Investment Q&A

Q: Hi,
I am aware these companies are mentioned, often in a positive light, fairly often in your Q&A section. To be honest, I struggle with what you might be seeing that apparently investors don't seem to be aware of, as these have all sold off quite a bit recently. I am interested in whether or not you still feel as positive on these companies now, as you may have in the past. U gapped down in Feb by about 15% and has since dropped about 40% more. VEEV is probably down about 23% from its Feb high, and ROKU about 37% during the same period. I understand there has been a rotation away from tech but these strike me as having a very long way to crawl back up, even though I understand earnings haven't been all that bleak. Am I missing something here? I would be very interested in your thoughts and these and any others you feel might be really under priced lately!
Thanks!
Dawn

Q: Please comment on Ruku's earnings. If to buy only one for a long-term holding from the above names, which one would you buy now? Thank you.

Q: PINS v. ROKU today for a five-year hold?

Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

Q: Please rank them according to upside potential. Thanks for your excellent service.

Q: Good morning 5i,

Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?

Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).

Q: I raised a little cash in my U.S. account after enjoying a 12%+ gain since the start of the year. Looking to take advantage of some opportunities over the summer months. Can you list 5 U.S. stocks to watch that I should consider if they pull back over the summer? I currently own BMY, ABBV, AMZN, NVDA and COST.

Thank you,
Jason

Q: Hello 5i
With an eye to high grading my portfolio I'd like to sell smaller riskier holdings to add to NVDA ROKU and PINS.
In what order would you sell the following in order to accomplish this goal: FSLY PLTR AYX CRNC AVLR
Thank you so much for your guidance!!
Dave

Q: Hi 5i Team,

What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.

So many thanks for such a great service.

Q: AEM just bought on 23rd and no sooner bought than it started to drop off. I researched a bit further and seen a couple of days ago, there was a target cut by Bay Street HTTP. Not concerned but should have researched before I bought. Over the last few days I added to STC and ROQU and took a new position in CRNC. They do not seem to be participating in this 5 day rally. Any recent negative news on any of these securities? Awaiting your good advice. Thanks,

Q: What are 3 CDN and 3 US Stocks that are down a lot would you be comfortable stepping into at current levels for a 1-2 year hold

Q: I currently have a 4% (total portfolio) position in ARKK in my TFSA. Down some 4.5%. Considering replacing it with equal positions in two other US techs, possibly PINS and NVDA. I already hold GOOG, CROWD, ADOBE, MSFT and AMZN.
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?

And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen

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: Hi 5i
I've been asleep at the wheel with Roku - looking for pullbacks and yet to start a position. What are your thoughts on it currently? Would you expect any further pullbacks, that is, do I stay patient or bite the bullet already! ?
I generally hold positions long term - sometimes too long to my detriment.
Thanks
Mike E

Q: Hi.
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks

Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always

Q: I want to pick one of these companies for a small position in my TFSA for a long term hold. I know 5i likes all these names but what company would you pick today? Also why it over the other two?

Thanks!

Q: Hi Peter, Ryan and Team,

With the current market environment, what are your top 5 US and Canadian growth picks?

Q: Hello 5i,

It is time for the magical orb to let us know where to invest with a 3-5 year time frame. Everything looks foggy and scary with fairies signaling an impending catastrophe. There may be good deals and then again it could be a mirage and all hell will break loose in coming months. Let's put a happy face on and make a few selections.
Please choose your top 10 stocks in US or Canada to buy or add to today.
Cheers,
Debbie and Jerry