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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: Good afternoon folks
BNTX has been doing very well as of late. I am up 35% ish. Also my entire health sector weighting is 6.85%...all US$...BNTX is 2% of this total. I also own MDT, DXCM, ZTS, GH, & VEEV. I have too many stocks in general throughout all sectors and am trying to sell off several slowly but surely. ( I have 66 stocks). The problem being I fall in love with each of them...(yes....very bad I know) they have mostly been carefully chosen and watched over almost every day.
My question is should I sell all of my BNTX or shave but sell any of the others mentioned above,
Thanks as always for your sound advice.

Read Answer Asked by El-ann on April 16, 2021

Q: Good morning
I hold ILMN.US GH.US and WELL.CA in healthcare in our various accounts. Im looking for an additional healthcare stock (either Can. or US) to add to our TFSAs. Suggestions greatly appreciated.

Read Answer Asked by Les on April 06, 2021

Q: Hope you and yours have so far successfully avoiding covid-19.
Our portfolio is below
Cons Discr 5%: US:NIO, US:CELH
Cons Stpl 3.8% - US:COST
Energy 6.2%
Health 4.2% - US:MDT
Ind 5.8% - US:RTX, CNR
Real Est 2.7% - US:RDFN
Tech 13.4%
Telcom 5.7%
Util 7.4%
Cash 8%

All the fin svcs are up nicely but V and BAM have only small gains. We like both but think we should reduce this overweight sector and re-balance among the Industrial, Health and Real Estate sectors.
We are down 41% on NIO and down 12% on CELH but we are prepared to wait unless you think their prospects arent worth the wait.
Wed appreciate your view on what to sell in fin svcs and what to buy in Ind, Health & Real Est.
Many, many thanks.

Read Answer Asked by TOM on April 06, 2021

Q: I'm down ~15-20% on these names and contemplating a tax loss swap.
For each of these, do you think there are suitable proxies or are they are hard to replace?
For FLNT in particular, I'm considering dumping it all together, so a similarly battered small-cap name you think will perform better will work as well.
Finally, when it comes to tax-loss selling, do you have a rule of thumb on the % down a name should be before it makes sense, or it's generally situation dependant?

Read Answer Asked by Andrew on March 29, 2021

Q: I have similar weightings of MDB, DOCU, PAYC, CRWD, GH, NET, and TWLO in my US RRSP account. As per the recent report recommendation from 5i, I would like to rotate some of my lesser quality stocks into strong value stocks or ETFs. Can you suggest 2 of 3 of the above that you would recommend I reduce or sell out and what strong value plays would make sense to backfill them with? Am I interpreting the guidance of the report correctly? Thanks!!

Read Answer Asked by Marc on March 22, 2021

Q: Top ten growth stocks in a TFSA for 10+ years? US and CND

Read Answer Asked by Addalyn on March 17, 2021

Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.

Read Answer Asked by sam on March 17, 2021

Q: Markets are really backing off with Nasdaq down over 500 points Thursday afternoon. Looks like a good correction. Can you list your top 10 stocks (1 to 10) you would buy that seem to be set up for big rebounds.

Read Answer Asked by john on February 26, 2021

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?

Read Answer Asked by Grant on February 08, 2021

Q: Hello 5i
I own the four companies listed above and have been hearing some good things about 1Life healthcare(ONEM). How would you rank these five companies, mainly for growth but also how much confidence you might have in them.
Thank you

Read Answer Asked by Dave on February 03, 2021

Q: Hi Peter,
What would be your today buy recommdation for fundamentally excellent companies ( canadian and US) in the small , middle and large cap categoies and have expected high growth in the near future. Appreciate ranking them by category and risk.

Read Answer Asked by Yousef on February 03, 2021

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Read Answer Asked by Patrick on February 01, 2021

Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.

Read Answer Asked by Patrick on January 28, 2021

Q: I am looking to rebalance my non-registered portfolio, which will mean taking capital gains and transfer to my TFSA. Today, my position is about equal in RY, BMO and CNR.
I would like to reinvest the cash from these capital gains in Tech and Health sectors from 5i's balanced portfolio. I do not have either sector in my TFSA today.
Which of the 3 non-registered stocks would you suggest selling?
What would you recommend buying for TFSA?

Read Answer Asked by George on January 28, 2021

Q: My portfolio analysis is showing that I need to reduce investments in Canada and increase in United States by 9% and International Markets by 16%. Following are area where it is suggesting to invest more.

Communication Services
Consumer Defensive

Can you please suggest couple of stocks or etf in above industries?

Read Answer Asked by Anshu on January 27, 2021

Q: Seasons Greetings, to you all,
In order to start my TFSA year of right can I get your opinion on a few of each Cdn. & U.S. stocks that may be considered MUST OWN in the Materials & Health sectors.
Also an alternate on ETF's?
Thanks for your usual good answers!

Read Answer Asked by Terry on January 12, 2021