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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, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.
Read Answer Asked by Fernando on June 18, 2024
Q: Hi, currently holding CSU 5.17%, LMN 4.86%, and TOI 1.8%. Have nice gains in all. Looking to trim some CSU and LMN and add to TOI. Would you be comfortable with this move at this time considering each of their fundamentals and valuations? Which do you think has the longest runway for growth and how would you rank them for a 5-10 yr hold.

Also, I have TVK 1.79%, HPS.A 2.02%, PRL 1.41%, WELL 1.91%. No position in DRX (how would you look to avg. into this name?). How would you rank these if you were to add to these positions currently? When looking to add, are you mainly looking at the valuation and fundamentals or does the avg. cost and % return factor into that as well? For example, my HPS.A is up 60% and PRL up 4%, does this factor into your decision of which one to add to or does it not matter and we should just consider the forward return potential? Thanks!
Read Answer Asked by Keith on June 14, 2024
Q: Hi guys,

I have the above in my portfolio at 2.5%, please rank them as to moving them into a FULL position (4%).
thanks
Jim
Read Answer Asked by jim on June 13, 2024
Q: When the clock strikes midnight,Cinderella turns back to herself,but the Prince got her slipper, found her and happiness therafter.Both Great darlings,Hps.a & Cls have recently retreated from their highs,Shameful that I do not have a postion,so please advise good entry points. If I can only have one,which do U prefer? Txs for U usual great advices & services
Read Answer Asked by Peter on June 10, 2024
Q: I currently have small positions in both of the above and want to consolidate. Which do you suggest I sell to buy the other. I have gains on both but taxes not a factor. Longer term investor here, just don't want small positions.
Read Answer Asked by alex on June 07, 2024
Q: There has been lots of good discussion about these 6 stocks on your forums section over the last year BDT, DRX, GSY, HPS.A, PRL, VHI. All have been big winners. Do you think they are still promising investments at current prices?
Read Answer Asked by Dan on June 07, 2024
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Read Answer Asked by Nick on June 03, 2024
Q: Which stock would have the most growth going forward- HPS.A, STN,TIH,TVK? Please rank them.

Thanks for your service
Read Answer Asked by Ozzie on June 03, 2024
Q: I have been eyeing these companies for some time now, regretting not pulling the trigger when first on my radar. I am now questioning the debt level of TVK; does this cause any concern on your part? As for Hammond Power, do you think there is any more room for gains, or has it pretty much hit the wall and is fairly valued?
Read Answer Asked by Colleen on May 30, 2024
Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?

Thanks
Tim
Read Answer Asked by Timothy on May 23, 2024
Q: Hi, All these companies are on 5i's recommended list and have been added to Growth portfolio, in the recent past and have done well. Kudos to your Portfolio Team !!!

If the Balanced Portfolio had Cash available and room to add to Industrial/Material sector, which one/ones of these will qualify and be your choice ?

Also, if one owns all above companies, in small positions, in what order would you add, based on their respective valuations, presently and why ?

Thank You

Read Answer Asked by rajeev on May 23, 2024
Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
Read Answer Asked by Ben on May 23, 2024
Q: What is the short list of companies traded on the tsx
/tsxv that benefit from support and growth of the electrical grid and power generation. With the push for heat pumps, EV's etc I see future growth in this sector with growing demand.
Read Answer Asked by Tim on May 23, 2024