Q: I need to reduce my technology holdings to balance to the Portfolio Analytics suggested weights. In tech I am biased towards growth and strong fundamentals. Which of the above listed would you sell (if any). Are there any companies in technology that you would consider "must own" names in such a portfolio?
Deduct as many points a you wish.
Many Thanks for you help
John
Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.
Q: I'm thinking that there's probably not a better time to enter some stocks I don't hold but want to own, than during the turbulent September / October timeframe.
Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.
Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.
Your thought on a list of all your A graded companies covering almost all sectors for a TFSA account, equal weighted, long term hold. We will review periodically based on your report monthly.Thank you!
Q: In a recent answer you were ok with BAM.A up to 10% of portfolio. Does that mean 10% of total stock holdings or 10% of all investable assets(including bonds , GIC’s). Are there any other Canadian stocks which you have similar conviction? Thx
Q: Hello 5i Research
In your June report on Toi stock you pointed out that if Csu would sell their shares of Toi ,it would get hit very hard.My question is what is the likelihood that they would sell and when might they do that also why ?
Thanks as always for your great feedback.
Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).
Please suggest entry points for each of the companies. Thanks!
Q: Just finished the book '100-baggers'. As a buy and hold guy, the 'coffee can portfolio' approach is relatable. If you guys could purchase 10 Canadian stocks to not touch for the next 5-10 years which stocks would you include? Thanks.