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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: Those 3 are well underwater but I like all 3 for their long term potential. I need some tax loss and I'm thinking to sell one or all and buy back in 30 days. I wonder if you could think of proxy titles to replace for the next 30 days or just leave the money on the sidelines. Would you sell all or not? DOO is the closest to breaking even is 12% down. The others are down in the 30% range and are very volatile. I need an opinion to help me decide. Thank you.

Yves

Read Answer Asked by Yves on May 27, 2022

Q: Ever since I started investing roughly ten years ago, I've always enjoyed trying to identify companies that could become acquisition targets. Could you please name five companies (TSX only) that you believe have a high likelihood of being acquired or taken private in this current environment? Thank You

Read Answer Asked by Andrew on May 12, 2022

Q: Based on your reply to Paul on May 9th...."We think buying over a year will end up looking pretty good in two or three years". Of the following Companies that make up my portfolio what would be your TOP 3 conviction names to ADD to over the next year based on long term growth potential, good valuation, well run, good management, no brainer this will be a good investment type choice. There is opportunity here so don't want to miss the boat. Yes everything is down. Yes people are panicking. But it will go back up and simply want to focus my energy on the ones with more conviction. I don't need the money for the next 15-20 yrs but don't want to be a moron either and be happy with a bit of dividend here and there when I could see larger returns by making a good decision today. Thanks again.

Read Answer Asked by Theron on May 10, 2022

Q: Iím considering an investment in Canadian Health Care. Is it best to buy an ETF an if so which Canadian Health Care ETF do you suggest? If you believe certain health care companies have a better upside potential than a a composite ETF which companies do you suggest?

Read Answer Asked by Bob on April 13, 2022

Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy

Read Answer Asked by Roy on March 04, 2022

Q: I have dabbled in a few mid to small cap Canadian bio companies over the years. I never have the stomach to hold on for the long term in general due to high volatility but I like the sector. I'm currently sitting on Sernova (SVA) for now at least. How Do you like them? Do you have any other recommendations in this sector?

Read Answer Asked by DAVE on March 02, 2022

Q: Hi 5i team. Love what you guys offer here as I am a recent trial member who pulled the trigger and signed up. I currently hold ATZ, BAM.A FLOW GSY PRN SLF TOI VFV and WSP in a TFSA. I am looking at rounding out my portfolio to include one of: IIP.un, DIR.un, CAR.un for long term hold with focus on growth and ok with some volatility. So out of those 3 what would you suggest is the best one to choose? Also, any other suggestions you would consider adding to my portfolio for increased diversification based on my overall strategy? Thanks

Read Answer Asked by Theron on March 02, 2022

Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

Read Answer Asked by Terence on February 14, 2022

Q: Looking through past questions, your comments and outlook on PRN are quite positive, yet I don't see much to like about this stock. The company has missed earnings estimates for the past 2 years (all substantial losses), and its revenue seems to be growing (somewhat) but it's been inconsistent, along with several other negative signs (e.g. 27x sales, inherently higher risk of a small company). Could you please explain your reasoning so I can better understand what I'm missing. Thanks.

Read Answer Asked by Jerry on January 05, 2022

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Read Answer Asked by kaushikbhai on December 10, 2021

Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?

Read Answer Asked by Don on December 06, 2021

Q: With year-end tax harvesting, I have sold off some of my holdings in the 6 stocks listed above. Can you please tell me which (if any) are worth buying again after 30 days; please rate from best to worst. If possible, can you recommend a few other over sold good long-term Canadian stocks that may be a buy now with year-end selling. Thanks!!!

Read Answer Asked by Grant on November 24, 2021

Q: Good Afternoon 5i Team,

I'm looking to increase my exposure to the healthcare sector in Canada and the US. Can you please recommend 2-4 companies in each country that you think are worth looking into?

Read Answer Asked by David on October 18, 2021