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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: Got a bit of cash to add a new position to my RRSP. Which one of these names do you think has the most growth potential over the next few years? Feel free to suggest other names as well (prefer Canadian) - I currently own TSGI, KXS, and MAXR in this account. Thx.
Read Answer Asked by David on July 30, 2018
Q: I am currently overweight in tech (now pushing 23%). I have just retired (with a generous defined benefit pension) and am trying to adopt a more conservative approach to investing. Given this new focus:
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.
Read Answer Asked by Maureen on July 20, 2018
Q: Hi Peter, Ryan, and Team,

I manage my daughter-in-laws small portfolio, and the sector balances are now out of whack due to her recent cashing out of her TFSA for a major purchase.

She now has almost zero in the Technology sector. After I reallocate some funds from over-exposed sectors in her LIRA and RRSP, I'd appreciate knowing what Technology stock(s) you'd recommend at this time that provide a measure of safety and growth (preferably from the stocks covered by 5i. Thanks as always for your valued insight.
Read Answer Asked by Jerry on July 18, 2018
Q: Hi. Thanks for all the great advise and suggestions you provide. Please recommend 6 to 8 growth stocks that are diversified if possible for a 10 year timeline.. thank you.

Dexter
Read Answer Asked by DEXTER on July 18, 2018
Q: Good morning 5i team
I am a retired, conservative investor who recently reduced the equity portion of our portfolio to raise cash for possible market "opportunities". Our largest equity holdings are TD, BNS, ENB, EMA and BCE. Thanks to 5i, we also hold SIS, NFI, BEP.UN and GUD. If we get a significant market sell-off, would you please recommend 3 or 4 stocks that have a good competitive advantage, modest debt and good growth potential. Thank you for your advice. Edward
Read Answer Asked by Edward on July 13, 2018
Q: What are your BEST 5 ideas for a TSFA account. Thanks Valter.
Read Answer Asked by Valter on July 09, 2018
Q: What are your recommendations for a 12 (Canadian) stock TFSA from your BE portfolio with a 3-5 yr hold with average to above average risk tolerance? Looking for individual company names.

Thank you
Read Answer Asked by Glen on July 04, 2018
Q: Hi !

I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
Read Answer Asked by Jacques on July 04, 2018
Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you
Read Answer Asked by David on July 04, 2018
Q: Hi Peter and Staff
Helping a friend - wanting to start a small position in 3 of the above -5 year timeframe - which would you pick ? I am guessing CSU is first ?

Thanks for all you do
Dennis
Read Answer Asked by Dennis on July 03, 2018