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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: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.

Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.

Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.

Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.



Read Answer Asked by Walter on January 03, 2022
Q: I owned ECN.PR.A in my RRSP. I bought it primarily for income purposes. They were redeemed on December 31. I am thinking of reinvesting in ECN.PR.C with the funds that I received at redemption. What is the chance that it will be redeemed? What is the earliest that ECN can redeem these preferred shares?
Read Answer Asked by Robert on January 03, 2022
Q: As the Electric Vehicles become more mainstream I was wondering if its time to buy into the market. Have you been watching any of the EV players such as Tesla, Rivian or Lucid?
Also, what are your thoughts on Lion Electric her in Canada?

I was thinking of buying a small position in one or two of them just to not entirely miss the opportunity to be in on the beginning.

Thoughts?

Thanks
Warren
Read Answer Asked by Warren on January 03, 2022
Q: Peter, would appreciate your current thoughts on these names. Big thanks to you and your team for another year of great service, Safe Holidays and Merry Christmas to you all. Paul
Read Answer Asked by Paul on January 03, 2022
Q: In a recent answer regarding LIF, you stated that "if commodity prices fall as expected". I must have missed the memo. My working presumption has been that in our growing economic environment, supported by government infrastructure spending, commodities were, if anything, likely to rise in the near to medium term. Can you please expand on this? Thank-you.
Read Answer Asked by Alex on January 03, 2022
Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?
Read Answer Asked by Craig on January 03, 2022
Q: Could you name a couple of growth stocks with a 3-5 time horizon ?
Read Answer Asked by HARRY on January 03, 2022
Q: Everyone

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Clayton
Read Answer Asked by Clayton on January 03, 2022
Q: I don't have any telecoms in my portfolio & would like your comments on how well or badly they will react to inflation. Which ones would you recommend or would another area be more appropriate? It's for my RRIF so I would like some growth & a safe dividend. Happy New Year
Dave
Read Answer Asked by Dave on January 03, 2022
Q: Please rank these stocks in order of best growth potential in 2022. Also please rank them from lowest to highest risk. Thanks.
Read Answer Asked by David on January 03, 2022
Q: Hello 5i Team
These stocks were all winners earlier this year now they are all my loser . They represent only 6% of my total portfolio should I hold on to them or cut my losses now ?
Happy new year to everyone on the 5i Team and all the members .
Wishing everyone a fantastic 2022 year.
Thanks
Read Answer Asked by claudio on January 03, 2022
Q: Hi Guys, I recently listened to a financial guy who was asked to compare LSPD to SHOP, his basic point was that Shop's growth was organic, LSPD not so much and more by acquisition which by nature is harder to integrate into a common business this thesis made sense to me. Can you offer an opinion on growth organic vs acquisition & would you expect strong organic growth from lSPD in the future for a long term investment.
Read Answer Asked by Thomas on January 03, 2022
Q: Hi Peter and Staff

Want some of my grandkids RESP’s getting in on FANG stocks (and apple) but obviously per share Cost of AmZN and GOOg would mean high concentrations. I believe there is an ETF that holds those stocks as a major part of their portfolio?

If so can you name it and % of its current holdings in each of FB, AAPL, AmZN , Goog and MSFT as well as any other significant holdings

Thanks for all you do
Read Answer Asked by Dennis on January 03, 2022
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