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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: I would like to increase my health care sector weighting. It is presently 0.3% of my portfolio with one stock, CSH.UN. What quality health care stocks would 5iReseach recommend & should I also add to CSH.UN to help increase the sector’s weighting. Thanks … Cal
Read Answer Asked by cal on June 28, 2021
Q: I'm seeking an ETF to help with disruptive technologies.

I have mostly banks, REIT's, and other dividend paying stocks. Less in
technology, health care though I have a few ETF's covering the space.

What I don't have are ETF's that would protect against a possible
decline in my positions: such as disruptive financial stocks (such as
ARKF) and emerging internet, cybersecurity for example. I have very
little knowledge ion these areas but they could well be important
going forward, as a minority position (maybe 5 - 10% of my portfolio).

Thoughts?
Read Answer Asked by John on June 28, 2021
Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.
Read Answer Asked by Maureen on June 28, 2021
Q: As a 20 year-old, can you suggest 6 high risk/high reward Canadian or US stocks for part of my investments (I would look to buy on dips)? Would you recommend a portion invested in cryptocurrencies or is this just really gambling with the high volatility? I have a 5-year time line.
Thank you!!
Read Answer Asked by Grant on June 28, 2021
Q: I need to sell a small part of my holdings in either SIS:CA or BYD;CA. My intention is to remain invested in both these companies for at least 5 years. Which of the 2 would you suggest I trim?
Read Answer Asked by jacques on June 28, 2021
Q: Roku has run up a lot in 2 months, at least partly due to a takeover rumour. I’m thinking an offer will likely not materialize because the cat is out of the bag making the company more expensive. If you held a small position, would you sell? At the current price do you consider Roku a buy, sell or hold?
Read Answer Asked by Steven on June 28, 2021
Q: SHOP & AMZN decline a bit after reaching highs a few days ago. LSPD still doing well.
Is LSPD running too far too fast. What is a good price for entry ? Thanks a million.
Read Answer Asked by Lai Kuen on June 28, 2021
Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry




Read Answer Asked by Jerry on June 28, 2021
Q: Hello Team,
What are your thoughts on the recent press release of XAU, with respect to their financials and their enterprises as a whole?Do you have a comment on the Impact of the Basel 3 obligations within the Banking system and its possible impact on XAU in the next few months?
Also would you like to comment on the Roy Sebag shareholder letter?I am interested in your view.
Read Answer Asked by ANDREW on June 25, 2021
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