Investment Q&A

Q: Inside TFSA, could you please suggest the order that you would purchase the following growth stocks: AMZN, NVDA, GOOG, MSFT, TTD, CRWD, U, PLTR. Your insight is much appreciated!

Q: Team, I believe you still have confidence in all 3 stocks listed. My question is in what order would you be adding to? Growth being the main criteria, two year time frame.

thanks
Dave

Q: Hi Peter,

I had asked a couple of questions the other day but got a reply to just one of them so I will ask again.
For the US, I own two ETFs; ZSP (8%) and FTEC (8%). I have USD to add another 20% to the US part of my portfolio and would like 7-8 names to add on the current market weakness/rotation. I would appreciate if you could recommend a few stocks for growth 5-10 years at least, don't need dividends, medium to high risk. These names would be in my RRSP and margin account and buyable at current prices.
Thanks in advance.
Kevin

Q: Markets are really backing off with Nasdaq down over 500 points Thursday afternoon. Looks like a good correction. Can you list your top 10 stocks (1 to 10) you would buy that seem to be set up for big rebounds.

Q: Hi 5i,
I know you guys are long term investors and don’t like trading around earnings, but it seems to me that most tech stocks are priced to perfection these days and they can have great earnings calls and yet the stock sells off. Recent examples are NVDA, ROKU, TTD, SQ and SHOP (although SHOP announced a financing as well). For new positions, aren’t the odds in your favour to wait until after earnings to buy? Similarly, if one is overweight on a position, again it seems to me that the odds are in your favour to trim back prior to earnings. What are your thoughts on this approach?
Thanks again.
Dave

Q: is there other companies similar to Adcore ? thank you.

Q: Hi Peter and Staff
I added these stocks and PLTR a few months ago due to your good vibes in Q&A.

So far I have sold PLTR at a profit after its volatility on earnings last week

Do u still feel good on the rest even if we hit a “tech bubble” or sector rotation as far as the long term ?

Are any of them under capitalized ?

Multiple credits of applicable

Thanks for all you do
Dennis

Q: Hi team,
I am looking to add some new money to a tfsa. It looks like there have been some sizable pullbacks and leading stocks from some of your CA and US favourites...could you please suggest three of each that you might advise investing in at this point?
I already have sizable positions in TFI and GSY.
Thanks as always!

Q: Hi there,

What would be your choice between the 3 names listed? Which do you think has the greatest growth prospects over the next 5 to 10 years?

Thanks!

Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!

Q: Two of you favourites, ROKU and TRADE DESK, please comment on earnings and the softness in after hours trading.
Thank you

Q: I own all for of these companies, totalling about 4% of my portfolio. I'm happy with all of them but I wonder if there is too much overlap between positions and if I'd be better off consolidating. Could you rank in order of both growth potential and risk?

Q: Responding to Wilson on Dec 21 you stated that Acuity Ads was moving up based on a "comparable valuation move" relative to TTD based on "price to sales" and that "momentum in the stock is about the best we have seen".  Valuation relative to competitor MGNI was also mentioned in your response.  Since then AT is up approx 40% while TTD is flat, and MGNI has more than doubled.  Please provide an update on the current relative valuation of AT, TTD and MGNI using the price to sales metric (and any additional metric that you feel may be relevant).  Do you consider AT to still be significantly undervalued relative to TTD and MGNI?  Looking ahead, is it a takeover target?  Do you think that the current momentum on AT will push it higher?  Are there any catalysts on the horizon that may push it higher?  Thanks to 5i I have a substantial position in AT with a cost base of $1.46.  I really like to let my winners run but sitting on a holding with a 19x gain, I need to decide if/when to liquidate some of the position.....thank you.

Q: You have stated that AT is cheap compared to its peers.
Could you list some of its peers and highlight the valuation differences.
Many thanks

Q: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!

Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.

Q: Concerning PINS and TTDB..... Both of these are high in your recommendations lately. For growth over the next two years, which would you prefer? Thanks. 5i is by far the best investment I’ve ever made. Dennis

Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

Q: Portfolio Analytics suggests I need to increase my U.S. holdings and communication services allocations as it current says I have no comm. services. 2 part question to help address this gap in my portfolio (feel free to take 2 credits):
1) I currently hold TTD. Do you consider TTD a communication service? Your platform labels it as technology (software) whereas BMO Investorline labels it a comm. service.
2) Can you please provide me with your favorite 3-5 U.S. names in communication services (in order) that you would start a position in today. This would be bought in either my TFSA or RRSP. I am a younger investor that has 20+ years until retirement (defined benefits pension) so would be focusing on growth. A dividend is not a requirement.

I have scanned past answers to look for names you have mentioned recently (somen noted above) but there was never a focused question on just communication services.

Thanks for the fantastic service! I cannot understate how much I have learnt since becoming a member.

Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks