Investment Q&A

Q: What 10 stocks would you buy today if you where 100% in cash ?

Q: What are your thoughts on DCGO and their earnings. Would you recommend a buy. How is the Management and Balance Sheet.

Thanks for the great service

Q: If one were to take a 5 yr (minimum) position, which would you choose? Or would you take a smaller position in both? I realize they are completely different technologies.
Carl

Q: Hi 5i team,

I know there are a lot of SHOP followers here. Late last week SHOP announced a partnership with PINS and introduced a new App which allows SHOP merchants to upload their catalogues to PINS. The deal is likely of little consequence for SHOP, but it should help PINS. I assume this would attract advertisers back to PINS if a broader range of products is now available. I thought PINS would have gotten a boost from the announcement. Are you still relatively positive on PINS? It seems to me it could be a nice acquisition for SHOP or one of the big guns.

Thanks again.
Dave

Q: Could you please comment on their results and outlook?
Would you add to full position?

Thanks,
Milan

Q: between the 2 which one would be a safer company. I noticed that well as been on fire the last few weeks can you still see potential growth in this stock. Thank you Wilson

Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.

Q: Hello your thought on Vertex

Q: Hi 5i -- my son (age 26) has recently started working in a well-paying job in the US. He's saving a good portion of his salary and has asked me what he should be investing in. No debt. He's looking to invest for long-term growth for retirement in 40 years or so. About 1/3 of his holdings right now are in Brookfield Asset Management, 1/2 are split between VIG and USMV, and the rest is Berkshire Hathaway and CN for his non-registered accounts. Right now non-registered savings are $75k.
His 401k is separate in Vanguard SP500 index fund. He is a believer in pay yourself first and has been able to save and invest 5,000/month US!

He's looking for good growth stocks or funds that will increase steadily over the long term. He's earning enough now that he doesn't need dividends in the short term but he's not opposed theoretically if everything fits together. Any thoughts on what he should be investing in? Thanks.

Q: Hi, FTNT had a huge increase recently. What was the reason? Is it a bit late to buy Fortinet? Do you recommend any other stock or an etf? Thanks.

Shyam

Q: Hi Peter. My daughter's RESP has room for three stocks. It is underpinned by SPY and XIU so I am unconcerned about diversification. What US/Canadian stocks do you think would be appropriate for her given the long-term nature of this account? (She already has CSU, KXS, GSY, and AMZN). Thanks JohnR

Q: Hi,
CJT has been strong lately. Given the huge idle capacities in other airline companies, to what extent they can/will compete in cargo business? thanks!
Martin

Q: Is this stock still a buy? I am looking for growth and not sure if it will continue as it has been..
John

Q: Looking for some good growth prospects over the next 5+ years. Don't mind taking on something higher on the risk scale. I am evaluating some stocks that seem to be quality companies that have fallen dramatically. Would you please rank DOO, GOOS, CAE, LSPD as to how much upside you see from the current stock price for a long term hold.

Q: What is your position on Kinaxsis going forward, perhaps for the next twelve months ?

Q: Looking to invest my CRA return in two of the above companies. I am well diversified, growth oriented and looking at a 3 to 5 year timeframe. Please rank the named companies with any appropriate comments.
Much appreciated as usual. ram

Q: Hi 5i,
I currently have shares in LSPD and RESN and looking to add two more tech oriented names, and can be either US or CAN$. Do you have two growth companies you could suggest to start new positions at current share prices, with the intention for a 5 year min hold?
Thank you
Terry

Q: Can I please get your thoughts on CloudMD Software & Services Inc. (DOC). How does it compare to Well Health Technology (WELL) in your opinion?

Thanks

Q: Leaning to sticking with PHO because 1st qtr. of .06 started with backlog on Dec. 31/19 of $20 mill. then ended 1st qtr. with backlog of $30 mill.
Providing Covid plays out reasonably, do you think it's OK to expect 2020 earnings to come in at .15 to .20 ? There could even be pent up demand after Covid.

Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!