Investment Q&A

Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.

Q: Please rank these securities in terms of attractiveness at current valuations. Looking for best total return opportunity with 5 year time horizon

Q: What is the biggest near term risk with Brookfield?

Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.

Q: Unless I'm mistaken, which is very possible I believe AC reported earnings.

If yes, may we have your analysis and conclusion please.

Sheldon

Q: Hi group please what would be your 3 top picks along with brief explanation (in order of preference) in Canada + US regardless of sectors and risk.

2 nd question - We are in heap of trouble due to inflation +geo political concerns + and so on. Do you recommending selling some higher risk growth / Tech stocks into this weakness. Is it time to reduce stock holdings generally? I realize you do not have a crystal bowl but you comments are requested thanks

Q: We have new money to invest and would like to use it to correct our only significant sector weighting imbalance, which is in technology. The sector is currently represented by CSU, DSG, KXS and SHOP, where all but CSU are down.

5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.

For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?

How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?

If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?

Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!

Q: WHAT IS YIUR OPINION OF THIS STOCK> THANKS

Q: Hi Peter and Team;
Thanks for the info and advice on PKI.
I have made a good gain and sold a 5% position in my RRIF.
Could you offer 3 CDN and 3 US that you would be comfortable in starting today with a 2.5 % for long term investing in a well balanced RRIF? Would you lean towards US or CND for GROWTH?
Thanks for the excellent analysis!

Q: Mastercraft marine holdings. Interested in this company can you provide your opinion? Thanks
John

Q: Opinion

Q: BRAG has been a frustrating stock to hold recently. They seem to be doing very well expanding their platform (almost weekly) in Europe but almost every NR the stock goes down. Your comments would be appreciated. Buy, sell or hold

Q: What would be your comfortable entry price point for ALIGN?
What are the expectations for this Q?

Q: Hello, is the business profile of NVEI and LSPD the same? If you had to invest in just one of these two names, what would be your choice today? Thank you

Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,

Q: With emphasis on EV in USA and Canada, would a small position in charging stations be a good way to invest in this trend? Look forward to your analysis of this company. Many thanks.

Q: I’m considering an investment in Canadian Health Care. Is it best to buy an ETF an if so which Canadian Health Care ETF do you suggest? If you believe certain health care companies have a better upside potential than a a composite ETF which companies do you suggest?

Q: Please provide insights which of these companies is a good investment. Thanks

Q: Looking at these names at current prices for a non registered account. Can you give me your top 5 names for a 7 year hold.. would any of the above names be included?

Q: Good Morning,
Have you identified any new growth stocks in U.S./CDN outside the 5i growth portfolio that have you excited on their long term growth potential?
Thanks