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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: Great 5i team, There are times like this; I will need to put my cash holding to work. I kept trimming energy names in our family portfolio to under 10% and staying on the sidelines for the last few months. Your thoughts are very much appreciated with these 2 questions: which one that you would pick 3 out of these 7 energy names and which sector that you will allocate the funds? I am light in industrial and health care. Thanks for your input.
Read Answer Asked by Nhung on May 02, 2022
Q: Could you please give us your thoughts on activist, Elliot's pressing of Suncore? "Activist U.S. hedge fund seeks overhaul of Suncor Energy" Positive or negative for the share price and the company in the short and long term. As an owner of both SU and ATD could I benifit from this?

Thanks,

John
Read Answer Asked by John on May 02, 2022
Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?

Thanks,
Read Answer Asked by Hua on May 02, 2022
Q: The $250m Dutch Auction for prices of $103 to $123 expires May 6. It stands tall in a sea of red on Apr 29,closed at $104.07 + .06 with $106.35H..Can I assume that it will trade around the bottom bid of $103 till expiry,& thereafter around the closed auction price. Your view please.Txs for u usual great views & service
Read Answer Asked by Peter on May 02, 2022
Q: Can you suggest some good options in this sector. Thanks
Read Answer Asked by gary on April 29, 2022
Q: I currently have a lump sum to invest at this time. I already have all the stocks in your Balanced Equity Portfolio and would like to slowly invest the lump sum (i.e. 10% per month). This is for a long term hold (> 5yrs). Which three stocks of the BE portfolio would you add to at this time and a brief reason why?
Read Answer Asked by Steven on April 29, 2022
Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.
Read Answer Asked by David on April 29, 2022
Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon
Read Answer Asked by Chris on April 29, 2022
Q: I wish to increase Infrastructure holdings. Currently own BIP -2% [utility sector], WSP - 1%, PHO - 1%.
1. What percentage would you recommend for infrastructure -growth at a reasonable price? 2. What other stocks/ETFs would you add to the mix - agree with J. 3. Others? 4. What percentage would you recommend for each?
thank you
Read Answer Asked by sam on April 29, 2022
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