Investment Q&A

Q: I see price has been lowered and share count increased- surprising given the
ESG and renewables play. Are we seeing a top in the space or just a few too many issues flooding the market. Would you be a buyer here

Q: How do these compare today on a risk vs reward basis?

Q: I am trying to decide if I should sell or hold STC a bit longer since I've incurred a substantial loss so far. Do you know when will STC reports its next quarterly results? Thanks.

Q: Hi 5i Team,

Do you believe STC is still a buy for long term investors? It seems to be reversing while other growth stocks are moving higher. Is there any reason for this that you can see on your end?

Thanks as always,
Jon

Q: This stock has been on my radar for awhile, (regretting not buying six months ago). Wondering if you can provide some insight and your opinion if this may be a buy and have some further upside.
Thanks

Q: Would you consider this a buy now and is this a hold and forget stock?

Q: Are we starting to see another sector rotation particularly back into tech? What do you see as the best sectors to put money to work in right now?

Thanks!

Q: Dear 5i,
I identified these three stocks which seem to be traded OTC Pink.
What does this mean and should I avoid trading OTC Pink?
Trading volume is typically 30K to 176K daily.
These stocks are high-end luxury goods.
The tickers are: LVMUY, Louis Vuitton SE, HESAY, Hermes SCA, PPRUY, Kering SA.
Can you please add them to your database.

thanks

Q: Please help me decide between TRI and MG for a 3-5 year hold considering total return , risk and current valuation. What would be a good entry point for the one you pick? Thank you.

Q: I hold some stock of MX and the stock is going sideway in the 40's though oil is hitting its peak.
What is your opinion on Methanex? Is it still worth holding it ?
How do you see the stock performing in the the remaining of 2021,2022.

thank you

Q: I hold the above six securities in a taxable account in less than half positions. On a tax neutral basis I could sell OKTA,SNOW,GH and PLUG and split the proceeds between ROKU and CRWD to bring them to larger positions. These investments are part of a relatively agressive taxable portfolio.
Two questions - firstly, if you could rank the 6 stocks in accordance with your preference. Secondly, do you think my proposal would create a meaningful stronger position for growth.
Thanks,
Terry

Q: Good day. Looking to deploy some new cash, the above stocks are my present US holdings. Any in this group set to take off that could be added to or any sells in the mix? Recommendations to add to this group?

Q: Hi 5i,
I am having a tough time choosing between TIXT and MAGT. Which do you think would be the better buy for a long term hold. Thank you for your input.
Jane

Q: I own Largo Resources Ltd with a 50% gain. Would you consider the stock a Buy Hold or Sell if I have a 3 year horizon? Thank you

Q: Can you recommend 5 blue chip U.S. stocks that look attractive right now? I have capital that I'd like to put to work and I currently own AMZN, ABBV, BMY, NVDA and COST. Looking to add some other names. I'm looking at HD on the most recent pullback and JPM.

Thank you,
Jason

Q: I have owned CNR for a number of years and it has been a solid performer. I appreciate its regular dividend increases and blue-chip status. Having said that, under what circumstances, if any, would you consider switching to TFII? I know there is an increase in risk but do you expect the long term growth prospects with TFII to be that much better? In particular, I am thinking that the UPS segment of TFII's business offers a real potential growth opportunity.

Taxes are not an issue.

Appreciate your insight.

Paul F.

Q: Hello 5i Team

Further to the questions on preferred shares, another good website for preferred share information is:

https://canadianpreferredshares.ca/

Thanks

Q: Hi,

Question about managing one's family portfolio. If you had a ranking criteria from top to bottom on what to focus on in terms of priority, what would it look like? Growth investors 10+ yrs timeframe and med-high risk tolerance. For example (would it look like this?)

1. Asset allocation (stocks, bonds, cash)
2. Sector weighting/Geographical weighting and balance for both
3. Individual position weights
4. Growth vs Value balance
5. anything else to consider? etc

Between my spouse and I, we have around 50 stocks and some ETF's to provide international exposure outside North America. I've noticed we have many stocks with weights between 1-2% and some stocks that are below 1% weight so we have to determine to either sell/hold/add to the positions. What are your thoughts on having around 50 stocks for both of us or can we have a more concentrated portfolio of around 30-40 with larger weightings for each position? I know it would be a personal decision on comfort level. Any good articles that I could read more about this?

Thanks!

Q: I have a small position in my growth portfolio and am wondering about adding based on recent news. Reading prior questions you’ve urged caution due to the speculative nature of microcaps, in general, and lack of a track record, specifically, for EXRO (not to mention the BEV ‘bubble’ a few months back. In particular you needed to see third party validation, sales, cooling of the BEV boom, etc. Given the recent deal with Linamar, the cooling of the EV market and the announcement of conditional approval for a move to the TSX in July, has EXRO done enough to move it from ‘too speculative’ to ‘getting interesting’ for a growth investor looking at longterm holds. Your thoughts please.

Q: Hi 5i,
In January, evidently like a number of others, I thought QST's prospects looked promising and bought in. Now I'm down considerably. CFRA rates it as a STRONG SELL and I haven't seen a more optimistic opinion anywhere.
Are QST's prospects really, suddenly, so bad that it should be sold ASAP to prevent even greater loss going forward (although selling would mean somebody is buying at this price, thinking to make money) or would you recommend waiting through at least the next earnings report, or two? I don't need to sell, but I've held on to some sinkers in the past waiting for the turnaround that never came and I'd prefer to cut my losses and avoid going through that exhausting exercise again here if the odds are that QST will remain a sinkhole..
Thanks for your thoughts!
Peter