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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I would like to add to one of these stock positions in the balanced portfolio. Which is your pick today?
Read Answer Asked by David on January 28, 2019
Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.
Read Answer Asked by Matthew on January 23, 2019
Q: Hi 5i! I'm a middle-aged subscriber that has picked up some of the 5i researched companies - most recently Kinaxis and BNS. I'm slightly overweight Kinaxis and Shopify since I see them as potential growth engines. KXS, TOY, NVDA, SHOP, FB, and BNS are all in my non-reg account. If I need cash this year for personal projects, which companies might you recommend I start selling? Thanks!
Read Answer Asked by Marc on January 18, 2019
Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.
Read Answer Asked by D on January 16, 2019
Q: I have 59K (38k in TFSA, 21k in Trading account). I am thinking to follow the balanced equity portfolio, so approx. $2250 each name. Time frame is less than 5 years. Two questions: Do you support this idea? If so, which names to purchase in each account? Thanks very much.
Read Answer Asked by daniel on January 14, 2019
Q: Good afternoon, I am looking to add 2 of the above stocks (or others if you recommend?) to a TFSA, I am tech heavy already (FB, AMZN, GOOGL, NFLX, NVDA) I am up on all of those still except NVDA. I own favorites GSY, SIS, PBH, TSGI already at full positions. These chosen stocks are all good companies, which are all down recently with the market pullback, which companies would you add? Thank you!
Read Answer Asked by Michael on January 14, 2019
Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.
Read Answer Asked by john on January 11, 2019
Q: Hi 5i:
For this year’s contribution to the grandkids (4&3) RESP I’m considering adding TOY or SIS. One reason I’m leaning towards TOY is that they are always watching PAW Patrol.
I know you look favorable on both companies. Which company would you go with?
Thank you as always for your advice.
Read Answer Asked by Dennis on January 10, 2019
Q: I own these three (half positions) and have had TRP for a long time so up about 70% on it and down about 20% on the other two. Would it make any sense to sell TRP and divie the cash proceeds between the other two (TOY and KXS)? I do already own ENB (full position).
Thanks again.
Read Answer Asked by Danny-boy on January 09, 2019
Q: I own full positions in these four holdings, and have to sell two by the end of January - the other two will be held for long term. Please recommend which two you would suggest holding, and which two to sell. I'm not concerned about sector balance for this question. Thanks, Kim
Read Answer Asked by Kim on January 08, 2019
Q: With new TFSA money available I am considering bringing these companies from a 3.5% position to a full 5% position. Any concerns or cautions?
Read Answer Asked by David on January 07, 2019
Q: I have BNS 3% total weight, CCL.B 2.9 % total weight and TOY 1.7 % weight. I have some cash and can add to any of these 3 position. Should I add to all 3 or just add to TOY to bring it up to a 3% weight?
Thanks
Read Answer Asked on January 04, 2019
Q: Hi,
I am down 12% KXS,20% NFI and 20% TOY.
Considering a two year time frame,are these companies a buy,sell or hold?
If they are a hold then at what price would they be a sell or buy?
Thank you.
Read Answer Asked by John on January 03, 2019
Q: Hi , i have 7 stocks that dropped below 2.5% of my holdings. BEP.UN (2.38%), NFI (2.33%), PHO (2.20%), SJ (1.92%), TOY (1.91%), DOL (1.61%), PIF (1.53%).
I also have a 15% cash position. Please Rank all 7 for potentially increasing to a 2.5% position. Also, is there any of the 7 stocks full position (5%) contenders.
Thanks
Read Answer Asked by André on January 03, 2019
Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!
Read Answer Asked by Dominik on January 02, 2019
Q: I have capital gains in which I would like now to sell one stock in which I have a loss and can use against my capital gain. Of the stocks listed, LNR, MX, NFI, PBH, TOY would you sell? I do have the intention to buy after the 30 waiting day period.
Thanks
Read Answer Asked on December 20, 2018
Q: Hi guys,

I look to hold companies that are able to maintain a reasonable ROE despite being debt-free. Some of the companies that I currently hold that meet this criteria are ENGH, TOY, CSU (pretty close), RCH, VCI (very small cap).

Can you suggest 5-10 more debt-free companies that screen well to you guys?

Thanks!
Read Answer Asked by Michael on December 18, 2018
Q: Each of these companies have a 2% weighting in my rrsp.I have losses of 20% for TOY,4% for SIS,11% for GSY and 13% for KXS.
Buy,sell,hold?
Your recommendations please.
Read Answer Asked by John on December 18, 2018
Q: TOY has dropped much more than market averages. It appears 5i still likes the company. Of course, at a much lower multiple, it makes itself more to be liked. But how does 5i really feel about TOY? Is is a sell, hold or buy. You last indicated ... it is not one we would be truly worried about. Please explain.
Read Answer Asked on December 14, 2018
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