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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: Greetings 5i,

I sock away a bit of cash for the summer months as i find there is always a few opportunities to pick up a good companies at a discount. I limit this to a small portion of my portfolio but would like your recommendations on your top 5 CDn (growth) and 5 top US Dividend Payers (need US income) that you would pick up on a dip or low volume during the summer months? Last August was a great example of picking up really good names at a discount. I realize there are no guarantees that we will see the same market but always on the lookout to pick good long term names to add to my portfolio. In the past i have picked up Visa, JPM this way.

Thanks for your advice.
Read Answer Asked by kelly on June 01, 2018
Q: Hi, I am trying to raise some cash and reallocate for buying a new position ( TCL.a).
Most of my holdings have done well ( many same as Balanced and a few from Growth 5i Portfolios) with moderate to sizable gains since inception with the exception of above names ( Negative YTD Only). I like the prospects of some of them with portfolio weights TOY (3.5%), SIS (3.5%)and SJ (2%).
BCE and ENB are fairly old holdings with 3.5% weight each and have not been acting well for a while. Over past few months, I have sold all KWH.un and most of ECI
( reduced to 0.75% weight), due to rising rates and other company specific concerns. DOL (1.25% weight).
Will it be reasonable to eliminate ECI and DOL (small positions) and/or reduce BCE/ENB ( BCE more due to muted growth prospects and ENB due to its high debt and pipeline sector concerns).

Thank you for your valued advice.
Read Answer Asked by rajeev on May 28, 2018
Q: Can you pls rank Dollarama, Ag Growth, and Maxar for a very long term style investor taking into consideration their current stock prices.
Read Answer Asked by Vicki L on May 16, 2018
Q: Hi there,

For a balanced investor with a growth tilt and a longterm hold - how would you rank the following 6 stocks from best to worst?

Thanks for your great service!
Read Answer Asked by Michael on May 11, 2018
Q: Hi,
Im looking to raise some cash to put towards spotify and dol (post split) and cant decide what (if any) of my holdings should be sold. Generally Im long term oriented and use all available DRIPS to accelerate. Currently I hold aqn, acb, bns, bep, enb, fb, gsy, gud, nvda,pho, sis, slf, vfv, vgg, vee. Right now, I think Im only down on GUD. Do you think any should be sold for any reason (including too much sectoral overlap, loss of long term value etc.) or should I keep them all and look at just adding fresh cash? What do you think about looking to add spotify and dol?
Thanks!
Read Answer Asked by david on April 02, 2018
Q: Hi 5I team, we will appreciate a list of at least 10 growth stocks that beat earning estimate most of the time in the past 8 quarters. Thanks.
Read Answer Asked by victor on March 23, 2018
Q: My portfolio has gotten very International over the past several years and I was wondering if you could give me a number of non resource names that you would consider Canadian core holdings - stocks that everyone should own. I already own BAM.a, NTR, AQN, ATD.b, TRP, SHOP, BIP.un, DOL and CNR. Thank you
Read Answer Asked by Martin on March 15, 2018
Q: Good Morning,
I am looking at adding one of the three above companies to my kids RESP account.
I currently hold BNS, CSH.UN, FFH, GC, MG, OTEX & PHO in this account.
Which one of the three would you recommend at this time?
Thank You
Read Answer Asked by Kevin on March 05, 2018
Q: Hi 5i, 2018 is off to a intereting start!
Thanks for your great service and guidence in these uncharterted times, it is much appreciated!
I have 100,000. to invest in my RRSP acct looking for 7 etf' or stocks, am intereted in CSU however with the high $ run do you think it is still a buy.
Thanks PS
Read Answer Asked by Paulette on March 05, 2018
Q: Hi,
I have been looking at consumer dicscetionary stocks to add to my portfolio and I am wondering how you would rank these three based on valuation, and management?
Thank You.
Read Answer Asked by Susan on February 20, 2018
Q: I can't add to my RIF, I can't put more than $5,500 in my TFSA annually, so my unregistered cash account is holding shares that will mean major capital gains. I have trimmed periodically, but currently ATD.B is up 1,068 %, SQ up 119%, NVDA up 324%, SHOP up 207%, BYD.UN up 118%. I am not complaining. I offer 5i my sincere thanks for your advice over several years that has been so rewarding. I tend to hold overly long , so I am wondering whether I should in future sell when a stock has reached, say 40%, and buy another stock? What to do?
Read Answer Asked by Elaine or Gerry on February 20, 2018
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