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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: What is your favourite Canadian growth stocks? Thank you!
Read Answer Asked by Judith on November 30, 2021
Q: Management always seems to be one of the keys to the success of any company. Could you provide a list of companies that you consider to have top-notch management - any sector, any market cap but leaning towards small to mid cap, Canadian and U.S. I'm not going to put a number limit on this - just whatever you feel comfortable in providing, realizing that there may be too many to list for this type of question. Thanks.
Rob
Read Answer Asked by Rob on November 30, 2021
Q: Today, stocks are on sale. Can you opine on which large and midcap CDN and US caps look like they are being hit for no fundamental reason? Thanks.
Read Answer Asked by Murray on November 29, 2021
Q: With the markets down so much today (TSX 2.3%; DJIA 2.7%; NASDAQ 2%), what Can or US high quality companies look like significant buys to you? Or do you recommend waiting on the buy side until things settle a bit in the next week or so until more is known about the new COVID variant?
Read Answer Asked by David C. on November 29, 2021
Q: hello 5i Research team,
I understand that the entire sector has been weak for some time. WELL is currently at its 52 week low. Based on technical analysis, what is the next support level? Could you compare WELL stock performance with a basket of North American competitors (name the list of the companies in your basket) since March 1st 2021 when WELL was at 9$ and comment. What could be catalysts for the sector? Have you seen some signs of consolidation in the sector?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 29, 2021
Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks
Read Answer Asked by sam on November 26, 2021
Q: What are your thoughts on starting a position in WOOF given it's current price (near IPO price) and downtrend this past year?

Looking to add a pet related stock to my portfolio but there aren't many attractive options so please suggest any other that you would consider.
Read Answer Asked by David on November 25, 2021
Q: Hello Peter, I was surprised to note that the market cap of ABNB is actually higher than BKNG. For a somewhat conservative investor looking for long-term growth (and expecting a resumption of consumer travel, etc.) would you support these companies? And which would you favour and why?
Thanks in advance!
Read Answer Asked by James on November 25, 2021
Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks
Read Answer Asked by Peter on November 25, 2021
Q: Can you please recommend a few quality long-term US stocks that are a good buy now with year-end selling?
Thanks!!
Read Answer Asked by Grant on November 24, 2021
Q: Tuesday you mentioned a few Canadian small and mid caps that you could start picking away (despite negative momentum). What US small and mid cap growth names are looking oversold after another tough day? Thanks as always for tremendous advice
Read Answer Asked by Brian on November 24, 2021
Q: Hi team,

I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS
Read Answer Asked by Gregory on November 24, 2021
Q: Hi folks..thoughts on Enthusiastic Game eglx/t, acquisition of U.GG...I guess to gain entry to "League of Legends" game space....looks like $45M+ acquisition...for company that will generate 2022 Rev of $8M & N.I. of $3M...seems pretty rich...think it was good/bad/normal acquisition...and thought s on Eglx going forward....have possession...thanks as always, jb Piedmont QC
Read Answer Asked by John on November 23, 2021
Q: Hi,
Last year around this time, you were asked to guess a few names in the US or CDN Market that had 100 bagger potential. Some of the names mentioned were WELL, TTD, LSPD, XBC, MGNI, PLTR, VEEV, PINS, KRR, & STC. Just wondering if there were any names you would add or delete from this list? I realize identifying the next 100 bagger is next to impossible, just for some fun.
Thanks
Read Answer Asked by Curtis on November 23, 2021
Q: Hello Peter,
I know both companies operate in difference space, one ecommerce, other more in payment space. However, can you compare the valuations of both as i am having hard time understanding how shopify continues to defy odds where as Nvei just dips daily even though it produced great numbers. Is it being dragged down by PayPal being in same space. I have a 5 percent position in Nvei. Do you think that is too much for this type of company. I am mostly thinking of a 3 to 5 year hold. Thanks very much
Read Answer Asked by umedali on November 22, 2021
Q: So I'm trying to decide what to do with all my positions that are less than 2% of my portfolio. Both LSPD and BLDP are (1.4% and 1.06%, respectively) and I need to decide if I top up to 2%+ or dump them. Remarkably, I'm up 50 and 60% on both.

I've got my own opinions on what to do, but value 5i's input to these sorts of things. Are these stocks worthy of doubling down on, or should I move on?

Note that I still like the spaces these two operate in, so if you suggest I move on, please recommend a replacement for each.

C.
Read Answer Asked by Cameron on November 22, 2021
Q: Hi All, I am looking for a recommendation for for a TFSA at this time. Doesn't matter about sector, etc. as pretty well diversified in RRSP and 2 TFSA accounts, just looking for one or two of your gems. Your service is superb, thanks so much.
Read Answer Asked by ralph on November 20, 2021
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