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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: I have money ($30K) to reinvest in my TFSA. I am heavily overweight in technology (28.5%) and overweight in consumer cyclicals (13%) in my overall portfolio. My wife and I own the above stocks in our TFSA. Could you give me your best 3-5 suggestions for addition(s), avoiding high risk companies? Thanks for the great service.
Read Answer Asked by jacques on March 12, 2021
Q: Hi, currently holding these as my industrials, looking to add 1-2% to this sector. Looking for long term growth, would be in RSP. How would you rank these if I were adding? Thanks!
TSE:XBC 2.72%
TSE:WSP 2.41%
TSE:ATA 1.83%
TSE:AC 1.46%
TSE:SIS 1.4%
TSE:GDI 1.2%
Read Answer Asked by Keith on March 10, 2021
Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth
Read Answer Asked by Mike on March 09, 2021
Q: Hi 5i team,

Any thoughts on how far this trend of selling tech or renewables will continue? Looks like NASDAQ is now negative ytd with many of your Canadian techs down 20+ percent ytd.

When would you seriously start putting floor bids on the favs like CSU, KXS, LSPD, WELL, REAL, SCR, and XBC? If you could put in dollar amts for each it would also be great.

Thx
Read Answer Asked by Christopher on March 05, 2021
Q: The markets have been very nasty to some favorites in the past week or so. Can you recommend one or two companies or funds that you think have really been hit unrealistically hard? Your opinion would be much appreciated. Thanks.
Read Answer Asked by Dan on March 05, 2021
Q: I have 2.5% position in KXS which I’ve had since March 2020 in my RRSP - thank you for the suggestion.

I have a new 1.4% position in XBC in my TSFA which is under water by 25% as of today.

If you had 3% in cash to deploy would you increase on or both of these or find something else?

Forgetting diversification- long term holding so a min 5 year investment horizon.
Read Answer Asked by Don on March 04, 2021
Q: Just wondering if you think the recent pullback was overdone on some of your favourite companies making them much better buys today than they were before. If so, I would appreciate it if you could suggest 3 Canadian and 3 American companies that now have more upside.
Read Answer Asked by Les on March 03, 2021
Q: Hello Peter,
Robert McWhirter on BNN was a big advocate of Xebec but on Fridays call Feb 26th he was not as keen as the stock has run up alot.. He did say it is a good stock for 1 to 2 years timeframe. However, if i understood correctly, he has shifted his dollars to CMC, Cielo Waste Solutions and within an hour the stock shot up 80 percent. I understand this is speculation on behalf of retail investors and not an endorsement by Mr. McWhirter to jump on it.. He is basically be re-positioning his weights as i understood and sees greater upside. He is a solid picker but i have no idea of how much he owns so would like your opinion. Since XBC moved over to TSX and i understand there is a management change, I just did not think the stock would be become a dog so quickly. I have a large position and am patient. Do you think it is worth holding on for the 1 to 2 years or longer timeframe or should i move some money into CMC. . I am noticing the same with Greenlane renewables. I was hoping that going to tsx , institutions would be jumping onto XBC and GRN given the green initiatives, but it does not look like it , atleast up to now. Please provide your comments and would appreciate it.
Read Answer Asked by umedali on March 02, 2021
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