Investment Q&A

Q: Hi 5iresearch team
Can you please recommend 3 Canadian stocks for each of the industrial and healthcare sectors that you think will perform well in 2022?
Dividends is a bonus but not a must.
Thanks a lot for the great service.

Q: In the past few days, I've read a number of what seem to be highly promotional articles on Draganfly. I'd like to have a more down-to-earth view of the company's potential and limitations. Can you share any insights you might have on it? I'm a long-term investor (5 to 10 years).

Q: Could you comment on HEO's earnings today, and how your opinion of the company as a long-term hold (within a small-cap portfolio)?

Q: Good morning,

I currently have AXP, V, MA and PYPL in my portfolio. I’m wondering if I should sell something to reduce redundancy and if so, in which order, given the outlook for growth?

Also in the same sector, I have on my watchlist AFRM, NVEI and SQ, all of which seem to have a long runway ahead. Should I add one or more of these new names either by selling from the first group or just as an add?

I’m new to this forum and I’m very appreciative of your insights. Thank you in advance!

Doris

Q: Could I get your current assessment of this stock?

TIA

Q: The markets pre-COVID were rising at a reasonable rate year to year, with the odd market downturn. Since March/April 2020 the markets have shot up and stocks are trading at much higher multiples than pre-COVID. Eventually, reality may kick-in. There are many companies trading at very high evaluations. If you look at the overall market (i.e. Nasdaq) you see an exponential growth curve for the past 18 months, definitely not sustainable and possibly overpriced.? I still buy stocks but sometimes feel that if the market turns around, it could be years for it to come back. (I am more concerned about companies such as SHOP, NVEI, TTD, LSPD, NVDA, TOI, UPST, ... all of which are great companies but if we overpay, payback could be much more than 5 years.) I thought same about Netflix, I was totally wrong and missed out on one of the biggest lifetime opportunities BUT there must be a point where the price is definitely too high. Are we overpaying? Will we regret this at some point? Your thoughts? Thanks.

Q: Peter and team,

I use the US side of my portfolio mainly for growth opposed to CDN for income and some growth. Thinking of a switch from docu to affirm looks like good money to be made in this one. Can you give a comparison between the 2 and do you think affirm is a better investment now?

I've hit the highest ever by far in my portfolio this year akin to your father in law thanks in very large part to your recommendations.

From a very grateful many years standing customer!

Q: Would love your expert analysis of them. Looks like momentum is carrying them upwards and with there report date coming up what do you see from them and what are the earning expectations. I own Vicinity right now and am even on them so far, should I sell 1/2 and buy GPV.
Thanx as usual Gary

Q: In my non-registered account I have tried to build a diversified portfolio of "set-and-forget" dividend-paying stocks. I do not need the dividends currently, all are being DRIPped.
Recognizing that I'd be giving up some dividend return, what are your thoughts on replacing BEP in the portfolio with BAM?
I already own AQN in the renewables space, and ACO.X & FTS in the utilities space.
Thanks you for your insight.

Q: Do you have any idea why NVEI is dropping so much today? Has anything changed?

Q: Hi ,
I find that he market cap of this company differs at the same point in time, depending on where you looking. This should not be the case, would you agree?

Could you please clarify that for me and would you consider this stock a good buy/ hold for the next 3 to 5 years out? High risk is not a problem.

Thanks

Q: I got into upstart about 5 weeks ago and it has since increased 78%. Is this a hot potato where I should take at least some (taxable) profits? It's pushing 6% of my equity. I guess my real question is given the tear this has been on, would you be more skittish and pull the take profits button here earlier than normal. Thanks.

Q: PetroTal has been doing very well recently. What are your views on this and other micro-cap oil & gas firms you are watching?

Q: Given the recent announcement from NFI , is it time to bail out or worth a hold for long term. The stock has taken quite a huge hit this morning.. Your advice is appreciated.

Q: Good morning, since Aritzia is classified as a Consumer Cyclical where in the cycle would you say it is these days, thanks?

Q: Is this the next Canadian tech darling?

Q: EFL has seen a significant pull back of its highs around $2.50 back in Jan 2021 hitting a low of $0.80 on Aug 31 2021. It seems to be turning around with a back log of orders going to be booked in Q3. Would this be a good time to take a position in this stock?

Q: Hi,
I currently have these stocks in my TFSA CAD account. They are almost all equally weighted. Do you think there needs to be any adjustments?

I understand they are all growth stocks except ZSP. Is it a problem if I only have these growth stocks?

Thank you!

Q: Hi,

I have a small amount of funds available to invest inside my TFSA. I already hold a small position of TOI (26 shares) and really like the company. I'm looking to either: add to the TOI position, or start a new position in NVEI or ASAN. They all seem quite pricey with current valuations (with NVEI and ASAN rising sharply in the past few days). Based on current valuation, which do you prefer for a minimum 5-year hold. Risk tolerance high.

Thanks

Q: Would you have a short list of 5 companies that should be on a watchlist for when (if) a 10% downturn comes before Christmas ?
Thanks,
Peter