Investment Q&A

Q: My daughter recently inherited a substantial sum of money and would like me to invest such in a mix of companies, both in the US and Canada, with a modicum of international companies. She lives in Europe.
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?

I do appreciate your guidance…

cj

Q: Hi,

Did the market over reacted to the lower forecast? What would be an alternatives to this company on the market now?

Thank you

Q: please comment the current share price weakness o9f ASPN and the public offering of ASPN common shares totalling 4,250,000 plus an additional 637,500 if over scribed any guess as to offering price and issue date thanks Richard

Q: Which stock has more growth VHI or DRX? Would you recommend one over the other or both?

Thanks for your service

Q: Current and future outlook for this company.

Q: An update on Garmin please. It was regularly recommend by your service up until 6 months ago.

Where does it rank amongst your favourite ideas? How compelling of a buy is it ?

Also, do you view it as consumer discretionary or technology?

Thank you.

Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).

In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.

Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.

Joe wants to maximise returns over the next 7-10 years.

Thank you.

Q: I have to sell some NVDA for balance (thanks for creating this problem in my portfolio!). Can you recomment 5 US stocks regardless of sector that might have comparable growth over 3-5 years? Thanks.

Q: Good Morning Peter, Ryan, and Team,
This is a general question regarding Canadian Depository Receipts (CDRs).
I have read the brochure from CIBC World Markets and I think I understand what they are about and they look to be a decent way to own high quality US stocks within a $CAD RRSP,RESP, or TFSA.
I was hoping to get your expert opinion of these securities and the currency hedging component ?
Thank you so much. DL

Q: Do you think this is a good entry point - price and timing for LMN Thansks

Q: VALUE OF THE STOCK HAS A DOWNWARD MOMENTUM, LOOKS GOOD ON PAPER. YOUR OPINION PLEASE?

Q: hello
it has dropped to a support level of 9.7
I wonder what is a good entry point to take a half position in this
stock for copper?
thanks
Michael

Q: What is it mean by Evolve Leverage Dummy in its portfolio ?

Q: Good Day,

Edit: I got to the end of this and realize there is a lot to unpack here. My apologies and please forgive the transient nature of my ADD brain. Take however many credits you need.

I really enjoyed Jonathans question and your subsequent answer on Oct 10. Continuing on that thread, I too consider myself primarily a growth investor, and have a fairly high tolerance for risk. However, in contradiction (somewhat) to that, I also Love equities with a DRIP program.

I'm planning on making a significant contribution to my RRSP investment account to hopefully capitalize on some opportunities/ tax loss selling in the end of the year, and enjoying the tax break in April.

1. I think? I have a pretty solid basket of growth names, significantly from 5i recommendations. CALF CLBT CROX MSFT NVDA POWL SMCI TCS TMDX AMZN ASPN HPS LMN TVK VRT. In the growth space, Please provide 6 recommendations (CAD, US) ranked in decreasing order of preference that you would consider beneficial to these. If any of these current positions are in a very attractive place to add, you could suggest that with a why.

2. In the dividend/DRIP space, I have DE CHE.UN ZWT BAM SU PPL. About a month ago, I sold my BEP and BNS and rolled them in to my double up my BAM, which paid off, but am considering a re-buy. Reading the questions lately, you have been big on BNS and TD, but seem to contradict yourselves on it. Often recommending BNS over TD, only to recommend to someone that holds both to cut BNS over TD if only one is to be held. Are they that close in terms of future runway/room to grow/total returns? With my Love of DRIPs, would you give the edge to BNS due to the higher dividend? Could you recommend 3 - 5 options in this space, preferably holdings that would require less than 10K (20K for very high conviction) invested to DRIP a unit. ETFs are OK with low fees and higher Dividend.

3. In Jonathans question you commented on Materials being a great addition to a growth investors portfolio as a semi uncorrelated diversification. I've held LUN and LIF in the past, but with the power demands and resurgence of Nuclear, are there better options out there? Please provide 2-3 dividend paying and up to 5 growth options in this space.

4. Is GOOG a buy here? I fully agree that the impact was way overblown. Is it worth getting into one of the 2x leverage tickers for GOOG if ones conviction is very high? Is there any company you would consider a leveraged holding on? If so, which?

Thanks for everything!!!

James

Q: Hi,

What entry point would you be comfortable with as it relates to the new A&W food services company. And would you expect pressure on the SP once the hold period on insiders expires?

Q: I am thinking of starting a position in ATD, given its current weakness, as I am underweight consumer discretionary. As usual it is also difficult to know what to sell, but I am thinking of selling one or two of my small cap technology stocks, namely AIF and SYZ. Selling one would give me a half position in ATD and selling both would give me a full position. There are no capital gains implications as the stocks are in my TFSA. With regard to quality of the companies and their growth prospects, would you advise me to make this trade? If so, which of AIF and SYZ would you sell or would you sell both?

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: I have owned IFC for a while; its share price has gained nicely in the last 12 months or so but I am concerned it is becoming a bit richly value and am considering a switch to CB. What is your view of this change? Would you stick with IFC or make the switch, and why? Many thanks for your excellent service.

Q: Portfolio Analytics has suggested I reduce my financials component. Over my several accounts, I own these 6 banks in Canada. What order would you sell them in (ignoring capital gains impact) ?

Q: Hi 5i Team - Could you provide some information on a company called Meta Materials which still trades or did trade on the Nasdaq. I think it has filed for bankruptcy but am not sure. The symbol should be MMTLP but am not sure of this either. Some specific questions are: How many shares are there and are there any any insider holdings or trading. Is there any potential for this company. I believe there is a class action lawsuit and if so do you have any opinion on how this might play out. I realize that this is a stock that may be difficult to research so any information that you could provide would be appreciated - and there's no rush.
Thanks.