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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 managed to recover my portfolio to my December balance and have decided to move to a more conservative position while these unprecedented times continue. I hold the above stocks at approximately 2.5% each and would like to move to a 20% total. Would you recommend adding to these positions, selling some and adding something different, or just adding new. I have a well balanced portfolio and am retired without a pension so secure income is preferred.
Read Answer Asked by Lyle on July 14, 2020
Q: What are your thoughts on Neogenomics (NEO-Q).

Peter
Read Answer Asked by Peter on July 14, 2020
Q: Hi group here we go again - Tech stocks getting hammered - do you recommend selling (or buying more) on any or these recent high flyers KXS + Shop +Real+Visa Score + Docu and so on

Also can you recommend a silver stock that makes sense in this market Thanks for your guidance it really helps
Read Answer Asked by Terence on July 14, 2020
Q: Hi Peter, Ryan, and Team,
I follow the questions and answers carefully and have learned a great deal from them. However, I have a suggestion: Would it be possible/practical to edit questions so that the answer is meaningful to all readers? For example, this Q & A was from Bill:
Q: I gave up on this stock after several years in Tfsa. I am in early 60’s so don’t wish to go too far up risk scale, however our portfolio is fortunately quite significant so can take some risk.Hold BYD and Kinaxis. Do you have one or two other suggestions? Thanks, Bill
Asked by Bill on July 14, 2020
5i Research Answer:
For something with a bit more stability and an income stream, we might suggest BEP.UN or Hydro One. Both have some longer-term growth potential but offer size and stability. For some slightly riskier growth (but nothing crazy) we think OTEX, TRI or QSR might fit the bill.
When Bill says that he "gave up on this stock after several years.......", nobody but Bill can tell what stock he's referring to.

Thanks for all your help.
Read Answer Asked by Jerry on July 14, 2020
Q: Hi 5i team,
I’ve recently sold some of my SHOP position in a taxable account (the share price has risen ~15-fold since purchase about 2-1/2 years ago, and even after this partial disposition, SHOP remains my biggest overall position—thank you for this excellent recommendation!). Now, I want to reduce the tax hit, and so I am planning to sell positions in BMO, BNS, and SU, with aim to rebuy after 31 days (to avoid superficial loss), as these 3 securities are core holdings in my portfolio. In general, when I do tax loss selling, I try to maintain an economic position in the types of companies I am selling, because I’m always anxious the shares will rise during the 30-day waiting period (indeed, frustrating increases in stock prices during the 30-day waiting period seem to happen quite often, at least in my experience). So, my question is: Can you recommend a security (or securities) to maintain economic exposure to BMO/BNS, as well as to SU, for the 30-day waiting period? (For perspective, I’m planning to sell ~$185,000 worth of BMO/BNS, as well as ~$72,000 worth of SU; when I rebuy BMO/BNS/SU, I would then sell the temporary holdings I bought to maintain the economic position.). Would you buy a Canadian bank ETF and Canadian oil sector ETF, to maintain these economic positions (and please recommend some appropriate securities), or rather other individual Canadian banks or individual oil companies (and please recommend some appropriate securities)? Also interested in your philosophical thoughts about how to handle the situation of tax loss selling, which arises every so often, especially now during pandemic, when there is wide variety of individual security performance (some big winners, but also some high-quality stocks that are—hopefully temporarily—depressed in price) as well as higher-than-usual volatility.
Ted
Read Answer Asked by Ted on July 14, 2020
Q: One of the themes that I am seeing is companies reducing in carbon intensity. It seems to be more prevalent in Europe right now, with companies building or buying wind and solar power generation for hydrogen production and use. How can one get exposure to European companies through North American markets including wind turbine manufacturing companies, as the European Union launches a new push to make hydrogen one of the clean fuels of the future? With Covid it seems that EU will push the green energy theme for bonds as well. What do you see as an implication of this in North America? What NA companies and ETF's would you see in this hydrogen arena?
Read Answer Asked by Richard on July 14, 2020
Q: Growth stocks have outperformed value stocks for a number of years. My understanding is that growth stocks are currently at an all time high relative to value stocks. Presumably, at some point, this trend will reverse and value stocks will begin to outperform growth stocks.

Do you have any thoughts as to how much longer the growth outperformance will continue? What conditions should an investor watch for, to be able to detect the switch when it occurs, to outperformance by value stocks?

Many thanks for your insightful advice.
Read Answer Asked by Dale on July 14, 2020
Q: NIO stock has shot up significantly over the last couple weeks; sales numbers for the last quarter looked strong. Financing is in place. What are your thoughts on this company and do you think it makes sense to jump on this EV play vs Tesla. Second question; if sales remain strong throughout the rest of 2020, where could you see the stock price by year end.
Read Answer Asked by John on July 14, 2020
Q: Hi,
I would like invest some money in to Gold sector. Instead of putting money in to one gold producer, I would like to invest money into DEUTSCHE Bk AG/DB GOLD DOUBLE LONG (DGP). Please advice this is a good stock to invest or you prefer another stock,
Thanks
Read Answer Asked by vipin on July 14, 2020
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