Investment Q&A

Q: Hi group need to get a bit more defense (I am retired) I am thinking recession is coming. Health care and consumer staples make sense do you agree? Presently I have $25,000 to invest in my TSFA..am thinking WMT, DOl, might fit .In consumer staples I already own Cost, L, PFE, Can you please give me your 3 top picks (in preference order) for for Health care + Consumer staples Mega Tech thanks

Q: I thought I saw that a new analyst is following DRI, calling it a rare gem in the sector with a combination of higher yield but still having growth potential. It is still a fair bit under it’s IPO price, and too small to attract much attention I would think. I read your previous comments on this company, wondering if you having any other “colour commentary”? I’m tempted to put it into a TFSA, especially if the typical growth ideas may be facing headwinds for awhile. Do you know anything about the management, or the company’s performance/history before IPO’ing?

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks

Q: good morning everyone at 5i: I would like to increase my exposure to Canadian equities- will you provide etfs, or tmx be a good option, or perhaps one best stock in each sector- . thanks for your time-- Jane

Q: Hi
Am I correct in understanding that REITs are a good hedge against inflation? All of these REITs have been decreasing- some more than others. Are there any that you think will continue to be at risk in a rising rate environment? would you add to any during this most recent decline?
thanks

Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help

Q: What would be your number one pick in the health field.

Q: I am looking to simplify my non-registered investment portfolio for my retirement, which is now only 9 months away. I am looking to protect capital and create income. I am looking at one ETF and one fund as possible landing spots for my capital: XSP. And FID282.
Can you please compare and contrast these two funds for me? Are the different enough to warrant owning both? Is there anything else I should be considering?

Thanks in advance
DON

Q: What are your thoughts on MTY and QSR Thanks

Q: 1. Dana Inc.(DAN) - I'm struggling with this one... seems like a great company, winning awards,etc
- I don't see negative news releases for the most part. Most are positive in nature
- Seems like a bit of a sleeper in the investment community with little attention...
- I would like your opinion on whether a buy more, hold or sell... I am currently in at around $24 and stock is at $15

2. Lightspeed - I know you are constantly bombarded with questions on this one, But my cost base is 95 CDN and 65 US in various accounts
- What price would you be comfortable buying at, in the current environment to average down , catch a falling knife??
- I heard negative news/opinions on CNBC this week with regards to payment related stocks, but I'm thinking contrarian at this point...
- Am I Nuts? or should I hold on ...?

Thanks in advance,
M

Q: There was a massive amount of shares traded yesterday. Can you shed some light on this?

Q: Peter; I thought their numbers were excellent- what am I missing ? Thanks. Rod

Q: With all the supply chain issues, and supply chain management being KXS specialty why was the stock flat in 2021, and down 2022. Supply chain issues persist, KXS does not appear to be capitalizing. Will revenue and share price improve through this year? I know it has been mentioned they have lumpy earnings but the conditions for their products should be very strong.
What am I missing on KXS?

Thank you, Mike

Q: I have done very well with ABBV. Thank you. Is it time to reduce or sell outright now, please?

Q: I can't understand why GSY iat a 52 week LOW. Yes high growth stocks and NASDAQ are going down. GSY has a PE close to 10. It is a value stock not a crazy growth stock. It is making money and yet it is being treated like a .COM stock.
Easy answer would be, the market thinks recession is coming and GSY will not perform well.
Do you have any explanation for GSY being at a 52 week low despite beating all estimates on quarterly results?
Thanks

Q: year end results came out today. This company may be on the mend. For what it's worth, my niece has been a store manager for over 10 years and she says the store activity is the best it has ever been.

Q: In my savings plan through work I have limited voices all TD Asset Management mutual funds very low cost because of a volume discount through the employer I have the following
CDN Index 53K
IMO shares 36K
CDN. one Index 24K
INTL Index 21K
US Index 18 K(was 40 K it I trimmed)
TD Money Market Fund 109 K
I can retire anytime in the next 1-3 years my question is would you reshuffle this in any way and also if rates go to 4-5 % typically what could I expect from that MMF …. Thanks

Q: If an investor were to consolidate partial positions in DSG and KXS, which would be preferred at this time? Thank-you.

Q: What would be the most likely three reasons why the CFO resigned from your instincts and experience and best guess based on the tone of the news release and does this change your opinion on the company for a long term hold? Thanks. June

Q: Hi 5i,

After being unable to receive a rational or timely response from my Investment Advisor(Big Bank) nor a return call from the company(CSU/TOI), I beleve other members have in the past asked this same question regarding the spin off value of TOI from CSU for tax purposes --- is the value of 'TOI' shares received deemed to be a 'taxable dividend' for tax purposes for tax year '2021? If so, should I have not received a 'T5' by now?

Thank you and confused,

Dean