Investment Q&A

Q: Hello 5i Team,

Could you please rank these 5 US stocks in the home-building and building materials sector for a 3-5 year hold and include a brief explanation.

Are there any others you would consider (not including HVAC)?

Thanks for your always helpful advice!

Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Q: Both of these have been in a downtrend lately. Any particular reason? Should I let go of these two (both in a registered account) before I lose my gains? Thanks and best of the season to all.

Q: Hi 5i,

I have a question about currency as it relates to investments made to the TSX or US stock exchanges.

I am embarrassed to ask given this was likely a rookie move; posting publicly in case it helps others.

I have made investments via my TFSA, LIRA, RRSP and self directed investment account in some US equities (above).

What I perceive now to be a "problem" is that all purchases of US stocks (including those with dividends) were made out of my CA account of said RRSP, TFSA, LIRA etc. given I did not hold any USD$ in my investment accounts.

Yesterday there were a few questions around Norbert’s Gambit approach (which I am not familiar with) and I have since realized the error of my ways. Here are my questions - knowing you cannot personalize responses - but if it were YOU :

- 1) As a Canadian, should the purchase of any US equity always be purchased using US funds in said investment account? OR when available - should you purchase on the CA stock exchange?

- 2) What is the best way to transfer CAD from said investment account into the US corresponding account if one wants to be mindful of fees, exchange rates etc. (is that Norbert's approach?)

-3) What would you suggest I do for the US equities I currently own in CA accounts? Is there anything to do?

Please use any credits you see fit.
Thanks a Million.

Q: Hi 5i - looking to please get some insight on CCS. Have held it for a while in a LIRA and make very decent returns. Noticing analysts are split 50-50 on a HOLD and SELL. Do you think it's time to take my winnings and reinvest? If so, do you have recommendations? Thanks as always.

Q: Hi 5i!
Piggy backing off one of my last questions on building a solid portfolio from scratch through diversification et al(THANK YOU!). Knowing you can’t get personal; looking for some mid to long term hold recommendations (either US or CA) in the following sectors with growth upside in mind as I have significant cash (250K+) sitting in my RRSP doing nothing. I am currently quite top heavy in Tech – and own the above in registered and non-registered accounts.

If you have several recos for a sector, can you please rank in order of preference. Additionally, if there is a sector that can be put to the side with the idea of prioritizing others, I would be keen to know. Also open to add ETF's to represent a sector. As always, thanks a million. I love your service.

• Consumer Staples
• Healthcare
• Industrials
• Communications
• Energy
• Real Estate
• Utilities
• Materials

Q: Hi - are you current fans of the US homebuilding stocks (and their macro environment) for next 12-18 months? If so, what stocks do you prefer to buy at current prices (and a brief "why")? Many thanks as always!

Q: Could I please get your updated view on Century Communities. I note that there are 2 holds and 1 sell by analysts, and the stock has been showing some weakness. Should I hold or sell.

Thank you.

Q: With mortgage rates elevated and a shortage of existing home supply is there a home builder name you would prefer? BLDR, TOL, and GRBK. Any Canadian Homebuilder companies to look into? Thanks, Lesley

Q: I heard from a recent analyst that there is a lack of single family homes in the USA ? In the last 3 months, DFH has been on the move. What do you think of this stock or any other that might be worth looking at ?

Q: Hi 5i Team,

I have a handful of smaller position stocks that have not done well and that I believe I should high grade. Which ones you would recommend moving on from?

Thanks

Q: Hi 5i Team,

I own the above noted stocks as a smaller portion of my portfolio of higher risk names. All of these names are down other than CTS. Do you see any of these names as ones that I should sell as part of a portfolio clean up?

Thanks in advance,
Jon

Q: Hi,

Can you give 5 small and midcap stocks US and Canadian that fits the category "that have purely domestic revenues and don't have to worry about recessions" as mentioned in your article in National post.

Thanks.

Q: With 1,000 shares of Alexco I will wind up with 116 shares of Hecla. I'm inclined to just sell and take my losses since I have no other US stocks. Any suggestions??

Q: Hi I’m a long term investor, and currently very heavy on Tech. I’m currently searching for a non tech name for an RRSP for a long term hold. I’m more focused on growth as I have time on my hands. Outside of tech, I hold ATZ, HON, BAM, GSY, SQ, COST. Can you please list your top 10 favourite US companies?

Thanks for everything

Q: Can you please provide a few US and Canadian companies that are not traditional growth or tech companies, but represent deep value at this time. Bonus if they pay a dividend as well.

Q: Hello 5i Research Team,

David Berman's recent article in the Globe suggested that now may be a good time to buy beaten down stocks in the US home building industry (i.e. builders and suppliers). Would you agree? Either way, could you please rank the listed stocks for a 5-year hold for an investor with an above-average level of risk, and add any better names I've missed.

Thanks!

Q: I heard someone on TV, on BNN I think, say that there is currently a severe housing shortage in the U.S. Doing some research I found one analyst stating a shortage of 3.8M units. Whether or not this is considered "severe" for the U.S. I have no idea. In any case many companies in this discretionary sector are down substantially from their highs. Could you provide your thoughts on investing in a home builder at this time? Preferably for a 2 to 3 year hold. Would Toll Brothers have the top ranking or would another builder rate better? Many thanks.

Q: I find myself In a losing position in Paypal for the second time this year, currently down 35%. I had previously taken a loss in it a few months prior.
I was considering writing it off as a loss, once more. I would use the proceeds to add to losing positions in the following: CSV/RCII/CCS.
Is this a sound idea? If you deem it to be, which of the aforementioned holding would you add to currently? Please rank if possible.
Thank you.

Q: hi, just looking for clarification to Ricks's question on Feb 9...re funeral services related.
You mentioned CCS in your answer...but this is a construction company. Did you mean either of SCI or CSV and your answer was a typo for CCS?


cheers....