Investment Q&A

Q: I've been holding this for a few months, popped today. What do you think of it long term hold. Goal growth. It's a small piece of my portfolio at the moment.

Q: Just an added point to my question. I wish to have two growth stocks for the long term for the RESP
Thanks

Q: Hello,

Further to your response regarding inflation and five Canadian and US names that might perform better, do you also have five mid cap or smaller cap names that might benefit from inflation? Both US and CDN?

Thank you!

Q: Can you please give me your assessment of this company? There doesn't seem to be much information on it. Would you buy it? Why or why not?

Thank you

Q: Hello,
What are your current 'best ideas' in the micro to small cap space, 5 in Canada and 5 in the US for a 5 year hold that have a market cap of at or below $1 billion market cap, are founder-led, have high insider ownership and high forecasted annual revenue growth (greater than 20%/yr)? Thank you.

Q: Please list your top 5 absolutely MUST-have stocks, regardless of sector or industry. (feel free to adjust the number of stocks, to more or less than 5 if you want)

Q: Peter; One downgrade and wham it’s off $45.00- I know you don’t like “ averaging down” but it seems overdone. Thanks. Rod

Q: Their 3rd q numbers came out and the numbers and the comments from the company suggest business outlook remains strong. For jr industrial there is a lot to like here

Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.

Q: Good morning!

AFRM aside, could you rank 3 or 4 of favorite US based IPOs so far in 2021, that you’re watching and briefly let us know what you see and like.

thx, Mark

Q: The price of ATA has dropped more than 10% since its peak in early September. Are there any reasons for the drop? What is the long term outlook for this company?

Q: what are your thoughts on thermo fisher at current prices for a long term hold. I would like some health care exposure without drug specific concerns.
It seems to me that Thermo is the Magna of pharma and biotechs is that a fair comparison ?
As they produce all the products necessary and even produce drugs in small batches for some pharma companies.

Q: Is it time to get into cyber currencies and how would you suggest investing in it?

Q: Hi 5i,
I currently use my TFSA as my primary investment vehicle. As such, I've been trying to keep it as diversified as possible which has resulted in purchase of both growth stock and dividend stocks across various sectors. Examples of the dividend stocks include: TD, FTS, and T.

I am close to maxing out my contribution for the TFSA and now find myself in a bit of a pickle as I want to move out the dividend stocks in favor of growth names.

My plan now involves:
- selling the dividend positions in the TFSA
- opening a new RRSP account and re-buy these same dividend stocks
- redeploy the 'freed-up' cash within my TFSA into growth names

1.) Are there obvious pitfalls you can see with this strategy? I can't see any issues other than being a little clunky in execution.
2.) What are your current top-5 growth names (regardless of sector)

Thanks,
Kyle

Q: hello 5i:
We've been looking at adding one of these two to our health care sector, but if I have it right (please comment), AND is as much transportation (Industrial) as it is Health Care, and NBLY is as much Consumer Discretionary as it is health care. Am I correct and which one do you see as having more upside?
thanks
Paul L

Q: What are your views on Booz Allen Hamilton (BAH)? Are there other preferred cyber security related stocks that you suggest?

Q: How would you rank these Canadian small cap tech stocks for (a) new money now and (b) future growth prospects?

Thanks!

Q: Hi 5i,
So grateful for your very quick and frank intervention in response to my request for counselling this morning as I grappled with the irrational urge to sell ATZ 'because it is up'. I've printed your answer and it's pinned to my wall for reference when that urge strikes again regarding another name sometime in the future, as it inevitably will.
And with regard to finding another name where that urge might arise, can you identify 2 or 3 (regardless of sector) that check some or all of the boxes you highlighted with ATZ - strong momentum in sales and earnings (not just sales, I notice), broker upgrades, positive surprises on earnings estimates, US growth (nice but not essential for me) online sales, rising market cap and near immunity to the pandemic? I realize there may be very few, if any, that meet all those criteria, but do you see any that come close?
Thanks and thanks again.
Peter

Q: My grandson has been financially responsible and soon to be mortgage free. He has made some investments with with a financial advisor who has him in high MER mutual funds. He doesn't feel competent to have a self-directed stock account but he would like to invest using ETFs. Can you recommend where I might start in searching for an advisor who would be willing to invest in ETFs for a relatively small ($40,000) account to start. My grandson lives in Greater Vancouver.
With appreciation,
Ed

Q: Any canadian growth stocks looking juicy to snap up currently for a TFSA? Thanks