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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 am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.
Read Answer Asked by Ben on May 12, 2020
Q: Looking for some good growth prospects over the next 5+ years. Don't mind taking on something higher on the risk scale. I am evaluating some stocks that seem to be quality companies that have fallen dramatically. Would you please rank DOO, GOOS, CAE, LSPD as to how much upside you see from the current stock price for a long term hold.
Read Answer Asked by Dan on May 11, 2020
Q: Looking to invest my CRA return in two of the above companies. I am well diversified, growth oriented and looking at a 3 to 5 year timeframe. Please rank the named companies with any appropriate comments.
Much appreciated as usual. ram
Read Answer Asked by Ray on May 11, 2020
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.

1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?

2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?

3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?

Please subtract credits as you find appropriate. Thanks!
Read Answer Asked by Michael on May 11, 2020
Q: Hello! First time question-asker and first-time investor, although I've been researching for about a year.

I'm looking to create a mixed-income portfolio leaning towards risk. This is not a retirement plan, I'm fairly young (under 30) and okay with some risk - looking at a 5 year timeline. The companies I'm considering most closely are above, with guidance from 5i I've landed on these. Question is, can a member of your team gauge the 'health' of this portfolio selection? Would you start with 14 companies, or a smaller number? Do any of the companies above strike you as over-valued at the moment and I should hold off? Would you even consider these selections high risk or relatively safe? Would you dump savings (>10k) into your first time investment with the above selection, or way too risky given the current climate?
Read Answer Asked by Allie on April 24, 2020
Q: Trying to decide which company I should add to my TFSA. Which do you think has the most upside long term?
Read Answer Asked by Curtis on April 23, 2020
Q: Happy Easter. I have only been subscribed to your service 3 weeks and I already know it will be invaluable- thank you. I have started 1/2 postions in all 4 of these companies as per your recommendations. I have a 5yr plus time horizon and I am very comfortable with volatility. What I am struggling with is in how to approach taking larger positions in all four, when I suspect they will report in very different fashiosn over this quarter, the second and third quarter, and maybe several more. From reading your responses to the questions, GSY could report just fine and continue showing ok results. LSD will likely look so-so for a few quarters but has some recurring revenue. Finally, DOO and GC will likely look terrible for several quarters with poor boat/ATV sales and nobody sitting at a poker table in a big room with others. If I am a long term investor do I just dive into full positions in all of them in what could be great valuations 5 years from now? Do I approach the four companies differently? I understand your comments on slowly entering into this market because it may have dips over the next 1/2 year and they could be lower, but if i am looking 5 years out do I care, not wanting to chase if we proceed slowly up from here? Thanks in advance.
Read Answer Asked by Brian on April 13, 2020
Q: Hi, first I wanted to thank you for this amazing service, I am so glad I discovered 5i!
I recently sold my business and have 10+ years before retirement. I now want to deploy this cash to build my retirement portfolio, I don't need any income from this portfolio for 10 years.
I carefully reviewed your Balanced and Income portfolios. With much improved valuations for many stocks in these portfolios, what are your suggestions for 10 best (in terms of possible appreciation) individual stocks or ETFs for a non-registered portfolio. Either from your sample portfolios or not, US or CDN.
Thanks again!
Read Answer Asked by Laura on April 09, 2020
Q: Given the current environment, which do you foresee having a good recovery from today's lows. How would you rank these companies listed to purchase today to deploy some cash. Which would you rank this list for risk from high to low. (not considering sector allocation.
Do you have any other recommendations outside of this list that you think might have more potential?
Read Answer Asked by Gigi on March 30, 2020
Q: Assuming this downtrend will bottom at some point, and eventually recover, in your opinion, which three sectors offer the best chance of minimum damage in any downturn, and the best chance to recover sooner rather than later in an upturn. Could you name and rank (best first), 3 dividend stocks in each sector that you feel will survive the downturn and lead the way in recovering in each of the three sectors. Thank you. Warren
Read Answer Asked by Will on March 23, 2020
Q: GSY: From 80,6$ to 36,5$.
Possibility of ±120% if going back to higher price

DOO: From 75,4$ to 29,3$
Possibility of ±157% if going back to higher price

AC: From 52,7$ to 15,5$
Possibility of ±240% if going back to higher price

1) Which one have the most chance at getting back to the higher price the fastest?
2) For a 12-18 month time frame, which one could recover faster?
Read Answer Asked by Olivier on March 18, 2020
Q: Hi, 5i Team
In the market updates email that you sent on Mar/01, you mentioned the following companies deserved a closer look:

Air Canada (AC), Lightspeed (LSPD), BRP Inc. (DOO),Maple Leaf Foods (MFI),Dollarama (DOL),Aritzia (ATZ),Gildan Activewear (GIL),
Alimentation Couche-Tard (ATD.b), Canada goose (GOOS), Descartes Systems. Group (DSG), WSP Global (WSP), 

In the "5i special Opportunities Report" within the Special Market Volatility Report email sent on Mar/09, you recommended 10 stocks that were very attractive. Only WSP and DSG were also included. What do you think of the others? Is it a good time to buy them around March?
Are they also solid names worth owning especially now after some huge corrections?

Thank a lot!
Read Answer Asked by Jane on March 17, 2020
Q: I am in the process of helping my fiance invest her money. She has 14 000 in her TFSA. Can you suggest a mix of stocks? She still has approximately 25 years left in her job as a nurse. As she has many more years of work, she is willing to take on a high degree of risk for a 'growth portfolio.'

Regards,
Ryan
Read Answer Asked by Ryan on February 24, 2020
Q: Hello Peter,
If the US economy hypothetically grows closer to 3 percent as forecasted by Trump; which sectors would lead the way in your opinion?
Also, the Canadian economy should also experience a tailwind. How would you suggest the portfolio could be adjusted?
Any pointers to specific stocks both here and south that one could look at?
Regards.
Read Answer Asked by Rajiv on February 12, 2020
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