Investment Q&A

Q: Hello 5i Team

Further to the questions on preferred shares, another good website for preferred share information is:

https://canadianpreferredshares.ca/

Thanks

Q: Hi,

Question about managing one's family portfolio. If you had a ranking criteria from top to bottom on what to focus on in terms of priority, what would it look like? Growth investors 10+ yrs timeframe and med-high risk tolerance. For example (would it look like this?)

1. Asset allocation (stocks, bonds, cash)
2. Sector weighting/Geographical weighting and balance for both
3. Individual position weights
4. Growth vs Value balance
5. anything else to consider? etc

Between my spouse and I, we have around 50 stocks and some ETF's to provide international exposure outside North America. I've noticed we have many stocks with weights between 1-2% and some stocks that are below 1% weight so we have to determine to either sell/hold/add to the positions. What are your thoughts on having around 50 stocks for both of us or can we have a more concentrated portfolio of around 30-40 with larger weightings for each position? I know it would be a personal decision on comfort level. Any good articles that I could read more about this?

Thanks!

Q: I have a small position in my growth portfolio and am wondering about adding based on recent news. Reading prior questions you’ve urged caution due to the speculative nature of microcaps, in general, and lack of a track record, specifically, for EXRO (not to mention the BEV ‘bubble’ a few months back. In particular you needed to see third party validation, sales, cooling of the BEV boom, etc. Given the recent deal with Linamar, the cooling of the EV market and the announcement of conditional approval for a move to the TSX in July, has EXRO done enough to move it from ‘too speculative’ to ‘getting interesting’ for a growth investor looking at longterm holds. Your thoughts please.

Q: Hi 5i,
In January, evidently like a number of others, I thought QST's prospects looked promising and bought in. Now I'm down considerably. CFRA rates it as a STRONG SELL and I haven't seen a more optimistic opinion anywhere.
Are QST's prospects really, suddenly, so bad that it should be sold ASAP to prevent even greater loss going forward (although selling would mean somebody is buying at this price, thinking to make money) or would you recommend waiting through at least the next earnings report, or two? I don't need to sell, but I've held on to some sinkers in the past waiting for the turnaround that never came and I'd prefer to cut my losses and avoid going through that exhausting exercise again here if the odds are that QST will remain a sinkhole..
Thanks for your thoughts!
Peter

Q: Looking at adding to my TFSA portfolio (junior investor - not playing with a ton of cash). I’ve had my eye on WELL for a few months and I’m looking to get in because of your recommendations. What would you say is a good price to buy at?

Also, could you rank ENB, ARX.TO, and SU.TO? Looking at enbridge alternatives, but maybe ENB is the best best way to go?

Would you prefer SHOP or LSPD.TO?

Out of all the above companies (WELL, SHOP, SU, ARX, LSPD, ENB), what order would you buy in?

Comfortable with a bit of risk.

Thanks for all you do!

Q: Can I have your perspective on DRIP’s. What would your top 5 companies be if you were to set and forget leaving the company/drip to do it’s thing? Thx as always.

Q: What are your best 5 Growth Ideas in Canada and 5 Best in the USA. Share price not a factor. Your Best Ideas. Thanks a Lot. RAK.

Q: I have these companies in my growth portfolio. I would like to add 3 more what companies would you suggest.

Q: Please provide me with your top US picks based on the current market environment.

Thank you

Donna

Q: Hi,
I read an article called “The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable” that appeared on the WSJ.

Apart from TDM, NVDA & INTEL, are there any others names in the industry that you could share or recommend?

Thanks,

Q: I have the same amount invested in these stocks for numerous years waiting.If I was to sell one going forward which is your choice to keep going forward

Q: I took an amateur stab at a discounted cash flow analysis of PHO
to help me decide if I should vote Yes or No to approve the upcoming friendly takeover vote. In the end, I had to make a lot of assumptions about growth rates, cash flow projections and valuation of comparables. I came up with an intrinsic value share price ranging from 3.64 - 5.93 depending. But because of all the variables, plus my non-expertise, I do not trust my own analysis. Also there may be better ways to value the company than DCF analysis. What's your best guess as to this company's value or range of values? What method and assumptions would you use?

Q: Re info on Cdn prefs try:

canadianpreferredshares.ca

Hugh

Q: Most stocks were down on Friday . Is there any reason for LSPD stock price to go up so much ? Thanks for your excellent service .

Q: I realize that things are a little crazy throughout the world but can you see any particular reason that advisors of my friends ( 65 yrs plus ) are moving there portfolios into very defensive positions other than the good run in the last 14 months? Is there anything that I am not seeing as opposed to them? Thanks, James

Q: Can I have your comments on this company. Would you consider it a buy?

Q: In a TFSA, which of these two would you buy today? I know you have answered this question in the past - and that you’ve said to focus on yield, but doesn’t BEPC deserve some type of premium even in a registered account?

Q: What do you think of this company and life sciences real estate. Institutional money is starting to flow into the space - wondering if this company is a good buy/how is is valued.

Also, do you know any other ways to get exposure to life sciences real estate or data centres?

Q: Is there any specific reason ICHOR Holdings price dropped so much on Friday?
Thnx
Mike

Q: Could I have your thoughts on the Q4, backlog and outlook? Buy, holdor sell?