Investment Q&A

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Q: I am looking into opening/growing a position into a Canadian growth stock, I already have LSPD at around 6% of my portfolio. I have been debating as to whether I should increase my position in LSPD or open up a new position in a company like WELL, is there also any other Canadian growth companies that you guys are favouring during this time?
Thank you,

Q: I'd like a few stocks that I can hold in a Cdn RSP account that you think would do well, growth wise, in the next few years. I understand that risk will have to be taken. I'm eyeing KXS. Do you still think NVDA has room to grow?

Q: I have held RCI.B in my TFSA for some time. There has been no growth but a small dividend. Should it be sold to make room for some growth in my TFSA or be patient? If your recommend sell RCI.B, please suggest a couple of high growth replacements. Would MG be a suitable replacement?

Q: Hi There,
I currently own GSY, KXS, SHOP, U, AND NVDA and would like to add one more growth name to my portfolio. I am considering CRWD, LSPD or WELL. What would your order of preference of the three, and/or are there any other growth names that you would suggest that may be a better fit?
Thank You

Q: Telus International (TIXT) is supposed to have an IPO price of around $25. If it jumps out of the gate, how much would you be willing to pay for it?

Thanks.

Q: Good day Thank you for reading my email
When you have time would you beable to give a few stock recommendations for
Presidents Biden’s climate plan

Q: Hi Team,
I have no exposure to the online gambling theme that seems to have promise for growth. Do you still believe that this is a good theme to be buying into for the long term? And if so, what's the best way to play it? I was thinking Flutter? But, its came a long way from its 52 week lows. What's the chances of it going back to that level and was the rise justified? And do you believe it's uptrend will continue long term? I know you also mentioned before it has a much better valuation than Draftkings, although DKNG still seems to move with more leverage for the time being. I wonder if Flutter will eye a US listing to get their valuation up? I never hear Flutter talked about on sites such as CNBC. ( I assume its because its a European Company and CNBC would rather talk about Draftkings)? Another possiblity I was looking at was Score Media. Please let me know your thoughts.

Also on a seperate topic...CELH has dipped some off its highs. Is it a buy today. And your quick thoughts on how big of potential you see this company having in 5-10yrs. Is it a stock that could multi-bag from here? Deduct as many points as required. Thanks!

Shane.

Q: Could you please recommend a couple of replacement(s) for Great Cdn Gaming? It can be US or CDN and I'd like the replacement companies to have great management teams and be in the same sector. Companies in the leisure and entertainment space you think will come out of this crisis bigger and better. It doesn't necessarily have to be a casino company. Thanks a lot.

Q: Am I wrong in thinking the Telus International IPO is going to do well after it debuts? It seems to have all the elements of recent hot ipos: artificial intelligence, big-name contracts with Google and Uber, a doubling of revenue in just two years between 2017 and 2019. In fact, it is generating earnings unlike other rapidly growing digital companies like Lightspeed, Dye and Durham, Docebo. Is it a buy in your opinion?

Q: I would appreciate your outlook for HIVE. Is there any truth to the rumour that it is aiming to be listed on the Nasdaq? I can find no verification of that rumour.

Thanks.

Q: Hello 5i,
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave

Q: Hello! Seeing some pullback on these two stocks. Can you please provide some information what is driving them lower? Is this a good entry piont?
Thx!
Thx!

Q: My portfolio analysis is showing that I need to reduce investments in Canada and increase in United States by 9% and International Markets by 16%. Following are area where it is suggesting to invest more.

Communication Services
Consumer Defensive
Healthcare
Industrials
Technology
Utilities

Can you please suggest couple of stocks or etf in above industries?

Q: what date will EGLX list on nasdaq? what is your current opinion of the company now that they have strengthened their balance sheet? thanks Richard

Q: I have been reading about Blue gas is there a company out there that makes blue gas and would it be a good investment for the future.

Q: I have had a nice profit in DND but it has dropped 14% this past month. Do you see room for growth or should I move on?

Q: I am interested in your evaluation and opinion of Bldp as a short and/or long term investment in the energy sector.

Q: For a growth portfolio with high risk tolerance in my TFSA, I’m interested in opportunities presenting in the environmental space. With Biden now in power and a strong ESG movement, I feel this area will continue to see strong investor support for the foreseeable future. I’m overweight in XBC and have a full position in WSP. Could you list and discuss some of your top choices in this area.

Q: Looking to buy clothing retail stock as there will be pent up demand post pandemic
Which of these 2 stocks do you prefer? ......Do you have another favourite
I have 5 yr horizon; ok with moderate risk
Many thanks for your great service as always
Peter