Investment Q&A

Q: What conditions do you think are required for confidence to return for growth stocks with good fundamentals? Thanks!

Q: Many of us have stuck with Shopify as it has been descending , only to suffer severe paper losses on the recent price collapse.
I "hung on" because of comments made by 5i about keeping invested . We incurred a similar situation with Lightspeed last year .
Many of us are risk takers, but we put a great deal of trust in your experience. When we are blind-sided like this , comments suggesting that the price will likely recover in 5 or 10 years aren't helpful ...

Q: would you buy shopify at these prices what is your outlook

Q: Hi, Thanks for all the great advice. What would happen if an ETF or mutual fund (or the organization) becomes insolvent? Would the investor's holdings segregated in some way? Would it be safer to hold the actual securities in a CIPF covered brokerage account rather than an ETF of stocks or bonds?

Q: Thanks for the prompt reply. What were the sales for the previous two quarters?

Q: Do you have an imminent quarterly reporting date for Knight and any results expectations would be appreciated. Thank you.

Q: Being "salevicted" by the landlord after receiving an N-11 termination of tenancy notice. Offered first right of refusal on a purchase of it in today's unsustainable housing market. Have obtained an approval for a mortgage from the bank.
I am 70, retired and live on my pensions including a 10% monthly saving transfer to cash account. Portfolio income mostly reinvested.

My Issue is how best to raise 20% down payment from my investment portfolio built over last five years based a lot on 5i sample portfolio models, so 33 (model suggestion) holdings across all three portfolios today plus another 25 other ones all held in my cash and TFSA accounts in mostly a diversified total portfolio (no sector is more than 15%). Do I sell losers first in cash and also those that have not grown very much conserving the dividend payers, then draw some from growth oriented TFSA before before returning to cash to trim some good performers?
What strategy would you suggest for raising the down payment money and minimizing and delaying the tax as well as respecting a diversified and growing portfolio objective while treating mortgage payments as more costly "rent"?

Q: This stock is trending down in the last few days. I don't see anything that has changed. Would you add on at this time?

Q: I have a large gain in Telus.

PE at 26+, dividend is 100% of NI /share, yield 4% .....rates going up.....of course it is a favourite of the Canadian investor but when borrowing costs start to exceed the yield....soon....it may well 'correct'......

sell or hold?

Q: Hi Peter and Ryan,

With interest rates going up next month would like to know your thoughts on the short term effect this will have on the above tech companies, will there be a discount after the rates rise.

As always
Thank you
Anthony

Q: Dear 5i,
I would appreciate your current thoughts on MHC.U?
In earlier posts you mentioned that their 15x Cash Flow was expensive.
What would be a good value Cash Flow to purchase this stock at?
What is the current Cash Flow and where can I find future Cash Flow metrics? Can you suggest other investable companies in this space other than CAR.UN and BAM? Thanks so much!

Q: I have used hfr to park cash for several years. With rates about to rise I want to park some additional cash there but wondering if there is/are other short-term note etfs you can recommend for comparison.

Thanks very much.

Mike

Q: Would you prefer to own MCO or SPGI?

Thanks

Kim

Q: Hello 5I team: At one point I was down 87% on vet.Some how I had the conviction to hold. Now today when it broke 23$ I was finally ahead . Do you foresee enough upside potential for me to continue to hold and make back some of my grief or could you see a switch with more less risky upside.Lots of noise about 100$ oil. Appreciate very much your input and tks.Larry

Q: My position in ROKU has decreased to less than 1% with the losses it has taken from the highs (bought at $353/share). Would you recommend adding to it at these levels? How expensive is it right now? Is it at the high end of its peers? I am comfortable with risk, is held within my TFSA, and looking 5+ years hold.

Q: It feels like a gut punch. Down 20% today. Down 60% for 90 days ago. Sentiment is negative. It is now rated as Moderate Buy with 7 buy ratings and 5 hold (Tipranks).

A number of analysts have not rerated yet cause the earnings are so fresh.

The Balanced portfolio is now down +25% since inception of the position.

I am afraid (little late I guess) that the stock, not necessarily the company is broken.

I do not see a short to intermediate term catalyst that will turn this freight train around and just thinking, Where Are the Opportunities Now?


Sorry, still in a little daze about the drastic decline of this position. Not sure what to do at this point?


Sheldon

Q: What do you think of this new ishares TIPS ETF? What is the yield? Does it have a place in a long term portfolio?

Please let me know if you prefer this or ZRR.

Q: What are your thoughts on the earnings. I hold stock in my account and joint account. Both are in Cash account.

Tax Purpose - When I sell do I need to Average combine both accounts. Or I need to report profit separately since one is in joint account and another my own account.

Thanks for the great service

Q: From current levels, which do you feel has the better upside in this rally?

Q: what are your top three picks ,us and cdn, for consumer staples thanks