Investment Q&A

Q: Hi Gang

What would be your top 5 Canadian growth stocks for next five yrs

Thanks Mike B

Q: Hi group would you add to ATZ (or hold/sell) before results are posted on July 7th what are you expecting on bottom line ?

How do you rate the Fang stocks if you were going to buy only one who would that be? -

what would be a good entry point for Tesla and why

Q: A question on ATZ from the 5i Balanced Portfolio. Winnipeg-based portfolio manager Jamie Murray had an interview published in the GAM on June 25 and he said ATZ has no debt and is buying back stock. Can you please comment on ATZ's debt and are they actively buying back stock?
Thanks!

Q: If you were planning to deploy some new money into a few growth-oriented names today, which names would end up on your shortlist? (CAN or US)

Q: What Canadian stocks would you be picking up today in this selloff?

Q: Hi 5i extremely informative staff! I have been holding these four stocks in my cash portfolio with long term intentions(5 years) for diversification contrary to my desire to have 4plus dividend % performers
They are also down substantially in the last 6 months

Can you please comment or recommend holding for long term or replacing them with suitable high dividend replacements in the same sector if possible
Please deduct the credits that you deem appropriate
Thank you

Q: When do you expect next earnings report. What are your views to the Quarter. How many stores do they have USA and Canada. I understand they plan to open more stores in USA Your opinion please RAK

Q: Do you see ATZ as a buy and forget stock at this time? My 25 year-old daughter certainly loves this retail chain and it seems to appeal to a large age range of women.
Thanks!

Q: I plan to invest in one of the two referenced companies for a five year hold. Can you give me the pros and cons of each and which company do you feel has the better upside. Thank You.

Q: Morning I am considering buying Atz shares selling Atz puts or a combination of both. What’s your advice on this idea.
Thanks guys

Q: Hi Team,
Today seen some big % moves by many growth/ tech names; which seemed to come out of no where. Overall, what is your sense on where we are in this pullback? Is it time to start buying some beat down tech names? This being said, if you feel a person should be doing some buying at this time; what are your most convincing buys from todays levels? Some of the stocks I was looking at are SHOP (currently not owned), or add to either of this list which I currently own all: ATZ, TOI, U, RBLX, SQ. Currently I feel like we are watching a major buying opportunity unfold before our eyes...similar to oil stocks a couple years ago and feel I might regret not adding some new funds at this point to some high quality tech names that have been sold off some 50-75% in many names. Also, generally speaking; if a person is looking at holdings that are down say 60% (which I am with RBLX,U, APPS)...should we be doubling down? It seems if not it's almost hopeless to break even from these excessively sold off levels. Deduct as many credits as necessary. Thanks
Shane.

Q: Dear 5I Team,
Following your answer to Eernie to day .

Can you assume that a GARP stock is "Value" stock ?

Own in a Corporate account CSU , BAM TOI, LSPD , GSY5 , SHOP, ATD, ARX, KXS all at mini 5% to 7% position

Also a smaller position 2% to3 % TFII, WSP, BBUC, ATZ

Please name your top 5 Value-Growth Canadian stocks not on the first 8 to add

Thank You
Best Regards

Q: Hi Team,

Between these two stocks, which do you feel has the largest upside from today forward?

Thanks!

Q: Please rank the following companies for long term holds in a TFSA, with a management rating for each. (10 being the best)

Also, I currently hold SHOP and CSU.. Do you feel LSPD and TOI overlap these larger companies too much to consider a position ?

Please suggest any other Canadian companies not listed for long term holds.

Thanks for everything! Cheers

Q: What are your 3 "table pounding" buys (3 US & 3 CDN) across any sector that you would be adding to your hypothetical portfolio today in this much lower market? I understand the markets could fall much more but if you were deploying today what your top picks be? Thx

Q: I plan to sell these stocks for a tax loss and then buy them back after 30 days. Could you suggest a proxy stock that I could buy as a replacement for the 30 days

Q: Hi Team,
Would you be comfortable selling ATZ for a capital loss and re-buying in 30 days? I'm down 10% on it. Do you think it will go high enough in 30 days to offset my tax benefit?
Thanks

Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?

Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio

Q: Hi

Would it make sense to sell MG and buy ATZ. Both are consumer cyclical stocks
I am thinking ATZ has a better short term outlook.
Thank you for your time.
Sincerely
Mike

Q: Sold ATZ for tax loss. Is CROX a good proxy or would you recommend something else? Would you buy ATZ back later?