Investment Q&A

Q: This is a follow up to Dennis‘s question on the number of stocks to hold in a portfolio. You have suggested that about 20 (15-25) is all that you need. This may be correct for a conservative investor, but I feel your client base is a little bit more aggressive. Hence 20 conservative stocks, and a dozen more aggressive ones. I have used your advice to help me invest in a dozen smaller or unknown companies of which some have done great, some have done well, some are treading water and some have done poorly. I have started all these at a quarter position, which has worked well over the years. My biggest problem is knowing when to trim the great stocks as a fourfold increase only brings them to a full position. A great problem to have. Thanks for your advice over the years.

Q: What % is a good split between holding hardware vs software names? Barbell approach? Do you think the sasspocalypse is over? We've seen these names bounce off the recent lows and you have days where they are leading and days like today where sentiment swings the other way. I believe the names I hold are of good quality and can be patient while I wait for them to bounce. But then you have the opportunity cost of not buying more AI leading names with positive momentum. For example, do I sell some CSU/LMN/TOI and buy more CLS? Or sell some AXON and buy more NBIS? What would be a good approach? Thank you1

Q: Hello 5i team,
I sold topicus near its high last year and was thinking of getting back in. What are your thoughts on it's current status? Being in the balance portfolio, are you still good with it long term? This is more to add another tech stock for sector balance. Are there other equity suggestions?
Thank you,
Andrew

Q: I'm down on all of these. Simply, buy more, sell or hold

Q: These 3 are dropping this morning.
Is there any news that accounts for the drop?

Thanks

Q: Looking @ CDN options that you believe have been beaten down with strong rebound potential both short term and with long term upside. Please list your current top 5, highest ranked first through to 5th.

Q: All the above stocks are at a loss in my portfolio. some I've held for years. Which stocks are worth weeding? Thinking that BYD and WELL are lost causes for a while. Please give comments on each stock, why to hold or sell. I have many credits and please take them for a thorough answer. Once again, I'm counting on your feedback!

Q: Can you rank these top ten "losers" in terms of the most recommended to dollar cost average from 1 being the best opportunity to DCA to 10 being the least recommended to, thanks.

Q: Energy is obviously trading at a premium, given the current conflict, and with this in mind I was thinking of taking advantage of the bump and trimming my CNQ and SU positions. While I don't have any concerns about the companies, it would seem to make sense to monetize some of those gains. That being said, the current conflict has obviously impacted other sectors and companies negatively. What are some opportunistic buys (in your opinion) of companies that are currently depressed by the current conflict, but whose balance sheets and business models are sound, and who will probably do fine over the next 5 years.

Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?

Q: Hi Peter, can I get your thoughts on Mark Leonard’s announcement not to stay as a board of directors of CSU. He is staying on with their PEMs strategy as an advisor. Does this change your view at all at how you look at the three companies and how do you think the market will react.

Q: Currently I still have have a small profit in Topicus. Considering selling and replacing with Teradyne. Would you make this change?

Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?

Thanks
Tim

Q: Would you endorse selling KXS and TOI to start positions in MU and TER in a TFSA? I, like many others, have held KXS for many years and am growing tired of it. I have CSU family represented in other accounts. Thanks, Janet

Q: Would you switch out TOI for MDA? I'm not concerned which sector they are in, only growth.

Thank you for your service!

Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Q: What are the lessons learned on these to avoid in future on the above stocks. All of these were unfortunately full positions over many years.

Q: How would you rank the listed names today for new TFSA additions?

Q: Would it be possible for this group to be taken private with the low valuation of the stock?

Thx

Q: Dear Awesome team:

A different type of a question on the most frequently mentioned stocks on 5i !

Please "Don" your fancy Technical Analysis "Fedoras" !! Are we seeing clear signals of "Trend reversal" on one year daily charts?