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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: The above 3 industrials have declined over the last 2 weeks between 5.6% and 14.6%.
For a long term hold do you consider now is a good time to step in and what is the current peg ration on each company.
Read Answer Asked by Terry on January 18, 2022
Q: Follow your balanced portfolio. Have money to top up a few stocks in portfolio. Please rank in order I should add money to.CCL ATD ATZ ENB TD AEM CSU BYD SU.
Also looking for dividend income your picks between fortis, BCE,or telus.
Thanks Steve
Read Answer Asked by Stephen on January 12, 2022
Q: I have a 1/2 position in Stella Jones... One of the few of my holdings in the red...You have a good rating on the company but it isn't in any of the portfolios. Is it time to move on....Thinking of selling and moving to PBH, TCL or BYD all of which I currently hold full positions in an un-registered account. Thoughts on hold or move on, open to other suggestions in balanced or income portfolios for good buy opportunities.
Read Answer Asked by Tom on January 07, 2022
Q: Looking for guidance for 2022 TFSA contribution in my wife’s account.
Have partial positions in both of the above companies and was going to top both of them up however both have been very volatile and want your opinion if they represent good value here and prospects remain good going forward.
I am specifically concerned about GOOS given how much it has fluctuated this past year.
Read Answer Asked by Bruce on January 04, 2022
Q: I want to initiate positions in my unregistered investment account, but if I buy all 8 above stocks, each position would be extremely small. (But that is still an option.) Considering thoughts on inflation and interest rates, could you put these in order of priority for purchase now. These positions would primarily be for safety, with a bit of income, which is non-essential, and some growth, which is also not essential. Just looking for your confidence level of these as companies for the longish term.
Read Answer Asked by Gordon on January 03, 2022
Q: Hi 5i team,

I have a 2% position in ATZ and 1.5% in BYD. Both did well, but I'm thinking of more concentrated names in my portfolio. Considering that they are both in the same sector, would it be a good move to have all allocation in ATZ?

Happy holidays!

Matt
Read Answer Asked by Matt on January 03, 2022
Q: These names have A to A- ratings in your reports over the past 1 year.
Looking for good upside for small position in TFSA with lowish risk of downside for 3 to 5 year hold. Which of these would be your first and second top picks?
Thanks so much.
Best of the season to all at 5i and all my 5i co-clients.
Tulio
Read Answer Asked by Tulio on December 22, 2021
Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!
Read Answer Asked by Kyle on December 16, 2021
Q: Admittedly I emotionally attached to BYD given the stellar gains over the time I've held in my kids RESP. I see that they have their challenges and seem to be out of favour with the market. At what entry price to you see a good opportunity?
and since the growth is expected by capital appreciation, do you recommend the stock be held in a RSP or TFSA account?
Read Answer Asked by Brenda on December 14, 2021
Q: In view of recent correction I wish to add funds to my existing positions after tax loss selling is over.
Please rank in oder of preference
Long time investor
Read Answer Asked by Terry on December 08, 2021
Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,
Read Answer Asked by Jerry on December 06, 2021
Q: Hello, Between BYD and DOO, Knowing that they are both in different industries and are both great business, which is a better business with better growth prospects in earnings and revenue and with a long runway for growth. I also see that DOO is decreasing their share count whereas BYD has increased share count over the years..And which would you buy at the current market price? Thanks.

Regards,

Shyam
Read Answer Asked by Shyam on November 30, 2021
Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments
Read Answer Asked by Terence on November 19, 2021
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