Investment Q&A

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we're overexposed to the Consumer Cyclical Sector. Please rank the above three stocks from "sell some shares first" to "sell some shares last" so that we can free up some cash to put in the Materials sector, which is presently underrepresented. What are your favourites in the Materials sector? (Either stocks or ETFs in Canada or the US.) Thanks as always.

Q: I need to sell a small part of my holdings in either SIS:CA or BYD;CA. My intention is to remain invested in both these companies for at least 5 years. Which of the 2 would you suggest I trim?

Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:

RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%

TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%

RESP:
LSPD 0.79%
BYD 0.76%

NON-REG:
SLF 0.51%
T 0.42%

thanks,

Q: My portfolio, registered and unregistered is 62% equity 32% cash.
Have cash in both types of accounts, I’m 84 yrs old wife 74.

I currently hold the following equities. % total.

Aqn-3.26,bns-3.24,bam-3.24,byd-3.24,cae-2.48,car-un-3.74, Eif-1.21,enb-3.15-:mg-4.14,pbh-3.85,t-1.66,TFII-3.71,vdy-5.39,VFV-3.62,VFV-3.62,vgg-9.04,vvl-2.26, wsp-4.58.
Vgg is all in registered accounts.
Are there any equities you would considering no need to hold ?
Can you suggest any etf to add to either registered or unregistered account?

Q: HI 5i,
My daughter (still in school for another 3 years) has L, REAL, AQN, BAM-A, SLF, TIXT, BYD on a tfsa account and has some cash to add to one of this positions.
Also has ATD-B and MG in a cash account and wants to add another position.
Please suggest adding to current TFSA choices and a new idea for cash account. 3 year horizon.
Thanks
Vitor

Q: I have owned DOO for over a year but thinking it’s losing steam. I may sell it after this week’s quarterly result comes out. Considering buying BYD with the proceeds for more growth. Thoughts?

Q: Hello guys,
I was hoping you could rate the current buy-ability of these industrial discretionary companies (byd,doo,mg,tt,sis) and of these clothing discretionary companies (goos, lulu,nke, atz) with 10 being a great buy, for new money. Any concerns, and is there anything similar that you like better?

Thanks,

Peter

Q: Do the above Cdn companies have U.S. listings,if not do you think they will in the next few years?i

Q: can you tell me a good entry price for BYD?
Given that it just missed earnings, how long should i wait to start a position?
thanks for all your help

Q: As I write this, Friday mid afternoon, all of the markets are sharply higher. Gains seem to be pretty much across the board. I like to look at outliers that are bucking the trend. There are a few stocks that you have been optimistic about that are actually down today. Wondering if any of these are not as favoured by the market, given their performance today. Perhaps issues with recent results. Understanding that you can't read too much into one day's trading, but several of these have dropped quite a bit lately, and I'm wondering what your current feelings would be on buying these today for a long term hold in a diversified portfolio. Would you give each a rating from 1 to 10 as to how strongly you would want each of these in a portfolio? BYD, CSU, CTS, DOO, DND, ENGH, LNF, PBH, REAL, STC.

Q: Hi guys,

I have held BYD for a long time, is it time to move on to something like TFII inside a growth/balance portfolio?

Thanks

Jim

Q: Hello 5i Research
What are your thoughts on Byd on it’s forecast going forward.Would you consider it a buy or sell.
Thanks

Q: Please comment on earnings

Q: Where would you put $2,000 to a small TFSA account for growth? Own currently KXS, QST, TIXT, XBC, WELL with losses, and GSY with profit. Thank you

Q: Good morning 5i,
In a bout of enthusiasm I bought Alimentation Couche Tarde. I know it is not bad, But, I am wondering whether there might be something more promising. Not considering sector etc, how would you rank these three?
thanks for the excellent service as usual

Q: I need to raise some cash by selling a portion of one of the following investments: ATD.B, BYD or ABST. Please rank which have the best upside at this time.
Thank you for your help!
Albert

Q: In a growth portfolio, which two of the above would you add to today?
Thanks for your opinion.

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: Good morning,
With the recent pullback in WELL, do you believe now is a good time to take a position? Alternatively, I have been considering BYD. Of the two, which would you recommend today?
Thank You

Q: All five are poised for future growth via acquisitions and organic growth. I don't have a position in any. How would you rank them if you had new money to put to work for buy and hold for next 5 years for the growth part of my portfolio.