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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: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks

Read Answer Asked by Neil on March 31, 2021

Q: Based on recent market movements, if you have to pick 3 - 5 companies to buy (Canada or US, irregardless of risk), which ones would you pick?

Read Answer Asked by Hua on March 29, 2021

Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help

Read Answer Asked by Mary on March 08, 2021

Q: Hi my question is regarding resp’s and best way to contribute. Time frame is 15-20 years. I understand ETF’s offer diversification, however would you at all consider a few slow and steady (conservative) stocks instead. Your top 5 ETF’s and stocks for this scenario please and thank you!

Nick

Read Answer Asked by Lauren on March 05, 2021

Q: I hold BYD, DOO, and MG and am considering DOL, ATZ, LNF. I want to stay with a total of 3 consumer cyclicals in my portfolio so would you suggest selling any of the current 3 and purchasing any of the other 3 for safe growth?

Thanks, Lyle

Read Answer Asked by Lyle on March 03, 2021

Q: Markets are really backing off with Nasdaq down over 500 points Thursday afternoon. Looks like a good correction. Can you list your top 10 stocks (1 to 10) you would buy that seem to be set up for big rebounds.

Read Answer Asked by jim on February 26, 2021

Q: looking to buy this bundle...can you rank from must have to lest favourite..many thanks...

Read Answer Asked by adam on February 22, 2021

Q: Top 10 stocks to add today to my TSFA (US or Can). I have Well and XBC today. Looking for growth with a 7-10 year investment horizon.

Read Answer Asked by Don on February 18, 2021

Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks

Read Answer Asked by Neil on February 17, 2021

Q: impact insurance company was profitable recently in part from lower auto claims due to diminished driving. anecdotal reports also of small collision centres across Canada hurting due to less driving. these 2 factors would seem to favour BYD. in a post pandemic world. can you provide BYD'S current P/E price /sales. . ev/ebida price/book debt/equity etc . to say its historical metrics for the last 5years. thanks Richard

Read Answer Asked by richard on February 16, 2021

Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?

Read Answer Asked by David on February 16, 2021

Q: I currently own BYD and DOL and would like to add 2 more stocks to this sector, which one of DOO, GOOS,MG and LNF would you add today?

I am also need to increase my US holding so can recommend a ETF in this sector as well on the US and Cdn $ ?

Thanks

Read Answer Asked by on February 16, 2021

Q: Preface: Luv u guys and the service that you supply so well. Listened to Peter's hedging presentation in the MoneyShow this morning - So valuable!
My non-specific company question is about how you reply to portfolio questions (like Stanley's Q earlier today on behalf of his 40 y.o. daughter's portfolio): Stanley indicated Canadian equity positions of 13%, 19%, and 7.5% for the TOTAL portfolio - Correct? My TOTAL portfolio contains barely more than 10% Canadian equities! It might have positions up to 10% within that 10% allotment, but not 10% of the TOTAL portfolio value. I know that 5i recommends a more global (US and Int'l) weight to TOTAL portfolios, but you rarely mention this when replying to Qs like Stanley's... Is that for brevity, or am I missing the portfolio theory?

Read Answer Asked by David on February 04, 2021

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Read Answer Asked by Stefan on January 25, 2021