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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 have a loss over 22% in DND in my non registered account. Would it make sense to high grade to one of the other three given current sell off in all four stocks? Which one would provide the best long term growth?
Thank you
Read Answer Asked by Raj on March 09, 2021
Q: I was way overweight tech and now have some cash to play with.
Looking to grind out some profits while waiting.
Would like your opinion specifically on these two, but would also like any other ideas or trends you see right now.
Read Answer Asked by Kyle on March 09, 2021
Q: I am more than happy with the long term performance of this company . However the last two quarterly reports issued by the company have been somewhat pessimistic regarding growth prospects as the economy recovers from the covid pandemic . Cash flow is good , and the company will be buying back shares . I wonder if the are now an acquisition target for a larger competitor . What are your thoughts -- are they a buy , sell or hold?
Read Answer Asked by Thomas A.J. on March 09, 2021
Q: Peter, if with the reopening there is a shift in interest from growth into value stocks which Cdn/US stocks are best positioned on the value side ? In the US would you include Berkshire on the value side due to it sweighting in the Financials etc ? Would you agree with the strategy to shift from growth to value ? Thank you.
Read Answer Asked by Paul on March 09, 2021
Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth
Read Answer Asked by Mike on March 09, 2021
Q: Good morning 5i team,
What is 5i's view of companies that spread stock option expense across P&L categories? A company might report significant R&D expense which an investor views as a positive, until one realizes that a considerable portion of the R&D expense is related to stock options? Is that generally-accepted accounting treatment? How do companies generally handle this? How does 5i view one treatment versus another? Thank you.
Read Answer Asked by Edward on March 08, 2021
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
Read Answer Asked by Gilles on March 08, 2021
Q: Hi Peter,
I enjoyed your article again in the FP, as I always do. I do think the 60/40 split is an old market axiom that has outlived its time. I understand the bond argument for balance and income. I am lucky to have a DB pension, so I don’ t need bond income. Similarly, if I want to sleep better, I move into lower beta or value names, which I have done. My question, if you don’t mind me asking, is what is the average bond weighting of your staff in your portfolios?
Thanks again.
Dave
Read Answer Asked by Dave on March 08, 2021
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