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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: Hi team,

About 6 month ago, you provided a list of 10 stocks you considered "high conviction" buys. Thus, I bought VRT, HPD.A, LLMN. I have no regrets so far....for good reasons.
Grateful if you would provide your actual high conviction list, both in Canadian and U.S. stocks, indicating your order of strongest conviction.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on April 25, 2024
Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.

I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).

I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.

If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.

Thanks,

Terry
Read Answer Asked by Terry on April 25, 2024
Q: What is your latest idea that you think is as good as when you initially identified LMN? Thank you!
Read Answer Asked by Judith on April 24, 2024
Q: At present What would be your top six stocks to buy for a 90,000$ TFSA contribution for sustainable growth.Any suggestions as to how to stage the purchase.?
Thank you for your remarkable service,Andrew
Read Answer Asked by ANDREW on April 18, 2024
Q: Hello 5i Team,
I hold these companies between two TFSAs and have room for two more, small cap, Canadian growth companies. What might you suggest. Sector consideration not an issue although I do recognize the importance of diversification.
Thank you
SP
Read Answer Asked by Steve on April 12, 2024
Q: Everyone, I have been watching the above growth stocks since late last year. I usually have one or two high growth quality stocks that will add to the average returns of my portfolio. My last purchase of a high growth stock was LMN, which I purchased last September, with an average price of $20.50. The ones I am watching now have risen significantly and I am hesitant to buy into them since they might decline 50%. So should I buy a small portion of each to maybe a 10% holding of my overall portfolio? Or should I wait till……..
Clayton
Read Answer Asked by Clayton on April 11, 2024
Q: Grandson now has maxed out TFSA and FHSA accounts . so has a total of $15000 to invest. Looking for your top 5 names in Canada for someone with long time horizon. thanks as always for great service
Read Answer Asked by Dale on April 11, 2024
Q: For my more speculative investments I have a starter position in SMCI and TVK. At this time would you consider moving up to a half position in one of these, or purchasing a starter position in HPS?
Thanks
Read Answer Asked by Gordon on April 11, 2024
Q: What are you 5 favorite US and Canadian companies to invest in for 3 years RAK
Read Answer Asked by bob on April 08, 2024
Q: What would you consider to be the 5 best investments for a TFSA in 2024?
Read Answer Asked by shirley on April 08, 2024
Q: Greetings 5i, which one of these 3 companies would be your top choice today for a new position in a TFSA? Growth over 5 years is primary objective. Thanks.
Read Answer Asked by Barbara on April 08, 2024
Q: A number of these companies have done very well recently while others have not. Could you rate these as Buy/Hold/Sell and for those you consider a buy, could you provide what you feel is a good entry point.

Thank you
Tim
Read Answer Asked by Timothy on April 05, 2024
Q: Hi 5i!

Respecting these are in different sectors, if you could only buy one for growth for a 3-5 year hold which would it be? Why? (I’m ok with the risk associated with a high growth name as long as the fundamentals are compelling)

A million thanks!
Read Answer Asked by Josh on April 05, 2024
Q: TVK has been on quite a run for the past year or so including a large bump after it's most recent M&A announcement.

Do you think investors should wait for a pull back or continue to consolidate a position and if so, what is a good point to continue buying?

I've missed the boat on HPS.A many times by waiting for the perfect moment so I feel TVK may be on a similar trajectory albeit at lower rates of growth most likely.

Thoughts on TVK and entry points etc?

Read Answer Asked by Peter on April 03, 2024