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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: About 5% of my portfolio is comprised of SLF and MFC, of which SLF is about 2/3s today. Another 10% of my portfolio is Cdn Banks.
After today's movement, what would you think of selling MFC and consolidating into SLF?
Also, given the inflation sirens, what would be a reasonable amount of bank holdings and insurance co holdings?

Thank You
Read Answer Asked by Tim on February 11, 2022
Q: Up over 124% on this stock and 15% of an account should I pull some off the table? Unregistered account.
Read Answer Asked by mike on February 11, 2022
Q: I held a smallish position in Canada Goose, and was getting less optimistic about sales growth, particularly in China, and sold half early in 2021 at about $53. Obviously should have sold all of it.
Today's results were disappointing with regard to the outlook.

(1)Wondering what you think of the GOOS results.

(2) If I sell the remaining GOOS shares, I would add to an existing smallish position in one of Pollard Banknote, Park Lawn or Trisura. How would you rank these 4 companies, GOOS, PBL, PLC, TSU, as part of a balanced portfolio with a tolerance for risk?
Read Answer Asked by Dan on February 11, 2022
Q: Hi...Bill Harris on BNN today said that Avenue is no longer in Leon's. They had bought, believing in the pandemic impact that would cause people to stay home and buy a TV & sofa. Now, with the potential reopening post-Covid, people may soon prefer to go out to a baseball game and have a beer & hotdog (I'm paraphrasing). The result = Leon's may feel the impact. I am a happy owner of LNF...just curious on your thoughts?

Thanks....Steve
Read Answer Asked by Stephen on February 11, 2022
Q: Which of the 5i portfolio companies have had the highest level of insider buying recently?
Thanks
Read Answer Asked by Curtis on February 11, 2022
Q: Hi gang, could you please me your take on this company. I would like to buy one company from each sector.
1:mpw /vici are divided safe and strong growth.
2:sldp/ chpt which one would you buy today?
3:suf/ally which is a better set for growth and safety of dividends? I would like to buy one company from each sector. Thanks
Alnoor
Read Answer Asked by Alnoor on February 11, 2022
Q: Hi 5i team,
I have held shares of Trane Technologies for one year now. Recently the stock price looks very bearish. My understanding is there are concerns about supply chain issues. How serious is this problem ? Will this hurt the profits of the company for the long term?
Thank you for your opinion
Read Answer Asked by john on February 10, 2022
Q: Please comment on Brookfield's announcement this morning and what it means / what you think
Read Answer Asked by Alexander on February 10, 2022
Q: The latest news from BAM would suggest another spin off is on the horizon would 5i see this as positive. According to what I've been able to read so far the spin off would be a private company how would that benefit the common shareholders over the long term.
Read Answer Asked by Thomas on February 10, 2022
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