Investment Q&A

Q: Could you please rank in order for long term growth potential? I already hold positions in MGNI & TTD and wondering if it’s worth dropping one in favour of AT.
Thanks

Q: Hello 5i,
I don't want to put you on the spot but after reading your reply to RAK re: Top 5 Cdn & US picks I have a question.
In my cash account (high growth/high risk) I own SHOP SQ KXS GSY PENN WELL & TTD. I have done very well over the last 5 years. I'm wondering how you would rank these against your current top picks, perhaps I have become complacent.
Thank you so much
Dave

Q: Hi.

I'm looking to buy between TTD or KXS which do you recommend and why?

Thanks,

Sunday

Q: I go to 5i questions every day except for yesterday the 16th due to the recommendation not to go on the site as it was being updated. Thursday, the 17th I noticed that Trade Desk in my online account was out 90%. I searched all over my online account short of making a phone call and waiting 2 hours on hold. I then search all over my online account and there was nothing pertaining to the problem. I then went to Bloomberg Markets and there was nothing there about it. About 7:00 p.m. tonight - I checked my online account and I am out 89.9% and searched back to the last purchase on October, 2020 of 6 shares purchased at $612.50 for a total of $3,684.99. I just contacted 5i at 8:00 p.m. which I am writing now and I noticed that recently someone had asked a question about Trade Desk. It would have been helpful to find information out sooner but it seemed none of my research provided it. I guess I will phone my online account tomorrow and see what they haven't picked up on this.

Q: I somehow missed the memo for The Trade Desk stock split. Is this generally a positive? I know it doesn't actually change the value, but I'm wondering how investors look upon it. I am up over 100% and would like to think it's got further room to grow. Thoughts? Thanks!

Q: I know you typically don't like averaging down. I'm underwater on the following names. Would you be comfortable adding to them and if so which order would you prioritize new money be allocated. 10+ year timeframe.

BEP.UN (down 22%)
KXS (down 21%)
TTD (down 36%)
U (down 41%)
XBC (down 54)

I assume you would advise a few more quarters with XBC before adding?

Thank you,

Stefan

Q: I have more tech equities than I want going forward. Please help me strike one or two off my list by ranking these in order of potential growth over the long term /min 5 years. For fun (since it probably won't affect my decision), please also rank from least volatility to most volatility. Thank you very much!

Q: Hi !

I am looking to invest in perhaps just one of the above companies.
I learned the hard way about prioritizing the preservation of capital.
Would you tell me which of the above companies is best in terms of highest chance of capital being preserved?

While I am here, would be able to suggest three other companies that are both poised for greatness and offer an excellent capital preservation profile?

Thank you!

Q: My portfolio is currently down between 30% to 50% on the above stocks in a cash account. Which stocks would you recommend selling to harvest tax losses today and what quality names would you replace them with that have been similarly beaten down you believe will more likely recover losses because of valuation or other reasons.

Q: I'm looking for tax-loss proxy ideas for GH and TTD.
Thank you!

Q: Given Apple is restricting personal information flow used by advertizers, hence the Facebook, Google wars, are these companies detrimentally affected? If so, which company would suffer most and which least?

Q: With the recent sector rotation from growth/tech and rising interest rate concerns, are there a few Canadian and US companies you feel have been seriously oversold? Please indicate basement level pricing we should keep an eye out for.

Q: One of the largest tech crashes .com bubble in the Nortel days took years for these companies that survived to get back to where they were. The same thing is happening today probably on a smaller scale. Would it not be better to get out of these and into something else or into cash as they just fall day in and day out? Or, do you think by the end of the summer will they have bottomed out and have some encouraging results? Waiting for your guidance. Thank you.

Q: Just wanted to confirm your earlier answer on TTD . With those numbers I find it hard to believe there isn't some other reason for the stampede for the door . An 18% drop on good numbers and outlook makes me think there has to be some negative news out there somewhere that a whole bunch of investors can see .... It makes no sense to me, and if there is no news it sure looks like an opportunity to step into a stock I have been following for a while ......Your thoughts ?

Q: Hi team,

Can you comment on the quarter?

Thanks

Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?

From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?

Thank you very much

Q: I am up 145% on TTD (thanks!) and it is now 10% of my portfolio. Should I sell 25% or 50% of it, and if so, what should I buy to replace it? My other US tech holdings are PINS, VEEV, ICHR, PLTR, AMZN, FB, APPL. My US tech is the largest part of my growth sector, is there hole to fill in my list?

Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.

Thanks for your thoughtful review.

Q: Hello,

I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.

Thank you!

Q: What do you think of these stocks long term 3 yrs. Buy , Sell or Hold ?