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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 happy new year! I believe its time to step into US perpetual preferred shares due to interest rates. I'm having problems finding these and I'm hoping you can help. Quality needs to be high to the highest as this is for my retirement. I am an advocate of diversification so please if you can have a few stable sectors listed, thanks!
Read Answer Asked by Mark on January 09, 2023
Q: I noticed that your position on Google has changed in the past couple of months. Previously, you were always recommending it as #1 stock for growth/risk combination, lately I don't see this recommendation anymore. At the moment, it is the worst performing stock in my portfolio and I am down over USD $20K on it. Unfortunately, it's in TFSA portfolio, so I cannot sell and claim cap loss. Do you still believe in bright future for Google considering the challenges (e.g. Microsoft combining efforts with Open AI to integrate chatGPT in Bing and challenge Google search dominance and, by proxy, ad revenue)? Considering that the stock is held in TFSA, would you keep it or sell and replace with something else? If you recommend selling, please list your suggestions. What is your current recommendation on the US market for better growth/risk equilibrium? Thanks!
Read Answer Asked by Michael on January 09, 2023
Q: I have both BEP.UN and BEPC in an unregistered margin account and for simplicity sake would to only hold one of them. Is there any particular advantage of one over the other in an unregistered account? Thanks.
Read Answer Asked by Bruce on January 09, 2023
Q: Hello, I am underweight Consumer Defensives, currently having only a small position in Costco.

Could you rank your favourite ideas in this sector with growth potential and current valuation as important criteria?

Thank you, Doris

Read Answer Asked by Doris on January 09, 2023
Q: In your Dec 13th update, I notice you added a 1.5% position to Capstone Copper Corp to the growth portfolio. Since your addition it has gone up ~17%. Is it too late to start a similar size position give the quick run up in the past few weeks and should wait for a pull back? Is this the type of holding you recommend for the next year or so (cyclical in nature) or do you view it as a long term hold?
Read Answer Asked by Justin on January 09, 2023
Q: I would like your suggestions to add 20K to my Portfolio:
BEP.UN,DIR.UN,HAL,CBOLNF,RCH,SIS
Thanks very much
Read Answer Asked by gabriel on January 09, 2023
Q: Happy New Year to all at 5i.

It's time to once again figure out how to invest this year's TFSA contribution in my growth orientated portfolio. Like most Canadians, I probably have quite a home country bias so I thought for 2023 I would look at US companies available through CDRs to avoid currency conversion expenses. (I do already own GOOGL, CRWD & PINS). I wonder if you can suggest 3 or 4 USA growth companies that are available as CDRs.
Thanks
David
Read Answer Asked by David on January 09, 2023
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