Investment Q&A

Q: Hi 5I
We all know the importance of well managed companies and how it plays into long term success.
CSU has been one of the companies that has displayed a gold standard to this success.
In your professional opinions which other 5 companies show best management qualities for success for the long term? Regardless of sector. I'm not sure if you will be able to answer this question but thought it would be interesting even if some of the evidence is anecdotal.
Thanks
Cal

Q: Hey 5i:If you were to issue an update report for AFNwould it change much from previous one? I am currently down 25%.Average down hold or sell?Any better stock to recoup in a shorter time frame than you foresee for AFN? Tks.Larry

Q: Hi Team,
Three part question. Firstly, I know as professionals you do not recommend “winners” climbing to over a certain % of ones Portfolio. However, if early investors in Apple or shopify for example would of bailed ; some would not be millionaires now. Or in some cases , billionaires where the CEO’s are holding most their wealth in their company stock. How can one hope to land that “life changing trade”(1000% or more) if one keeps trimming eternal winners ? Does it not make sense if a person finds that “winning company” to keep holding of goals are set high?

Secondly..is GSY one of those stocks, if you were to choose the likelihood of a solid company with good prospects, to choose to be overweight in and aim for that life changing 1000% move over a 10 yr or so period? I ask this company specifically because I am overweight this company and this is my goal. (Up over 200% so far and metrics still make this stock look cheap to me)

Thirdly… if you were to speculate a few different companies, either US or Cnd as your “best guess’s” so to speak of having the likelihood of producing 1000% gains over the next 10yrs or so; what would they be? Thanks for your input and deduct credits as you see fit. Thanks
Shane

Q: Of the listed which 2 would you think have the greatest growth potential for a TFSA account over the next 5 years ? Could you suggest list any two others which you might think have better potential irrespective of sector.
Thanks
Jeff

Q: Comparing and contrasting these two stocks which would be your choice?

Q: Hello. I continue to see positive comments from 5i about growth potential for GSY. I would like to add it my financial sector but that would require selling one of my current financial stocks in order to maintain the assigned weight. Of the stocks listed can you put in order the stocks you might sell to a\quire GSY. Alternatively, does it make sense to keep the current stocks, which are all doing well and for the most part paying dividends and just add GSY, changing the weightng of the portfolio?

Q: Hello Team,
Could I have two Canadian names you recommend please(I already have SHOP and WELL).
Thanks!

Q: Thank you for providing such an unparalleled service. Your cost increases are minimal.

My question is about diversification in my RRSP which consists of mostly high quality growth stocks (GOOGL, VISA, NIKE, ACN, NVIDIA, etc.) I am however, under-represented in Canadian stocks which include BAM, SHOPIFY, IFC, FSV, & BIP.UN. My goal is to build up my Canadian portfolio in this RSP.

I am well represented in Tech, Consumers, disc, & health care with my US holdings. Can you recommend 10 Canadian stocks that I could add for the long term to balance out my portfolio? I am deficient in financial, materials & industrials. Or to apply the Occam's razor, should I just buy and accumulate XIC over time.

Many thanks

Q: Peter Hodson's article d/d 6/24 in the FP re 5 key criterias, Please provide some stocks from your portfolios and under u coverage that meet the above key criterias..Is it timely to buy them now? Txs for u usual great services & views

Q: I bought a small position in Goeasy at $63, and never did find the funds to top it up until now. I am up 150%, but could still add to it without going overweight. What are your thoughts on adding to it at this price with a long-term outlook? Is it still buyable?
Thanks.

Q: As a 20 year-old, can you suggest 6 high risk/high reward Canadian or US stocks for part of my investments (I would look to buy on dips)? Would you recommend a portion invested in cryptocurrencies or is this just really gambling with the high volatility? I have a 5-year time line.
Thank you!!

Q: Hi Awesome 5i team, I have some cash to invest, in Canada, I am thinking of "AT", "GSY" &"CTS", some of these names are at all time high, could you please rank them from risk/growth perspective. Given recent volatility of the market, could you please provide a good entry point if you will.

For US, please also provide three names that are growth oriented, and three reflationary driven. All are for long term investment.

Thanks,

Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:

RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%

TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%

RESP:
LSPD 0.79%
BYD 0.76%

NON-REG:
SLF 0.51%
T 0.42%

thanks,

Q: Tks to 5i gsy is now 9.5% of my portfolio if I lighten up what has been beaten up that could be bought here.

Q: I'm up about 60% on GSY, my current largest holding. I'd like to reduce it a bit and start a position in STLC. I know these two companies are not directly comparable, but as an investment do you think STLC's SP can out gain GSY in the next two years? As well, what's you overall opinion on these wo companies? Thanks.

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: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake

Q: Hi 5i team,
I'm trying to decide between Go Easy (GSY) and ECN Capital, both of which have been on terrific runs. How do you view their current valuations, their prospects for further growth and risks involved with each and how will rising interest rates affect their businesses? Finally, which would prefer currently if you had to make a choice?
Thanks for your great service.
Bob

Q: Am considering selling my TFSA shares of DND and adding to the a small position of GSY and/or NVEI. Your thoughts on this or do you have another stock that might be added to my 2 choices.
I’m not too sure on their logic in going private, was it a way of testing the market to see if other companies were interested?
Thanks to 5i in keeping me on track and giving your great knowledgeable opinions. John

Q: What part of the market do you see as undervalued? and can you provide a few choice selections? txs as always...