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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: Just sold DND today and looking to increase tech exposure as I'm now underweight techs and industrials. Currently own LSPD and ENGH. Please suggest 2 for each industry. No US exposure. Would you buy XQQ at this point?

Thank you

Read Answer Asked by Yves on September 16, 2021

Q: Hi,

CAE seems to be rangebound between ~$34-39 over the past six months. I realize six months is a VERY short time frame to base investing on, but as the price is approaching the top range yet again-I am contemplating moving on.

In your opinion, what do you think it will take to break through the $39ish price range?

thanks for all the great advice over the years.

Read Answer Asked by Brad on September 09, 2021

Q: I have cash for a new full position. I run an mix of your balanced and income portfolio for my cad exposure. Of the above names which would you add a full position right now. I am also considering just batting for the average with SPY or XEF. balanced shifting to income follower, 5 year window looking for good entry point into one of the names above.

Read Answer Asked by Tom on September 09, 2021

Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.

Read Answer Asked by Christopher on September 02, 2021

Q: Two parter, no wrong answers possible. In my TFSA I hold Descartes, Kinaxis, Shop and CAE amongst others. I have approx $2000 or .5% to invest in one or two of the four. They are all less than full positions. Suggestions?

Which of the following would you move from a cash account to the TFSA - AC, ATZ or ATD.B? I'm leaning toward AC currently.

Thanks in advance, sleepless nights have become a thing of the past based on my subscription to 5i. Service has been invaluable.

Read Answer Asked by Kelly on August 24, 2021

Q: Hi
I've got a 3% position in CAE currently in my RRSP. It's done well for me over time, but I'm thinking about selling it. If I do, I'm considering TFII as a replacement, if I stay in the industrial sector. However, I'm also considering GSY as an alternative. I'd like more momentum and a bit of a dividend, and without too much risk. What is your opinion on selling CAE and replacing it with either TFII or GSY? Which of TFII or GSY would you prefer at this time?
If you have another suggestion I'd appreciate hearing it. Thanks!

Read Answer Asked by Lois on August 17, 2021

Q: Please rank the above listed stocks and an explanation for #1? I am more focussed on growth as I have a significant time horizon. Also, which account is preferred for the following? Tfsa or rrsp?

Also these are currently my holdings in my tfsa. Would you sell one of the following for one of the above listed stock, or wait for new money? Thanks



Read Answer Asked by Nick on August 13, 2021

Q: May I have your opinion on selling a position in CAE(up 39%since purchase) and either starting a new position in ATA or adding to a 1% initial position in either ATZ or BYD? No tax consequences as CAE, ATZ & BYD are all held in TFSAs. We are retired seniors happy to hold higher risk growth/momentum stocks in our TFSAs. Thank you for your input, with your usual disclaimers.

Read Answer Asked by JANE on August 13, 2021

Q: As a Covid recovery stock I tend to agree with Mr Branson's philosophy on airlines { AC } . " The best way to become a millionaire is to invest $2.5 billion in an airline " . And Mr. Buffet " Hi my name is Warren and I'm an airoholic . Please talk to me until the urge to buy an airline passes " ...... So I am more inclined to go with someone who services them like CAE or MAL . Though the difference in market cap is huge I'm leaning toward MAL based on current valuation, a juicy dividend, and it doesn't appear particularly volatile .....I know 5I likes both but if you were going to give the edge to one today which one would it be and why ? Also when does each one next report earnings ?

Read Answer Asked by Garth on July 21, 2021

Q: Hi Peter,Ryan and 5i team,
Our grandsonís RESP ( age 7) is overweight in technology having Descarte and Kinaxis. Both have done very well, Do you think it is time to rebalance or continue holding. Which company in your opinion should we sell if any.
If we sell, we would like to add another holding. Please suggest a couple of names that would round out his portfolio.
Thank you as always and enjoy the summer.

Read Answer Asked by john on July 09, 2021

Q: Follow up to my question about CAE having 121% institutional ownership. You answered.
: "Generally this refers to the percentage of the float, and the results can be skewed with a large short interest. But, the short interest on CAE is minimal, and Bloomberg shows 86%. This is likely a data error from our third party provider and we will contact them."
Firstly am I assuming correctly that Bloomberg is showing 86% institutional ownership, not short interest.
Secondly where would you suggest I look to double check the info in the profile page? Is there a web site you would recommend that would confirm the data? I have checked several and no two give me the same information.

Read Answer Asked by Rob on July 09, 2021

Q: The listed companies each carry about a 1% weighing in my portfolio. There are no tax implications and I am positive on all of these. I am trying to reduce my overall holdings to about 25. I believe each company has its merits but I will never hit a home run with such a small investment. Can you advise which ones you would keep and consolidate or perhaps suggest something else to put all of the proceeds toward.

Thank you

Read Answer Asked by Marty on June 22, 2021