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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: The landscape of tech stocks in Canada seems to be rapidly evolving, with several impressive IPO's of late, and some very strong growth stories emerging. In a well diversified portfolio, how would you rate the desirability of holding each of the following tech stocks on a scale of one to ten, with 10 being a must own, 1 being a definite "no", and 5 being something OK, but nothing special. 5+ year holding period.

CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI
Read Answer Asked by Dan on August 17, 2021
Q: SKIN; The Beauty Health Company; a newer company not in your data base; Pls comment on earnings which looked good to us. Continue to hold ? Thank you, Paul
Read Answer Asked by Paul on August 17, 2021
Q: This company just reported, seems to be a sizeable miss on revenues, how much was the miss on earnings? Their customer base continues to expand, along with their continually growing product offering. Is today's sell-off a good entry point, or should this company be considered too high risk, too volatile?
Thank you as always...
Read Answer Asked by Warren on August 17, 2021
Q: Hello Peter and team;

I would appreciate your opinion on Cleveland Cliffs in particular and the outlook for steel industry in general. I already own Reliance Steel and cannot decide if I should increase my exposure to the industry; and if I do then diversify with CLF or double down on RS. I know you like RS but would be interested in knowing your opinion of CLF relative to RS as well.
Have an exposure through the coking coal space as well(SXC). If you are bullish on the sector, what would be your limit on sector exposure?
Read Answer Asked by Rajiv on August 17, 2021
Q: Hi 5i
In watching the performance of my TFSA, I am not liking the 2020/2021 performance direction and momentum.

The combination of 2020/2021 has been dreadful for holdings such as USA, XBC, STC and QST.....and has significantly affected total portfolio performance.
In the mix are also TF, AQN and FSZ; all for income but was expecting some level of growth.
It was good to be holding ECN but the % was too low to make significant benefit.

With QST and USA both down 60% from original purchase, does one just continue to hold for performance recovery; Business fundamentals and potential take-out (QST) and mine performance and silver price recovery (USA)?

Making a switch from one horse to other has rarely worked for me. Does any of the companies make you say sell and move on or just hold through the already low price positions?


XBC is obviously not expected to reach $11.00 any time soon as the company no longer looks like the one that reached $11.00 earlier this year. They have a good business mix in segments that make sense today. Does one just hold on for Management to get their act together and run off the negatively contributing contracts?

Dave



Read Answer Asked by David on August 17, 2021
Q: Hello
My & my husband's accounts each hold about 60% stocks and 40% bonds. I am considering putting all our bonds into our RRSP/LIRA accounts and increasing the equity portion of our TFSAs and non-registered accounts. This would allow us to hold higher growth stocks in our TFSAs.

We bought most of our holdings last spring/ summer so we would be taking a loss on the price on the long bonds and buying equities at a higher price.

Here are my questions.
1. Does our thinking about where to hold bonds make sense?
2. Is there any advantage to distributing the bonds across the various accounts?
3. Would it be better to hold off on the reallocation until equities come down a bit and bonds go up in price? I know you can’t time the market, but we are at all time highs in equities.

Thanks

Read Answer Asked by Mary on August 17, 2021
Q: What can you tell us about Technavia? Are they a reliable info source? I came across a news release this morning wherein they purported to show likely growth over the next few years in the stairlift market, with Savaria apparently well down the list of significant players in the field. Boy, their report prices sure seem high-priced!? How coincidental is it that this news release coincided with a fairly big drop in Savaria price?
Read Answer Asked by Lotar on August 17, 2021
Q: Hello 5i,
I came across this equity when you recommended it earlier. I am assuming that given you listed it first, it would be the highest-ranked choice out of the options you provided. My parameters are very similar to those of the member who asked the initial question; we are retired, conservative, dividend-oriented investors with a more or less well-balanced portfolio as per P.A. We are very slightly under in Financial Services and underweight the U.S. by about 4.0%.
So, (finally) to my question: what kind of weighting might you recommend for MAIN:US? My thought was something in the 2.0 - 2.5 % range bearing in mind that if I make up the difference in the U.S. with another holding, I need to have a minimum of 1.0 - 1.25% available for that as well.
Many thanks!!!
Best to all at 5i!
Cheers,
Mike
Read Answer Asked by Mike on August 17, 2021
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