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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,
Currently holder of CIEN. Since latest earnings Dec 14, stock is up around 15%, while after the last earnings in Sept share price essentially fell of a cliff...I believe because of reduced forecasts forward.
What is your current opinion on the short term and long term prospects for this stock based on latest earings? Would you continue to hold this going into the new year or would you take any profits and re-examine in 2021?
Thx
Jim
Read Answer Asked by jim on December 29, 2020
Q: Hi, I'm currently holding NTR, WSP and GSY in my margin account. I've held NTR for a long time since Potash days and currently still down. I've done really with WSP and GSY but my loss on NTR almost equally offsets those gains. I would like to move some of these into my reg. accounts, what would be the best thing to do? I understand transferring any of these in kind would trigger a deemed disposition and trigger a capital gain/loss. What's your long term view of these positions and what do you think is the best way to proceed? Thanks!

Also, is there any website where you can plug in what you bought a stock at on a certain date and it would track what the market value would be worth now if it went through any splits or mergers?
Read Answer Asked by Keith on December 29, 2020
Q: I'm also looking for some exposure to Healthcare. Not many options in Canada. I use to own Medtronic, Abbott and United Health. Are those good places to start in the U.S? Can you rank them in order of preference? Any others that seem appealing? I'd like to stay away from the stocks surrounding the vaccine since they seem speculative at the moment.

Thanks,
Jason
Read Answer Asked by Jason on December 29, 2020
Q: Would you invest in this ETF if you wanted to participate in the EV trend? What would be a good investment for a more conservative investor who does not like to take much risk? Would you prefer a single stock instead? If so, which would you recommend? Thank you for your invaluable service.
Read Answer Asked by Stella on December 29, 2020
Q: Good morning, as a relatively young retired investor I'm still leaning vs growth. As a portfolio year end adjustment I would like to hike my exposure to materials by approx 1%. Having said that my gold exposure has suffered and now sits at less that 3%. I own LUN at 2%. Where would you add ? In real estate I have a 2% in DIR and 1% in TCN.. Would like to add to maybe 5% of portfolio. Dividends are welcome but not a necessity since I can buy in either my Cash or in my RIFF account. New suggestions are welcome since your expertise gave me handsome results since I've subscribed to your services.

Stay safe,

Yves
Read Answer Asked by Yves on December 29, 2020
Q: Hi everyone!

I have a 2% weighting in technology. I am deploying a lump sum from a real estate sale and so far I've deployed 35% of my total, with 1% each in Kinaxis and Lightspeed, although Lightspeed is now probably a 2% position with its advance. Looking to exchange some money to U.S. dollars and was looking at the Companies above. My target weighting for technology is 14% so I can add a few companies. Which are your favourites? Any others to add to the list?

Thanks,
Jason
Read Answer Asked by Jason on December 29, 2020
Q: Thanks for all the advice and enjoy some quiet time over the holidays.
After the year end flurry of tax loss selling and portfolio adjustments, I will have new contributions to well balanced RESP and TFSA in 2021. Could you suggest 3 companies to add for each for long term holds and growth ?
Cheers, Peter
Read Answer Asked by Linda on December 29, 2020
Q: Peter and Team:
I own 15K score Media @ 35cents. The takeover of Great Canadian looks more certain and that means very few public gaming companies to invest in, Score being one of them. Do the chances of it being licensed in most of the canadian provinces look like it will come to fruition? The USA states? The last cash raise should help the balance sheet, but for how long? Your opinion please about adding to my position forgetting about sector weights. Would you also compare it to Mitek, which you spoke favourably about on Dec 24th. Which would you go with, if either, or would you wait until the possible retraction in Jan. ( Sorry, market timing. )
Thanks,
Ben.
Read Answer Asked by BEN on December 29, 2020
Q: Hi. On the above six stocks, I am down today alone (Dec 28) more than 6% on half of them and down 4% on the other half. On a day when the 3 major markets are up. The question is, is this a theme of investors thinking these are stay at home stocks with a view to normality returning and therefore more downside on these type of stocks to come as the virus wanes, or more just tech, growth, high flier stocks having their usual ebbs and flows.
Read Answer Asked by William on December 29, 2020
Q: I see the request for "top picks" is a question that gets asked a lot, is there a section for most recent top picks? Any chance we could get a filter to filter by most favourited from other 5i users?

thanks for a wonderful 2020, love this site, zero hesitancy when it comes to resubbing. happy holidays!
Read Answer Asked by dan on December 29, 2020
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