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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 have recently came across $30k unexpectedly from a former employer and was pleasantly surprised. It is currently in an mutual and it would not through my weightings out of balance. I have a well diversified and weighted portfolio with your quality names such as TD, BNS, VET, ENB, TOI, BAM, LSPD, AEM, ATZ, TRUL etc... If I was to move it from the fund to an equity only to set and forget(again) for 15 years what would you chose. At least your top 3. thx.
Read Answer Asked by Chris on March 28, 2022
Q: AC is about 1.5% of my Portfolio and CAE is less than 1%. I have been reviewing and consolidating in my Portfolio of stocks/ETF and would appreciate your opinion regarding action to take with these two stocks. Is there more potential with CAE and would it be more profitable to move AC stock funds in to CAE? My other industrial stock is WSP and with Portfolio Analytics I am 2.5% above the suggested allocation for Industrials.I am willing to maintain this weighing in Industrials ; however, I would be interested in hearing suggestion of alternative stock choices (regardless of sector) at this time? Thank you for your assistance.
Read Answer Asked by Elizabeth on March 28, 2022
Q: Further to my March 18 question: redeploying my 100% cash position. Using the BE portfolio as an example and assuming 6 equal monthly investments. Would you buy partials across the board, or go with full positions in 3-4 companies each month. If the latter, which order would you suggest.
Thanks Peter.
Read Answer Asked by Peter on March 24, 2022
Q: I’ve landed on 200k and looking to invest. Would appreciate your advice how to disperse my money. 5-7 year time frame, and money will be mostly invested in a tfsa.

What are your top 10-15 growth stocks (Cnd and/or US) to begin a portfolio. Top 2 ETF’s.

Also, do you believe 5 years is long enough for a full recovery in the market ?
Thanks for everything!

Cheers
Read Answer Asked by Nick on March 24, 2022
Q: Hello,
How do you calculate the debt / equity ratio of 158X presented in your report? How does it compare to peers and what makes you comfortable with current debt level? Which of growth in the US (physical stores) or e-commerce internationally do you think will the main driver going forward and why? Thank you!
Read Answer Asked by Pierre on March 23, 2022
Q: In march,2021 you published a special opportunities report on 10 top picks beginning with byd,csu.
We would be pleased if you could provide an update.
Would you make any changes?



Read Answer Asked by Terry on March 17, 2022
Q: Hi, One of my friends who is constructing a house told me costs of 2x4’s have gone up by five fold recently.. Is that reflected in the stock prices of companies like West Fraser? Is it too late to get in?
Also what are your thoughts on Aritizia going into this tough environment of higher interest rates and inflation..Will apparel companies typically prosper in such an environment? Thanks.

Shyam
Read Answer Asked by Shyam on March 17, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
Q: Hi group would like your opinion on Gold / silver in general good time to buy or little late to the party?

Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in

What% of my portfolio should be in energy going fwd

I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points

Realize more than one question here so deduct as necessary thanks for your help
Read Answer Asked by Terence on March 09, 2022
Q: Like a previous subscriber wrote, we also appreciate your most recent report: specifically, the numeric historical context of this current correction, the sectors affected and those most likely to benefit.
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
Read Answer Asked by Delbert on March 08, 2022
Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?

Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?

Thanks
Read Answer Asked by Angus on March 07, 2022
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
Read Answer Asked by Jason on March 04, 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: 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?
Read Answer Asked by Pat on March 04, 2022
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?
Read Answer Asked by Peter on March 03, 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 Marco on March 02, 2022
Q: Hello 5I,
Could you list from more appealing to least appealing? And then at what price you would buy.
Thanks
Read Answer Asked by Tyler on March 02, 2022
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
Read Answer Asked by Tori on March 01, 2022
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