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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: Good afternoon, I am wondering if you could provide 4 or 5 top Canadian or American non-tech suggestions for our 2021 TFSA purchases. I noticed Xebec in one answer but would this be considered "tech"? I also have a second question. I sold half my shopify some time ago and of course, it has continued to run up. Would you trim again or would you just enjoy the ride at this point?
Thanks, Rod
Read Answer Asked by Rod on January 05, 2021
Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.
Read Answer Asked by Roy on January 05, 2021
Q: Is CELH in any way comparable to Monster Beverage Corp which has amazing stock price performance ? Is it a good time to add ZM ? Would SHOP, JD , KXS enjoy a significant benefit from the RCEP , China & EU market opening investment pact ? What are those companies ( if any ) would benefit ? Thanks a million ? Happy New Year.
Read Answer Asked by Lai Kuen on January 04, 2021
Q: why were Shop and Csu down between 7 to10% last week while the Nasdaq was up 1.85%.?
Also Ppl fell from $34 on Dec9. to about $30 on Dec 31
Do you think Canadian investors worried about a possible increase in the capital gains tax are taking profits to offset their losses on pipelines,etc?
Read Answer Asked by Terry on January 04, 2021
Q: Good morning
my daughter age 30 has $100,000 US to invest hopefully in the next market correction
Her thoughts are to buy about 10 global stocks (including Canada and us) for longer term 10 years or more
I know you do not follow global stocks but can you suggest 10 stocks that may give good returns over this time frame
Happy New Year to the 5i team

Read Answer Asked by Indra on December 31, 2020
Q: Hi everyone!

I have a 2% weighting in technology. I am deploying a lump sum from a real estate sale and so far I've deployed 35% of my total, with 1% each in Kinaxis and Lightspeed, although Lightspeed is now probably a 2% position with its advance. Looking to exchange some money to U.S. dollars and was looking at the Companies above. My target weighting for technology is 14% so I can add a few companies. Which are your favourites? Any others to add to the list?

Thanks,
Jason
Read Answer Asked by Jason on December 29, 2020
Q: Thanks for your very helpful and informative service. I have the following stocks in an RESP for three young grandchildren. Could you kindly suggest any of them that I should sell or add to along with three other names in order of preference which I could buy with new money. THX.
Read Answer Asked by Dona on December 24, 2020
Q: How would you rank these top flyers from a futrure stock appreciation point of view. With so many positive comments, its tough to determine which is the best of the best and with limited new cash to invest, I can't own them all.
Read Answer Asked by David on December 24, 2020
Q: Hello Peter,
First, I want to thank you and your team for a fabulous job. I really find your service useful not just from stock selection, but gaining knowledge in the industry overall. Best wishes for Xmas and the New Year.
The stocks are from various sectors so not apples to apples comparison but if you had to choose the list from lower risk to higher risk, what would it look like and what factors did you use to select the profile.. Many thanks.
Read Answer Asked by umedali on December 18, 2020
Q: Hi guys,

I will be able to move on January 2nd one of the following from my non registered account to my tfsa. (Lspd,gsy&shop)
Merry Christmas and Happy New Year's to the staff of 5i
Jim
Read Answer Asked by jim on December 18, 2020
Q: Hi Peter and team,
Could please share your thoughts on the growth path in between SHOP/AMZN and TESLA, seems like you 've been having totally opposite views on theirs valuations, growth, a bit confused. is Tesla at stage of SHOP /AMZN 3 years ago?
Thanks
Read Answer Asked by LEI on December 17, 2020
Q: Is there any news for SHOP big price increase on Wednesday ? GSY increase 10% in 2 days . Is it an effect from triple witching due on Friday ? When would PEO acquisition completed ? I am thinking to avoid the possible tax increase in capital gain . Is it a good idea just to sell it now? I greatly appreciate the excellent service at 5i. Happy Holiday.
Read Answer Asked by Lai Kuen on December 17, 2020
Q: Hi Team,
A report was published this past week indicating Jeff Bezos is concerned about Shopify's rise and is contemplating of building a competing service. May I please have your thoughts on this news and how is this going to affect Shopify's share both in short and long terms.
Cheers,
Read Answer Asked by Harry on December 16, 2020
Q: The average P/E of my stock and ETF portfolio (63) reflects the tech/momentum binge I've been on since Spring 2020. I'm considerably overweight in tech yet I'm finding it difficult to jettison or trim any of my names in that sector. Can you please help by identifying 5 of these that you're less bullish on compared to the others? I have a reasonably long investment horizon and good risk tolerance (5 yrs until my children's post-secondary education and ~20 until retirement). Thanks again.
Read Answer Asked by Ben on December 15, 2020
Q: When Peter last appeared on BNN Market call, I’m sure he mentioned that in fact stocks that are more expensive to buy outperform stocks that are cheaper. Could I get a clarification and if true, an explanation for that statement. I know some folks may stay away from an Amazon or Shopify simply because the price for one share seems so high. Thanks
Read Answer Asked by Dennis on December 15, 2020
Q: I became a 5i subscriber approximately four years ago and one of the first companies I bought was SHOP at $69. I sold my position last week for a $28,000 gain. At the time I never heard of Shopify, thanks for the service you provide. Needless to say I will be a subscriber for life.
Read Answer Asked by Wes on December 15, 2020
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