Investment Q&A

Q: How would you rank these top flyers from a futrure stock appreciation point of view. With so many positive comments, its tough to determine which is the best of the best and with limited new cash to invest, I can't own them all.

Q: Hello team,

Thanks to your suggestions, I am considerably up in tech. I bought lemonade awhile ago and am planning on selling tomorrow. I also own Crowdstrike and I am thinking of adding to my positions, although with the recent gains, I am thinking of maybe holding off. If you could please suggest a momentum growth stock that maybe hasn’t been getting attention lately, or if it is better to hold off till after tax selling in January. Love 5i! Thank you for service and Happy Holidays!!

Q: Hi,
Is it a good time to start a position in ENGH? Half or full position? Long term hold in registered account.

Also, would you have some buy recommendations / favorites for mid to large cap names. 4 to 5 names, no specific sectors, 10 year+ hold. Thank you.

Best wishes to the team for the holiday season!

Q: Hello Peter and team,
Thank you for your valuable advise on this platform.
Could you please give top five each growth picks in both Canada and US for 2021? (no sector preference). considering best would be first.
Thank you
Merry christmas and Happy new year
K

Q: Please continue to alert us to momentum stocks. They work great for me.

Merry Christmas and thank you.

Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!

Q: Happy Holidays everyone! I am relatively new to 5iResearch (few months) and must say that my results have been outstanding to say the least (SHOP, WELL, XBC to name a few - AC being the only one down so far). Thank you for that 5i.

I hold ET but am negative, as I am with BPY.UN (by more than 20% on both). I need to increase exposure in Technology, Industrials and both Consumer Cyclical and Defensive and decrease in Real estate. I do like some revenue but it is not essential for the next 3-5 years.

In no special order I am thinking LSPD or SYZ, TFII or WSP, PLC and PBH. What are you suggestions for growth here. Please comment and/or place in order of preference - objective being to recapture lost value in BPY.UN and ET over coming 12 months.

I understand this may represent many questions. Please take necessary credits. Thank you.

Q: I have made a double on this stock in a very short time and it is almost 40 % of my total TFSA portfolio. I use my TFSA for most aggressive stocks and the account is only 3% of my total cash/ RRSP portfolios.
You seem to think that January may see a fair amount of volatility this year as investors cash out some of the oversized returns, especially in tech, that have been made this year.
I am looking at adding XBC, WELL, STC, SCR
While writing this I am thinking the best action would be to sell 50% of EGLX now and keep the rest as it certainly has momentum and then wait on the others for the new year. What do you think? Any other small caps that you might consider if you wanted to take a flyer on?
All the best, Derek

Q: With all the buzz about electric vehicles, hydrogen, fuel cells etc are there any companies that would be leaders in the supply of infrastructure(manufacture, distribution)of charging stations, and associated parts for "refueling" vehicles of the future. These companies would seem to me to be the picks and shovels to the Klondike. Also has a standard for recharge devices been established? Surely each car manufacturer will not have its own recharge system.
Thanks,
Mike

Q: Hi,
Question 1: When do you plan to add the new positions in the growth portfolio? If you can't share that information, would you be able to share the short list of what you are considering?

Question 2: If you were able to add US positions what would they be?

Thanks again for your wonderful service and happy holidays.

Q: What are 5 US stocks you expect to perform the best in 2021? Happy holidays and thank you for the great service!

Q: Which disrupter stocks you see most potential?

Q: Hi group i would like to sell something so I can buy CRWD. Do you think this is a wise move at this point in time. i see the need for even more security going fwd? - your thoughts please Following is a list of my holdings if you agree with buying CRWD (or have i missed the boat (its almost beck to its 52 week high ) what would you sell to accomplish this ? SU, MEG, TOG , MX, FTS, GUD, DOC , ATZ , LNF , ENGH ,DSG ,LSPD ,CSU , BNS, GSY, TFII, BYD, KXS, WSP, GILD, COST, AMZM, IWN, MSFT , AAPL, BABA, ITP, BAM , BEP.UN MG , J, MLM, W , WEF FN , AEM , GLD, GDXJ, GDX, MAG, WDO, EQX, SIL, USA, Thanks for your advise Happy holidays to you and your group

Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?

Q: Hi 5i team,

Currently I own in my TFSA the following stocks: CSU, DSG, KXS, OTEX, PHO, REAL, SIS, WELL, XBC, NVDA,VALE and PDYPF (Thanks to SHOP my TFSA grew considerably)
I would like to keep in TFSA only high growth stocks. After reading some of your answers it seems that CRWD and U are good candidates to add.
Please advise which stocks should I sell or move to my cash account to make room for mentioned stocks.

Becoming a 5i member was the best decision ever, thank you for you guidance and amazing service. Reading the Q&A became my daily morning ritual while drinking my coffee.
To all the team Happy Holidays.

Q: Hi 5i,
They both increased 100% within 3 months with the similar price and Price/Book. Which one do you think is better for the coming 2-3 years? If I can only buy one. Kindly advise, many thanks.

Q: Hi Peter, Ryan and 5i,
Could you please rate these three clean energy ETF's.
Thanks and best wishes for Christmas and the New Year.
Love your service. Stay Safe.
Ivan

Q: I bought into ABNB on the pullback and I'm up 15%, I believe ABNB has a lot of runway in front of it for many years to come, however, I'd like your opinion on whether you think it's over priced for the current market environment?

Q: What did you think of HEXO's recent earnings and their prospects going forward?

Q: My 18-year-old daughter is interested in the stock market and wants to understand the value of owning stocks. She is looking to follow 6 stocks. She has some post-secondary aspirations for next year and would like your suggestions on 3 stable and 3 growth-oriented companies that you would buy today. Thanks