Investment Q&A

Q: I hold EQB in my income portion of the total portfolio. Where as 5iR allocates EQB to the Growth Portfolio which I don't have as a portion of my total portfolio. After reading the recent flash report of EQB, I'm inclined to now hold it in my Balance portion of the total portfolio. What do say you about this EQB transfer in my portfolio portions??? Also, I hold TRI that is now in the income portfolio. What do you say about transferring it to the Balance portion of the overall portfolio??? Thanks for the guidance......as I like to hold 20% in Income, 40% in Balance that is all Cdn and 40% in US stocks with more of a stronger tilt to growth that includes technology and healthcare........Tom 

Q: Hello 5i Team

From previous answers, you have stated portfolio / sector allocations are a personal decision.

Currently I have approximately 20 % of my Canadian Equity Dividend (i.e. TSX dividend stocks) portfolio in the financial sector.

The financial sector holdings are divided into the following sub-category (industries) with representative stocks in each sub-category:

Asset Management – (BAM / BN)

Banks – (BMO / BMO / CM / RBC / TD)

Insurance (Life) – (GWO / MFC / SLF)

Insurance (P&C) – (DFY / FFH / IFC)

Questions:

1 – What would be appropriate percentages for each subcategory? An example would be should Banks be 50 % of the financial sector holdings (or 10 % of total equity holdings)?

2 – Is there any other sub-sector of the financial sector that I should be looking at along with associated companies?

Thank you

Q: Good Morning,

I'm considering selling some of my GSY or Telus for a new investment in EQB. Wondering if I can get your thoughts to determine if this move would make sense, and of the two, would you sell some GSY of Telus? Thanks. Brad

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: Could you give some suggestions for Canadian companies with a growth profile that pay a div you would hold in a TSFA.

Thanks

Q: Over the last 30 years my best investments by far have been with smallish to medium sized profitable businesses with good long term growth prospects that I have bought and held for 10+ years. Generally market caps of roughly $500 million Cdn. to around $5 billion Cdn. A few have generated 20, 30 times my initial cost. I am wondering about the prospects of each of these following companies producing those kind of multi-bagger returns over the next 10 or 20 years. Would you please rank these companies in order from 1 to 13 according to the likelihood that they will become another CSU, BYD, WSP, TFII, etc. that can be a big, big winner for a long term investor: ATS, ATZ, DOO, EQB, GSY, HPS.A, KXS, LMN, NVEI, TIXT, TOI, TSU, WELL. Admittedly, TOI is a little big at $8 billion market cap.

Secondly, are there any other Cdn stocks in this size range that you would say have that kind of big upside potential, and where would you place them in comparison to the above listed companies.

Q: Thinking of adding one of these to my TFSA. Which offers more growth and what would be a fair entry price?
Thank you for your steady support through these trying times.
Donna

Q: Hey 5i: Currently down 21% with Magna in my Tfsa. Considering that the loss cannot be used for tax purposes can you advise on any names with better prospects to recoup my capital with no concern for sector? Or would you suggest a hold.Thanks Larry

Q: Good afternoon - I’m overweight in big tech in my TFSA and am planning to do some rebalancing. I’m looking for some non-tech suggestions please. Either US or Canada are fine.

Thanks!
Janet

Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Q: Saferbankingresearch is ringing the alarm bells on the safety of the Big Six Canadian banks - link below.

Is EQ Bank the best choice in Canada or depositors / investors ?

https://seekingalpha.com/article/4610001-big-banks-have-massive-exposure-a-look-at-canadian-banks?mailingid=31732263&messageid=2850&serial=31732263.18809&utm_campaign=rta-author-article&utm_medium=email&utm_source=seeking_alpha&utm_term=31732263.18809

Q: Hi,
I need to sell all the stocks in my non-registered account to access the cash in the next 2-5 years. I will be selling many of the stocks listed, in the next few weeks. Can you list them in SELL order with a few comments on the rationale.
Also, please list the top 10 Canadian stocks (from this list or others) for longterm holding, since I will buy some of them back in one of my registered accounts (RRSP, TFSA), likely over the next 2 years.
Thank you,
Camille

Q: Which stocks are cheap and buyable Can be trade or long term hold.

Q: Looking for some companies that offer the opportunity for short term trading (decent sized price swings) but have the fallback of being a solid long term holding (income, long term growth potential)...should I find myself in a loss position for a while

Q: What is your favorite TSE sector for the rest of 2023 & 3 favorite stocks for price appreciation in that sector.

Thanks Richard

Q: Hello 5I. If you had to flag potential screaming buys in the market today what would 5 of them be for a 1 year period and 5 year thanks.

Q: Hi 5i,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray

Q: Hi Peter and Staff

I currently do own small amounts of each of the companies above except for EQB.

Do you feel strong enough about EQB to replace any of the other 3 companies if taxes or trading fees are not an issue or just advise to ride it out

Thanks for all you do
Dennis

Q: The top spots on my watchlist contains the following names (Adyen doesn't come up in your search so it won't show in the company box above. Would you rank in which order you would add to or start a position in these names based on our current situation. The companies are ADYEN, DOO, EQB, LUMINE, BN, NVEI, Copart. Thx

Q: Hi,
How does EQB fare when compared to other banks (such as RY and TD) when being compared for being sufficiently well capitalized as discussed in your blog post? Thanks.

Shyam