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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: RESP for 2 year old, with current year contribution to deploy ($3,075). Considering selling SHOP (8% weight) and NVDA(15% weight) and adding equally position in BN and AMZ CDR. Objective to diversify portfolio and add some growth potential. Thoughts on this plan, or alternative suggestions?
Read Answer Asked by Virginia on April 20, 2023
Q: Hi 5i Team,

Lightspeed and Digital Turbine represent my biggest losers, down 60% and 70% respectively.
I am comfortable holding LSPD and APPS for a 5 year time frame but do you see some worthy growth for these two companies in that time or would you redeploy elsewhere?

Do you still believe in their growth story for the longer term?

A million thanks for all you do!

Cheers
Read Answer Asked by Wes on April 20, 2023
Q: I reserve a small portion of my portfolio for a few more speculative names and am taking a look at Fastly. It came down from very lofty levels but seems to have formed a bottom over a decent period of time and has been breaking out. Do you feel this breakout is warranted based on current fundamentals and what do you think of the company going forward? Is it worth buying at current levels?
Read Answer Asked by Nick on April 20, 2023
Q: What is your recommended short term CAD bond etf? Can you briefly discuss your top 3?
Read Answer Asked by Patrick on April 20, 2023
Q: I am considering adding some real estate to my portfolio. I expect interest rates to remain relatively steady or drop slightly over the next two years. Do you think now is a good time to purchase a REIT or is there more potential downside as the interest rates on their debt resets higher as the debt matures? I am specifically looking at residential real estate companies. Of the above companies which one or two do you prefer and why? Is there a real estate sector you would prefer over residential?
Read Answer Asked by Wendyl on April 20, 2023
Q: What is the best high-interest option for keeping an emergency savings fund of living expenses ?
Read Answer Asked by Brucey on April 20, 2023
Q: WHAT WOULD YOU SUGGEST TO SEL, NBLY NEIBOURLY OR ILLM ACUITY TO BUY WELL ?
Read Answer Asked by Yves on April 20, 2023
Q: I have owned CJ since July 2022, its SP has been very much flat during that period. I do have a bit of cash sitting on the sideline and I wonder if I should top up a bit more on CJ, or just cash out and move onto another name.

Patience may be virtue in investing but there are other more lucrative returns out there. What's your take on CJ in the next 12 months or so? Thanks.
Read Answer Asked by Victor on April 20, 2023
Q: With the recent mini-banking crisis and banks restricting their lending; could this not be seen as a growth opportunity for loan generation for GSY? Even if they can't lend at the same higher rates as before they can still obtain higher loan volume growth - or at least that is my thesis.

Conversely, as consumer spending on discretionary items (eg. furniture, electronics) may be decreasing - could this be a head wind for loans related to their EasyHome segment?

If both of these trends are at play - which do you think will play a larger role on the stock if any? Even with the large drop in the share price, it can't be far off from a PEG close to 1 so it seems attractive as well.

Thanks.
Read Answer Asked by Michael on April 20, 2023
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