Investment Q&A

Q: HI TEAM
XHY IS APPROX 10% AND THE OTHER 3 ARE 30% EACH OF THE BOND PORTION OF MY PORTFOLIO, WHER WOULD YOU ADD FUNDS AS I NEED TO TOP UP MY BONDS

Q: Would appreciate any comments on Trilogy International Partners. The Scotiabank analyst is extremely bullish on this, but the share price has gone nowhere over the past few years. Thanks!

Q: Gpr has been quite disappointing. Do you think it has upside from here?

Q: Please comment on Q4 results Have 1% position,down 52.75%.Add,hold or sell. Txs for u usual great services & views

Q: With the confinement, im expecting a baby boom in few months. Dorel is producing babies material, can you explain de down trend since 2017 (41$ to 5$ before the covid)?

Would it be a good title to own? Do you know better stocks which could benefit from a baby boom?

Thanks a lot

Q: Hello 5i
Could I have your opinion on this fast growing US company please?
Thank you
Dave

Q: I am down 36% on this. Is it worth keeping?

Q: I found your article regarding the difference between the Fang stocks and a small cap stock index very informative and interesting. Perhaps an even more interesting comparison, at least for me, is the difference in performance between VOO and RSP. One a market weighted US etf and the other an equal weighted. There is quite a large divergence between these two in the past while. VOO has the top five holdings as Fang stocks--over 20% of the total portfolio. RSP has no fang stocks in the top ten.
It has me thinking. But, what conclusion to draw? I have been wanting to move away from individual stocks to etf's, especially in my US holdings. But, this makes me wonder whether I wouldn't be a lot better with individual stocks, say the top ten that you mentionned in response to a question today. In that way I wouldn't be burdened down with a group of non performers, as in RSP, nor too heavily invested in Fang stocks, as in VOO, in the event of a future crash.
I know that it is not too good to change strategies often but I am quite perturbed by this. I don't know if you can offer a comment on this or not. But, I appreciate 5i as a sounding board and any comments you have are always helpful and useful
thanks

Q: Why is QUIS dropping since past few days, while the market is generally up? Any particular reason pertaining to QUIS itself?

Q: this is a link for Ellen who asked about ethical investing. This is a Canadian site but also looks at US stocks:
https://investingforthesoul.com/podcasts/

Q: I currently have a loss in HR.UN in our unregistered account and would like to harvest the loss and replace this stock with a similar REIT which has also suffered during this downturn. Which Canadian REIT would you recommend? Thanks!

Q: I have room for 5 or 6 more companies in my RRSP account. I am looking to add dividend paying stocks with some growth as I will not be needing this money for 10 years or so - thinking of AT&T, Pepsi, Sysco, Sylogist and OTEX - what do you think of these AND can you recommend any others that I can consider ? Your opinion is greatly appreciated.
Thanks

Q: I have shares in these four companies. I am way up with ETSY and FLWS, and way down with CHEF and KMX. Do you have any opinions/advice on what I should do with these four holding? (You can use 4 credits to answer if required.)

Q: May I have your thoughts on this name? It seems to be doing well.

Jason

Q: Which 4 sectors do you think have the the strongest current momentum? Please give me 2 or 3 companies in each sector that you believe have the best chance to maintain their current upward trajectory. They can be either Canadian or American equities.

Q: Good morning 5i, I am piggy backing off a recent question by James, but if you can disregard sector diversification and risk is also not an issue and main goal of course is capital appreciation.

"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"

Q: Can you please give me your thoughts on this company. With all the negativity regarding Huawei which I do not feel will end anytime soon I am thinking there is an opportunity here. Technically it has been acting better recently.
Thanks

Q: On line transactions really do seem the way of the future. A reliable legal signature would also seem to be a major requirement. Is DOCU the way this need will be met? Do they have any serious competitors? Do you see DOCU as a good investment for growth?
Thanks.

Q: According to the 5i portfolio analyzer, I am underweight consumer defensive and industrials - can you provide your top 6 recommended buys for each sector. Ideally 3 in the US and 3 in Canada for each sector. (ranked on most attractive price entry today) Thanks.

Q: I have about 50% of my portfolio in US stocks : ADBE, AMZN, TEAM, MA, MFST, & AYX.
I have 20K USD & i want to open another position and Im thinking about NFLX.
Please sugest mi if NFLX is my best choice on the market to compliment my existing selection or sugeest to me your choice instead of NFLX and 3 different US stocks.
Andrew