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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: Are there any small to mid-cap companies that have been beaten up over the past year that you really like the longer term outlook for?

Thanks

Read Answer Asked by Dustin on March 13, 2023

Q: Hi 5i,

I have owned GOOS for the past 3yrs and I am questioning the company's prospects moving forward giving their performance and their dependence on the Chinese economy for growth.

Considering replacing GOOS with ATZ. Management seems to execute well and their track record of growth is impressive.

Would appreciate your thoughts.

Thank you in advance.

Read Answer Asked by GREGORY on February 22, 2023

Q: What would be your top 5 Consumer Discretionary names in Canada and the US?

Thanks

Read Answer Asked by Dave on February 21, 2023

Q: Is there a good Canadian ETF for consumer cyclical / discretionary sector? If not what basket of stocks would can be included in the sector?

Read Answer Asked by ZIM on February 01, 2023

Q: Hi group I am out of credits...Hopefully you can give me some guidance on how to play China opening up from Covis restrictions. Commodities and oil seems to stand out if you agree what companies have the most potential upside. Also looks like big tech is another beneficiary if you agree what is your top picks in this sector as well. Thanks for your goodwill service it much appreciated

Read Answer Asked by Terence on January 18, 2023

Q: Hi 5i Team,

Do you see any small cap names that are looking especially attractive at the moment?

Thanks!

Read Answer Asked by Evan on January 17, 2023

Q: Could you please share your top 3 picks in the luxury goods "sector"? Please order starting with the best and a (very) brief reason for the pick (if I'm not asking too much and the time allows). Got interested because, it seems to me, that the wealthy and the luxury companies they're buying things from are doing just fine, recession or not.
Many thanks!

Read Answer Asked by Iulian on November 29, 2022

Q: Peter; Minister Joly has basically warned Canadian companies to expect upcoming government positions on China and to be clear eyed when doing business there. Are there any companies, already doing business there, that might be affected? Thanks
Rod

Read Answer Asked by Rodney on November 14, 2022

Q: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.

As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.

Thank you
Carlo R.

Read Answer Asked by Carlo on November 07, 2022

Q: I am planning to sell these names for tax-loss. Should I buy a replacement for each to protect against a turnaround in the next 30 days, or do you think I'm better off holding the cash for that period given the current outlook for equities. If you still recommend replacements can you offer a suggestion for each - or perhaps only for some? Thanks.

Read Answer Asked by Ben on October 20, 2022

Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what Im currently holding in my non registered account.

Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U

Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. Im looking to have a mix of growth and value holdings.

I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.

Please take as many credits a you see fit.

Thanks
Joe

Read Answer Asked by Joe on September 13, 2022

Q: Hello, My loss on these stocks varies from 25% to 65%.. As I get ready for year end losses, which ones may have some life? and which ones to sell.
Thanks
CR

Read Answer Asked by Carlo on August 29, 2022

Q: Hi 5i; Thanks for your wonderful advice. You have helped my portfolio to grow for many, many years.

What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.

Thanks, your fan
Cathy

Read Answer Asked by Peter on August 05, 2022

Q: What do you think about tax-loss selling each of the above companies at this point? If in favour, do you think I should buy 30 day proxies for each, and if so, what companies? Thanks.

Read Answer Asked by Ben on June 23, 2022

Q: Sold ATZ for tax loss. Is CROX a good proxy or would you recommend something else? Would you buy ATZ back later?

Read Answer Asked by Peter on May 16, 2022