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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: Hello. Can I get your thoughts on these companies including reserve estimates, valuation, growth prospects (in terms of reserves)? How would you rank them a with some comments to justify the ranking order please? Thanks!!
Read Answer Asked by Robert on April 17, 2023
Q: I'm thinking of taking some positions in base metals companies. I'm especially interested in copper plays as it seems to be needed to support the drive to electrification. Do you think this is and opportune time to initate positions? In any case, I would appreciate it if you would share some of your favorite companies in this sector and it would help if you would present them in order of most upside to least going forward. I'm open to metals. other than copper as well.
Read Answer Asked by Les on April 17, 2023
Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
Read Answer Asked by Etienne on April 17, 2023
Q: Good Afternoon

I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement

Thank you
Read Answer Asked by Marty on April 17, 2023
Q: Dear 5i,
In regards to Horizons Corporate Class ETF's.
The tax efficiency of these ETF's seem very attractive for taxable accounts.
What are the key risks of holding these products other than market risk?
Is it basically the chance that the Canadian government might change tax legislation for these type of products? If this is the case do you think it is a low probability since it could trigger massive tax liabilities for Horizons and Mutual Fund companies that offer this corporate class structure?
Read Answer Asked by Ian on April 17, 2023
Q: I hold APPS in a USD portion of my TFSA (unfortuneatly) and am thinking to cut my losses. Do you think there would be better candidates that APPS could be swapped for at this time?
Read Answer Asked by Andrew on April 17, 2023
Q: Thanks to strong performance largely from CSU and KXS, I am both overweight in Tech and also have outsized positions in both - CSU along with the spin offs is ~13% of total now.

While I like to let the winners run this position feels too oversized and would appreciate considerations around taking some earnings off here . Since I am also underweight in Industrials, Utilities, and Healthcare what would be good long term options here (I'm 41) to transition into?
Read Answer Asked by Ryan on April 17, 2023
Q: Good Afternoon
I hold BAM, Bank of Nova Scotia, Leon’s, GDI and Lightspeed. I have held these stock for years and each position makes up about 1-2 % of my portfolio. I am looking for a bit more torque. Can you suggest a consolidation candidate or perhaps one of Shop, Descartes , Doo or one you prefer better. Thank you
Read Answer Asked by Marty on April 17, 2023
Q: I have 4% of my RRSP in cash. Im underweight industrials and healthcare. I’m a fan of LLY for HC and J for industrial (WSP is my other). Would you add to these at current prices to get to a half position in each?
Read Answer Asked by Don on April 17, 2023
Q: Hi, I have held Teck for many years and watched the stock linger much below my purchase price for years. I am now finally up 30%. I did buy it for diversification in my portfolio which is heavy on dividend payers such as financials, pipes, telecoms, utilities.
I am now much older and retired and need to be more conservative with my investments. Would you advise selling on this price, the highest on the 20 year chart, or hold on to catch proceeds of the planned spinoff of EVR? Teck is held in a registered account.
Read Answer Asked by MANFRED on April 17, 2023
Q: hi group i am looking to increase my % in the 11 stocks (listed) from 2-4% can you list order and price estimate you would target assuming a mild recession Thanks for your guidance
Read Answer Asked by Terence on April 17, 2023
Q: Re: Kinaxis KXS and Descartes DSG: I have owned these two Canadian tech stocks for getting onto a decade and have done well with both. My question: at their current valuations are they still a buy? KXS is up 21% this year and DSG 16%. They both have an RSI of 61, high but not crazy high. Thanks for your thoughts!
Read Answer Asked by Kim on April 17, 2023
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