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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 follow Jason Donville and like 5iresearch recommends similar tech companies as 5i using "the rule of 40". Do you use this rule? Other than his fairly transparent newsletter, is there any way to see exactly what his holdings are in the DKAM Capital Ideas fund?
Read Answer Asked by David on March 23, 2021
Q: I have a half position in each of the above stocks.
Would you add to any of them at this level to take them to a full position? Would you sell any of them at this level? I have a five year time frame.
Read Answer Asked by Ric on March 20, 2021
Q: Top ten growth stocks in a TFSA for 10+ years? US and CND
Read Answer Asked by Addalyn on March 17, 2021
Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
Read Answer Asked by sam on March 17, 2021
Q: I have half positions in the above equities. Would you add to any or all of them? In what order would you add to them?
Read Answer Asked by David on March 15, 2021
Q: What do the short positions look like on these stocks? Do you see any stocks with possible "unfair" levels of shorting?

Thanks as always.

Dave
Read Answer Asked by David on March 12, 2021
Q: In a broadly diversified portfolio, for a risk tolerant investor, how would you rate these stocks on a 1 - 10 scale, with a "10" meaning for sure you want this stock in your portfolio, and a "1" being you absolutely do not want this stock in your portfolio. Long term time horizon, looking for growth. AT, CTS, DCBO, DOC, DND, NVEI, TIXT, WELL, WISH.
Read Answer Asked by Dan on March 11, 2021
Q: I have a loss over 22% in DND in my non registered account. Would it make sense to high grade to one of the other three given current sell off in all four stocks? Which one would provide the best long term growth?
Thank you
Read Answer Asked by Raj on March 09, 2021
Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth
Read Answer Asked by Mike on March 09, 2021
Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
Read Answer Asked by Gilles on March 08, 2021
Q: Hi Peter and Team
We still hope that markets are looking strong for this year and next so are asking if we should use a cash position in our RRIF and TSA to pick up new 2.5 positions in your latest portfolio adjustment suggestions (DND, TRI). We are also hoping to have more US market exposure in these accounts and are wondering if we should wait for the launch date of the new US ETF that Peter has introduced. Is there a ticker or start date on this ?
Thanks for your continued guidance.
Peter
Read Answer Asked by Linda on March 08, 2021
Q: Hello,
2 part question regarding the above companies for a 30 year old investor with a 10+ year hold horizon:

1. In a TFSA account I currently own BNS and BUS. Would you swap these 2 out for LSPD, KXS and DND today? If so, would you please rank the 5 companies in order of preference in a TFSA account?

2. I have some cash to deploy in my RRSP account. I was wondering if you could also rank the following companies to buy today once again for a 30 year old with a minimum holding period of 10 years: BAM, BIP.UN, BIPC (in case you think that one is better than the other in an RRSP), BNS, XIU and VEQT. I would be able to purchase 3 of the 6 mentioned so what would be your preferred mix in this case?

Thanks for your help!
Read Answer Asked by Antonio on March 08, 2021
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