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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: Hi 5i,

I have maybe a rare question for you. I have done quite well with my stock selections (much thanks to you for many of the wise choices) and are sitting on a pool of Capitol Gains. Now, my wife and I are entering the phase of our life where we can make some significant "tax-friendly" charitable donations. Always keeping in mind, saving enough for the rest of our days. Our question is: If you had to sell from the list I provided, and thinking of holding the remainder at least another 10 years, which would you chose to sell a portion of ? Perhaps the top 3, in order of choice ? Thanks so much.
Read Answer Asked by Jim on September 02, 2022
Q: Hi group markets really tough to read right now ? what you 3 top sector's c/w 3 top picks in each / ideal entry price /short blurb on each.
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help
Read Answer Asked by Terence on August 22, 2022
Q: My son has saved up for a bit and has a decent amount of capital for his age. He has a TFSA but his investments are varied and not the best for a long term portfolio. We recently sat down and planned out a long term portfolio that would less risky for long term holdings. Would you guys change/swap, remove or add any from this portfolio of Canadian Stocks? TD, MG, BAM.A, ENB, SLF, FSV, T, FTS, CNR and TRI. Is the market also in a comfortable position to currently make a large investment of capital? Thanks.
Read Answer Asked by Kevin on August 16, 2022
Q: Are there 2 or 3 Canadian & 2 or 3 US stocks you would be interested in buying in the current downturn?

Would you buy now or wait until???

Thank you.
Read Answer Asked by Ross on June 15, 2022
Q: What Canadian stocks would you be picking up today in this selloff?
Read Answer Asked by David on June 13, 2022
Q: I have the above companies in my TFSA which, due to the tech sell off, are now down to about 1/3 of a full position. I do not require any money from my TFSA for at least 10 years so have a long timeframe. I also own a full position of CSU in my wife’s TFSA which I will continue to hold.
I am thinking of selling one of these positions and distribute the proceeds in the remaining positions.
Could you rank upside potential of these companies?
Or should I just leave it alone and let time be my friend?
Read Answer Asked by Bruce on June 13, 2022
Q: Hi,

As a follow up to your answer to Curtis's question. What are some of the better companies in the data analytics space?
Thank-you.
Read Answer Asked by Alex on June 10, 2022
Q: Which 5 stocks from your growth portfolio and/or balanced portfolio would you start buying today for a TFSA for a five year hold (for an investor currently not owing any). Thanks.
Read Answer Asked by Kim on June 08, 2022
Q: HI, This retired income couple want to invest 5K for our 20 year old grand daughter from our TFSA. To do so we have to sell some of our holdings in this account. Our largest holding SLF to our smallest TPZ are available with profits in most. Please suggest best to worst to select for raising the necessary cash. Our plan is to use the cash to purchase VGT.US or perhaps your other preferred etfs to be used in about 3-5 years. Thanks
Read Answer Asked by Peter on June 01, 2022
Q: I own these 3 stocks. I would like to own only one for a long term investment, as they all seem to be in the same field. Is this a good idea or are they different enough to hold all 3.
Thank you!


Read Answer Asked by Donna on May 30, 2022
Q: Please suggest some growth etfs and stocks for starting RESP for long term hold. Thanks for great service.
Read Answer Asked by KULDIP on May 03, 2022
Q: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John
Read Answer Asked by John on May 03, 2022