Investment Q&A

Q: I've been watching the trading pattern for the last month. Bids and asks change every minute with what appears to be downward pressure. Most of us buy and hold for a decent amount of time. Is this some kind of computer program by large trading houses manipulating the price. If so is this common with all sorts of stocks.

Q: Your Portfolio Analyzer tells me that I need more 'Healthcare" since I only have UNH and Well. Can you suggest an addition?

It also noted that I have zero consumer defensive. Can you suggest two for this sector.

A further note was being over weight in Canada.

Thanks again! Dan

Q: As retirees with moderate risk tolerance, Telus is a 4% core holding in a mainly conservative dividend portfolio. We realize (and like) that Telus Health is a small part of the company. We are considering a 1% position in Well for diversification in Health sector, and would appreciate your thoughts on it. Is this an opportune time to buy, or does 5i expect tax loss selling to put more downward pressure as year-end approaches? Thank you. Edward

Q: Hi Team;
Aside from the recent weakness in tech growth stocks the last while , what is your take on Well? It has been consolidating/ weak for the last yr almost now . Do you see the consolidation as healthy after its quick run up in the stock after its ipo ? Or is there some other reason for the weakness ? You would think the pandemic would expose the need for telehealth and boosted up the need for healthcare in general. I would have expected Well to be a little stronger given that backdrop. What are your thoughts on the stock ? Do you consider it a potential multi bagger over the next 5yrs or so? If so is it a buy at todays share price? Thanks!

Shane

Q: Do you like the last acquisition of WISP. I thought it would jump a bit on the news. It is now at 6.90 and has been acting like the last short attack.

Thanks Steve

Q: Hello, why is Well Health taking such a beating today (10-01-2021). I see they took on a majority stake in WISP, but shouldn't that be good news? Thanks!

Q: WISP was acquired for US$41.3m by US$27.7m cash,US$6.2m shares of Well(issued @ $9.80 per share) & multi year performance earn out up to maximum US$7.4m For the last year Well basically in a range of $6.70 to $8.40,so why Wisp will accept a $9.80 a share? Thanks for u usual great services & views,

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.

Q: I am considering increasing my WCP position from 2% to 3.5% by selling my position in WELL. The purpose of this trade is to achieve a greater capital gain over a shorter timeframe. Thank you.

Q: I tried to pull a stock list of B+ companies based on your reviews. Your thought on investing as an equal weight portfolio with a 5 year horizon.

Thank you!

Q: Hi,
I currently have these stocks in my TFSA CAD account. They are almost all equally weighted. Do you think there needs to be any adjustments?

I understand they are all growth stocks except ZSP. Is it a problem if I only have these growth stocks?

Thank you!

Q: Would you have a short list of 5 companies that should be on a watchlist for when (if) a 10% downturn comes before Christmas ?
Thanks,
Peter

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: Hi,
In respect to the question from Brad in regards to small caps, you responded as:

"We have seen some studies showing the group is cheap (relatively) than it has been in 10 years. The 4Q is often good for the sector.

Could you name 3 to 5 small cap stocks that you would recommend?
Thanks,

Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).

Please suggest entry points for each of the companies. Thanks!

Q: Can I get opinion about the listed company for 2 to 3 years investment
Thx,

Q: Just finished the book '100-baggers'. As a buy and hold guy, the 'coffee can portfolio' approach is relatable. If you guys could purchase 10 Canadian stocks to not touch for the next 5-10 years which stocks would you include? Thanks.

Q: What does it mean to well to be added to the tsx comp index.

Q: What do you think of the acquisition?
Thanks