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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 Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim
Read Answer Asked by jim on June 07, 2021
Q: Hi ,
Based on their risk, share price value and growth potential on a 1 to 10 scale, how would they rank?
Thank you
Ed
Read Answer Asked by Edward on June 03, 2021
Q: Would like help choosing between TOI or DSG, which name would be added for growth for a 5+ year hold? From reading all the answers for TOI and DSG, your answers indicate TOI may have higher future growth? Thank you.
Read Answer Asked by Karen on June 02, 2021
Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.
Read Answer Asked by Ben on May 26, 2021
Q: Further to my Q yesterday,is it time to add to ENGH and start new position in DSG.Please suggest good price to enter for both.Txs for u usual great services & view.
Read Answer Asked by Peter on May 18, 2021
Q: $64.27 p/p of ENGH,1.25% position,19% loss.Almost straight drop to current $52.04 from $62.94 on Mar 22. Thinking of switching to better potential,in particular, DSG &/or u suggestions. Note that U are positive on both but DSG is one of u top favourite stocks & a suggested alternative.Please comment Txs for u usual great services & views
Read Answer Asked by Peter on May 17, 2021
Q: I hope all is well. Given the current market conditions are there any stocks that in your educated and experienced opinion that look to be just too cheap? Any suggestions for stink bids on some as well? I realize you do not have a crystal ball. Thanks so much. Dan
Read Answer Asked by Danny-boy on May 14, 2021
Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!
Read Answer Asked by Tim on May 14, 2021
Q: Hi,

I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.

Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).

Thx,

Cam
Read Answer Asked by Cameron on May 06, 2021
Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks
Read Answer Asked by Curtis on April 30, 2021
Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much
Read Answer Asked by Stefan on April 28, 2021
Q: Long term holder of CGI in RSP account, and although it’s performed decent enough, I’m looking for more growth. Which of DSG or ENGH would you recommend switching to, or would 1/2 position in both make more sense?
Thank you.
Read Answer Asked by Tony on April 19, 2021
Q: hi group if you could only own one which would you choose between GOOGL and SHOP I already own MSFT, AMZN. CSU. NVDA, APPL, DSG, LSPD TOI
Read Answer Asked by Terence on April 02, 2021
Q: Need to add one of the above tech stocks to a TFSA. Only room for one. Suggestions as to which one should be added. Long term hold. Thanks
Read Answer Asked by David on April 01, 2021
Q: Today TD is removing these tech stocks from its small cap portfolio and adding to its positions in CF and EQB.As you often state,”this is what makes a market”.How do you view these actions?Thanks for your ongoing advice.
Read Answer Asked by Allen on March 22, 2021
Q: My son hold these tech stocks and really need to start to invest in US tech stocks as all his holdings are in Canada. He would need to sell some of these holdings to get cash so he could convert to US dollars and then buy 2 US stocks. Which stocks would you sell first and can you provide 2 US that are similar to the stocks that he would sell. He has a RRSP account so no capital gains to worry about. He has 20 years before needing to withdraw.
Thanks
Read Answer Asked on March 15, 2021
Q: I have half positions in the above equities. Would you add to any or all of them? In what order would you add to them?
Read Answer Asked by David on March 15, 2021
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