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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,
Thanks for all the great work you do.
What are your 5 best overall small cap ideas right now and 5 best small cap value ideas ?
Thanks so much,
Murray
Read Answer Asked by Murray on May 11, 2023
Q: Hi Team,
I was looking to add funds to one of the following 3 names: Bn, ATZ, or ATS. If had to choose which name would be the best buy today? My intention is to buy and hold long term.

Separately, what's your take on recent market negativity? Things seem to be escalating to the down side with Powell continuing to have his rosey goggles on continuing to raise rates as banks continue to fail, literally during his bumbling speech telling the world how solid US banks are? I know my confidence in the guy has dwindled as of late. Perhaps now is not a good time to buy and I should wait a bit with any new purchases? Opinion? Thanks

Shane.
Read Answer Asked by Shane on May 08, 2023
Q: Just my thoughts on the stock, it does not matter if you are Wal Mart or Target when you have to much inventory you have to sell it down at prices that do not make you any profit. There is nothing worse than marking down fashion clothing and trying to recover your cost on the items. With maybe a recession and more 50% off sales, yes the margins will be lower, until the merchandise supply is under control the company will probably struggle.
Thanks again
Read Answer Asked by eugene on May 07, 2023
Q: I hold the following companies in my consumer cyclical and defensive part of portfolio.

Cyclical:

AirBnb
Aritzia
DOO
MED
SBUX

Defensive:
COST


I’m thinking of selling MED and adding to the balance of my cyclical positions. What are your thoughts on this portfolio of companies and which ones look most attractive today to add to?

For defensive, I only hold Costco. What companies would you suggest I look to diversify my defensive portfolio?

Thanks
Greg
Read Answer Asked by Gregory on April 25, 2023
Q: Of the consumer cyclicals held are there any you would sell? Any you would add to? And, do you have other Canadian or US names you would suggest looking into at this time?

5+ years timeframe, high risk, growth-focused in a TFSA.

MG (-30%)
LNF (-22%)

Thank you!


Read Answer Asked by Stefan on April 24, 2023
Q: With 2 year investment window, please rank the following : NVEI, ATZ, SHOP, BN, DSG,SLF,TOI,GSY, Googl

Would you maintain the same ranking for a 5 years window

Thanks

Read Answer Asked by V on April 24, 2023
Q: Brief thoughts on these weeds I'm looking to pick.

Return and % weight in portfolio now and what I plan:

MGA: -39, 2.13%. Looking to trim slightly down to 1.5%, add to ATZ, BYD, BKNG or SBUX?
ILLM: -87%, 0.14%. So small now its insignificant, roll into GOOG position
CTS: -46%, 0.96%. Hovering at 1 yr low. Aside from strategic review, what's the catalyst?
MED: -61%, 0.80%. Sell and add to ATZ, BYD, BKNG or SBUX?

Toss them, hold them or water them? Thanks!







Read Answer Asked by Keith on April 21, 2023
Q: RESP for 2 year old, with current year contribution to deploy ($3,075). Considering selling SHOP (8% weight) and NVDA(15% weight) and adding equally position in BN and AMZ CDR. Objective to diversify portfolio and add some growth potential. Thoughts on this plan, or alternative suggestions?
Read Answer Asked by Virginia on April 20, 2023
Q: I have some cash to deploy in various accounts. What do you suggest for income (divvy) in a cash account? to be held 3-5 years?
For capital gains to be held 2-3 years?
longterm (10-20 years) in a tax sheltered account?
Looking mostly for Canadian stocks but also a couple of US ones (but not for income)
Please take as many credits as fair. TIA
Read Answer Asked by Brenda on April 18, 2023
Q: For this 10-stock all-equity TFSA portfolio (for 30-yr-old Albertan), which has 40% cash available to invest:
(a) which one or more of the 10 stocks would you suggest adding to?
(b) which new stock ideas do you feel would complement this portfolio (please suggest 5 or 6)?
NOTE: The philosophy is long-term buy & hold with minimal trading.
CURRENT HOLDINGS (weight in portfolio)
TD bank (13%)
Suncor (13%)
TC Energy (12%)
CPKC Rail (11%)
Amazon (10%)
Nutrien (10%)
Visa (9%)
Aritzia (9%)
Air Canada (8%)
Copper Mountain (6%)

Ted
Read Answer Asked by Ted on April 18, 2023
Q: I have had these 2 companies in my rrsp portfolio for over 2 and half years now. usb has been up and down but not doing anything and cvs was up nicely and now i reached the even mark on it. I would like to replace both of these what will be your suggestion would you have that i can replace these 2 with what other stocks please and thank you
Read Answer Asked by wilson on April 18, 2023
Q: hi group i am looking to increase my % in the 11 stocks (listed) from 2-4% can you list order and price estimate you would target assuming a mild recession Thanks for your guidance
Read Answer Asked by Terence on April 17, 2023
Q: Good Morning 5i,

We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on April 14, 2023
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