Investment Q&A

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: Have money to purchase a couple of stocks right now. Could please rank in order, your preference of the above 5 right now? Thank you

Q: Hello 5i,

Thank you for answering my question yesterday. We are looking at replacing CELH (-50%), CTRA (-3%), and NXT (-23%) in a TFSA or RRSP. From our question yesterday we would replace these stocks with CECO, ASPN, & AVAV (TMDX was purchased yesterday. Is your conviction higher on CELH over CECO, ASPN, & AVAV, or ISRG?

Thank you
D&J

Q: Q: Hi 5i team,

What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.

Thank you

Q: Hello, can you please provide your top 5 small cap recommendations based in the US? Thanks.

Q: If you were to add just one of these, which would it be please?

ASPN, CROX, TMDX, AVAV, CLBT

Q: Just renewed earlier this year and realized it's been 10 years. Thanks for all your sage advice over the years and the many multibaggers (I was hooked after Amaya) that came with it.

What initially drew me to 5i was Peter's enthusiasm for small caps. Using his methods can you recommend your current favourite US small caps at the moment (I have lots of Canadian ones thanks to the growth & balanced portfolios).

Thanks, see you in 2034!

Q: can tou please suggest a few US mid cap defense sector stocks or ETFs. Thanks

Q: I recently saw a video where drones were used in firefighting and ag research . I only know these two names and I think they are more into military applications. New drone hardware and applications is popping up weekly.
Are you able to predict which companies are likely to be the most dominant and financially successful , or will the military outlook always hold the top spot ?

Q: From a pure growth perspective - what are five or six companies that excite you most right now?

Q: Would you consider these good buying points,and reasons for their recent pullbacks thanks

Q: Any reason for the plunge in price

Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen

Q: Can I please get your thoughts on this company. Sadly, the products they manufacture are in high demand.

Thanks,
Scott

Q: Basket defense stocks: could you suggest a basket of defense stocks for 3+ year hold. A short comment on why you like them would be appreciated.
Thanks

Q: In an answer to an earlier question you said AVAV has been profitable for years. When I call up a quote on my RBC account and on Yahoo Finance they both show EPS of -$5.86 and no PE. Can you explain the discrepancy? Thanks.

Q: Renowned bear David Rosenberg says in today's Globe that he is positive on defense stocks. No individual stocks are mentioned in the article. Given the state of the world i have been watching a few defense stocks for some time but haven't pulled the trigger. Two of interest are KTOS and AVAV. Both are experiencing sales growth but neither are profitable. Do you see them turning a profit in the near term and which one looks better? Thanks.

Q: Just wondering your top 3 US/Canadian stock picks focusing on increased military spending.

Thank you for providing this great product.
Mike

Q: Hi,

I trust that you are well.


I have the unflattering distinction of having been in the markets for at least twenty years and I have missed every fortune-making opportunity during that time. Examples: railways, Amazon, Google, Apple, cannabis, crypto (to a lesser extent), Microsoft, Berkshire, Canadian banks, telecoms, Shopify, CSU and anything else that had a great run (and continues to have a great run). You name it, I missed it.

It would be refreshing to bring this proto-Maple-Leafean losing streak to an end. So,
perhaps you could suggest some industries that are going to be big. Perhaps you could suggest some young Microsofts or the like living amongst us.

Also, would you comment on FLT.V? Do you this company is worth taking a flyer on?
Do you think the drone delivery industry is going to take off? I don't even need it to really take off. I just need there to be at least one gust of retail enthusiasm to keep industry valuations aloft for a bit.

I saw Mark Rober video about drone usage in an African country. He seems to think it is a very effective delivery method.

I am going to make an executive decision here, and ask all 5i staff to drop everything and dig deep into this industry and provide a report which: 1) estimates the likelihood of drone delivery being the next big thing 2) suggest some names to invest in.

Yours kindly,
David

Q: I am thinking to start a position in the defense sector for a 3-5 year hold. Is this a sector you see much upside and volatility in? Has the worlds tensions and conflicts already been priced into the share prices? What would be your top three defense companies to consider?

Thank you in advance for your great advice!!