Investment Q&A

Q: Hi guys,

Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim

Q: Can you give me a read on this company's prospects (HAI) for next 12 months? I am trying to decide if I should take my losses and look for something with better future prospects.

Thank you

Q: Please give me your analysis of AC and BA. Would you buy at these levels? Any alternatives? Long term growth, mid - high risk investor. Thanks in advance.

Wishing all of you at 5i and also the contributors here Happy Holidays and a Prosperous 2022!!!

Q: Looking to increase industrials in my US TFSA account, would you recommend F or J or a combination of both for a 3-5 year hold?

Q: Is this a good entry point for CRWD:US?

Q: Thoughts and your outlook on these 3 companies in the upcoming year. Merry Christmas and all the best in 2022.

Thanks.
David.

Q: I have done well with TEAM over the years but the stock appears to be dropping. Any change in fundamentals? Hold,sell?

Q: Dear 5i,
Is TEC ETF CAD hedged?
Does TEC ETF hold all stocks directly?
The MER for TEC is 0.39 and the MER for QQC.F is 0.26.
If one already owned 8% VFV and 10% VVL in an RRSP and wanted to increase technology exposure by 2% which one would you choose?

thanks

Q: I hold EAGR and find it is up now. I hold for a very small amount.
May I add to 1% or more? Please comment.
Thanks for your guidance.




leaf

Q: Looking for guidance on 2022 TFSA contribution. Currently have partial positions in these Tech companies of roughly equal amounts. Could you rank in order of best investment opportunity from current levels?
Do any of these companies overlap in their target market and if so which one should I focus on for better opportunity.

Q: Can you buy and keep us securities in a TFSA?

Q: Hi Peter and Team,

We have and love the Balanced Equity Portfolio for Canadian stocks. Have you considered adding an international Balanced Equity Portfolio that 5i Members could "bolt on" to the current one to serve as their international type exposure?

Thanks,

Marc

Q: Hi Peter and staff, Happy Holidays.

These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.

Thank you.

Joe

Q: Can you provide a recommendation for the the equivalent to PFFA in Canada. i am heading into retirement so looking for dividends.

Thank you and merry Christmas

Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.

Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.

Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.

Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.

Q: I owned ECN.PR.A in my RRSP. I bought it primarily for income purposes. They were redeemed on December 31. I am thinking of reinvesting in ECN.PR.C with the funds that I received at redemption. What is the chance that it will be redeemed? What is the earliest that ECN can redeem these preferred shares?

Q: As the Electric Vehicles become more mainstream I was wondering if its time to buy into the market. Have you been watching any of the EV players such as Tesla, Rivian or Lucid?
Also, what are your thoughts on Lion Electric her in Canada?

I was thinking of buying a small position in one or two of them just to not entirely miss the opportunity to be in on the beginning.

Thoughts?

Thanks
Warren

Q: Peter, would appreciate your current thoughts on these names. Big thanks to you and your team for another year of great service, Safe Holidays and Merry Christmas to you all. Paul

Q: What's your stock market and economic outlook for 2022? Which sectors you think will perform well in 2022 and why? Which sectors will be laggers? Would you please provide the names of a couple stocks of each of your sectors which will perform well. Thank you.

Q: In a recent answer regarding LIF, you stated that "if commodity prices fall as expected". I must have missed the memo. My working presumption has been that in our growing economic environment, supported by government infrastructure spending, commodities were, if anything, likely to rise in the near to medium term. Can you please expand on this? Thank-you.