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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: Hi Team, We hold CNR and BIP.UN in our TFSA accounts and would like to free up space for other holdings from our non-registered account. We hold AMZN, BAM'A, CSU, GOOG, and QCOM in a non-registered account. If we switch out CNR and BIP.UN before Dec. 31 will we be able to transfer in some of the non-registered holdings in 2022? If so, in which order would you rank the non-registered holdings to take advantage of the TFSA account?
Would it be better to replace BIP.UN with BIPC in the non-registered account?
Thanks
Read Answer Asked by Gary on November 16, 2021
Q: I am losing patience with LWRK. I bought it as as steady-eddy stock with some growth and a reasonable dividend. Although I'm still up some 26% ( in a non-registered account), I'm down 40% from a year ago. Please comment on recent earnings, headwinds from the recent rebranding, and any other factors that may be holding this stock back.

Thinking of foregoing the dividend and replacing LWRK with CSU or SHOP to make up for my paper loss. Is it time to bail? And if so, which of these two stocks would you recommend I purchase today? Thank you.
Read Answer Asked by Maureen on November 13, 2021
Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim
Read Answer Asked by jim on November 11, 2021
Q: I already own GOOG and FB.

I wanted to add one more stock among AAPL MSFT CSU NVDA

If I had to choose one, which one would you choose among these ?
Read Answer Asked by HARRY on November 09, 2021
Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!
Read Answer Asked by Cory on November 08, 2021
Q: What 4 dividend stocks or ETFs would you suggest for a long term hold to see the power of compounding
Read Answer Asked by Terry on November 08, 2021
Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
Read Answer Asked by Tom on November 06, 2021
Q: Hello Peter,
What are Nvei's and CSU's estimates? Also, for lower volumes stocks like csu, and topicus, how does a manager sell them? For example, I was trying to sell 10 shares of csu at price x and 100 shares of toi at price y, i placed a limit order for a period of time. On many occasions, the stock hit those limit prices, but i never got them filled. I checked with the brokerage and i was informed that there were not many shares traded at that time so did not fill. Hence, how would a large institution sell a large block when a retail person can't even fill smaller shares due to lower volumes.. What would you suggest a sell or buy strategy for lower volume shares? Thanks very much
Read Answer Asked by umedali on November 04, 2021
Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks
Read Answer Asked by Ben on November 02, 2021
Q: Hello Team,
Could you rank these three securities for growth going forward. Would you expect Constellation to continue to grow as it has in the past, given it's now large size. I would expect it to be the safest of the three. Your comments on that as well please.
Thank You,
Barry
Read Answer Asked by Barry on November 01, 2021
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
Read Answer Asked by John on October 15, 2021
Q: What technology stocks would you recommend investing in right now, US and Canada?
Read Answer Asked by Lori on October 07, 2021
Q: Can you please rank these companies in terms of your preference, with a growth perspective in mind, starting from most preferred first?
Read Answer Asked by Brian on October 05, 2021
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.
Read Answer Asked by KEITH on October 05, 2021
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