of the year, I am reflecting on the investments done in the year. I seek you opinion to opinion some of those as under. Position size or Industry allocation is not an issue. Time horizon is long 4+. No tax consequences and have patience; there is no need to raise cash

A. Stocks with above average returns-

ATZ 62%, TOI 72%, SIS 39%, TFII 19%, DOO 19%, NVEI 49%, WSP 32%, SHOP 19%, GSY 72%, U 106%

Do you recommend continuing to hold all of them? Would you consolidate sell some and add to some?
Would you endorse Investing new fund in 1 or 2 of them at current price to go to full position

B. Under performing stocks (loss/down)-

AT 56%, CTS 8%, EGLX 40%, LSPD 8%, MRS 69%, QST 35%, XBC 52%, Well 26%, AMGN 10%

Do you still have the conviction in these stocks? If yes which are best 3 and why? Do you recommend selling some of them or adding to some of them?

Again, thanks for your excellent services and deduct as many credits as appropriate

Read Answer Asked by Nimish on November 15, 2021