Investment Q&A

Q: Good morning Team 5i,
It looks like a good market correction this week.
What would be your top 5 picks be ( for a 1 to 2 year hold ) over the next few days ?

Thanks
Paul

Q: I can put one of these into my TFSA, the other two into my cash account. Which would you suggest for the TFSA?

Q: In following your recent responses you seem quite comfortable with AVO and its momentum combined with its risk/return factor. Using that as your base measurement could you list 3 more that you would feel have the same or more momentum and you feel the same level of return/risk confidence. These would fit into my Tfsa

Great Q & A section. Goes very well with my morning coffee
Terry

Q: Hi Peter, I was contemplating selling half my GSY holdings and buying into AVO for diversity purposes, as I am up 40% on GSY. As far as growth and SP potential going forward, and comparing the two, is this a ok move? If I am going to sell off part of my GSY holdings I would be hoping that the funds I allocate (possibly into AVO) will perform equal or better to GSY going forward. I have also noticed AVO has ran up quite a bit; is it still a good buy here? It seems to be above the average analyst "targets" at the moment;

Q: Hi There,
This is a two part question regarding my kids RESP account.
The first question, I hold a full position of REI.UN in this account and just learned that as of November, Riocan has suspended their DRIP program. In light of this and the recent weakness, I am considering selling REI.UN and replacing it with CSH.UN. Is this something you think would be prudent, or should I replace it with something other than CSH.UN? (see second part of question)
If I replace REI.UN with CSH.UN I will still have enough cash to buy a position in two of the following stocks, DOL, NFI, GC, PHO, GSY .
In this account I currently hold BNS, MG, FFH,OTEX & REI.UN with a five plus year time frame.
Thank you for your assistance.

Q: Looking for suggestions for 2018 TFSA contribution for 20 year old for long-term hold, slowly building out a more diversified portfolio. Current holdings/weightings are TOY (23%), PHO (20%), SIS (18%), KXS (20%) and PBH (18%). Thanks.

Q: Go Easy has had a nice run bought in at $27.00 Now 39 do you think it has a ways to go or would you take some money off the table thanx

Q: Can you please provide the strength of each company in terms maintaining growth within this 6 months or more from good to least?

Q: Good Evening,

I am currently light on financials. I have a 2.8% position in SLF, 3.4% position in BNS and a 2.6% position in GSY. Would you recommend adding to these, or starting a position in ECN or something else. I am a long term investor who doesn't mind some risk.

Thanks,
Janet

Q: Hi Peter, Ryan, and 5i staff,

For my son's 2018 TFSA contribution, please rank these stocks and one ETF in order of preference: GSY, AVO, TOY, SIS, MX, XEU. He already holds SIS (up 216%), TOY (up 50%), and MX (up 34%). He holds no European stocks and very little outside of Canada, so I think that XEU could achieve some extra diversification, with a further advantage that it's a "commission-free" ETF with Scotia iTrade. Any other suggestions would be most welcome.

His other holdings include BCE, BEP.UN, BNS, CAR.UN, ENGH, GUD, KXS, NFI, PBH, and TRP.

Thanks for such great advice! There's no way we could replicate such results without 5i at our side.

Q: Hello Peter and team,
Further to my question you just answered on my grandaughter's RESP, I'm thinking of selling GSY (its up nicely) and buying a bank stock like BNS. I am concerned as there are are no large caps in the portfolio. What are your thoughts on this? Thank you.

Q: thanks for your great advice throughout the year. Like to make some purchases over the next while. Looking for growth and some stability over 5-7 years. What is your picks avo or pho, gsy or ecn, toy or nfi. Is now a good time to purchase these stocks.

Q: I am looking for low priced high growth Canadian companies that I want to buy in TFSA in the new year. Volatility, risk factors are NOT relevant. For about 11k. (5500x2) I bought PHO and BBI after reading your responses to some of the subscribers in the Q&A section. Any other names that you would suggest? ( Being seniors our core holdings are in the ETFs in different sectors and safe stocks like XIC, VDY, VIG,MGV,XEG,GLD,XGD etc., ). So, this 11k can be allocated to risky micro or ultra micro caps and I am ok with some losses if I can score a few three or 4 bangers!
My membership has been extended to March 2020 which shows my confidence in you! You need to find a way to synchronise my CMS and 5i subscriptions though!
Wish you all Happy, Healthy, Peaceful and Plentiful New Year!

Thank you for all your prompt, thoughtful and candid answers to such varied questions from so many different type of members.
Truly amazing.
Mano.

Q: Hi 5i team,

I’m thinking of adding ECN to my portfolio. However, I already owned GSY and FSZ. Do you see any overlapping? Which two out of these three names will likely have the best growth in the next few years? Which two out of these three have the better balance sheets? Thanks and all the best for the new year.

Q: What would be your top candidates to be taken out for a significant premium in 2018??

Q: I recall in an answer it best to hold Magna outside of a TFSA because of the consumer cyclical nature of the business. Do I have this right?!
While I think of goeasy as financial, it is classified as consumer cyclical. Should this be held in a trading account rather than a TFSA?

Q: I am starting a Growth Portfolio with $100,000 to be phased in over three years. I purchased DOL and SHOP with each 5% weighting, or $5000 each. What weightings should I consider for each of ECN, GSY, OTEX, PHO? (These positions will be in my TFSA and held for the long-term, more than 5 years.) Are there any other positions that I should consider at this time and if so, what weighting?
.PS...I currently hold KXS and GUD in my balanced portfolio.

Q: Great call on PUR ,but what to replace it with?
Can you give a heads up on some ideas for replacement?
Been looking at HEO,but you do not seem to be favorable on this stock.
Please give me 3 names,it does not have to be sector related specifically.

Q: What would you suggest to replace PUR, in comparable sector and market cap and any other best option at this time.

Q: Can you recommend 5 stocks which have high growth potential, but currently undervalued or not over-valued for 3 - 5 years hold ? These stocks can be in any sector and can be Canadian or US .
Thanks