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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: Oh BOYD! I see you re-rated BYD down a notch and have replied to other questions that you are still believers but that the next year could be rough. With the pandemic forcing a shift to more remote work will that reduce the BYD customer base and their long term upside. More companies are set up for remote work and likely will allow some form of remote work moving forward. So fewer commutes, fewer commuters, less traffic/road rage = fewer accidents? Long term do you still see BYD in the portfolio or could cash be better deployed somewhere else for the long term.
Read Answer Asked by Tom on April 04, 2022
Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you
Read Answer Asked by Brenda on March 31, 2022
Q: Hi Peter and Staff

The above 5 stocks are all small positions in my Industrial basket. All are in negative territory. I have held stocks that I wish I had sold due to opportunity cost and sold several that I regretted when they bounced sharply. I have zero issues holding a lot of stocks in my basket if the risk/reward justifies it. However if there are one or more of the 5 that clearly have better prospects going forward I should be smart enough to sell some and add to others. My positions in the favorites ATA,WSP,TRI and TFII are where I would like them.

Thoughts?

Thanks for all you do

Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: Hi there, both companies have seen drops in their price. Is there any reason for their decline ?, 5i mentioned that on March 8 that it was safe to buy SPB, is still the case ?, Is it prudent o BDY now ?
thanks
Read Answer Asked by Alejandro (Alex) on March 22, 2022
Q: In march,2021 you published a special opportunities report on 10 top picks beginning with byd,csu.
We would be pleased if you could provide an update.
Would you make any changes?



Read Answer Asked by Terry on March 17, 2022
Q: I have 1/2 position in these names and down. I recall you generally don't recommend averaging down. Would you add here for the long term?

Specifically about LSPD, has anything changed at the company except for the CEO?

Thank you,
Read Answer Asked by Pierre on March 08, 2022
Q: Good morning Peter, Ryan, and Team,

In our combined accounts, we are overweight in the Consumer Cyclical sector, and hold ATD, BYD, CCL.B, and MG. These stocks have been held for some time, so we have reasonable profits in all four.

In order to raise cash for our under-represented energy sector, please rank the four Consumer Cyclical stocks in order of the first to sell or reduce.

Our Energy holdings include ENB, TOU, and TVE. Please suggest three or four stocks in this sector that would be complimentary to the three already held.

Please deduct as many credits as necessary for this somewhat long question, and as always, thanks for your valuable insight.
Read Answer Asked by Jerry on March 08, 2022
Q: Like a previous subscriber wrote, we also appreciate your most recent report: specifically, the numeric historical context of this current correction, the sectors affected and those most likely to benefit.
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
Read Answer Asked by Delbert on March 08, 2022
Q: I don't know what to ask since my previous question seemed to be regarded as naive and critical . The situation has only become worse as Atlassian Corporation (TEAM ) + Shopify (SHOP) + Lightspeed (LSPD) + Digital Turbine (APPS) ,Crowdsrtrike (CRWD) and Boyd (BYD) are getting hammered every day . I can't see any signs of a rounding bottom , or recovery in these names . Now NVDA had a double bottom breakdown . "Holding" has increased my losses and now other sectors have plunged ... Post Mortem: Reducing Tech and deploying funds into Energy, Materials ,and Financials would have been the best move in recent months . Is it still ?
Read Answer Asked by Thomas on March 07, 2022
Q: The above companies are all down considerably in the last few months. Do you see any of them continuing on a downward trend such that it is best to sell now, and take the loss, and invest in something more stable? Or do you foresee any of these companies rebounding from their lows such that they are currently great buy low candidates? If so which one(s)?
Read Answer Asked by David on February 22, 2022
Q: I have a small RESP for my son and was planning on splitting the account with these 6 stocks. Any thoughts and / or suggestions on removing / adding name(s). Buy and forget for 10yr+ and likely adding to the positions every year. My intent is to have a more serious look at the allocation / risk once the amount becomes more meaningful. Thank you!
Read Answer Asked by Pierre on February 09, 2022
Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.
Read Answer Asked by Terry on February 08, 2022
Q: This is a follow-up to our question from last week (see: https://www.5iresearch.ca/questions/140708).

Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.

Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.
Read Answer Asked by Peter on February 07, 2022
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