Investment Q&A

Q: Hi Peter and team.
Significant losses in all of these over last 3-6 months. Would you bail out on any of them and what could I reinvest in 3 CDN and 3 US that have been similarly beaten down but have a better growth outlook ?
Personal account with a fair balance of 40% US securities currently.
Thanks for all the advice
Peter

Q: These companies are in my husband’s TFSA and they are currently all down from where I purchased them.
In the current economy, which of these companies would you add to today? Please rank them in order of preference.

Q: Dear 5I Team,
Following your answer to Eernie to day .

Can you assume that a GARP stock is "Value" stock ?

Own in a Corporate account CSU , BAM TOI, LSPD , GSY5 , SHOP, ATD, ARX, KXS all at mini 5% to 7% position

Also a smaller position 2% to3 % TFII, WSP, BBUC, ATZ

Please name your top 5 Value-Growth Canadian stocks not on the first 8 to add

Thank You
Best Regards

Q: Hi Folks,
I have the following that I can use for Tax Loss Selling - AMZN, DIS, TFII and GSY - can you recommend in what order I should sell.
Thanks

Q: Please rank the following companies for long term holds in a TFSA, with a management rating for each. (10 being the best)

Also, I currently hold SHOP and CSU.. Do you feel LSPD and TOI overlap these larger companies too much to consider a position ?

Please suggest any other Canadian companies not listed for long term holds.

Thanks for everything! Cheers

Q: Would you buy any of these 3 in a TFSA for a 1 - 2 year timeframe recovery? Only have funds to buy one. Reasons why. Thanks Derek

Q: I'm more a scavenger than a predator, as much interested in dividends as capital gains. Right now, however, I see opportunity in the growth sector as it collapses after years of ridiculous rises. My intention is to sell off bond funds to pick off the debris of this collapse.

First question: Now or wait?

Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.

You get it. I also don't expect perfection from you. No one ever got it from me.

Q: I plan to sell these stocks for a tax loss and then buy them back after 30 days. Could you suggest a proxy stock that I could buy as a replacement for the 30 days

Q: I read your answer to a question regarding tax loss selling where you said that you were "endorsing tax-loss harvesting right now". I've taken some profits and have the following stocks that are down and can utilize: AMZN, VISA, DIS, TFII and GSY - can you recommend which ones I should sell and if you would be okay buying them back after the 30 days?

Q: In a diversified portfolio where I want to add to the above holdings, please indicate in order, which one you would add to first and so on.

Please of course consider the stock appreciation potential, the markets and are these in favorable segments or not, etc.

Thanks


Sheldon

Q: Hello guys
I am interested to do some tax loss selling for these stocks given steep drops over a year or so. Could you please weigh in on strategy and if you agree could you please propose some alternatives?
Thanks

Q: Hi Peter and team,
I currently hold Transcontinental and could increase my position to a larger holding. Alternatively, thinking about selling for small loss (not crucial to do so) and switch to TFII (the sell off price is tempting).
I am low on industrials and could easily add another full position. I own Brookfield infrastructure at full position.

Do you think TCL will remain stable with relatively safe dividend? switch to TFI or add to TCL instead.
Focus is more on income, so also considering addition of EIF as I am low on industrials. I like the high dividend.
Would appreciate your comments/suggestions.
Thank you.

Q: Hello 5i

You are often asked if you could provide 2-3 "bargains" from the various portfolios - could you, given the current environment, provide
- 2-3 from the balanced / Income portfolios
- 2-3 outside of the portfolios (either Canadian or US please)
That you would consider a good opportunity to pick up at this time.

Thanks

Q: Hi 5i team. Can I have your thoughts on the latest quarter. Many thanks. Ken

Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon

Q: Couple of my favorite stocks MG and TFI. Have some spare cash, would you add or wait? Thx Ron

Q: Hi,

How will a transportation company be able to make money in an environment with high gas prices, high inflation, high interest rates and short supply of workers? Unless they are able to transfer the costs to the customer..Even so will it impede their growth? Thanks.

Shyam

Q: Which name would be your better choice for a three year hold in terms of combined return(yield+SP gain)? Thanks.

Q: Wanting to add some large cap growth stocks to my large cap utility, bank, pipeline,infrastructure, portfolio as new money becomes available. Growth seems to be out of favour so am seeing this as a time to buy with a 2 year window.

You often advise waiting for a declining stock to show some strength, or at least to start building a base before stepping in. I find this difficult on 2 aspects. Technically, how do I determine when to buy a declining stock in this market ? Psychologically, I hold off on buying when the stock declines further, thinking the decline will continue, and if the stock moves upward I get get frustrated believing that I missed the boat . Do former “ favourites “ such as the 2 above lose their shine even when the markets recover ? Which of these would you purchase first ?
Thanks. Derek

Q: Hi, I just finished reading your report on TFII which outlined it’s history of acquiring smaller trucking companies within the fragmented trucking industry. Got me too thinking about the probability of TFI making a bid for Titanium Transportation. Do you see a takeover as a possibility why or why not and the probability on a scale of 1-10 whereby 10 is most likely.