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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: 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: Hello 5i Team,
I recently listened to "The Outsiders: Eight Unconventional CEO's". I quite enjoyed it. However, it was written almost 10 years ago; so I'm wondering who are the Outsiders for the next 10 years?

Thank you,
Brent
Read Answer Asked by Brent on March 10, 2021
Q: With the recent 10% correction in technology stocks, do you think it is a good time to buy. Would appreciate your recommendation of 3 Canadian and 3 US stocks to buy. I am looking for growth and can take risk. Thanks
Read Answer Asked by Joanne on March 09, 2021
Q: hi
what would be your top picks from your income and balanced portfolios in this current downturn in terms of valuation? do you consider their current prices to be good entry levels or should we wait a bit?
thanks for your help
Read Answer Asked by Mary on March 08, 2021
Q: I realize all tech is getting clobbered, the past few days in particular. SHOP is down quite a bit. As a bigger growth company do you feel SHOP is buyable now or has the market soured on it with its elevated valuation? At times it seems you feel hesitant about the company and other times a big booster of its longer term picture. How do you feel now and provide reasoning.
Read Answer Asked on March 04, 2021
Q: In your reply to a question today about these three companies, you ended with "We would still prefer BIGC." I wonder if you perhaps meant "...still prefer SHOP?" If not, could you elaborate on BIGC's virtues?
Read Answer Asked by David on March 01, 2021
Q: Markets are really backing off with Nasdaq down over 500 points Thursday afternoon. Looks like a good correction. Can you list your top 10 stocks (1 to 10) you would buy that seem to be set up for big rebounds.
Read Answer Asked on February 26, 2021
Q: Good Morning 5i,
A number of stocks such as GSY, SHOP, and LSPD seem to have been long time 5i favorites identified early-on that have done quite well to-date and appear to have a lot of room left to run.
Finding 'the next' is why a lot of us are here. Regardless of industry, is there a company or two that might not be favorites yet but are on your 'watch list'.
(Also understanding that nothing is guaranteed. If it was easy to identify 'the next' then we'd all be sipping drinks on the beach right now)
Read Answer Asked by Kyle on February 26, 2021
Q: Hi,

Looking for about 5 Canadian growth names to add to my TFSA. What would you recommend right now?

Thanks,
Jason
Read Answer Asked by Jason on February 22, 2021
Q: Good Afternoon,

I am overweight in tech. Which of these would you reduce/sell first?

Thanks.
Read Answer Asked by Janet on February 19, 2021
Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Read Answer Asked by Michael on February 18, 2021
Q: I have WAY too much Shopify in my TFSA only because I hate giving up on a winner! I bought some at under $200 but my average is $534. I know you like it and everywhere I look it's rated as a buy so it could fall a fair way before I'd pull the plug . Do you think it's wise to still sell some and if so can you suggest something to buy in my TFSA for a 5-7year hold.
Read Answer Asked by Bonnie on February 16, 2021
Q: I was fortunate enough to purchase SHOP early on in what is now a RRIF and I sold some of the position to cover my initial cost. It has now grown to about 15% of the portfolio. I understand the merits of diversification but why sell a stock like this when not much else looks better and would be expensive. The odds of finding a similar story at its early stage are equally daunting. SHOP may at sometime fail to meet the inflated expectations but it is still worth holding even if it is suddenly worth just 12% of the portfolio. Tell me why I am wrong.
Read Answer Asked by Robert on February 10, 2021
Q: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!
Read Answer Asked by Kim on February 09, 2021