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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: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?
Read Answer Asked by Keith on September 16, 2021
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,
Read Answer Asked by ilie on September 16, 2021
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!
Read Answer Asked by Peter on September 13, 2021
Q: Can I get opinion about the listed company for 2 to 3 years investment
Thx,
Read Answer Asked by Jigneshbhai on September 13, 2021
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.
Read Answer Asked by Jeff on September 07, 2021
Q: I currently own these stocks that are underperforming in my portfolio and would like to sell and invest elsewhere.

What stocks do you recommend I sell?
Read Answer Asked by Jasmine on August 31, 2021
Q: Hi, I have 2% position of SHOP in my TFSA while my XBC (down 60%) and WELL (down 6%) are 1% positions. I've been waiting on XBC and WELL but am also tempted to sell both and up my position in SHOP. How would you rank the three in terms of growth potential? Unless XBC and WELL are potential home runs then it seems wise to consolidate...
thanks,
Mark
Read Answer Asked by Mark on August 26, 2021
Q: We are looking to create a 'growth' portfolio using our TFSA accounts. This portfolio will represent a small portion of our overall investments. The portfolio will hold ~10 Canadian and ~10 US stocks. All purchases in the portfolio will be made with the intent to be long-term holds (10+ years).

Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!
Read Answer Asked by Peter on August 24, 2021
Q: I own these companies, some are doing great, and some I'm waiting to get my money back. I just sold TC energy, not really liking the direction it was heading and was thinking of buying enbridge. Did I do a mistake? Should I rebuy it? I'm looking for a 1 year hold. Or should I buy something different? In that case what do you recommend?
Thanks
Read Answer Asked by Ziaad on August 24, 2021
Q: Hi, we have a small <1% holding in Well Health. Stock does not seem to gain traction over $7-$8 level, despite great news time to time, over past 2 years. I know, you have a lot of conviction in the company, based on the CEO's past record. Even the last news of their majority share holder and HK business tycoon, snapping company's shares @ $9.50, during a private placement. My question is that is the stock worth holding due to its growth potential ( despite not so impressive price movement ) and if so, do you believe, it could reach $9-$10 in next 1-2 years. Or, we should be patient, expecting a buyer, at some point in the future.

Thank You
Read Answer Asked by rajeev on August 23, 2021
Q: Hello Peter and Staff
So I am a slow learner and a bad listener.....in order to add AND to my health care basket, Chartwell is gone.......I did not feel like adding $ for $ so have some of CSH proceeds left to top up a position or 2 in my basket....Please list 1, 2 ,3 in priority of your preferences above and if you see any you would not advise be kept, please say so and why.
Thanks for all you do
Dennis
Read Answer Asked by Dennis on August 19, 2021
Q: I would like to double my Health sector % as recommended by Portfolio Analytics. I could also increase US portion of my portfolio but either Can or US is fine.
Current holdings and percentage of total portfolio are:
GUD (.75%), WELL (2.85%), ABBV (.81%)
Could increase existing holdings but have also been looking at US stocks CI and MED.
Your thoughts on approach and recommendations, including additions/deletions/other equities I have not mentioned would be appreciated. Dividend is not essential.
As always, many thanks.
Read Answer Asked by Alexandra on August 17, 2021
Q: Hello Peter,
Can you comment on Greenlane's earnings release? Is it worth adding to it? Also, for Nuvei and Well, are both worth adding or just a hold for now? With current numbers for knight, beating on eps and revenues, do you think the company is finally showing signs of upward movement in the stock price ( it is up but are things looking good now). On my last question on Enthusiast Gaming,, is the stock a hold now and any ideas as to why it was not one of the takeover targets ( i know it is speculation but why would you think score over eglx). Much appreciated for your comments.
Read Answer Asked by umedali on August 16, 2021
Q: On Aug 13, you answered questions regarding Well as " As WELL stock did well, the stock price set in the equity component of the deal was $11.80 (up from $9.80). Circle had very strong growth. " What did that mean? Can you provide some background about above statement? What is equity component in the sentence mean and where did the $11.8 price came from?

Thanks,
Read Answer Asked by Adam on August 16, 2021
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