Investment Q&A

Q: With recently pull back, do you think it's a good opportunity to step in? What's your long term view and target price for the company (>5 years)?

Thank you,

Q: The market is way up, but BIPC is way down and I can't figure out a reason. This is not one of those stocks that goes up or down 5-6% in a day.

Q: Hi 5i,
I have trouble making good decisions about when to sell, both when a stock has risen and when one has fallen. I've found myself selling winners too soon (which at least only leads to loss of opportunity, not actual loss) and holding on to falling stocks too long which ultimately leads to both loss of opportunity because the money is not better deployed elsewhere as well as to eventual actual loss.
I have a general question and also specific questions related to this conundrum - please deduct points as you see fit.
Can you suggest 'rules' or at least guidelines that I can incorporate into my investing methodology regarding when to sell which, although they likely won't work perfectly in every instance will, if applied consistently over time, help me to make better decisions about when to sell?
And specifically: I've done well with DCBO but can't confidently determine whether I should hold longer or take my profits and look to use the cash elsewhere. In discussions about LSPD for example, your view seems to be that it has lots of runway left and continuing to hold could well be worthwhile. I haven't heard that about DCBO though, and can't confidently determine if its future prospects realistically support continuing to hold rather than cashing in at its current high levels.
Which brings me to the opposite scenario involving AT, which I bought recently in my TFSA only to see it nosedive almost immediately afterwards. I'm down 22% in the space of a week and for the life of me don't know whether I should bail now and cut potential future losses, or hold on hoping for an increase to at least near where I bought - $16.65 .
Your advice regarding the above specific scenarios would be greatly appreciated - and maybe if there are worthwhile general rules or guidelines for when to sell you could also explain how you'd apply them to the 2 opposing scenarios I've described as I'm sure that would help me going forward.
Thanks a ton for your anticipated help in dealing with this issue that vexes me greatly!
Peter

Q: Hello Peter

I'd like to open new position in my TFSA with MA or PYPL. Which one looks better to you MA or PYPL and why?

Happy New Year
Andrew

Q: Hi guys,
I own all of the above in my non reg account, please provide your ranking for the above companies based on their management team and outlook. I would like to top them up as per your ranking.

thanks

Jim

Q: For US exposure which would you recommend for a long term hold? Or is a combination preferred?
Thanks for all your help

Q: Which ARK etf's look good for 2021?

Q: Is Verizon, 4.28% yield a good stock?
Jim Cramer recommended this stock.
What is the ticker?

Q: Comment on Previous Question
someone looking for a conservative's investment over a three year period.
XTR is not what I would think conservative, This was down 50% in the crash in 2008 and 25% in 2020, this is not a sleep at night investment.

Q: Hi 5i
At what price would you be willing buy SNOW?
Thanks
Dave

Q: Hi!

I have a 4% allocation to transportation within the industrials sector.

I have a 2% position in AC and looking for another company for a 2% position. Debating between the above companies...what are your thoughts?

Thanks,
Jason

Q: Hi guys! Asking for my parents, hope that's okay, your service has been very beneficial for me. They are currently living off their pension and have $60k in a TFSA that they would like to do something with for the next two-three years. Both roughly 65yrs old. They are looking for both a very safe, and also relatively safe recommendation please. Ideally, they are looking for a fairly hands off approach, where the risk of coming out at the end of it with less than they have is low. They are open to equity investing through a low fee brokerage, or looking at a service like one of the roboinvestor platforms, or anything else you'd recommend. Thanks I really appreciate it!

Q: Hi 5i team,
Peter, I enjoyed your last FP column and your fearless 2021 predictions. In your predictions a year earlier for 2020, you predicted the U.S markets would beat Canada, and they crushed Canada. For 2021, you did not make one for Canada vs the U.S, although you said technology would outperform, where the U.S. has a big edge. While I have a growth and U.S. bias, I did move a chunk of funds back to Canada in 2020 to pick up some value names and some newer tech names. Hence, my question. Who will be the big winner in 2021 – the U.S. with its big tech, healthcare and consumer names (the favourite) or Canada with its financials, energy and materials names (the perennial underdog)?
Thanks again for your insight over the years.
Dave

Q: Sold some of my CSU holdings to reduce overall Tech weighting. Have very little exposure in the consumer space. What is your favorite long-term hold in consumer space right now?

Q: What do you think of these two companies and how would you compare them for growth outlook?
Thanks
Gary

Q: Hi 5i,
This morning both SLF and TD are up 4.5% and 3% respectively with strong volumes. Can you provide any insight to whats happening with these two today.
Thx
Jim

Q: This morning, both Lightspeed and Dye & Durham have taken hits of over 6% however, I cannot find news. I have done very well on both and plan to take profits off the table or would you recommend I exit? Any thoughts?

I sold NVEI last week as it reached my stop and continues downhill. Any news?

Thank you and very best wishes for a great 2021.

Q: Q: What are your thought on this company, its market advantage and would you recommend a small position for a long-term hold.

Q: The above holdings now represent 10% of my equity portfolio. Should I bring this back to 6-7% or should I let these run? If so,
to what extent? Thanks, Martin

Q: Hi 5i:

Great advice in2020! Wonderful service. I currently hold KL and ABX at @ 2.5% of portfolio. Looking to add a junior producer to increase my weighting. Which would you prefer from EQX, WDO and BTO and what advantage would it have over the other choices? In addition, having done well with TOU (2%), I would like to add to my gas position. My choice is ARX. Advice or other suggestions please. Existing positions and new purchases would be in TFSA. Please deduct form question credits as appropriate.

To staff and families at 5i - be safe and stay well and thank you.

Tom