Investment Q&A

Q: Just a question about "Sell on news stocks", I find it quite confusing that so many stocks nosedive with exceptional earnings reports and your response is it looks like investors are selling on news?? Wouldn't it make sense to dump the stock the day before earnings came out after a big run up and buy back in later??? Thanks.

Q: Hello 5i Team
Please rate the above growth stocks for their potential stock price appreciation in the next 2 years.
Thanks

Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom

Q: With a capitalization of approximately $400m , would $100 of this be cash?
If so , in your opinion, does this make it attractive as a takeover candidate?

Roy

Q: After a seemingly sunny day today (OCT 21) in the market -- including for each of the stocks listed -- something must have happened after the trading day ended. Tech stocks especially dropping into the red in After Hours trading. FB almost -6%; TTD -5%; APPS and ROKU -3% each. And those are just the more noteworthy ones. I cant seem to find any mention (as yet) in the press. Inquiring minds would like to know. Thanks.

Q: I hold TTD In a growth focused portfolio at a small profit but looking for more torque. Would you swap it out for AT?

Same situation for a position with ECN and adding those funds to small positions of DND and EGLX.

Q: Hello,

Wondering if I could get a quick list of your favourtie companies with the following criteria:

Large cap US equity
No dividend
Growth oriented

No explanation is necessary, just some tickers (maybe 3 to 5 if possible) in order of preference, please.

thanks!

Q: Did some research on AT through Morning Star and Thompson Reuters, both say this stock is considerable undervalued. Do you agree? If so are there any business that might consider this a takeover target ?

Q: The markets pre-COVID were rising at a reasonable rate year to year, with the odd market downturn. Since March/April 2020 the markets have shot up and stocks are trading at much higher multiples than pre-COVID. Eventually, reality may kick-in. There are many companies trading at very high evaluations. If you look at the overall market (i.e. Nasdaq) you see an exponential growth curve for the past 18 months, definitely not sustainable and possibly overpriced.? I still buy stocks but sometimes feel that if the market turns around, it could be years for it to come back. (I am more concerned about companies such as SHOP, NVEI, TTD, LSPD, NVDA, TOI, UPST, ... all of which are great companies but if we overpay, payback could be much more than 5 years.) I thought same about Netflix, I was totally wrong and missed out on one of the biggest lifetime opportunities BUT there must be a point where the price is definitely too high. Are we overpaying? Will we regret this at some point? Your thoughts? Thanks.

Q: Hi Team,
I am currently reviewing my TFSA and the current holdings within that account. I am looking for your thoughts if any of my holdings should be adjusted or removed/trimmed, or if you had any suggestions for new buys. My focus in this account is growth for a 10yr+ period. I hold the following stocks, listed as a % of my tfsa: LSPD (32.3%), CELH (9%), Docu (5.6%), Fb (19.3%), Pltr (4.9%), SQ (12.2%), TTD (8.9%), U (7.9%). Thanks

Shane

Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave

Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick

Q: I am overweight in tech by about 10% in my portfolio and I should sell some positions to increase my exposure in other sectors. What is your conviction in order of preference on APPL, CSU, NVDA, OTEX, TTD and TOI if I need to sell some portions or all of any of these holdings?

Q: What would be a good entry price for Ttd? Thanks

Q: Good morning 5i
In my RRSP I have GOOGL and VOX, I thinking of selling them to buy GSY and TTD, would you be ok with this move for a 2-3 years horizon. Any suggestions or adjustments you would make
As always grateful !

Q: I hold all of these stocks and want to add to one. Could you rank in order which ones you would be adding to today. TEAM, TTD, U and PLTR

thanks Dave

Q: Hi 5i,

Can you comment on the Q out of TTD?

Thanks!

Q: Hi team. Two of my most "unsure" holdings are pltr and mgni. I was wondering how you feel about these long term. Would you continue to hold them? I was considering adding to TOI with the proceeds if I were to sell one, or both of them. What would be your suggestion for the long term here? Or is there any other of your absolute favourites at the moment that I should be buying today instead of holding pltr and mgni? Note that I already own TTD (same sector as mgni). Thanks for your input.

Q: Roku buckled after reporting...is now a good time to buy and with perspective to your other favs such as nvda, lspd, ttd, veev or others?

Q: For a 3% position and a 2-3 year hold which would you pick regardless of risk in regards to share appreciation/growth which one of these companies would u pick and why? Thanks for all your work