Investment Q&A

Q: My grandson of 23 is starting his 1st tfsa with $2500 to begin and needs a core holding start. please suggest a stock only and etf only models. Which one or mixed off, would you deploy today.
thanks

Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth

Q: I currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.

Q: When will Great canadian gaming be sold. Will money go into my account. Did Badger report? Do you still like it. Do you still see solid growth from Atz over the next year?
T as always

Q: Hi Peter and Staff

Long term view , which is most compelling to add to today and briefly why......sectors aside.......aritzia or Ats.
Thanks for all you do
Dennis

Q: Hi Team,
Could I have one Canadian, one US names you are recommending right now.
Thanks!

Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks

Q: How would you rank Wayfair, Leon’s Furniture, Canada Goose, and Aritzia? How would you rank their balance sheets, management, and potential in the next 5-10 years?

Q: It seems that you like both. Which would you choose for more growth.
Peter

Q: Thanks for the great service. I feel like I have become too heavy on tech and healthcare and not well-diversified globally. Can you suggest some small and large caps that you would buy today?

Q: Hi guys,

I have these "retailers" inside my portfolio, all around a half of a position. Would you recommend keeping all 4 of these or should I consolidate into two of them?

thanks
Jim

Q: Same question as Maureen from the other day:

On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): ATZ, WELL, XBC, WSP, PHO, LSPD, KXS, CSU, BEP.UN. Many thanks.

Q: Hi guys,

I have own Dollarama for a number of years, is it time to move to Aritzia for a 3 years hold.

Thanks

Jim

Q: Looking to buy clothing retail stock as there will be pent up demand post pandemic
Which of these 2 stocks do you prefer? ......Do you have another favourite
I have 5 yr horizon; ok with moderate risk
Many thanks for your great service as always
Peter

Q: David Rosenberg is very bullish on post-pandemic clothing sales. Any suggestions on how to invest in that?

Q: Good Morning Peter, Ryan and Team,

As a post-covid play, would you have more confidence in Air Canada or Aritzia for a two-year horizon?

Thank you.

Brad

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Q: Hi 5i
I am looking to rebalance my consumer cyclical and defensive portions of my portfolio.
I would very much appreciate your recommendations on the better CDN and US stocks to consider in these areas. I have reviewed your portfolios and reports and am very much a dividend opportunist but would not shy away from growth

Thank you

Peter

Q: Hi, could you please provide a list of your highest conviction Canadian growth stocks. Any sector will do but the stocks you feel most certain will deliver good growth in most market environments. Not necessarily looking to blow the lights out, steady growth will do. Thanks.

Q: Thanks for all your excellent work. Having recently moved to the US and opted to convert my young-ish Nova Scotia pension account to an RRSP and a LIRA, I’m looking to invest the ~100k in these accounts. Horizon: at least 5 years, but probably much more (I’m 40). Having narrowed down a tentative list of names (see below – tech-heavy, I realize), and with a focus on growth, I’m hoping to sort out the best buying strategy. Specifically: (1) At this moment, does the conventional wisdom to buy each stock gradually makes sense to you as good rule of thumb (e.g., over the course of a year, for each stock, adding a quarter of the total intended position once every few months or so)? (2) Also: I’d greatly appreciate seeing a ranked list of, say, which five of these stocks you think it would be especially wise to start with (i.e., buy now, or buy more of sooner) and which five you think I should wait to buy. Feel free to dock me for two questions! Thanks a ton, Chris

CSU, SHOP, LSPD, XBC, SYZ, BEP.UN, PHO, KXS, ENGH, WELL, GUD, EGT, SJ, BNS, WSP, STC, ATZ, LAC, BYD, REAL