Investment Q&A

Q: We have our accounts at TD. From our USD cash acct, we bought RTX today. The receipt shows $66.01 per share with one lot of 400 shares @ market, estimated principal $26,404.00, commission 9.99, estimated total $26,413.99.
Why the estimated amounts?
After COB we saw in account activity that the total price increased to $26,419.99
Its a small amount but is it legit?
Many thanks in advance.

Q: HI TEAM
XHY IS APPROX 10% AND THE OTHER 3 ARE 30% EACH OF THE BOND PORTION OF MY PORTFOLIO, WHER WOULD YOU ADD FUNDS AS I NEED TO TOP UP MY BONDS

Q: Would appreciate any comments on Trilogy International Partners. The Scotiabank analyst is extremely bullish on this, but the share price has gone nowhere over the past few years. Thanks!

Q: Gpr has been quite disappointing. Do you think it has upside from here?

Q: Please comment on Q4 results Have 1% position,down 52.75%.Add,hold or sell. Txs for u usual great services & views

Q: With the confinement, im expecting a baby boom in few months. Dorel is producing babies material, can you explain de down trend since 2017 (41$ to 5$ before the covid)?

Would it be a good title to own? Do you know better stocks which could benefit from a baby boom?

Thanks a lot

Q: Hello 5i
Could I have your opinion on this fast growing US company please?
Thank you
Dave

Q: I am down 36% on this. Is it worth keeping?

Q: I found your article regarding the difference between the Fang stocks and a small cap stock index very informative and interesting. Perhaps an even more interesting comparison, at least for me, is the difference in performance between VOO and RSP. One a market weighted US etf and the other an equal weighted. There is quite a large divergence between these two in the past while. VOO has the top five holdings as Fang stocks--over 20% of the total portfolio. RSP has no fang stocks in the top ten.
It has me thinking. But, what conclusion to draw? I have been wanting to move away from individual stocks to etf's, especially in my US holdings. But, this makes me wonder whether I wouldn't be a lot better with individual stocks, say the top ten that you mentionned in response to a question today. In that way I wouldn't be burdened down with a group of non performers, as in RSP, nor too heavily invested in Fang stocks, as in VOO, in the event of a future crash.
I know that it is not too good to change strategies often but I am quite perturbed by this. I don't know if you can offer a comment on this or not. But, I appreciate 5i as a sounding board and any comments you have are always helpful and useful
thanks

Q: Why is QUIS dropping since past few days, while the market is generally up? Any particular reason pertaining to QUIS itself?

Q: this is a link for Ellen who asked about ethical investing. This is a Canadian site but also looks at US stocks:
https://investingforthesoul.com/podcasts/

Q: I currently have a loss in HR.UN in our unregistered account and would like to harvest the loss and replace this stock with a similar REIT which has also suffered during this downturn. Which Canadian REIT would you recommend? Thanks!

Q: I have room for 5 or 6 more companies in my RRSP account. I am looking to add dividend paying stocks with some growth as I will not be needing this money for 10 years or so - thinking of AT&T, Pepsi, Sysco, Sylogist and OTEX - what do you think of these AND can you recommend any others that I can consider ? Your opinion is greatly appreciated.
Thanks

Q: I have shares in these four companies. I am way up with ETSY and FLWS, and way down with CHEF and KMX. Do you have any opinions/advice on what I should do with these four holding? (You can use 4 credits to answer if required.)

Q: May I have your thoughts on this name? It seems to be doing well.

Jason

Q: Which 4 sectors do you think have the the strongest current momentum? Please give me 2 or 3 companies in each sector that you believe have the best chance to maintain their current upward trajectory. They can be either Canadian or American equities.

Q: Good morning 5i, I am piggy backing off a recent question by James, but if you can disregard sector diversification and risk is also not an issue and main goal of course is capital appreciation.

"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"

Q: Can you please give me your thoughts on this company. With all the negativity regarding Huawei which I do not feel will end anytime soon I am thinking there is an opportunity here. Technically it has been acting better recently.
Thanks

Q: On line transactions really do seem the way of the future. A reliable legal signature would also seem to be a major requirement. Is DOCU the way this need will be met? Do they have any serious competitors? Do you see DOCU as a good investment for growth?
Thanks.

Q: According to the 5i portfolio analyzer, I am underweight consumer defensive and industrials - can you provide your top 6 recommended buys for each sector. Ideally 3 in the US and 3 in Canada for each sector. (ranked on most attractive price entry today) Thanks.