Investment Q&A

Q: Hi!

I understand why Magna is down given their exposure to Russia and Belarus even though it is small, investors are selling everything associated with Russia. It seems over done since I'm sure Magna could pivot quite easily given the size of their overall operations and the proportion in the undesirable countries. I have starting building a position at these levels since it is approaching a 3% yield. Agree?

On the other hand, not sure what is going on with Aritzia. Down from $58 to below $45. Is the market anticipating a recession? Doesn't seem like their manufacturing is affected by the War. Having a hard time making sense of this given Aritzia's momentum prior to the War and strong earnings reports.

Thanks,
Jason

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

Q: Good morning, Do you think these two stocks TOI and ATZ have decent recovery potential in the short term, hopefully this year, or would you say they both need different market conditions to recover to their previous highs, thanks?

Q: I'm looking for some growth names for my wife's TFSA, but I don't want to duplicate anything I have. So, no GSY, SHOP or LSPD. What are your five favourite names for growth over the next five years?

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

Q: Hello 5I,
Could you list from more appealing to least appealing? And then at what price you would buy.
Thanks

Q: Hello,
I have Flutter Entertainment shares OTC due to the all share deal from owning TSGI years ago. My question is should I sell these shares now and rebuy them with US dollars on a US exchange, that way if I make a large profit in the future it is less of an exchange fee? Or is there another company in the consumer sector you would recommend altogether?
Thank you,

Tori

Q: I have 20K in my TFSA that needs to be invested. Looking for growth stocks which should be at a bargain these days. Which would be your 5 top Canadian stocks at the moment. I do realize that this is a repetitive question so one more time for old times sake.
Many thanks for your guidance over the years.
Regards

Q: Whats up with the ATZ 7% drop today, didn't see any news? Thanks.

Q: My only consumer discretionary security is Aritzia (thank you) so I have been looking at VCR and XLY etfs. The top 10 holdings of XLY is 70% of the fund and top 10 holdings 56% of VCR. Do you have a preference? I don't have a problem with the large percentage of AMZN in either.

Q: What would be your current top 5 buys in the US and Canada? Thanks

Q: From the 5i balanced PF . . . If you were starting to build this PF today what would your first ten stocks be in order of preference and what % dollar wise allocation would you assign?

Q: Can you provide a list of 10 US and 10 Canadian stocks that you think have the highest conviction/potential to double from current prices over next 12 months or so. Market cap or risk is not a factor. Thanks

Q: Please provide your top 5 stocks for an RRSP. I’m in my early 40s.

Q: Hi. 25 years to retirement and looking to start investing in TFSA. What are your top 5 stocks for a long term strategy. Buy and hold and OK with volatility.

Q: In regards to an earlier answer, which stock(s) do you believe is a better alternative than SIS? Same sector or otherwise? Risk is not an issue.

Thanks for your service.

Q: Hi Folks,

I am looking to add to my TFSA - AMZN and ATZ are the two stocks I am looking to buy. Is AMZN a company that you would put in your TFSA or would ATZ be a better choice?
Thanks

Q: You suggest we sell 1% of ATZ. 1% of what, our current holding or 1% of the total portfolio?

Q: Hi 5i,
Two questions if that's OK, and please deduct accordingly.
In October you counseled me to not sell ATZ when it had reached $50 and I was tempted. I'm glad I listened to your advice then and held on as it's now up a another $8 and my gain is about 90%. Your advice then might still hold - don't sell the stock just because it's up. But the economic backdrop is considerably different now than it was in October and I wonder if you would still counsel holding on, especially since a lot of what otherwise might be discretionary income could be going to servicing debt going forward, and consumers might just generally feel like reining in the spending.
Also - CURA has not been so kind to me and I'm down 50%, meaning I need a 100% gain from here to get back to square one. My understanding is that it is a good company but the regulatory framework in the US hasn't changed as was needed/expected, and the stock is therefore wallowing. So, sell and put the money to work elsewhere, or ride it out for a while, bearing in mind it needs to do very well to even begin to heal the wound it caused?
Both are in a TFSA.
Thanks!
Peter

Q: I hold these 8 equities in one part of my portfolio. I am not sure if it makes a difference, I am up on some and down on others.

The approximate weight and the gain / loss is shown for each. ATZ (3%, +17%); CNR (4%, -7%); CM (4%, +8%); Acuity Ads (0.5%, - 37%); MG (4%; - 11%) RY (6% + 5.5%).

I wish to free up about 2% of the portfolio for a cash requirement. Taxes are not an issue.

Two questions: First, if you were me, which / what would you sell to free up some cash? Second, is there anything here that should be let go because it is time to move on from it? I know AT is too small to make much impact but I am inclined to continue to hold it, for a potential bounce. Many thanks