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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: Hello Peter, I like your article on the National Post about the five areas to invest in for 2022. I have a few questions: for the small cap space, would Aritzia , ATS Automation and Topicus fit the category? In the large cap space, would AMZN be a good stock (instead of AAPL) as it has not done much in 2021? what do you think of the renewable energy space as it did not do well in 2021 (i.e BEP, etc). Lastly is the definition of small caps in relation to market caps less than $1 billion or ? Thanks very much. Happy new year
Read Answer Asked by umedali on January 04, 2022
Q: Hi 5i and Happy New Year!

I hold the above noted stocks/ETF in a TFSA.
The only 2 that are above water are Nanoxplore (GRA:CA) and PayPal (PYPL:US).
Question 1). Which would you recommend keeping?
Question 2). Which would you recommend selling?
Question 3). With ESG values in mind, what would be your top 3 CAD stocks and top 3 US stocks for this year's $6000 TFSA contribution?

Thanks for all that you do!
Read Answer Asked by Brian on January 04, 2022
Q: Last week Stelco announced a licensing agreement / partnership with a company called Primobius to enter the Electric Vehicle Battery recycling space. Sounds forward - looking and in the emerging green energy theme , but I have no ability to assess the immediate and longer term implications for the company.
Your insight would be appreciated .
Thank-you.
Read Answer Asked by William on January 04, 2022
Q: I haven't asked any questions for quite some time so I would like to ask on 2 USA stocks.Thanks for your GREAT service over the years as I have been a member since it started and it has been a great help for my as I am retired 84 and enjoy reading the short questions and your educational answers.Best to you Ryan and your staff.Jim
Read Answer Asked by jim on January 04, 2022
Q: Seasons Greetings to all at 5i!!
Please compare these three companies for growth, balance sheet strength and which order would be your preference.
Thank you so much
Dave
Read Answer Asked by Dave on January 04, 2022
Q: My 25 years old son is starting a portfolio by buying all equity ETFs XSP (30%), TEC (30%), and XWD (40%) in Canadian dollars, which he intends to hold for a long time. 1. Is the selection of ETFs OK ? 2. Are there better alternatives in performance and fees? 3. Is the allocation OK? 4. Do you have any suggestion? Thanks.
Read Answer Asked by Dev on January 04, 2022
Q: Thank you for your rapid response! Followup question (feel free to deduct extra credits as needed), If I were to replace SLQT, FIVE, and PAYC with three new US positions, which would you recommend? Please exclude these equities as I already have positions in them: MSFT, PFE, IBM, MDT, ADBE, PYPL, GOOG, NVDA, TOL.

Again, for longterm growth in my US dollar TFSA, risk profile in-between 5i Growth and Balanced Portfolios, disregard sector/market cap considerations.

Thanks again!
Read Answer Asked by Walter on January 04, 2022
Q: HNY - Amid the confusion among predictions for 2022 is a recommendation from veteran income investor Mark Grant who says he's putting clients into ETF PDI from Pimco as a means of generating 10% income returns annually. I would be interested in having your analysis of this ETF including the risks, rewards, fees, etc. Obviously not in your growth wheelhouse but for an income position in US dollars what are your views on this one?
Read Answer Asked by Ken on January 04, 2022
Q: Please ignore if this has been asked by others, but let's say Mr. X challenges you to the same competition but for US stocks, and this time he let's you pick first. What are your picks?
Read Answer Asked by Rick on January 04, 2022
Q: My grandson has just opened a RRSP account in which he is assembling a balanced portfolio of ETFs. He also holds a small position in GSY and would like to add one more stock. Would BAM.A be a good choice as an 'all weather" addition or is there a preferred alternative.
With appreciation,
Ed
Read Answer Asked by Ed on January 04, 2022
Q: I hold the above positions in a TFSA in the respective % amounts: 5.2, 5.5, 4.1, 1.93. I am considering selling GIB.A and AMZN and acquiring either TOI or perhaps for a little more torque LSPD. Which of the 2 would you suggest or any other proxies?
Read Answer Asked by John on January 04, 2022
Q: Happy New Year!

I currently hold all three companies in a TFSA. I need to free up some cash for another investment idea and would appreciate your thoughts on which of these you would let go, and why.

Thanks, Rick
Read Answer Asked by Richard on January 04, 2022
Q: Is there anything like Marc Chaikin’s Power Gauge for Canadian stocks that you are aware of?
Thanks, and Happy New Year 🥳
Read Answer Asked by Lesley on January 04, 2022
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