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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Which 4 sectors do you think have the the strongest current momentum? Please give me 2 or 3 companies in each sector that you believe have the best chance to maintain their current upward trajectory. They can be either Canadian or American equities.
Read Answer Asked by Les on June 03, 2020
Q: Good morning 5i, I am piggy backing off a recent question by James, but if you can disregard sector diversification and risk is also not an issue and main goal of course is capital appreciation.

"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
Read Answer Asked by Michael on June 03, 2020
Q: Hi!

I believe 5i has correctly stated in the past that in a recovery the bigger, stronger names will bounce earlier and more powerfully than smaller and perhaps more speculative names. Companies like TTD and TEAM have either bounced or held up better than names like RUBI or YEXT which fits your comments. SHOP vs LSPD in Canada would be another example. My question is not about these names specifically but if you could please list 4-5 names in the USA space that are well capitalized (can survive) and undervalued (haven't bounced like you might have thought yet). I am not looking for value stocks but growth themed stocks that have been unfairly punished or neglected in the recovery.
Thanks so much!
Read Answer Asked by Tim on April 28, 2020
Q: Good Morning

I’m looking to add some US exposure. I currently have Guardant, Roku and Alteryx. Regardless of sector what would recommend for a long term hold.?

Thank you
Read Answer Asked by Marty on April 24, 2020
Q: Wow your team is good!

I am short in health care in my portfolio. Can you please provide me with your current five favourite health care buys for growth over the next five years. I am comfortable with volatility, Canada or US, and small, medium or large cap.

Thanks in advance

Read Answer Asked by Brian on April 20, 2020
Q: Hi 5i Team,
In this crazy market, your opinion is very appreciated. I listed my holdings in both US and CA. Are you seeing any stock in the list concerning ( fundamentals changed or poor balance sheet etc) with SELL recommendation even with a loss. These are hold in 2 tfsa and the investments are 5+ years. These companies are hold with 4 diversified etfs and follow the markets and nothing to do about them and i'm always with 6 to 8% cash with "see and wait mode".
USA: MSFT,V,CRM,AMZN,ADBE,TTD,GH,AYX,DXCM,ISRG,AVLR
CANADA: ATD-B.TO,BAM-A.TO,TRI.TO,LSPD.TO,ECN.TO, REAL.TO, CAE.TO
TFII.TO,SHOP.TO, WSP.TO, PBH.TO, DSG.TO, KXS.TO, PLC.TO,GSY.TO
BYD.TO, CSU.TO, PEO.VN

Thanks for help with this"Knocking Out market"
Read Answer Asked by Ben on March 16, 2020
Q: Hello team,
A member asked the following:
BMO's Brian Belsky is predicting a bull market for the S&P500, with growth of 18.5% pa for the next 5 years!
Assuming he is right (big assumption) what are your favourite growth stocks (US or Canadian) for a 5 year hold?
You suggested a few stocks...one of them GH...is that Gamehost or Guardant Health?
Thanx!
Read Answer Asked by Silvia on November 27, 2019
Q: In my TFSA I have had a nice run with SQ and was thinking of selling it out and "starting over" with a couple or three of the above listed stocks that you have recently identified as having high potential ( with the same? amount of risk that came with buying SQ a couple of years back) What do you see as the pros and cons of such a move and if implemented which 2 or 3 would you chooses at this time?
Thanks,
Terry
Read Answer Asked by Terry on November 22, 2019
Q: Since starting to do more and more of my own investing I have found your advice incredibly profitable! Thank you. I follow the Canadian balanced portfolio and try to add in some US growth names. I am also diversified into ETFs. Right now I have cash for 2 new US positions. I want to add growth positions and have a long long time frame. Currently considering GH, RTN and RUBI. Do you still like all three at current prices? And which would you choose? Any other suggestions?
Read Answer Asked by Paul on November 14, 2019
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