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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: Hi There,
I currently own GSY, KXS, SHOP, U, AND NVDA and would like to add one more growth name to my portfolio. I am considering CRWD, LSPD or WELL. What would your order of preference of the three, and/or are there any other growth names that you would suggest that may be a better fit?
Thank You
Read Answer Asked by Kevin on February 01, 2021
Q: Hi Team,
I have no exposure to the online gambling theme that seems to have promise for growth. Do you still believe that this is a good theme to be buying into for the long term? And if so, what's the best way to play it? I was thinking Flutter? But, its came a long way from its 52 week lows. What's the chances of it going back to that level and was the rise justified? And do you believe it's uptrend will continue long term? I know you also mentioned before it has a much better valuation than Draftkings, although DKNG still seems to move with more leverage for the time being. I wonder if Flutter will eye a US listing to get their valuation up? I never hear Flutter talked about on sites such as CNBC. ( I assume its because its a European Company and CNBC would rather talk about Draftkings)? Another possiblity I was looking at was Score Media. Please let me know your thoughts.

Also on a seperate topic...CELH has dipped some off its highs. Is it a buy today. And your quick thoughts on how big of potential you see this company having in 5-10yrs. Is it a stock that could multi-bag from here? Deduct as many points as required. Thanks!

Shane.
Read Answer Asked by Shane on January 29, 2021
Q: Could you please recommend a couple of replacement(s) for Great Cdn Gaming? It can be US or CDN and I'd like the replacement companies to have great management teams and be in the same sector. Companies in the leisure and entertainment space you think will come out of this crisis bigger and better. It doesn't necessarily have to be a casino company. Thanks a lot.
Read Answer Asked by Clinton on January 29, 2021
Q: Am I wrong in thinking the Telus International IPO is going to do well after it debuts? It seems to have all the elements of recent hot ipos: artificial intelligence, big-name contracts with Google and Uber, a doubling of revenue in just two years between 2017 and 2019. In fact, it is generating earnings unlike other rapidly growing digital companies like Lightspeed, Dye and Durham, Docebo. Is it a buy in your opinion?
Read Answer Asked by Michael on January 28, 2021
Q: Hello 5i,
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave
Read Answer Asked by Dave on January 28, 2021
Q: My portfolio analysis is showing that I need to reduce investments in Canada and increase in United States by 9% and International Markets by 16%. Following are area where it is suggesting to invest more.

Communication Services
Consumer Defensive
Healthcare
Industrials
Technology
Utilities

Can you please suggest couple of stocks or etf in above industries?
Read Answer Asked by Anshu on January 27, 2021
Q: For a growth portfolio with high risk tolerance in my TFSA, I’m interested in opportunities presenting in the environmental space. With Biden now in power and a strong ESG movement, I feel this area will continue to see strong investor support for the foreseeable future. I’m overweight in XBC and have a full position in WSP. Could you list and discuss some of your top choices in this area.
Read Answer Asked by Warren on January 26, 2021
Q: I read about AMY and like the idea of taking a flyer on a company focused on battery recycler technology considering the EV momentum. I see news came out about it on the 21-Jan but it made a significant jump the day before. Is this 'pre-emptive' jump typical?

Are there alternative companies in this space that you would recommend?
Read Answer Asked by Kyle on January 25, 2021
Q: Nice price move in the last 2 days. What do you think of the growth opportunity for Acuity and as a potential portfolio addition?
Read Answer Asked by Stephen on January 25, 2021
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