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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: Regarding your answer to “must owns” for Canadian growth investors - What distinguishes your list from SHOP and/or WELL. Put another way, what are SHOP and WELL missing to make your list?
Thanks. ram
Read Answer Asked by Ray on October 26, 2020
Q: I have taken an initial position in Vitalhub and would like your take on the recent contracts signed over the past couple of days. I’m considering adding as stocks in this space are getting strong support. Thanks to your advice, I got in early on WELL and am wondering if we might not be seeing the same scenario play out in this one.
Read Answer Asked by Warren on October 21, 2020
Q: I have a full position in WELL but am also intrigued with DOC based on your recent comments. Can you comment on the new appointments in the recent news release and the pedigree of management. Assuming DOC drops closer to the new bought deal price of $2.40 would you be a buyer here?
Thank you
Read Answer Asked by Marty on October 20, 2020
Q: North America will get hit with a Second Wave of Virus this winter. AMZN will benefit with on line shopping as will WMT and TGT. Truckers like FDX, UPS and TFII CJT will keep busy delivering boxes. What other Industries and Companies do you see benefiting. ? RAK
Read Answer Asked by bob on October 19, 2020
Q: Hi,
In your growth portfolio what would be your top 10 list right now in terms of potential \ stock price appreciation in the next 2 -3 years? Would you be able to list them in order with a 1 to 10 rating on the risk for each one, 10 being highest risk.
Would there be another name on your watch list that could sneak into this list?
Please deduct credits as you see fit.
Thank you for your great service!
Read Answer Asked by Marco on October 19, 2020
Q: Are the above companies a buy at their current prices. I am considering taking a new position in each as i am looking for a few stocks with strong growth potential - within the context of an appropriate portfolio weighting. Thanks for the usual terrific service.
Read Answer Asked by Jonathan on October 19, 2020
Q: I really enjoyed Peter's presentation at the CFS. I like these particular points he had mentioned and highlighted regarding stock selection:

- Management with past success in previous ventures.
- Good profit margin.
- Good growth.

Would WELL be that stock. Any others that come to mind that might have comparatively "reasonable valuation" ?
Read Answer Asked by James on October 19, 2020
Q: Hi Guys, Thanks to 5i and the above companies 2020 has been very good year and would like some more ideas to go along with these above gems.

Regards
Anthony
Read Answer Asked by Anthony on October 16, 2020
Q: Hi Guys,

These "growth" stocks are in my balance portfolio (thank you), would a "full" position be in the 3% range or do you feel comfortable with a 5% ownership?

thanks

Jim
Read Answer Asked by jim on October 14, 2020
Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks
Read Answer Asked by Valter on October 13, 2020
Q: I am growing increasingly impatient with GIB.A, PKI, and RTX. I am considering replacing each of these with the company I have indicated after them. What are your thoughts? OR should I temper my impatience?
Much appreciated as always. ram
Read Answer Asked by Ray on October 08, 2020
Q: I'm going to sell my ET position very soon. I would like to put the proceeds into one of the following three: LSPD, REAL or WELL. How would you order them in terms of risk? How would you order them in terms of most potential?

Best,
Don
Read Answer Asked by DONALD on October 06, 2020
Q: As this stock has run up, I've gradually trimmed half of my position, thinking it's a Venture stock, which has meant that I kept it to 4% of my RRSP. Now they are listing on NASDAQ, but I'm thinking to sell more and go into WELL, realizing that while they are both in healthcare space, they are still very different stocks.
Which is more likely to position me for future growth?
Read Answer Asked by Darren on October 05, 2020
Q: Hi 5i Team,
I was able to build up a half a position of WELL before it took off on me and have roughly a 150% profit on the position. I can't help but think the stock is a bit overvalued at this point and I have been pondering what, if anything, would be the best move long term in a TFSA account?
I was thinking of trimming the WELL position to bring it back to what I consider a normal full position and put the proceeds into either TCS and bring it to a full position or add to a SYZ position bringing it to .5 weighting?
Another possibility is just to let WELL run until I rebalance due to its weighting in my total portfolio which is my usual system of rebalancing.

Thank you for the advice and have a great weekend!

Read Answer Asked by Colin on October 02, 2020
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