Investment Q&A

Q: Hi 5i
I'd like to address my low level of industrials (as pointed out by your analytics). Could you provide a top/favourite 3-5 list (either US or CDN) given current market conditions please.
Thank you

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: For a retired conservative investor:

1. Please rank DOO, ATD, & BYD for safety first and total return second.

2. Please rank PBH & DOL for safety first and total return second.

Thank you

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates an overweight position in Utilities where the current holdings are BEP.UN, CPX, and FTS. Only CPX is showing a loss, and the other two have substantial gains. In what order would you sell part positions, in order to raise cash for Consumer Cyclical? This sector’s holdings include ATD, BYD, and CCL.B. In what order would you add to existing positions? Please suggest other Consumer Cyclical stocks to consider starting a position, if you feel it would further diversify our holdings in this sector. Thanks as always for the pertinent advice.

Q: HI,
I need to raise some cash from my registered accounts in the next few weeks. What is your recommended sell order for these stocks?
Also, what are your top 3 Canadian and US recommended buys for a longterm hold?
Thank you.

Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)

Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective

Q: I liked the answer you gave to one of the members today on how to deal with volatility. Buy good companies run by good people at attractive valuations and hold for the long term. My question is:
What Canadian companies would you consider best fit the bill today? If you can give me 10 companies that would be super helpful.

Q: “Has sold shares in company.
Company has too much retail orientation (very hard business).
Auto-body shops require large capital investments.
Strong franchise - but would wait for shares to fall before investing. “

This is what a recent guest on bnn said about Boyd recently. I have to say that I am quite surprised and pleased with the way Boyd has risen from the ashes in the past year. But, like the above mentioned guest, i wonder if it is in a bit of a hard business. It is difficult for me to really judge, though, so i thought that I would lean on your wonderful slogan that diy investing doesn’t mean you have to be on your own, and so i ask your opinion on this.
Thanks as always

Q: Trying to decide whether to buy a 2% position in BYD or ATS for growth.

Q: Hi group what your out look on last Oct lows. Will we see those lows tested on this pullback? so should i wait to start adding to my portfolio or start nibbling I am sitting on 30% cash on 500K total value portfolio

2nd question -I presently own the following and want to add to them in what order and time frame? would you start to nibble CSU, BYD.CA, COST, CSU, KXS, ATZ, L, GSY, NVDA, GOOG, AMZN, NVEI,BN, BAM, SBUX, MSFT,AAPL, TECK, FTS, TFII, ENB, QQQ, GDXJ, GDX

Thanks for your valued opinion

Q: With which of the above would I expect best asset appreciation?
Thanks. Peter

Q: Hello, just got my income tax refund back and need to buy the above companies to bring up to allocated levels in BE portfolio. Can you please identify if any of them are particularly good or strong buys at this point...or would you suggest putting more or less equal amts of money into a number of them? I note that all are at or close to new highs. Still buyable? Thank you for your excellent services!!

Q: Hi guys,

I would like to add the above companies into my portfolio (balance portfolio), please rank them. (must have to steady eddie)

thanks

Jim

Q: Brief thoughts on these weeds I'm looking to pick.

Return and % weight in portfolio now and what I plan:

MGA: -39, 2.13%. Looking to trim slightly down to 1.5%, add to ATZ, BYD, BKNG or SBUX?
ILLM: -87%, 0.14%. So small now its insignificant, roll into GOOG position
CTS: -46%, 0.96%. Hovering at 1 yr low. Aside from strategic review, what's the catalyst?
MED: -61%, 0.80%. Sell and add to ATZ, BYD, BKNG or SBUX?

Toss them, hold them or water them? Thanks!

Q: hi group i am looking to increase my % in the 11 stocks (listed) from 2-4% can you list order and price estimate you would target assuming a mild recession Thanks for your guidance

Q: What are your thoughts on BYD & DOO earnings

Regards
Hector

Q: Hi - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).

Q: What small to mid cap companies can you recommend that have been beaten up due to market conditions but have a high chance of success long term? Looking at a potential entry point this year with the prospect of beating out the returns of larger cap names that may be in a similar situation. Could you also give a brief thought on the risk/reward of this approach as well. Thanks very much.

Q: Good morning 5i
Anything you say about what to add to a tfsa is interesting. This morning you responded to just that question and suggested, amongst others, tfii. You said you would add in the hopes of an upturn. As i look at the chart, though, i see that it has been rising quite well, already. Are you expecting a big move here? I ask because I have such good profits from it that i have been thinking about using it for charitable giving. If you think there is a particularly bright future for it, though, i may hold off.

I was also a bit surprised that you didn’t include Boyd. I know thatyou can’t include everything, of course. But i thought that you are positive on it. What would be the reason for not including Boyd in this group?
Thanks for the excellent service