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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: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris
Read Answer Asked by Christopher on March 22, 2021
Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave
Read Answer Asked by Dave on March 19, 2021
Q: Hello 5i Reseach
What are your top 5 Canadian Stocks and top 5 US stock to buy that has the most upside in the next 2-3 years.
Thanks
Read Answer Asked by claudio on March 19, 2021
Q: I own the above US stocks, am up a little and down a little on them. I am wanting to cut back on these stocks, in order to raise some US$. Would you rank them, best first. I will only be cutting 2 at this time. Please comment on their growth prospects.
Thanks John
Read Answer Asked by John on March 18, 2021
Q: Hello Peter,
I have partial positions in AVLR and DXCM and have been considering AFRM and CRNC.
I think that the potential for CRNC is further on the time frame, while AFRM has to demonstrate its growth potential in the next couple of quarters. Dexcom has to confirm its growth whereas AVLR has to demonstrate that it can still grow to justify the valuation. What do you think?
Now I cannot own everything that is of interest and would like your opinion on whether I should in my portfolio have a full position in one of them or partial positions in two. And which one, or two would you suggest?
Regards
Rajiv
Read Answer Asked by Rajiv on March 18, 2021
Q: Looking for a Canadian company with great growth prospects that may be 'unloved' today. From a pure growth perspective, how would you rank the three for a new position today?

BBTV and REAL don't (yet) seem to be getting much mention on Reddit and other forums that I follow - indicating to me that there may be an opportunity on top of growing fundamentals?

Cam.
Read Answer Asked by Cameron on March 18, 2021
Q: Top ten growth stocks in a TFSA for 10+ years? US and CND
Read Answer Asked by Addalyn on March 17, 2021
Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
Read Answer Asked by sam on March 17, 2021
Q: Hi folks, Vivo has been a dog & disaster heading into 2021...but things appear better....2 of top 5 edible brands & 39% market share of Ontario edibles, new sales into Quebec, and just announced certification/licenses for EU-GMP, so that Vivo can begin shipping product immediately into Germany/Europe. Stock sits at .18 with 367M shares outstanding. Can please get your opinion on company going forward...I would think with $70M Market Cap...the EU-GMP news would be worth more than that on a buyout......Buy/Hold/Sell....thanks as usual for great service, JB Piedmont QC
Read Answer Asked by John on March 16, 2021
Q: For new money and momentum where would you put new dollars today? Stick with growth names? Oil and gas? Materials? Reopening plays? Other? Please suggest a couple of your favourites for you top two choices

Thanks
Read Answer Asked by Bryan on March 15, 2021
Q: Hi Peter and Team
With the expectation that both the Canadian and US markets should do well for the next two years, can you suggest 5 CDN and 5 US stocks to consider for long term purchase in reasonably well balanced registered portfolios (RRIF and TFSA) that now have significant (>15%) cash positions. Thanks for the ongoing support.
Peter
Read Answer Asked by Linda on March 13, 2021
Q: Please,your thoughts on Voyager Digital (VYGR.CX).Thanks.
Read Answer Asked by maurice on March 12, 2021
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