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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: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.

Read Answer Asked by Albert on September 06, 2022
Q: Looking for 10+ "steady compounders" CAD and US for long-term portfolio core and could you provide a short comment on why you like it and risks.
Thank you
Read Answer Asked by sam on August 31, 2022
Q: Wow, it appears that there will be further, possibly much further decline in stock prices over the next while. That got me thinking/wondering about trimming of selling Canadian stock held in the TFSA....and these stocks are also held in a trading and registered account. Some, like ATZ and PBH are in the consumer discretionary sector, a sector that might be considered more risky in the current market setting. An others, like GSY that is the loan business, a subsector of the financial sector. And finally, there is industrials like TFII, and a US position in TT that also sells into Europe which is in turmoil. This is a sample of the holds that are still in a gain position. Would you consider trimming back to a more risk appropriate weighting, selling the ones in TFSA and avoid income tax or just hold and ride it out???....Thanks for your insight....Tom
Read Answer Asked by Tom on August 30, 2022
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Read Answer Asked by Marco on August 17, 2022
Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?
Read Answer Asked by Karim on August 16, 2022
Q: Good afternoon,

I'd like to add a position (or 2) in each of the following sectors: REIT (TCN or GRT.UN or CAR.UN or a better idea), energy (CNQ or SU or a better idea) and industrial (already own WSP, TFII, XYL, TT and could add to one of these or consider a better idea). I could also use a utility suggestion (either add to FTS or AQN or add BEP.UN). And, I'm always looking for an opportunity to add BAM.A to my portfolio. In what order would you add or take new positions given the current environment being favourable to a given sector and/or a good entry point for a particular stock.

Your service is always greatly appreciated, thank you,

Lisa
Read Answer Asked by Lisa on August 09, 2022
Q: Hi 5i; Thanks for your wonderful advice. You have helped my portfolio to grow for many, many years.

What would be your top picks at this time, in each of the following sectors: consumer discretionary, real estate and industrials. I am underweight in these and am looking for growth.

Thanks, your fan
Cathy
Read Answer Asked by Cathy on August 05, 2022
Q: I am overweight in these 3 companies. I need to raise some capital by selling some of the shares from one of these 3 holdings. What would be your recommendation? It will not significantly affect my diversification.
Read Answer Asked by jacques on July 26, 2022
Q: I'm thinking of switching out of some or all of the above securities to better balance my portfolio. Do you see the potential for a significant bounce on any as negative sentiment or other conditions improve?

Thanks.
Read Answer Asked by Alan on July 12, 2022
Q: In each of the following 2 groups, please rank the best holdings in order today:

SLF, TSU, BAM, GSY, TRI


WSP, TFII, MG, ATA


Thank you.
Read Answer Asked by Alan on July 10, 2022
Q: Of these which has best long term potential or do you have another preference?
Read Answer Asked by Todd on June 30, 2022
Q: Are the fundamentals intacts for these companies or are they more affected by the market correction due to: inflation, supply chain, interest rate, techno bust, pandemy, Ukraine,....etc?
Read Answer Asked by Jean on June 15, 2022
Q: I am down on the following stocks and wondering if i should sell so i can claim the loss on my losing positions % + loss as follows LSPD- 55%, NFLX - 59%, SHOP -47%, NVEI -45%, GSY-47%, KXS - 28%, GM - 39%, TFII - 24%, PFE - 16%. Does it make sense to sell now and maybe buy some back after 30 calendar days or do you think i should keep some of them and ride out the downturn ? can yo comment on what i should keep or sell in order of preference... your help is appreciated
Read Answer Asked by Terence on June 13, 2022
Q: For fun if you were to build a concentrated portfolio with Canadian stocks maximum holding 7-10 what would be your picks today.
Read Answer Asked by Kolbi on June 10, 2022
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