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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: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!
Read Answer Asked by Kyle on December 16, 2021
Q: I bought these (and others) for growth, and was doing well, but am now in the red on these holdings. I bought for a five-year hold, so don’t need to sell anything, but I would ask, do you see any that should be sold or any that I could be adding to for a January bounce? Thanks!
Read Answer Asked by Kim on December 15, 2021
Q: I have LSPD, AT, EGLX, AEM, and WELL as my higher risk positions. I am looking to consolidate these positions and maybe add TOI or NVEI. Out of the 7 stocks and at current prices what would your 3-4 top picks be for growth and price appreciation?

Thank you!
Read Answer Asked by Derek on December 15, 2021
Q: Can I get a list of top 5 oversold stocks in both Canada and the US?
Read Answer Asked by Mike on December 13, 2021
Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.
Read Answer Asked by JOHN on December 08, 2021
Q: Hi! I plan on doing something rash. Specifically, I plan on investing 95k (the entire amount of a self-directed pension plan which I can access in about 20 years), in WELL.

In terms of rashness, 0 being not rash at all (in fact quite level-headed) and 10 being extremely rash, and bordering on sublime folly, what would rate my proposed plan?
Read Answer Asked by D on December 08, 2021
Q: Can you comment on any short covering in your small cap recommendations?
Read Answer Asked by Allen on December 07, 2021
Q: Thank you for your recent tax loss opportunities list. I have been interested in Well for some time and am considering for just such an opportunity. I have also been looking closely at cloudMD. It looks like Well is forecasted to become profitable before cloudMD but the latter remains a compelling opportunity having dropped in price further with an excellent balance sheet and forecast earnings. Which security do you prefer and why
Read Answer Asked by jeff on December 07, 2021
Q: These companies are getting killed on no news. I understand the environment with tax loss, covid, backdrop etc. What I don't understand is why the shorts aren't covering or appear to be. Also are these companies prime candidate's for a takeover because there smaller but at an inception point of eating up market share.
Read Answer Asked by Steve on December 06, 2021
Q: I'm looking ahead to January's TFSA contribution. Portfolio analysis indicates that my biggest sector shortfall is in healthcare. My only healthcare exposure is as part of my XAW (18% of my overall portfolio) and VGRO (44%), so I'm looking at AND, CARE, and WELL as candidates for the TFSA. What's your take on whether to put the contribution to one, some or all of these, or something else? Age 72 but my RRIF minimums (plus CPP/OAS) are sufficient for living expenses, don't expect to have to touch TFSA for 6+ years.
Thanks.
Read Answer Asked by Lotar on December 03, 2021
Q: Can I get your quick thoughts on CRWD and VEEV earnings? Do you still like both for long term growth?

Also thoughts on the VIX cracking above 30? With rates expected to rise in the near future, do you see a shift from more growth to value and more headwind for high growth stocks? I’m holding some high growth names such as SHOP, NVEI, LSPD, U, CRWD, APPS, WELL, VEEV and am a long term investor. Do you still have high confidence in all these names? Have done well but the recent pullback is tough to see. Thanks!
Read Answer Asked by Keith on December 02, 2021
Q: Good afternoon,
I was up 30% on WELL but I am now down 20%. I know you are positive on the stock over the next few years. I do not need to sell it but I'm thinking of (1) selling it for tax loss purposes and buying it back after 30 days, or (2) buying more now to average down, Alternatively, (3) I could sell the shares for tax loss purposes and buy the new convertible debentures which pay 5.5% and are convertible at a share price of $9.23. Al things being equal which looks like the best approach over the next 3 years? if it is to buy the debentures what is the ticker symbol for them? Thanks.
Read Answer Asked by Ken on November 30, 2021
Q: hello 5i Research team,
I understand that the entire sector has been weak for some time. WELL is currently at its 52 week low. Based on technical analysis, what is the next support level? Could you compare WELL stock performance with a basket of North American competitors (name the list of the companies in your basket) since March 1st 2021 when WELL was at 9$ and comment. What could be catalysts for the sector? Have you seen some signs of consolidation in the sector?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 29, 2021
Q: Hi Team,
I sold MRS at a 66% loss in my TFSA. Should I put the leftover money towards PINS, EGLX, PLTR, LSPD or WELL? Please list in order or preference. Or should I wait in the new year with the additional funds that I will add?
Thanks
Read Answer Asked by Marco on November 25, 2021
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