Investment Q&A

Q: What are your top 5 Canadian choices in each of Utility and Consumer Cyclical sector going into 2022, I am looking for a combination of growth and income, plan to hold long-term in registered accounts. Thanks!

Q: Hi 5i,

From all three of the model portfolios, which consumer cyclical defensive stocks are under valued?

Tks.

Q: Hi 5i,
As part of my continuing education could you explain something for me, and also answer a question re ETFs.?
In looking over DOL I notice that in its last 11 quarters it beat expectations 6 times and missed 5 times. Two days after all 6 of those beats the share price fell, sometimes substantially, and two days after all 5 of those misses the share price rose, sometimes substantially. I've also noticed this same dynamic at work with other companies. It seems counter-intuitive to me and I wonder if there's an explanation that's widely applicable for why the share price would move up on a miss and down on a beat. (Maybe it has to do with 2 days after a quarterly report being too short a period to draw any conclusions from, but if that's the case why would the two day movement be recorded and reported in the first place - by CIBC Investor's Edge in this case?)
And second question - could you identify what you think are the best CDN ETFs holding consumer defensive names?
Thanks,
Peter

Q: Hello 5i team,
With the short attack on lightspeed, how accurate/right has been Spruce Point Capital in the past? Are they the same firm that shorted Dollarama a few years back?

Thanks,
Andrew

Q: Between PBH and DOL, which do you like better for long term growth?

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: Pls comment on their 2nd qtr results and if you still like it. Would their be a better replacement stock in the same sector that you like today, better than Dol?

Thx

Q: Hi, I need to harvest realized gain of approx. $15000. I plan to repurchase the above funds after 30 days. Are there any that you would not sell at this point?
Or after the 3rd quarter results?
Thank you for your excellent service.

Q: Hi team,

Two questions in one. Currently own DOL and MG for consumer cyc stocks. Although both have headwinds in the next year or so, I am more frustrated with DOL. Can you please suggest a large, medium and small cap which 5i really likes in that space to replace DOL.


Second, I hold XAW in my rsp, they also offer XAW.U.ca. Would it make sense to sell XAW and buy the .U version. Adding another layer of diversification in currency?

Thank you
Rino

Q: In your opinion which company in each of the 4 groupings offer. the best rate of return over the next 5 years?
Atd.b v.s. Pki
Cnr v.s tfii
Dol v.s. Do
Shop v.s. Lspd
Thank you

Q: Please kindly suggest a reasonably priced EFTs and stocks in a consumer cyclical and consumer defensive categories for an portfolio. Possibly with a reasonable dividends if such exists.

Q: DOL reports 09/08. DG and DLTR have been hammered today due to earnings/forward expectations.

Your thoughts on whether the same factors hammering the other 2 could hit DOL hard up here.

Just considering whether to buy puts or not.

Thanks


Sheldon

Q: We are looking to create a 'growth' portfolio using our TFSA accounts. This portfolio will represent a small portion of our overall investments. The portfolio will hold ~10 Canadian and ~10 US stocks. All purchases in the portfolio will be made with the intent to be long-term holds (10+ years).

Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!

Q: Hi. I have decided to add an equal position of each of the above to my portfolio. These companies will even out my exposure among sectors. I have room in both my tax free account and my rrsp account. (RRSP won't be accessed for 18 - 20 years) I guess what I'm asking is would it be more advantageous to put any of the above in a tax free account vs an rrsp account?

Q: Looking to use 5% of my portfolio for momentum plays. What would you pick today? I prefer Canadian but US is fine too.

Thanks. Nick.

Q: I would like to start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks

Q: Good day! Looking to add a growth position in Consumer Cyclical with either of DOO or DOL or any other you may suggest. Already own MG and ATZ. Which do you suggest and why. Thank you!

Q: I am looking at acquiring 5 stocks based on potential long term return (5 year minimum). From your growth portfolio looking at AT, DOL, DOO, ECN, GDI, MRS and OTEX. Three others I am looking at are EQB, SDE and VMD. In what order would you purchase them and would you purchase them now?

Q: Just looking for an opinion,

In what scenario does this ever get back to it's glory days before the oil fallout years ago? I have owned this for sometime in a TFSA and wondering if I should just keep holding due to not being able to harvest tax loss or take the loss and move the proceeds into something else in a different industry where over time I could recoup the loss.

Q: Hi Guys....great service. Looking for an undervalued stock that you think could have a big rebound in the next 6 months to 1 year...do you have a few on your radar?(US or Canada)….thinking of something at least mid-cap....thx