Investment Q&A

Q: Hi guys,

I'll be starting a new account for my family member and will be following your Balance portfolio. Should I purchase a full position or a half now and half later this summer.
Thanks again,
Jim

Q: Can you tell me what are the factors I should evaluate before purchasing a company stock. Thank you

Q: I would like to increase my health care sector weighting. It is presently 0.3% of my portfolio with one stock, CSH.UN. What quality health care stocks would 5iReseach recommend & should I also add to CSH.UN to help increase the sector’s weighting. Thanks … Cal

Q: I'm seeking an ETF to help with disruptive technologies.

I have mostly banks, REIT's, and other dividend paying stocks. Less in
technology, health care though I have a few ETF's covering the space.

What I don't have are ETF's that would protect against a possible
decline in my positions: such as disruptive financial stocks (such as
ARKF) and emerging internet, cybersecurity for example. I have very
little knowledge ion these areas but they could well be important
going forward, as a minority position (maybe 5 - 10% of my portfolio).

Thoughts?

Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.

Q: Thoughts on CRCT?

Q: As a 20 year-old, can you suggest 6 high risk/high reward Canadian or US stocks for part of my investments (I would look to buy on dips)? Would you recommend a portion invested in cryptocurrencies or is this just really gambling with the high volatility? I have a 5-year time line.
Thank you!!

Q: Hello,

What are your thoughts on AMH. I'm wondering with the recent down turn in home builder stocks I'm not sure if I should sell CCS and purchase AMH instead.

Thanks,
Raj

Q: I need to sell a small part of my holdings in either SIS:CA or BYD;CA. My intention is to remain invested in both these companies for at least 5 years. Which of the 2 would you suggest I trim?

Q: With all this record heat, I am wondering if there are any good public companies that are involved in selling air conditioning systems. Thanks

Q: This company has announced two significant relationships in the past few weeks and Martinrea owns over 22% of the shares. Have there been any recent upgrades to price targets by analysts? Thanks.

Q: Do you agree this should be north of 25 dollars right now and institutional investing is hyper sensitive to the protests and won't touch it. They're waiting for guidance by the company before they make a move.

Cheers Steve

Q: Hey Team,

Just curious if you have any different take on Care from your original answers a couple months back.

Seems enticing at these levels.

Thanks in advance,

Q: Roku has run up a lot in 2 months, at least partly due to a takeover rumour. I’m thinking an offer will likely not materialize because the cat is out of the bag making the company more expensive. If you held a small position, would you sell? At the current price do you consider Roku a buy, sell or hold?

Q: SHOP & AMZN decline a bit after reaching highs a few days ago. LSPD still doing well.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.

Q: What are your thoughts on WELL Health Technologies at this time

Q: Why has this company stock suddenly dropped 7.5% in a few days?
Does this present an opportunity to buy, sell or just hang on?

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Q: Hi Peter, we own CRWD and are wondering re: NET which is also breaking out. Your thoughts on NET ? Thank you.

Q: Hello Team,
What are your thoughts on the recent press release of XAU, with respect to their financials and their enterprises as a whole?Do you have a comment on the Impact of the Basel 3 obligations within the Banking system and its possible impact on XAU in the next few months?
Also would you like to comment on the Roy Sebag shareholder letter?I am interested in your view.