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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: I am trying to add some growth in my spouse's RRSP. She has 5-6 years to go before withdrawing. She is lacking in Consumer Discretionary/Cyclical. I have been looking at ATZ as a possibility. People pay $70 for a pair of cotton blend sweat pants?! Incredible.
Is it the on-line component that is driving this company? As it is back to it's highs in Feb when C-19 struck, there appears to be something to it. Could you explain again 5i's take/ Thank you. Stephen S
Read Answer Asked by Stephen on December 18, 2020
Q: Hello Peter,
First, I want to thank you and your team for a fabulous job. I really find your service useful not just from stock selection, but gaining knowledge in the industry overall. Best wishes for Xmas and the New Year.
The stocks are from various sectors so not apples to apples comparison but if you had to choose the list from lower risk to higher risk, what would it look like and what factors did you use to select the profile.. Many thanks.
Read Answer Asked by umedali on December 18, 2020
Q: Hi folks, can get your opinion of the merger between Aphria & TIlray. Aphria paid a 23% premium to hook up with tilray, to become the largest POT company. Investment community & analysts don't seem to like the deal...but I think Irwin Simon is the right person to run the new company, and has the brains/experience to make the new company successful & profitable. Can I please get your thoughts on the merger, and the future of the "new" Tilray. Thanks & Joyeux Noel, jb, Piedmont QC
Read Answer Asked by John on December 18, 2020
Q: I like companies that are based on a subscription model. With recurring revenues and growth "banking" on acquiring new customers, it would appear to be a path towards increased profitability and less risk. Aside from the obvious candidates, Netflix, Adobe, Crowdstrike, Microsoft and even Disney, can you identify a few companies in the US and in Canada that receive their revenue largely on subscriptions, that are not mega corporations already but exhibit strong growth.
Read Answer Asked by mitchell on December 18, 2020
Q: Hi Peter and team,
Could please share your thoughts on the growth path in between SHOP/AMZN and TESLA, seems like you 've been having totally opposite views on theirs valuations, growth, a bit confused. is Tesla at stage of SHOP /AMZN 3 years ago?
Thanks
Read Answer Asked by LEI on December 17, 2020
Q: I join those who have sent their compliments and thanks. My success has had much to do with your info and advice.
Please suggest a few industrial and consumer cyclical stocks in Canada and the US for a person with moderate risk tolerance.
Stay safe and have a good year.
Thank you.
Read Answer Asked by Ron on December 17, 2020
Q: I'm helping my 27 yr old daughter with her TFSA investments. The TFSA currently holds GSY, KXS, LSPD, PBH and SHOP, which have all done very well. I got SHOP for her at $67/share, so it's done particularly well!!
I'm looking to add one more growth stock to the mix, and have been considering LNF, WELL, GOOS, DOO or ATZ, but am completely open to another suggestion to complement her existing holdings. Please rank these from best to worst for growth (with moderate risk) if you were add today for a 1-3 year hold. If you have another suggestion for a stock that may perform better over that time frame, please provide it.
Thanks 5i for such wise and timely advice, always!
Read Answer Asked by Lois on December 17, 2020
Q: Wow. And don't own.

I heard through rumor that they will be cross listing in the US. True?

C.
Read Answer Asked by Cameron on December 17, 2020
Q: Is there any news for SHOP big price increase on Wednesday ? GSY increase 10% in 2 days . Is it an effect from triple witching due on Friday ? When would PEO acquisition completed ? I am thinking to avoid the possible tax increase in capital gain . Is it a good idea just to sell it now? I greatly appreciate the excellent service at 5i. Happy Holiday.
Read Answer Asked by Lai Kuen on December 17, 2020
Q: Hi 5i Team,

Thank you all for a great service. What 5 CDN and 5 US stocks in any sectors would you buy today?

Thank you and happy holidays to all and the very best for 2021.

Pat.
Read Answer Asked by Patrick on December 17, 2020
Q: Hello,
If you had to pick 2 Canadian and 2 US growth stocks what would be your favourites today? I believe abnb will be a disruptor in the industry, what do you think of them currently? Would you buy or wait till the dust settles a bit. At what price would you consider it a good buy? Thank you
Read Answer Asked by Cory on December 17, 2020
Q: Can you please rate these stocks for growth over the next two years and possibly throw in a couple more choices you prefer. Thanks
Read Answer Asked by Bruce on December 16, 2020
Q: The average P/E of my stock and ETF portfolio (63) reflects the tech/momentum binge I've been on since Spring 2020. I'm considerably overweight in tech yet I'm finding it difficult to jettison or trim any of my names in that sector. Can you please help by identifying 5 of these that you're less bullish on compared to the others? I have a reasonably long investment horizon and good risk tolerance (5 yrs until my children's post-secondary education and ~20 until retirement). Thanks again.
Read Answer Asked by Ben on December 15, 2020