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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 all of these stocks and want to add to one. Could you rank in order which ones you would be adding to today. TEAM, TTD, U and PLTR

thanks Dave
Read Answer Asked by Dave on August 10, 2021
Q: Am looking at two for a company with good yield and growing dividends. Quick analysis : both have good management ; different sectors, one with oil/ gas issues and the other has risks in the housing market. Would FN follow the banks movement and how close does PKI track the oil/ gas index ? Understand PKI is in one of your models. PKI keeps hitting the $40.00 mark and has difficulty breaking out while FN has declined recently. Your choice ? Thanks. Derek
Read Answer Asked by Derek on August 10, 2021
Q: As I enter my 60's I have discovered the benefits of not having more than 5% in any one company. I sleep much better, my returns are superior ( up 25% this year) and the 5% cap allows me to invest in as many as 20 or more companies. I do tend to have more cash on the sidelines but it is ready to be deployed whenever I find a bargain.
Read Answer Asked by Murray on August 10, 2021
Q: We have very little tech. exposure in our portfolios as a % - so minimal. Own IGM & ARKK in USD portfolio - IGM for 4 years - done very well. In TFSA, own STC, VHI, XIT ETF. All the others are on my list to purchase as not. I would buy equal positions - so, of those we do not own which three would you consider the best in the short and long term. I am mostly a dividend grower investor - companies that increase them every year; however, trying to add a bit of tech. Maybe there others not shown that meet my criteria?
Read Answer Asked by James on August 10, 2021
Q: Good morning 5i
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
Read Answer Asked by Linda on August 10, 2021
Q: Hi, 5i team
Do you still think ADW.A a hold after recent (Aug/05) sell-off? You recommend a "hold" after the first sell-off aroun Jun/22. By the way, what is the reason for the price drop this time? What is your view about the company's performance in the next couple of years?

Thanks so much!
Read Answer Asked by Jane on August 10, 2021
Q: Hello 5i,
5i does not seem to include fair value in the Portfolio Tracking section. Is it that you do not think this is important? I should think one of the basic metrics before buying shares would be to by at at below fair value. Will you include fair value eventually? Also in the tracking section will you be combining the same companies so that a comprehensive readout would be a simple matter to enable our own calculations?
Thank you
Stanley
Read Answer Asked by STANLEY on August 10, 2021
Q: Hello Peter, Ryan and your amazing team!

Wondering if you could please give me your current take on Guardant Health considering their recent earnings and news about Covid testing. Are you still a strong advocate of holding this stock patiently, with the hope that a significant advancement will eventually propel the SP? Thank you.
Read Answer Asked by Bradley on August 10, 2021
Q: You stated in a previous question:
"Cash, long term, acts as a portfolio drag. Generally, we like to keep cash fairly low. Personally, we are in a small (7%) margin position right now in our portfolio. "

My questions are 1. Is a margin position just a negative cash amount in a portfolio or do you have to request an amount based on the margin amounts determined by your stock positions?
2. What interest rate is charged when you borrow on margin?
3. What happens when a margin is called?
I realize these may be naïve questions. Thanks, Len
Read Answer Asked by Leonard on August 10, 2021
Q: Hi Team,
Can you comment on Acuityds Holding symbol AT in toronto and ATY Nasdaq .
Thanks as always,
Tak
Read Answer Asked by Tak on August 10, 2021
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