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: This past February, I purchased the following 3 stocks: NOU; VMC; and FLT. At the moment, each is down 51%. I have capital gains I would like to offset in my non-registered account, by selling at least 2 of these stocks.
Which one of the 3 stocks would you be inclined to hold onto, for at least another year?
Read Answer Asked by Jim on November 06, 2021
Q: I am looking for your opinion on tech weighting. My USA exposure is currently VIG, SPY and IWO. ( 40-40-20%). This puts me a bit underweight tech relative to the overall USA market ( and globally in my portfolio). I've had in my "plan" to shift a small amount of spy and vig to xqq to get my tech allocation up from low teens to high teens.

So long way to ask: Is now a good time to add XQQ or has the run been too good to keep going.
Read Answer Asked by Tom on November 06, 2021
Q: For a TFSA, long-term outlook, growth potential is primary with valuation a secondary consideration, which one would you add first? Am patient and can wait for more of a pull back, can you please provide an attractive entry point for each? Thank you for all your insights and advice.
Read Answer Asked by Barbara on November 06, 2021
Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?
Read Answer Asked by Eric on November 06, 2021
Q: I have recently learned that the Kyndrel spinoff has been finalized. I have a position in IBM, so I expect I will be receiving some Kyndrel shares. Should I hold or sell these and buy more shares of IBM? I am a patient investor and understand the turnaround at IBM may take some time still.

My stake in IBM is in a dividend-focused portfolio with a risk profile similar to that of the 5i Income Portfolio (though holdings differ). Thank you.
Read Answer Asked by Walter on November 06, 2021
Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
Read Answer Asked by Tom on November 06, 2021
Q: I’m getting a bit Descartes valuation. P/E of around 80 for 20-25% earnings growth going forward. Am I better to switch to Google for a five year hold, just in terms of share price gain potential? Thx.
Read Answer Asked by Michael on November 06, 2021
Q: Hi Peter, Ryan, and Team,

I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.
Read Answer Asked by Jerry on November 06, 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!