Investment Q&A

Q: Would you please suggest 5 CAN and 5 US growth stocks for my TFSA. Thank you.

Q: There is a lot of talk about cyclicals doing very well in 2025
Can u expand on exactly what that “means”?
If you agree that cyclicals will outperform
can u recommend 5 best cyclicals stocks to purchase and entry points if possible
Thanks

Q: Hello 5i staff
I have a portfolio consisting in a few etf’s and a few stocks for the American side. One of these is a small cap etf. On the Canadian side it have mostly large blue chip stocks. CSU, BNT, etc. These are mostly at the full 5% quota. I keep some of these smaller stocks, I suppose because I enjoy winning. The problem, though, is that I hate losing. I keep the amount of these smaller stocks small because of that fear of losing, I suppose. They are often between one and two per cent of a fairly large portfolio, which is low percentage wise, but still quite high dollar wise. I am an advancing senior with moderate risk profile. Have a modest pension, which allows us mostly to live without touching investments. I have been wondering lately whether I should just bite the bullet, take the risk and add more to these fast growers ( and from time to time, fast losers) or whether I should just sell them all and consolidate in the larger stocks and etf’s. especially since I can say that I have won the game? Perhaps I could keep a few for fun. But, I guess that is what I am doing now. I know that you cannot give personal advice. But, I find that you usually have interesting things to say about these kinds of situations. As well, it has been cathartic and possibly helpful for me just to frame the question.
Thanks for all the help you offer us

Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?

Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?

I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?

Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?

Q: How useful is forward P/E as a basis for deciding when to cut back a high flyer. What is it for SHOP compared to AMZN? Can you suggest one or more other (maybe better) metrics? Right now, would you cut back SHOP if it was 10% of a TFSA?

Q: Trying to understand analyst changes on SHOP. TD lists analyst 3 changes this week. One sell and 2 holds. On the surface, this could be interpreted as almost 3 sells. What indicators or factors might drive some analysts to come to this conclusion when others, including 5i, are much more upbeat, even bullish.

Q: With the NUVEI deal going through I have cash sitting in my TFSA. Could you recommend three stocks that you would recommend right now.

Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod

Q: Now that the dust settled after Q results and SHOP drifted a bit lower would you view it as a good entry point? Would you expect it to grow faster then the Amazon stock?
There was very positive Barron’s article on Nov 12th.

Q: Hi, With the stock's magnificent rally of 25%, Today, after the blow out results, would you consider trimming and rebalancing the SHOP weight in the Balanced Portfolio ( Should be 8.5%, I believe, now from 5.96%, Oct end ) ? Or, you would be comfortable with it and let it run ?

Thank You

Q: Please give initial comments on Shopify's quarter; thanks

Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter

Q: Good day,

Based on my last question, Your order was

____________________
We would rank, today: GOOG, ISRG, SHOP, AEM, CROX, ATD, WPM, LUG, ATS, NTR, TMDX, CELH, BCE, GAU
____________________

These were my proposed and current holdings. My investment account is not unlimited, and many of my "concerning holdings" are in the bottom half of the list, and although they are currently 5i holds, would 5i get out of them to initiate positions in more lucrative opportunities?

IE, would 5i move CELH, TMDX, ATS, and CROX to the "sell" column if it meant being able to initiate positions in GOOG, ISRG, SHOP, and AEM?


Thanks for everything!

Q: Hi Peter...I have some cash in my TFSA and I'm considering buying either SHOP or DSG. I like SHOP but I just don't think the large amount of stock based compensation is shareholder friendly. I'm going to spend about $80,000 CAD so I want stock liquidity. I do have a lot of IT companies (NVDA, CSU, LUM, TOI, COHR). Do you think either DSG or SHOP would strengthen my IT grouping? Also do you think I am being unreasonable about SHOP and its stock based compensation? CSU, where the executives have to buy stock in the open market, being so shareholder friendly makes me hesitant with SHOP. Any comments you have would be appreciated.
Thanks,
Jim

Q: When does SHOP next report? What is the consensus? More importantly, what does 5i expect? Can you provide background/explanation on your assessment? Looking forward, what do you see as the biggest potential risks that might hurt SHOP over the next year and what are the biggest catalysts that can elevate SHOP to new highs over this time period?

Q: Finally investing into an RESP.
These are some of my choices I have come up with.
Decent plan?

Q: Hello Team,

I am re-balancing my portfolio and I have a bit of cash to invest. Of the 12 stocks listed, can you please rank in order you would add to an existing stock. Looking for a 3-5 year hold and not worries about risk and or industry. Thanks again.

Q: I have a problem because of you and I bet you hear this a lot <grin>…my Shopify holdings have grown out of hand and now represent 20% of my TFSA.

I think I should trim SHOP and reinvest in another growth company. Can you give me some suggestions?

Thanks for your help.

David

Q: I have looking at initiating a small position in either SHOP or CLS. Which would be the "better" investment, and why? And if growth was the main objective, do you see something else as having better long term potential? Many thanks for your excellent service.

Q: Hi Team,

What are your thoughts on the company's current valuation and it's future prospects?

Do you believe this could be a long term compounder? Would you be comfortable buying it here?

Thanks,