Investment Q&A

Q: Which do you prefer for long term capital growth in a tax deferred plan (RDSP)

Q: I hold positions in GSY, AFRM, and SHOP, all under water at the moment. Would you hold all 3 for the long run? Sell either GSY or AFRM?

Q: Hi,
I am wondering about whether or not replacing stocks sold for a tax loss strategy is prudent, or not. All of the above listed stocks are at a loss in a taxable account. I am looking to offset a large profit that occurred in July when a number of stops were hit. The loss on GSY and SBUX is not terribly large, and so if it is deemed these stand a good chance of rebounding in the early part of 2022, then I may decided to keep them. In selling any of the stocks listed, are their replacements I could purchase that would likely add some growth? The alternative being just wait out the 30 day period and repurchase the strongest of the list. Your thoughts and suggestions would be most appreciated! Thanks for all the great advice over the years! Dawn

Q: In my TFSA, I’m holding ATZ,CSU,GSY,TOI and LSPD. I’d like to split this year's $6000.00 allotment in January between two of these 5 stocks. At this time considering a 3-5 year hold, what would you suggest and why? Thanks and btw, it’s because of 5i that I’ve been able to achieve an 85 per cent return in my TFSA. The advice and info I glean from the questions, portfolios and reports are invaluable. Keep up the great work on our behalf. Best investment I’ve ever made is joining 5i.

Q: Hi Peter and staff, Happy Holidays.

These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.

Thank you.

Joe

Q: Hi 5i TEAM,

I have watched GoEasy for while and wondering if it's good time to get in on its recently pull back. Also, will raising interest rate benefit the company as well？

Thanks,

Q: Advantage Oil & Gas Ltd AAV-T
Ag Growth International Inc AFN-T
AGF Management Ltd Cl B NV AGF-B-T
Algonquin Power and Utilities Corp AQN-T
Alimentation Couche-Tard Inc ATD-T
Arc Resources Ltd ARX-T
Aya Gold and Silver Inc AYA-T
Boralex Inc BLX-T
Bsr Real Estate Investment Trust HOM-U-T
CGI Group Inc Cl A Sv GIB-A-T
Converge Technology Solutions Corp CTS-T
Dollarama Inc DOL-T
Dream Industrial REIT DIR-UN-T
Goeasy Ltd GSY-T
Heroux-Devtek HRX-T
High Tide Inc HITI-X
Interrent Real Estate Investment Trust IIP-UN-T
K92 Mining Inc KNT-T
Northland Power Inc NPI-T
Quisitive Technology Solutions Inc QUIS-X
Rubicon Organics Inc ROMJ-X
Skeena Resources Ltd SKE-T
Telus Corp T-T
Tfi International Inc TFII-T
Toronto-Dominion Bank TD-T

Of the above stocks which 5 are likely to have the best performance potential for 2022

Q: Hi- are there any equities on the TSX you see having compelling valuation right now, particularly for a young, longer term investor.
Jordan

Q: Lightspeed, goeasy or propel, size aside, which would your crystal ball say has best potential for growth in the next 2 years?

Q: Good morning
I have some cash in my TFSA that i would like to put to work before the end of the year and then in early January to complete the position with my contribution for 2022.
What are your 3 favorite picks for a TFSA in 2022 in Canada and 2 picks in the US?
Thks 5i for all your help over the years and a MERRY CHRISTMAS to all at 5i
Thks
Marcel

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

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

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

Q: Please rank the above securities in terms of compelling buys at today’s price.
If SOFI and AFRM are already owned, is buying into GSY too redundant, or complementary ?

Thank you

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

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

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,

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!

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?