Investment Q&A

Q: Hello 5i,
I don't want to put you on the spot but after reading your reply to RAK re: Top 5 Cdn & US picks I have a question.
In my cash account (high growth/high risk) I own SHOP SQ KXS GSY PENN WELL & TTD. I have done very well over the last 5 years. I'm wondering how you would rank these against your current top picks, perhaps I have become complacent.
Thank you so much
Dave

Q: Hi,

These stocks listed make up the core position of my Canadian and US holdings.

Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .

Thanks

Q: Hi ,
I hear about Bitcoin, Dogecoin and all sorts of other coins and names. The complication of understanding them kept me on the sidelines, not to mention the wild daily fluctuations. I was wondering if an easier way to get some exposure to Bitcoin, directly or indirectly, would be to buy some shares in Square?
Your thoughts are appreciated.
Thanks

Q: Long time holder of V since the IPO and have done well with this name as a core position. Currently have a 3% position. Have some more USD to invest currently, what are your thoughts on reducing V down to 2% and allocating 1% to start a new position in either PYPL or SQ for more growth or add more to V? Looking for long term growth. Would you pick PYPL or SQ today? Thanks!

Q: Looking to add two US stocks with new RRSP money. What would be your picks assuming the overall portfolio is already properly diversified, has a 20+ year time horizon and currently contains the following US companies: ABBV, COST, CRWD, LMT, NEM, NVDA, PINS, QCOM, SBUX, TT

Q: Would you buy these today and in what order?

Thanks,
Milan

Q: I own GSY on your recommendation. I also own ZEB for simple exposure to all the Canadian banks. I'm interested in finding other niche opportunities in the financial space, whether on the income side or the growth side (or blended). Someone mentioned Firm Capital Mortgage Investment Corp (FC) for income, recognizing this also entails some real estate exposure. What is your view of FC, and what other suggestions would you have? Thanks.

Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?

Q: The use of block chain technology looked to me like a valid technique but its successes appear to have been limited. What is your opinion of the technology/technique, do you consider it has a future, have there been outstanding successes, and are there attractive investments in this space? Thank you.

Q: I currently have a 4% (total portfolio) position in ARKK in my TFSA. Down some 4.5%. Considering replacing it with equal positions in two other US techs, possibly PINS and NVDA. I already hold GOOG, CROWD, ADOBE, MSFT and AMZN.
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?

And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen

Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always

Q: I have a 5% position in Visa and 2% position in Lightspeed. I am considering adding a position in PayPal or Square to my TFSA.Which would you prefer today? Or should I diversify into something like Shopify?
Could you rate the above stocks in terms of risk and also include Crowdstrike?I have a long time horizon.

Q: These once promising growth stocks have declined, more than others. Would you consider them in the 'hold' or 'sell' category? And in which order?
The market performance generally does appear to create more uncertainty even with good news on infrastructure funding etc., rotation alone might not be the only cause. What is your take?
Thank you, Team!

Q: In the Ottawa area I am hearing radio commercial from Square promoting their services to local stores. The services Square is selling seem similar to what Shopify’s has to offer. Is Square now offering the same services that Shopify offers. Thanks … Cal

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

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

Q: 1. LSPD vs FOUR - What are your thoughts and recommendations? B/S/H
2. PYPL vs SQ - What are your thoughts and recommendations? B/S/H
3. COST vs WMT - What are your thoughts and recommendations? B/S/H
Thank you in advance.
-Great job guys. I enjoy your service and attention to detail...

Q: Hi 5i,
I know you guys are long term investors and don’t like trading around earnings, but it seems to me that most tech stocks are priced to perfection these days and they can have great earnings calls and yet the stock sells off. Recent examples are NVDA, ROKU, TTD, SQ and SHOP (although SHOP announced a financing as well). For new positions, aren’t the odds in your favour to wait until after earnings to buy? Similarly, if one is overweight on a position, again it seems to me that the odds are in your favour to trim back prior to earnings. What are your thoughts on this approach?
Thanks again.
Dave

Q: Hi Peter and Staff
I added these stocks and PLTR a few months ago due to your good vibes in Q&A.

So far I have sold PLTR at a profit after its volatility on earnings last week

Do u still feel good on the rest even if we hit a “tech bubble” or sector rotation as far as the long term ?

Are any of them under capitalized ?

Multiple credits of applicable

Thanks for all you do
Dennis

Q: I bought a half position in SQ last year and I'm up about 200%. I was think about selling it and replacing it with AFRM. Your thoughts? Which one looks better short term and which one look better long term?

Thanks for the great insight.

Dave