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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: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe
Read Answer Asked by Joe on November 28, 2024
Q: From previous responses I am assuming you would buy BN over EQB for a long term hold.
My concern is buying BN after such a run.
Is there room for this run to continue based on its valuation?
I have found in the past you just buy the good ones and let them do what they do.
Is that the case here again.

Thinking of switching GSY for EQB for perhaps a little more stability and eliminate the risk of that interest rate cap adjustment potential.
Your detailed thoughts pls.
Read Answer Asked by Andrew on November 28, 2024
Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you
Read Answer Asked by Neil on November 25, 2024
Q: I'm trying to get my head around EQB . I've read 5i's analysis of the company but the part I don't understand is why would " Joe Sixpack " go to them for a car loan or to renew their mortgage rather than one of the big six ? ...... Not to mention I suspect " Joe Sixpack " has never heard of them . I also don't understand why or what a Credit Union would use them for ? ..... Could 5i explain just who their market is ? And why using EQB would be more attractive than a mainstream financial institution ? Thanks for your terrific service .......
Read Answer Asked by Garth on November 22, 2024
Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod
Read Answer Asked by Rod on November 21, 2024
Q: Hi guys,

I'm thinking about selling a full position in Gsy (up over 200%, thanks) and topping up Prl, Ifc and Eqb into full positions. Thoughts?
Take care
Jim
Read Answer Asked by jim on November 20, 2024
Q: Could I have your top 5 small to mid cap growth stocks. Please rank them. Thanks Steve
Read Answer Asked by Stephen on November 19, 2024
Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.
Read Answer Asked by Shane on November 18, 2024
Q: Hello,

My son has saved a bit of money and expressed an interest in equity investing.

He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.

I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.

Thank you


Read Answer Asked by Delbert on November 04, 2024
Q: Hi,

Currently managing my parents investments. Apparently they have gotten wind of Bitcoin. They have asked me to take a flyer on some. That being said, if one were to buy it, would you prefer Galaxy?

Secondly, for a retired person's investment strategy, who would like a little tourque in their account, what 3 names would you suggest from either the gorwth or balance portfolio, to add to their account. Note, currently they have the majority of their investments in income related securitiies.

Thx.
Read Answer Asked by Kelly on October 31, 2024
Q: Hi 5i team,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve
Read Answer Asked by Stephen on September 25, 2024
Q: If somebody mentioned already on this forum I missed it. Congratulations to 5i for having a handfull of stocks that they have endorsed to us members on making the TSX Top 30 list, https://www.tsx.com/en/news?id=1053 , the 30 best performers over the last 3 years. I, along with lots of your members I'd guess am very happy to own a few of the stocks on the list, tx to the team at 5i. What are a few names you'd guess at making the next list next?
Read Answer Asked by Charles on September 18, 2024
Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?
Read Answer Asked by William Ross on September 12, 2024
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