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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 gang

I just want to confirm that thru this "risk on" period which will sustain for the foreseeable future, I am doing the correct thing by "holding" as opposed to "selling" these growth stocks.

Carl
Read Answer Asked by Carl on April 11, 2022
Q: I have relatively small speculative positions in these three companies and I am considering adding to them to reach the 1% level each. They have appreciated in price nicely. May I have your opinion on these three stocks?
With appreciation,
Ed
Read Answer Asked by Ed on April 11, 2022
Q: Could you rate these 3 companies for me best first and which would be best to add at this time. I believe they have all moved up recently and am wondering if I have missed the boat. Do you have an alternate choice? Should I add one position or 2 half positions.

Thanks again for your support and wisdom.
John
Read Answer Asked by John on April 11, 2022
Q: In this market backdrop, is it timely to buy Toi plus these fallen angels,,Atz, Gsy,Shop,Dsg,Kxs & Lspd.Please provide a good entry point for each,& rank for entry with best first.Txs for u usual great services & views.
Read Answer Asked by Peter on April 11, 2022
Q: Hello, which 3 stocks do you like in the utilities sector that offer international exposure; I have a 10-15 year timeline. My reason for asking is to rebalance my portfolio. Thanks for your guidance.
Read Answer Asked by Brenda on April 11, 2022
Q: Hello 5i Research Team,

David Berman's recent article in the Globe suggested that now may be a good time to buy beaten down stocks in the US home building industry (i.e. builders and suppliers). Would you agree? Either way, could you please rank the listed stocks for a 5-year hold for an investor with an above-average level of risk, and add any better names I've missed.

Thanks!
Read Answer Asked by Keith on April 11, 2022
Q: The S&P 500 looks good in the current market and long term, with about 72% in the follow: big tech 26%, financials 14%, health care 13%, communication 10%, consumer defensive 6% and utilities 3%. 5i seems to prefer VFV, but its yield is listed at 1.12% on Yahoo and ZSP at 1.3%: is this because VFV has deducted the 15% withholding tax on US dividends? I assume the 15% would still be withheld in a registered account? Thanks!!
Read Answer Asked by Grant on April 11, 2022
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.
Read Answer Asked by William on April 11, 2022
Q: Happy Friday to all.

Your thoughts on these three stocks in terms of income, sustainability and growth potential.

Thanks very much and have a great weekend.



Read Answer Asked by Dave on April 11, 2022
Q: Would like a current opinion on this mutual fund?
Is the fees worth the returns or would a global ETF perform better?
Greatly appreciate your opinion.
Read Answer Asked by Paul on April 11, 2022
Q: Good morning,

Truly enjoy reading your reports and answers to queries asked by members!

In your response to Chris, on April 8th, you outline a starting strategy for a young 16 year old investor.

You state: "we might start out with a broad market ETF that pays a dividend"

Would you be comfortable listing a few broad market ETF that fit this criteria taking into account a 10 year lock up of the funds?

Perhaps suggesting a few for high, moderate and low risk tiers.

Have a great weekend!

Art
Read Answer Asked by Arturo on April 11, 2022
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