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: Hi, how often should we look to high grade our portfolios? For example, in many questions you rank stocks and today in a previous question you ranked these stocks in the tech sector - CRWD, NVDA, TTD, SHOP, LSPD, TEAM, KXS, PLTR, TOI, MITK, DOCU, AVLR.
If I currently already own SHOP, LSPD, KXS and DOCU, should I look to high grade from DOCU/KXS into CRWD/NVDA/TTD since these should show higher growth? Can you shed some more light around your process and how we can best manage quality in our personal portfolios. Thanks!
Read Answer Asked by Keith on February 11, 2021
Q: The above companies are equally weighted in my TFSA. Which one would you add to today?
Thanks
Read Answer Asked by Curtis on February 11, 2021
Q: Hello 5i,

Thanks again for your services. As a novice investor I am feeling a little antsy as some of the stocks Seem like they have the potential to double, for example acb. Almost all of my portfolio has been built off of your models or suggestions. I am thinking long term but want to be on top of things. Would your recommendation be to sell winnings if I see a stock double? I also have some funds sitting as cash at the moment, and i am hesitant to buy in yet. Do you think it is smart to wait a bit for things to cool?
Read Answer Asked by Ellen on February 11, 2021
Q: Scr- Could explain what happened to the share price and the company vote on consolidation. Do you like this consolidation. The price was already strong I thought it was already enough for the us listing. I was also having very hard time trying to find the number to call for the consolidation meeting. No one answered at the company or investors relations.
Could you please also comment on the reasoning for the share price decrease for ad.un
Read Answer Asked by mike on February 11, 2021
Q: good morning
we are wondering if you have any information on the above symbol. Quantum Solar Power Corp. This trades in U.S. dollars. We have held this for some time buying in at the seed stage. Cannot get any information on this. It is small but showing signs of life with the new push for solar power. Any information you can provide would be appreciated.
Ken and Cindy
Read Answer Asked by cindy on February 11, 2021
Q: Please list the above in order of preference. Would all three, equally weighted, be sufficient for a conservative portfolio? Two of three?
Thanks.
Read Answer Asked by Paul W on February 11, 2021
Q: How would you rank Wayfair, Leon’s Furniture, Canada Goose, and Aritzia? How would you rank their balance sheets, management, and potential in the next 5-10 years?
Read Answer Asked by Andrew on February 11, 2021
Q: I am holding AQN, BEPC, and BLX in utilities and am considering selling AQN to purchase NPI. I’m retired and looking for safe growth with some income. Does this trade seem reasonable for a longer term?
Read Answer Asked by Lyle on February 11, 2021
Q: VWDRY Vestas Wind Systems, What do you think of this stock which trades in the US, OTC? A 3 or 4 year hold. Any problem buying OTC?
Is there another turbine stock that looks better for growth.
Thank You
Peter
Read Answer Asked by Peter on February 11, 2021
Q: To get some exposure to small caps, I invested in MAW150 late last year; I wonder if XSU has done better in the same time frame. If so, any idea why? And if so, would you switch to XSU? I intend to hold for what I see as the medium term, 2-3 years. Thanks!
Read Answer Asked by Leonard on February 11, 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!