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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 hold the following companies in my consumer cyclical and defensive part of portfolio.




Iím thinking of selling MED and adding to the balance of my cyclical positions. What are your thoughts on this portfolio of companies and which ones look most attractive today to add to?

For defensive, I only hold Costco. What companies would you suggest I look to diversify my defensive portfolio?

Read Answer Asked by Gregory on April 25, 2023
Q: Brief thoughts on these weeds I'm looking to pick.

Return and % weight in portfolio now and what I plan:

MGA: -39, 2.13%. Looking to trim slightly down to 1.5%, add to ATZ, BYD, BKNG or SBUX?
ILLM: -87%, 0.14%. So small now its insignificant, roll into GOOG position
CTS: -46%, 0.96%. Hovering at 1 yr low. Aside from strategic review, what's the catalyst?
MED: -61%, 0.80%. Sell and add to ATZ, BYD, BKNG or SBUX?

Toss them, hold them or water them? Thanks!

Read Answer Asked by Keith on April 21, 2023
Q: Hi 5i Team,

I have a handful of smaller position stocks that have not done well and that I believe I should high grade. Which ones you would recommend moving on from?

Read Answer Asked by Jonathan on February 27, 2023
Q: Dear 5i team.

Please give me your updated assessment of latest financials results reported in early Nov. I do not see a question on this and the stock price seems to be oversold and good value? Appreciate your help to better understand current numbers, and future prospects.

many thanks,
Read Answer Asked by Arthur on December 14, 2022
Q: Hello 5i,

Can you please recommend 5 US small Caps other than Apps or Inmode for a January bounce?

Thank you
Debbie and Jerry
Read Answer Asked by Jerry on December 12, 2022
Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Read Answer Asked by Jonathan on November 16, 2022
Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you
Read Answer Asked by Jason on November 07, 2022
Q: Thanks for your very thorough response to my question in regards to CRNC. What other companies trading in the U.S. with a similar market cap to CRNC, regardless of sector, do you see as great bounce potential once markets turn around?
Read Answer Asked by Curtis on September 27, 2022
Q: What are your highest conviction "value stock" picks, for long term total return, right now? Thanks!
Read Answer Asked by Chris on September 08, 2022
Q: I'm down on these stocks, what are your thoughts currently and prospects going forward? Buy, sell, hold, add? They've all become less than 1.5% positions. Thanks!

Read Answer Asked by Keith on July 29, 2022
Q: Hi Iím a long term investor, and currently very heavy on Tech. Iím currently searching for a non tech name for an RRSP for a long term hold. Iím more focused on growth as I have time on my hands. Outside of tech, I hold ATZ, HON, BAM, GSY, SQ, COST. Can you please list your top 10 favourite US companies?

Thanks for everything
Read Answer Asked by Nick on June 09, 2022
Q: Can you please provide a few US and Canadian companies that are not traditional growth or tech companies, but represent deep value at this time. Bonus if they pay a dividend as well.
Read Answer Asked by mitchell on June 07, 2022
Q: You recently quoted some growth stocks at 18 x earnings with net cash on hand.

A. Are you insinuating that there is a "value" aspect to growth stocks?
B. Please name your top 5 growth stocks as defined


Read Answer Asked by Ernest on May 30, 2022