Investment Q&A

Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

Q: Good Morning
If you only had sufficient funds to buy one of the above in a TFSA what one do you believe will provide the best return in a year and why? sector allocation here is not a consideration in this case
Thks
Marse

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

Q: Good morning. Can I please get your opinion on Q1 results. Market does not seem to like what they see,

Cheers,
Adam

Q: Hi,

Can you suggest a few stocks which could give good returns over the next year or two.
I have majority of my portfolio in etf’s , just wanted to play with about 10% of my portfolio into something high risk/ high reward stocks.

Q: What are your thoughts on initiating a position in Canada Goose for a long term hold? Thanks

Q: For a stock price to double in 5 years requires an average gain of about 15% compounded, annually. Would you please rank these 12 stocks in order for the likelihood, in your opinion, they will double in price in the next 5 years. Roughly how many of these 12 would you expect to achieve that target? Assuming no major long term market melt down which would preclude good stock performance over this period. CTS, DCBO, DND, DOO, ECN, GOOS, GSY, KXS, MG, NVEI, PHO, TIXT.

Q: I'm trying to follow your growth portfolio but i still dont have positions into ATA, DOL, GDI, GOOS, IWO, MCR, MMX, OTEX and TRI.

Among these, what would be your top 3 to add in the current market? And what would you consider an interesting fork price to iniate a position for these 3?

Do you think any of them could prepare a round of financement?

Q: Goose has been a little soft the past couple of weeks and wondering if you would wait or buy today if adding to a position in this company? THANKS

Q: Similar question to the one I asked yesterday. This is regarding some small/medium sized consumer and consumer-related type Canadian stocks. How would you feel about holding each of these stocks in your portfolio, on a 1-10 scale, with a 10 being you definitely want the stock in your portfolio, a 1 being a stock you want no part of, and a 5 being a stock you are basically indifferent about. As part of broadly diversified portfolio, looking for total return over the next 5+ years, comfortable with risk. ACQ, AW.UN, DOO, ECN, GOOS, HTL, LNF, MTY, SIS, SVI, ZZZ.

Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles

Q: I currently own BYD and DOL and would like to add 2 more stocks to this sector, which one of DOO, GOOS,MG and LNF would you add today?

I am also need to increase my US holding so can recommend a ETF in this sector as well on the US and Cdn $ ?

Thanks

Q: How would you rank Wayfair, Leon’s Furniture, Canada Goose, and Aritzia? How would you rank their balance sheets, management, and potential in the next 5-10 years?

Q: Can you comment on GOOS earnings please? Does this sort of clear the way ahead for a while anyway? Also I like to understand what a company's growth opportunities are but I have a terrible time doing that with retail stocks. What are these for GOOS in your opinion? Thank-you.

Q: David Rosenberg is very bullish on post-pandemic clothing sales. Any suggestions on how to invest in that?

Q: Hi 5i
I am looking to rebalance my consumer cyclical and defensive portions of my portfolio.
I would very much appreciate your recommendations on the better CDN and US stocks to consider in these areas. I have reviewed your portfolios and reports and am very much a dividend opportunist but would not shy away from growth

Thank you

Peter

Q: Which clothing company do you prefer between lulu, goos and atz short term and long term?

Is QS attractive back in the $60 range, or what price should you find it attractive if any at this point?

Thanks very much
Brian

Q: I purchased GOOS at about these levels but it seems, lately, to be heading steadily in the wrong direction. I bought it believing the china market could provide some strength as it appeared to be returning from COVID earlier than other countries. I realilize that there have been some negativre comments regarding the stock which may have lead to some of the decline. Is GOOS still worth holding or is there a better name out there to switch to?

Thanks for the great advice as always

Dave

Q: Happy holidays to all at 5i. In this most difficult of years, it was great that you were all at our financial backs and gave us one less thing to stress about.

I purchased GOOS about a month ago on your recommendation. Since then you seem to be touting DOO more strongly. I don't normally chase stocks but I was wondering in this case if you feel a much stronger case can be made for DOO over GOOS? I only ask in this situation because I have always been leery of discretionary stocks - particularly those that are fashion related - because tastes can change very quickly, I am a buy and hold investor so I am not looking for a just quick flip.

Appreciate your insight.

Paul F.