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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: I am overweight in tech by about 10% in my portfolio and I should sell some positions to increase my exposure in other sectors. What is your conviction in order of preference on APPL, CSU, NVDA, OTEX, TTD and TOI if I need to sell some portions or all of any of these holdings?
Read Answer Asked by Sandy on August 27, 2021
Q: Please explain the difference between "risk-on" and "risk-off" with regards to buying and selling stocks.
Read Answer Asked by Larry M. on August 27, 2021
Q: Hi. Can I get your opinion on this company? Do you think this is investible with the play/discretionary portion of our funds or do you think it's an out-right gamble? Thank you.
Read Answer Asked by Gary on August 27, 2021
Q: Hello Peter, Ryan and 5i Team,

I have held a small position in Crawford for a number of years, mainly for its dividend, low price/volatility, and as a hedge for extreme weather impacts due to climatic change. It tends to do well when there are events that trigger large volumes of insurance claims, as insurance companies can't handle enough claims with in-house staff and then outsource to Crawford & Co. Can I please get your take on this investment thesis and the company? Do you think it's a reasonable hold or do you have a better suggestion in the sector. Thank you.
Read Answer Asked by Bradley on August 27, 2021
Q: Noted in the past a lot of questions on growth potential of a company. Is it not troublesome to have a table of top ranked g.p. companies? It has been great benefit from your advice.
Read Answer Asked by victor on August 27, 2021
Q: Hi there,
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.
Read Answer Asked by Erna on August 27, 2021
Q: I am thinking of reducing these 3 techs by 50%, then re-buying in November. Reason: rapid gains over the summer likely at risk due to traditional volatility in September. Maybe even do the same with MG until chip shortage gets sorted. Does this tactic make sense? If so, are there other obvious stocks you would include?
Read Answer Asked by John on August 27, 2021
Q: Good afternoon,
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.

Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.

Thanks.

Joe
Read Answer Asked by Joe on August 27, 2021
Q: Hello,
I am trying to understand "hidden? value" from your viewpoint vs out of favor with the market.
REAL.to has lost close to 60% of it's value in the past year while many other assets have been rocketing up creating a massive opportunity cost for holding it(with no dividend). A month ago REAL was #10 in your top 10 in response to a questioner.
In the case of GUD, it seems the reputation of JG creates the expectation of an encore performance and periodic insider buys, and micro press releases temper the stock price decline from no real news.
Are there any tangible/intangible factors that would compel someone to make a contrarion investment in REAL at this point?

Thank you
Read Answer Asked by Delbert on August 27, 2021
Q: Retired I am a growth inclined investor. I have AAPL and PYPL in my taxable account for over a year and have bought and sold AAPL twice in the past 5 years. AAPL has been very good to me. The current evaluation I find is expensive. There would be a tax impact but I have no other choice but to sell either PYPL or AAPL to make room for APPS. Would you make the switch or not and if so, which security would you sell?

Thank you for your very helpful service.
Read Answer Asked by Yves on August 27, 2021
Q: Was up 30% on MG. Purchased at $84.50. Stayed too long at the party. I still like it longer term. I like the fundamentals. Do you if so why?
I hesitate to average up here. You have better insight on MG than I do. Also in my experience over the years September/ October are notorious months for market drop, I have 10% in cash for purchases just in case. It’s a large well diversified portfolio. Cyclicals make me nervous here.
Roy
Read Answer Asked by Roy on August 27, 2021
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