skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, Needed your opinion on Energy Sector allocation for 2022 and beyond. Most strategists are predicting another solid year for Energy sector, although, 2021 was a huge comeback for the sector. What's your take ? If you support this view, what will be your Best 5 to 7 ideas, based upon a balance of Current Valuation, Growth, Lower risk/volatility and some Dividend income. Thank You
Read Answer Asked by rajeev on January 07, 2022
Q: I have a 1/2 position in Stella Jones... One of the few of my holdings in the red...You have a good rating on the company but it isn't in any of the portfolios. Is it time to move on....Thinking of selling and moving to PBH, TCL or BYD all of which I currently hold full positions in an un-registered account. Thoughts on hold or move on, open to other suggestions in balanced or income portfolios for good buy opportunities.
Read Answer Asked by Tom on January 07, 2022
Q: Hi 5i team.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)

What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.
Read Answer Asked by Tulio on January 07, 2022
Q: What are your current top 5 Canadian dividend stock picks? Looking to add to my TFSA holdings.

Thanks,,

Joe
Read Answer Asked by Joe on January 07, 2022
Q: Recently held LSPD and watch it fall fall and fall. Wish I had sold some.
Have held shop for several years and am now watching it tumble. Understand both are growth stocks and there is a rotation. Is there a price point that Shop would hit where you think one should sell some. Are my concerns justified or is it a wait and be patient and it will return to 2000.00. Realize you do not have a crystal ball but need your advice.
Read Answer Asked by Stephen on January 07, 2022
Q: Hi, to compare apples to apples...In 2021 I've held a 80/20 portfolio and returned 19%.
Is there a site you would know of that shows returns for all types of allocations?

Thanks
Read Answer Asked by Rino on January 07, 2022
Q: Hello,

I’ve always wondered why certain companies let their share price run into the thousands and rarely if ever split their shares. For a small retail investor like myself paying 2000- $3000 USD for an Amazon or Alphabet is simply not possible. I’ve always suspected it may be a philosophy of management and or founders who all still have significant influence in the mentioned companies.
Read Answer Asked by Anthony on January 07, 2022
Q: Hello great folks:

Any idea why TIXT is so weak here? Is it lumped in with the "high valuation" growth companies, or is it expected to suffer with higher rates?

Bonus question: Gold seems to correlate the best with real rates. If rates move up this year and is successful in moving inflation down, this would seem to be a double whammy against gold. Would you expect gold, and by extension mining stocks, to have a tough year under this scenario?
Read Answer Asked by Kel on January 06, 2022
Q: In response to a question from Stephen, about stocks that pay a monthly dividend, you said “There are not a lot of blue chips that pay monthly.”

I have enjoyed monthly income and a nice (unrealized) capital gain from LWRK for more than a decade.

Would you not consider LWRK to be a “blue chip” that Stephen should consider for monthly retirement income and, if not, why not?

The stock price is well off its highs. Is LWRK good value at current prices?
Read Answer Asked by David on January 06, 2022
Q: I have the following bond ETF's: HFR,VSC, ZAG and XHY. They total 22% of my portfolio. My question is do I move out, reduce or shift into different bond investments. I am 70 and they are split evenly in registered and non registered accounts.
Cheers and thanks for your great work. Bob
Read Answer Asked by robert on January 06, 2022
Q: I have some extra USD money from a small US pension that is used for going to Florida in the winters. Since we have not gone in the last two years, I would like to put some of it in our TFSA. My questions are, if I buy say TD on the NY stock exchange would the dividend in US dollars be subject to 15% withholding tax. Could you please give me several companies I could buy into if this is true. Could you also give me several US companies or ETF's that would give me a dividend and hopefully growth for a long term hold. Thank you for all the help I get for being a member. Gary
Read Answer Asked by Gary on January 06, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!