Q: Hi Peter/Ryan based on having limited funds which company would you choose today for a TFSA GSY, or NVEI. Thanks Nick
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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.
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Amazon.com Inc. (AMZN $228.84)
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QUALCOMM Incorporated (QCOM $158.01)
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Block Inc. Class A (SQ)
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Advanced Micro Devices Inc. (AMD $167.76)
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MEDIFAST INC (MED $14.29)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Digital Turbine Inc. (APPS $4.23)
Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad
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Snowflake Inc. (SNOW $196.81)
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Unity Software Inc. (U $39.16)
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Upstart Holdings Inc. (UPST $68.85)
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monday.com Ltd. (MNDY $177.89)
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Doximity Inc. Class A (DOCS $67.74)
Q: Hello 5i,
I'm looking to add a couple of these stocks to my growth portfolio. I realize some are very new and comparisons maybe difficult but I'd like your opinion on which would have the best growth over the next 3-5 years. Also which would you prefer?
Thank you so much!
Dave
I'm looking to add a couple of these stocks to my growth portfolio. I realize some are very new and comparisons maybe difficult but I'd like your opinion on which would have the best growth over the next 3-5 years. Also which would you prefer?
Thank you so much!
Dave
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Alphabet Inc. (GOOG $206.72)
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NVIDIA Corporation (NVDA $177.99)
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Atlassian Corporation (TEAM $170.79)
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Veeva Systems Inc. Class A (VEEV $290.86)
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CrowdStrike Holdings Inc. (CRWD $420.55)
Q: A little fun. If you had to select a maximum of 10 stocks to purchase and hold for 20 years, which ones would you choose? In this scenario, 100% of all available funds today and in the future would continue to go into these same positions (assuming they continue to exist). There are no parameters on geography, sector or size. The objective is pure growth.
Q: Could you please comment on what seems to be another strong quarter for Imaflex?
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NVIDIA Corporation (NVDA $177.99)
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Sun Life Financial Inc. (SLF $81.49)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Sonida Senior Living Inc Com (New) (CSU)
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Thomson Reuters Corp (TRI $178.55)
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Bank of Nova Scotia (The) (BNS $57.63)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Lightspeed Commerce Inc. Subordinate (LSPD $12.25)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Mitek Systems Inc. (MITK $10.55)
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Topicus.com Inc. (TOI $175.88)
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Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
Q: Greetings 5i,
The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.
SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.
Take as many credits as required.
Thank you for the excellent service.
The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.
SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.
Take as many credits as required.
Thank you for the excellent service.
Q: Hi 5i,
Am I right in thinking that perhaps the market has decided that BRAG is the horse to back going forward and that EGLX isn't really in the race, or is that a too simplistic or short-sighted way to look at it, as between these two names?
Thanks for your thoughts,
Peter
Am I right in thinking that perhaps the market has decided that BRAG is the horse to back going forward and that EGLX isn't really in the race, or is that a too simplistic or short-sighted way to look at it, as between these two names?
Thanks for your thoughts,
Peter
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goeasy Ltd. (GSY $209.13)
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Global X Global Sustainability Leaders Index ETF (ETHI $56.31)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Good Afternoon, For new money going into a TFSA, split between these three names, what are your thoughts on ideal purchase strategy, as well as the combination ? Thanks
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Dollarama Inc. (DOL $193.35)
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FirstService Corporation (FSV $276.50)
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ATS Corporation (ATS $38.06)
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goeasy Ltd. (GSY $209.13)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
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Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
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WELL Health Technologies Corp. (WELL $4.92)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $175.88)
Q: We are looking to create a 'growth' portfolio using our TFSA accounts. This portfolio will represent a small portion of our overall investments. The portfolio will hold ~10 Canadian and ~10 US stocks. All purchases in the portfolio will be made with the intent to be long-term holds (10+ years).
Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!
Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!
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Knight Therapeutics Inc. (GUD $6.45)
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Digital Turbine Inc. (APPS $4.23)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $175.88)
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Enthusiast Gaming Holdings Inc. (EGLX)
Q: As a follow up to my previous question regarding the number of stocks, which two stocks do you have the highest conviction in if the goal is pure growth over the next 10+ years (GUD, EGLX, APPS, NVEI, and TOI)
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Danaher Corporation (DHR $211.80)
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Pentair plc. (PNR $108.60)
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Xylem Inc. New (XYL $143.74)
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American Water Works Company Inc. (AWK $146.20)
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Invesco Water Resources ETF (PHO $73.99)
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Evoqua Water Technologies Corp. (AQUA)
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First Trust Water ETF (FIW $115.08)
Q: With the backdrop of global warming and water likely becoming a more valued resource (see Columbia River article on CNN), are there any companies that over the long term (5-10 years) may see strong growth as a result?
Q: Hello Team.. I am over weight in banks and considering selling either RY, BMO or BNS and starting a position in MG. I am considering magna as a play on the EV space-does this sound reasonable? Thank You and Best Regards. gary
Q: Crowdstrike is reporting 2nd qtr. results next week. Are you aware of any detrimental news that could affect their report? Would you be a buyer prior to the news or would you wait until you see their results? The stock price is down more than 10% in the last couple of weeks!
Q: Hello 5i extraordinaries!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?
Many thanks for helping us all sleep at night!
Q: Hello 5i, Could you comment on when the takeover of score by Penn State will occur. Also as I own The Score what do you think would be the best option - Sell now or take the shares in Penn State. Also do you think there could be a competing bid?
Q: Is the growth thesis still in tact for ROKU? It has been very week of late. Would you buy at these levels?
Thank you
Thank you
Q: Good day. I realize it is early days but what are your impressions of this company. Thank you.
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Illumina Inc. (ILMN $101.80)
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Telo Genomics Corp. (TELO)
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Invitae Corporation (NVTA)
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Editas Medicine Inc. (EDIT $2.80)
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CRISPR Therapeutics AG (CRSP $54.32)
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ARK Genomic Revolution ETF (ARKG $25.24)
Q: The genome space seems to have taken a hit and I'd like to add some to my portfolio. Can you give me 3 to 5 Canadian or US stocks going forward that you believe have the highest potential of gains( I realise this would also be subject to the most risk) for a 5 plus year hold.
Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.
Thank you.
Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.
Thank you.
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Enthusiast Gaming Holdings Inc. (EGLX $0.10)
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MEDIFAST INC (MED $14.29)
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Ultra Clean Holdings Inc. (UCTT $23.74)
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Digital Turbine Inc. (APPS $4.23)
Q: When looking at growth vs value or tech vs more cyclical stocks, we have seen stocks like GH go from $181 to 99, Coupa from $377 to 208 or Acuity Ads go from $26 to $8 while the DOW hits all time highs. My question is what do you expect would happen to this type of small, growth company when a correction comes? Have they been punished enough that they are buffered or even so an inflow of capital in a rotation or would they likely be punished even more severely due to (still) high valuations? As a part 2 to this question, what would be your five favourite growth stocks that have been beaten up and would you start positions in them today or wait for further declines?
Thanks!
Thanks!
Q: Any thoughts on Doman's recent reported results ?
Thanks
Dave
Thanks
Dave