Investment Q&A

Q: Investment Philosophy: When to Sell Winning Stocks

I’m happy with my portfolio’s success, Stocks like PLTR (+400%), CSU (+270%), and ORCL (+140%) and others have skyrocketed over few years, but I’m facing a tough question: when should I sell? I understand risk tolerance, age, and retirement status are key factors, but how do I know when to take profits on stocks that could climb higher?
Thank you 5i, you are the best!

Q: If ATD were to complete a purchase of Seven & I at a decent price, I believe 5i's assumption is that we would see a pop in share price. If ATD were to walk away from a deal, would the share price also increase (due to less dilution, debt, etc)?

In other words, is this a situation where the primary risk for ATD is overpaying for Seven & I?

Q: Hello 5i Team.

One of the most important reasons that I am a subscriber is not only to ask questions about my own portfolio and stocks on my watch list but also to learn from you folks PLUS fellow subscribers and their questions!

Today (20th May) Peter asked a question about Bond ETFs VS Actively managed Bond funds. Having read so many Q&A s about bond ETFs by you, I thought Bond ETFs like VAB,VSB etc would have been your top picks! I didn't realize that actively managed Bond funds beat the ETFs. A new lesson for me!

Given that is your answer, can you suggest your top picks in actively managed Bond funds, for Canada, for the US and perhaps for the international exposure. Of course lower fees would be preferable!

Thanks for your answer in advance.

Q: Investors may hold gold in various forms in their portfolios including gold miners, companies which buy gold companies profits, physical gold , EFTs investing in gold miners , EFTs investing in basic metal miners including gold companies and likely some other gold-related investment . instruments.
Which , in your view is the best way to invest/hold a gold related instruments in someone portfolio ?
Thank you,
Miroslaw

Q: Is GLXY now dual listed or is it going to taken off the Toronto exchange?
Thanks
Jeff

Q: I have a sizable position in CLS.CA and am fortunate to have some in my TFSA. I know you can't give any sell or buy recommendations directly but as it is currently close to its one-year price target and with the recent Moody's downgrade I am wondering if a short-term drop (so trim the position) and buying it back closer to NVDAs earnings would make sense or not? CLS has a very thin operating margin as well so adds to my confusion of what to do. Any advice greatly appreciated as always!
Thanks, Lesley

Q: Hi, is it reporting soon? I don't see anything in the news. Thanks.

Q: I am approaching break even for the year on these stocks. Do you think it would be wise to unload these soon, based on the overwhelming US financial situation or continue to ride the wave.

Q: I sold out MEG and and Athabasca on their recent pops and acquisition news. I've had for 4-5 years and did well. If I put these funds into 2 US and 2 Canadian stocks, what would be your current top growth picks (greater than $bln market cap). Thank you

Q: Hi Team,
Would it be a stretch to buy Meg shares today on the speculation that another considerably higher bid will come in? Weighing the odds here; could be some easy money to be made here.

Thanks ,
Shane

Q: Fico is down 20 percent in 5 days. Would you buy at this level? If So, would you buy a partial or full position?

Q: Hate asking about US companies but this one looks really cheap and might be near a bottom . As well Michael Burry just doubled his position. What is your take?

Q: My grandson is graduating next month. As a gift I’m going to give him an initial deposit for a registered account, help him open it by attending a meeting with a bank, or help him set up a DIY account. I want him to choose TFSA, RRSP, or FHSA after doing some reading (he doesn’t turn 18 for a few more months so we have some prep time). I read The Wealthy Barbour in my 20’s, is it still a good choice to educate and motivate young people about savings as a lifestyle, or do you have some other suggestions? I would also love suggestions for 2-3 stocks or 1-2 etfs that would be suitable for the initial investment (that could be added to regularly to keep the process simple) if he chooses DIY. Thanks!

Q: In retirement I currently rely on my non-registered portfolio to provide about 80% of my income. Within this portfolio only 15% of the portfolio could be classified as dividend or income stocks (like CNQ, RY with 3-5% dividends). Thus far I have been creating income by skimming from my growth stocks, rebalancing when needed, and cashing in on my losers. While I recognize that a higher portion of dividend stocks would provide a greater sense of income certainty and less volatility, I have felt reluctant to forgo, what I currently believe to be, the potential for greater growth by focusing on the careful and patient management of higher potential growth stocks.
Question: From your experience, will I have a greater probability (not certainty) of creating more income in the long term (10 years) through this strategy or should I rely on a greater portion of dividend stocks?

Q: Hi 5i. Question #4 from me as a new subscriber. I continue to have about 70% of my savings in cash with plans to input through dollar cost averaging. A couple of weeks ago you suggested a spread over 6 months. Is this still your view? It seems that the rebound has taken place and I am worried about missing the increases. But I know we are still in an uncertain market. Thank you

Q: I receive quiet a few emails for the above website, recommending stocks and ideas for investment. This happened during the last one week.
Do you have any idea of this website? Is it dependable, reliable or it another bogus one? I would like to have your considered opinion on this website.
Thanks and regards,
Antony

Q: If you were looking to diversify outside of North America where would you be looking geographically? Which industries?

Thank you for all your help,

Mike

Q: What is your opinion regarding the future of CRSP? Buy, sell, hold?

Q: What do you think of their last earnings report? I am still holding even though i am down 8% on my holdings. Would you please give me your thoughts on buy sell or hold?
What are your thoughts on the $65 million term loan to finance their erosion control investment?
Thanx as usual
Gary

Q: Can you give me your updated view of this company, and why it seems targeted by short sellers.

Thank you very much in advance