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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: Team, I have holdings in all three and although I have done great with BDX over the years, it seems to be struggling. I am thinking of selling but would like your comments on increasing my holdings in SYK and ISRG or would you provide insights another option. All three stocks are in my non registered account.
By the way, because of your insights on AMED of a few years ago, I sold the stock and purchased GOOG.............it was a great move
I have whittled down my holdings to 15 stocks and want to be careful adding more
Read Answer Asked by Roland on December 02, 2024
Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?
Read Answer Asked by Sal on November 30, 2024
Q: There seems to be a consistent view by 5i and others that Small and Mid Cap stocks have started to lead the market and will continue to do so over the next 2 to 3 years.

What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?

Thank you;
Tim
Read Answer Asked by Timothy on November 29, 2024
Q: What are your current thoughts on DEFI?

Thanks!
Read Answer Asked by Jim on November 29, 2024
Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!
Read Answer Asked by Andrew on November 28, 2024
Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you
Read Answer Asked by Neil on November 25, 2024
Q: Trying to understand analyst changes on SHOP. TD lists analyst 3 changes this week. One sell and 2 holds. On the surface, this could be interpreted as almost 3 sells. What indicators or factors might drive some analysts to come to this conclusion when others, including 5i, are much more upbeat, even bullish.
Read Answer Asked on November 25, 2024
Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.

What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.

*Assume 4+yr holds
Read Answer Asked by Brant on November 25, 2024
Q: Hi 5iResearch Team,

I’m currently quite bullish on the copper industry and would appreciate your thoughts on the best way to invest in this space. Do you think CPER is a solid choice, or would you recommend looking at specific copper companies instead? If the latter, which copper companies do you have the most conviction in at the moment?

Thank you for your time and insights—I greatly appreciate your help.
Read Answer Asked by Keith on November 25, 2024
Q: With the NUVEI deal going through I have cash sitting in my TFSA. Could you recommend three stocks that you would recommend right now.
Read Answer Asked by Carol on November 25, 2024
Q: Hi There,

Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.

Is it prudent to own both for growth in a diversified portfolio or too much overlap?

Ok thanks so much!
Read Answer Asked by Robert on November 22, 2024
Q: Hello,
Can I get your evaluation of the current circumstances. Since November 11th these stocks have dropped significantly all while bitcoin has increased significantly from that same date. It does not seem like their share price is directly correlated with the price of bitcoin which is odd as they mine bitcoin.
Thank you
Read Answer Asked by Dominic on November 22, 2024
Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod
Read Answer Asked by Rod on November 21, 2024
Q: I have some Canadian money to deploy into registered accounts. Looking for growth stock over next 3-10 years. please, low to med risk please.
Read Answer Asked by Brenda on November 20, 2024
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