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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: hi,
of the equites in the 5i model growth portfolio as of June 30, 2023 that are down 50% or more from inception ( ie in the portfolio ), are they all still recommended? buy/hold/sell? are you able to rank them in regards to which you think will perform better going forward at least 1 year? and, do you like any other CDN growth equites right now more than some that you have in the growth portfolio right now?
cheers, chris
Read Answer Asked by chris on July 27, 2023
Q: In an earlier question asking whether it would be wise to buy atz now, you said you would hold if you owned it or wait till the dust settles, if you don’t. I have been thinking about taking a tax loss on it. The idea was to buy it in my rif, wait one month and then sell it in my non registered account. A lot can happen in a month, though, and i hesitate, wondering whether i should buy a place holder. I am a bit leery of Canada Goose, though. Perhaps i don’t even have to be in that sector for a place holder. Wondering about your thoughts on this?
Thanks as always
Read Answer Asked by joseph on July 27, 2023
Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You
Read Answer Asked by John on July 27, 2023
Q: I use the above extensively, and currently setting up some different approaches for stock selection. The one I use most is PE, book value per share, Cash flow per share, and Peg Ratio which has been uselful.
Can 5I share some of the parameters they use for finding some undiscovered stocks that can produce multi baggers and the numbers used
I hope I have laid out sufficient info for the question.?
Thanks Rick
Read Answer Asked by Rick on July 27, 2023
Q: Hi 5i
I own GXE in a TFSA and in the midst of today's bloodbath the value of my holding is down 45% from when I bought quite some time ago. There's not an overly significant amount of money involved and I can ride it out if that's the thing to do, but I would like to minimize my losses as effectively as possible.
With that in mind, what would you recommend I do - sell, hold or buy some more at the current depressed price, and why?
Thanks 5i, I look forward to your thoughts.
Peter
Read Answer Asked by Peter on July 27, 2023
Q: Good morning,

I recently asked a question about Equinix - thank you for your response. I also own Pure Storage, which is in a different sector from Equinix but seems related in that they both offer data storage - at least, that is how it seems to a non-techie like myself. Do you think these two are different enough to own both? My portfolio has too many small positions so I'm looking to concentrate and am wondering of one of these could be sold. Would you hold both? If you were to sell one, which would you choose?

Thank you,
Read Answer Asked by Doris on July 27, 2023
Q: Yesterday, in an answer to a question about a small cap ETFs, you referred to XSU. That appears to be Canadian hedged but has a double layer of holdings by way of holding a share in a US fund, making it less efficient tax wise. Are there any other funds trading in Canada that are hedged but own the holdings directly? If so, can you pls indicate if you see them as a suitable place to invest. Thank you
Read Answer Asked by Leonard on July 27, 2023
Q: Which TSX listed stocks would significantly benefit from a major expansion and overhaul of electricity delivery infrastructure within Canada (which seems likely)?
Read Answer Asked by John on July 27, 2023
Q: Looking to buy Qualcom & BWX Thechnology. For this I need to sell some slight losers. DIS, MP, INFY, IBKR, CVX, SCHW, BABA, KBM . Please place these in order of those you would sell first , and maybe some you would not sell at all. And , also what do you think of my two choices to buy ? Thanks.
Read Answer Asked by Frank on July 27, 2023
Q: In August of 2019, between "TRI" (at $80/per share) and "GIB.A" (at $101/per share), based on P/E valuation, I bought "GIB.a". Then three years later, in August, 2022, I compared both companies share performance, "TRI" went up 90% while "GIB.a" share price was in sleeping bag, almost the same as I bought 3 years ago. Considering no dividends while waiting, so I sold "GIB.a" and bought "TRI" which I am still happy with the switch. However, since beginning of this year, GIB.A left the sleeping bag and started moving up, and share price has gone up almost 30%. I wonder if you could help me understand what’s the reasons behind the move, worth to buy at current level? Thanks.
Read Answer Asked by Lin on July 27, 2023
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