Investment Q&A

Q: Hi All at 5i! I have 44K in CPD in a non registered account which provides me monthly income via dividends. I prefer a stock which pays a decent dividend but also offers some growth. I would like to sell my CPD which has given me no growth and reinvest in better growth/ dividend paying stocks. Could you offer me the names of 5 such stocks?.
Cheers,
Tamara

Q: Visa fell yesterday (because of DOJ's accusation?). How significant do you think this is?

Q: Can you provide your latest thoughts on MRVL. It seems to be gathering speed. What say you?

Q: Hi,

Do you think that the Growth Portfolio is poised to outperform the balanced portfolio moving forward? You've mentioned in other threads that small caps have underperformed in the past 5 years; is that compared to large caps, or is that compared to an index?

Also, when comparing both portfolios to American ETFs such as VFV, they both seem to underperform. Which portfolio would you recommend for a long-term 40-year hold in a TFSA to maximize returns? Or would you recommend a different investment into an American fund to maximize returns over that same time horizon?

I like the strategy of investing in small-cap stocks for higher growth but also don't want to disregard the balanced portfolio if you believe that small-caps will continue to underperform moving forward.

Looking forward to hearing your thoughts

Q: Hi Team,
What entry price would be good to initiate a position in TMDX?
Knowing you don't give personal advice how high of a weight would YOU be comfortable holding it?
My other healthcare holdings are LLY and ISRG. How would you rate all three in terms of projected growth and risk level?
Thank you

Q: I am going to reduce my position in DOO and top up either HPS.A or GIB.A.
Which would you choose and why?
Thanks again. ram

Q: Can you please provide your feedback on Real Matters Inc. (REAL.TO)? It's been consistently rising since June.

Q: For income investors considering a long-term hold in a senior portfolio, which would you prefer for both income and some growth: Telus or Nutrien? Thank you.

Q: Big bounce today. Any reason for this? Thanks John

Q: I still have my LSPD stock (at quite a loss) and just wondering with the current announcement of the companying possibly selling or taking it private, if this is the time to sell now or hold on to see what materializes? Is it conceivable that the Company could sell and if so, what might the stock price go to? Your thoughts please...
Thank you!

Q: It can be irritating to see bought deals but in this case it seems to be immediately accretive
What is your take on the deal

Propel to Accelerate Global Expansion with the Acquisition of QuidMarket for US$71 Million and Announces Concurrent C$100 Million Bought Deal Offering of Subscription Receipts

Q: Up to what % would you be comfortable holding this XHC? I currently have a 5% and thinking of increasing this to 7% as I have no other exposure to the health sector.

Thanks

Q: How do I access the Forum section please? I've looked and my eyes must be painted on.

Thank you

Q: I am wondering how often your members look at the posts in the forums section. There are a small number of us that post there fairly regularly, and I have been hoping that regular posts there would encourage more people to join in. Hasn't happened. How difficult would it be to put in a "views" feature on posts there, so that we could see how often people were even seeing the info being posted there. There is valuable stuff there - I have made over $100,000 based on stocks mentioned by others there, and the stock picks I made at the start of the year were up about 33% on average when I did a review a few weeks ago, but if people aren't using it, maybe the few of us are just having a small private conversation.

Q: What is a good entry point for this stock?

Q: Hello 5i team,
Considering how well the techs have done in the balanced portfolio, OTEX seems to be the laggard thus far. Are you still comfortable/confident with this equity. Do you still have patience for this one?
Andrew

Q: Not sure what the protocol is when a pref is taken back. I have normally sold before the recall date but both had a decent dividend due so I am still holding them. Do need to sell them or will Dundee take them back thru the broker?

Q: Today what would be your two highest conviction picks in the Silver space. Size of Cap doesn’t matter Mid risk is good. Growth is the goal.

Thanks for your help!
Terry

Q: I need to expand my international exposure and would be holding the ETF in a non-registered account.

What are your top 2 international ETFs (ex-north america?).
What do you think of VIU?

Thanks
(Note I tried sending this in previously but not sure it went through so resubmitting)

Q: What are your thoughts on this outfit?
Interest rates are going down, so should be good for them