Q: Happy New Year to the 5i crew. A question regarding EXLS, it's had a very nice climb since early 2020 and has more than tripled. The PB and PS look reasonable for a growth company but the PCF looks quite high. Is there more gas in the tank over the next 1-2 years?
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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: TFSA top up for 2023. I hold all IWO in the account currently. My crystal ball doesn't like the current USD:CAD outlook so buying USD with CAD to get IWO at the moment doesn't feel like a good move. Does anything in the balance or growth portfolio look particularly attractive as a buy? I hold OTEX and ENGH as tech stocks, both have been adequately beaten up to be buys but I hate owning the same stock in multiple accounts so would consider a different CAD stock for the TFSA account if you can think of one. So long way to ask: just suck it up and buy, IWO, buy ENGH, buy OTEX or buy ??? as it is your top pick right now. 5 year hold.
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Honeywell International Inc. (HON)
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JPMorgan Chase & Co. (JPM)
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Constellation Software Inc. (CSU)
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Restaurant Brands International Inc. (QSR)
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Alimentation Couche-Tard Inc. (ATD)
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Miscellaneous (MISC)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: A recent Financial Post article stated larger-cap, profitable and good cash flow stocks will be the place to invest in 2023. Would you please suggest 5 Canadian & 5 U.S companies that meet those conditions. Thanks … Cal
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Top growth suggestions for early January TFSA?
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Enghouse Systems Limited (ENGH)
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MercadoLibre Inc. (MELI)
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IDEXX Laboratories Inc. (IDXX)
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The Trade Desk Inc. (TTD)
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Etsy Inc. (ETSY)
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JD.com Inc. (JD)
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Roku Inc. (ROKU)
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WELL Health Technologies Corp. (WELL)
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Pure Storage Inc. Class A (PSTG)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Guardant Health Inc. (GH)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Pinterest Inc. Class A (PINS)
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Zoom Communications Inc. (ZM)
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Fiverr International Ltd. no par value (FVRR)
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CrowdStrike Holdings Inc. (CRWD)
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InMode Ltd. (INMD)
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Lemonade Inc. (LMND)
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Palantir Technologies Inc. (PLTR)
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Airbnb Inc. (ABNB)
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Upstart Holdings Inc. (UPST)
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Mitek Systems Inc. (MITK)
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Taboola.com Ltd. (TBLA)
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Riskified Ltd. Class A (RSKD)
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Lantheus Holdings Inc. (LNTH)
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Catalyst Pharmaceuticals Inc. (CPRX)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
Thanks!!
Q: In a recent answer you concluded with: “At some point, all the 'worry' will be priced in, and contrarian, more bullish investors may do very well, if they are positioned BEFORE the market pivots.”
I agree that ‘before’ is key. Would good stocks for this strategy be Shop and Goeasy? What others do you suggest for contrarian bullish investors?
I agree that ‘before’ is key. Would good stocks for this strategy be Shop and Goeasy? What others do you suggest for contrarian bullish investors?
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Restaurant Brands International Inc. (QSR)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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InMode Ltd. (INMD)
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Celsius Holdings Inc. (CELH)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What are a few non-tech, non-financial stocks that you are high on right now?
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Q: Would you recommend investments that invest in shares if individual art? Any in particular?
Q: hi, what are your top 5 Canadian large cap growth stocks right now ( focusing on your model portfolio, as well as any others outside the portfolio with high conviction ). and can you provide 5 in small to mid cap range, Canadian, too please...
cheers, Chris
cheers, Chris
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The Walt Disney Company (DIS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Miscellaneous (MISC)
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Pinterest Inc. Class A (PINS)
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InMode Ltd. (INMD)
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Digital Turbine Inc. (APPS)
Q: Happy Holidays! Now that 2022 is coming to an end, what would be your most bullish ideas going into 2023?
Thanks!
Thanks!
Q: Hi team,
Looking for strong growth names in my tfsa, I have been considering cheap stocks with potential. An alternative approach would be to look at names which have been doing very well this year and which still have momentum and potential. Grateful for your comments and some names which have wind in their sails.
Jacques IDS
Looking for strong growth names in my tfsa, I have been considering cheap stocks with potential. An alternative approach would be to look at names which have been doing very well this year and which still have momentum and potential. Grateful for your comments and some names which have wind in their sails.
Jacques IDS
Q: Beyond solid management can you outline key drivers that make this company attractive. What do you see as future catalysts? Would you buy at these prices?
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Meta Platforms Inc. (META)
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Algonquin Power & Utilities Corp. (AQN)
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ECN Capital Corp. (ECN)
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Plug Power Inc. (PLUG)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Digital Turbine Inc. (APPS)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello Peter
Best wishes for the Season
I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf
Best wishes for the Season
I owne the above in my non taxable accounts with a considerable loss. I am a senior who tended to invest in growth stocks with some sucess exept in the last 12 months.
I consider that above list has some potential for recovery.
I would like to concentrate on the bests with the greatest potential recovery in 2023.
I will appreciate your advice on the stocks I could sell or add on or replace.
I always value your opinion
Raouf
Q: Hi team
Small cap holding as a turnaround play and management has indeed turned them around. Profitable again on much lower sales however. What are your thoughts on this small Quebec company?
Small cap holding as a turnaround play and management has indeed turned them around. Profitable again on much lower sales however. What are your thoughts on this small Quebec company?
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NVIDIA Corporation (NVDA)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Axon Enterprise Inc. (AXON)
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InMode Ltd. (INMD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Now the tax loss season is over which would be your favourite 4-6 re-buys for January.
Publish at your discretion.
Thank you
PB
Publish at your discretion.
Thank you
PB
Q: What is your opinion of Shopify as a worthwhile investment? Quite a drop in price over the last year from $180 to $48. What did they do wrong or is it a tech market pricing issue? Are they well managed - is their future positive? Recently watched Brian Madden of First Avenue on BNN he was very positive on this company.
Thanks
Reg
Thanks
Reg
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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goeasy Ltd. (GSY)
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Axon Enterprise Inc. (AXON)
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InMode Ltd. (INMD)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.
Thanks and Happy Holiday Season to you and all staff.
Donna
Donna
Thanks and Happy Holiday Season to you and all staff.
Donna
Donna
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Five Below Inc. (FIVE)
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Axon Enterprise Inc. (AXON)
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Guardant Health Inc. (GH)
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Fox Factory Holding Corp. (FOXF)
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InMode Ltd. (INMD)
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Celsius Holdings Inc. (CELH)
Q: Hello Peter and Ryan,
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Topicus.com Inc. (TOI)
Q: Hi Guys,
If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks
If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks
Q: I know these companies are in different sectors but we one do you prefer between TWLO and NVCR for the next 5 years