Investment Q&A

Q: Hello! First time question-asker and first-time investor, although I've been researching for about a year.

I'm looking to create a mixed-income portfolio leaning towards risk. This is not a retirement plan, I'm fairly young (under 30) and okay with some risk - looking at a 5 year timeline. The companies I'm considering most closely are above, with guidance from 5i I've landed on these. Question is, can a member of your team gauge the 'health' of this portfolio selection? Would you start with 14 companies, or a smaller number? Do any of the companies above strike you as over-valued at the moment and I should hold off? Would you even consider these selections high risk or relatively safe? Would you dump savings (>10k) into your first time investment with the above selection, or way too risky given the current climate?

Q: Hi Peter, are any of these at risk in this environment over the next year or alternatively in particularly good shape ? Would you continue to hold them or elimate any ? Thank you.

Q: Would you buy any of these companies at this time? Would appreciate reasons for your answer. This will be in my cash account, 2-3 year hold, medium to high risk. Thanks.

Q: Hi, 5i Team
In the market updates email that you sent on Mar/01, you mentioned the following companies deserved a closer look:

Air Canada (AC), Lightspeed (LSPD), BRP Inc. (DOO),Maple Leaf Foods (MFI),Dollarama (DOL),Aritzia (ATZ),Gildan Activewear (GIL),
Alimentation Couche-Tard (ATD.b), Canada goose (GOOS), Descartes Systems. Group (DSG), WSP Global (WSP), 

In the "5i special Opportunities Report" within the Special Market Volatility Report email sent on Mar/09, you recommended 10 stocks that were very attractive. Only WSP and DSG were also included. What do you think of the others? Is it a good time to buy them around March?
Are they also solid names worth owning especially now after some huge corrections?

Thank a lot!

Q: I started half positions in these company’s last week. Do you think it would be best to buy full positions now or wait for a little pullback?

Q: I need to increase my Cons Disc and my Real Estate allocations. I currently hold GC and DRA.UN. Do you have any other suggestions of a Balanced Equity nature for each sector. Risk is not a concern.

Thank You for your great service
Clarence

Q: Good morning. In my TFSA I am down 40% in both TSGI & TOY. What are your thoughts about replacing these with LSPD and GOOS. This would be for a 4-5 year hold.
Thanks, Peter

Q: Your comments please

Sheldon

Q: Hi,

GOOS stock has been weak recently. Could you please share your opinion on this stock.

Thanks

Q: Hello 5i team,
I read that Artiza's director sold last week 1.9 million $ worth of stock. As well as two other executives exercised their options and sold.
Would you read anything negative ?
Between GOOS and ATZ, which one would you prefer for a long term holding I need more consumer discretionary in my portfolio. (I am 60 and will not require to access any funds).

Regards,
Elaine

Q: RBC shows the short interest at almost 30%. Comments please?

Q: Good day what is your take on Goos today ,it seems to be losing a lot of feathers these days is it time to buy Thanks Norm

Q: Happy new tears Team i see the feathers falling out of this stock lately ,is it an entry point What are your thoughts ?Thank you

Q: GOOS has been on a downward trend of late. Bought in the mid 50s. I don't think that anything fundamentally has changed? Do you still like this company as a long term hold? It sort of reminds me of DOO as I bought DOO at mid 50s, watched it go down to mid 30s, and recover to todays price at 60.
Your thoughts please.

Q: I have a small position in goos. Should I be worried or perhaps add to the position?
Thank you.

Q: Can you expand on the Barrons article mention?

Q: Hello 5i, I have a small position in the above listed stocks. I am down about 10%. Would you suggest that I keep them or take my losses and move on.? I appreciate your comments.
Carlo

Q: Hello Peter and team
Sent this once a couple of days ago not sure if it got lost.

Looking to reinvest some profits from Shopify. Regardless of sectors and weighting, please provide your current top 3 picks from both the Balanced and Growth Portfolios

Thanks
Phil

Q: On Dec 13,Goos dropped $1.52 to $51.35 after a report that it dropped its sale price on its product.Please comment .Is this a opportunity?.Hong Kong still in turmoil & no end in sight.However phase 1,US/China trade deal had been agreed upon & documents being drawn up for hopeful signing in Jan next. Txs for u usual great services & views

Q: Is there a financial benefit to cashing in on an option (46 on dec 20) before the expiry of the option or should I just let the brokerage take the cash out and assign the shares to my margin account on expiry?