Investment Q&A

Q: I am currently 90% invested in a variety of approx. 25 equities over your growth and balanced equity funds. I am tired of trying to time the market and wish to be 100% invested. Please name me 5 - 8 of your equities in these two portfolios that have the most upside over the next 3 years or so.

Q: Full positions held in mostly my Cash Account but some in my TFSA. Which of PBH and PLC do you prefer for Total Return over the next couple of years and a short explanation of why?

Thanks...Steve

Q: Hi Guys,

The above companies are well below water, I have a 3 year window before needing to sell anything, please advised!
Should I sell, I would be purchasing companies like td, kxs, doo.
Thanks
Jim

Q: Will you please provide an update for these companies to your December 13, 2021 response?

Thanks very much,

Mike

Q: About 2 weeks ago, Adam asked a question and 5i answered, as follows:

Q. Would now be a time to review ones stock holdings, maybe raise some cash in anticipation of slight pull back or considering a pause in rate hikes, would you go all in with growth stocks?

A. We think it is too early to go all in on growth or add risks. While we think the overall outlook is positive, there are still plenty of challenges. .....We still wouldn't time the market with a cash call.....When doing a review, however, we would still focus on the fundamentals rather than the stock movements. We think high-quality growth stocks look good, and there is no need to keep or layer on extra risk when solid companies still remain cheap even after recent moves.

Two questions from me:

1. Two weeks is a mere blip in the investment time horizon, nonetheless with a bit of news (interest rate + market response, some earnings releases, etc,) do you have any further thoughts about the overall outlook for adding cash or more of a tilt to growth?

2. Can you list 10 high - quality growth names (Cdn or US) that fit your desired fundamental profiles, contemplated by your answer to Adam?

Many thanks for your excellent service.

Q: when does shop next report? what are street expectations and what are 5i's expectations? what is one point each that might positively and negatively significantly affect earnings as a surprise?

Q: Hi there,

CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?

Thanks!

Q: I am down more than 50% on CRWD.US, ROKU.US, and GH.US in my RRIF and should have been paying more attention as they kept getting lower.

Is there any hope for a distinct short term (1 year) revival, or would a better plan be to sell all/any of them and invest in something with momentum.

Suggestions are welcome.

Q: Looking ahead to the US re-industrialization policy what companies or sectors will benefit most from the growth outlined in the IRA? Top US and Canadian traded please.

Q: Can I get your pick between the two?
Can you analyse last 3 years finances and provide some commentary on future growth for both?

Thank you

Q: What are your thoughts on these two companies for a speculative higher risk investment? Thanks for your valued advice

Q: Can you give me your current opinion of Dollarama.

I'm beginning to feel it's over-valued. Can you also comment on its debt level.

I'm thinking that trimming or even selling might be the best move at this point.

Q: Hi Gang

Can you give me your top 3 picks on AI both Canadian and US

Thanks Mike B

Q: between these 4 names which one would you think would have a greater gain in 3 to 5 years and safer as well please because it is going in to my rrsp contribution for 2022 tax season. Thank you like alway's

Q: I have space for 3 growth stocks in my TFSA. Looking at various sources, I found the above suggestions. Ideally, I am looking at 15-20% or more of annual earnings growth for the foreseeable future. How would you rank the above stocks, without regard for sectors, with a short explanation for the top 3. Also, any other suggestions? Thanks.

Q: Hi please name 5 top growth stocks with high earning increase . Thanks.

Q: With the exit of EGLX from the Growth Portfolio, if one is following suit and also removing it, what would be a few replacement ideas for the liberated funds?

Q: Hi, and thanks for all the advice.

I own the following in a unregistered account.
I'm in the red for all of them, BMBL down 59%, ETSY down 30% and PINS down 58%. They have all moved quite nicely in the last month so not sure to hang or or sell.
Do you think that these stocks will recover within 2 years or should I be looking to sell some or all and replace them with something else.
Please list what I should be selling and what I should be replacing them with.
Also your reasons for the swap and a good entry point.

Thanks
Joe

Q: Could you give an update on this company, and what is the outlook for growth for the next 5-10 years?

Q: I'm looking to expand my international holdings, and wondering if you see any/all of these 3 companies as having superior growth potential over the next 3-5 years? Thank you.