skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: I have held both the above stocks since 2020 in my TFSA. Both are now 76% below my buy prices. Today C3Ai is showing signs of life for valid and obvious reasons. CRSP is not ? at least not that I'm aware of. Would very much appreciate your views as to whether or not either or both of these might continue to be held for logical reasons ? or just bite the bullet and sell.

John
Read Answer Asked by JOHN on June 02, 2025
Q: I acknowledge that timing a revenue growth inflection is a fraught undertaking. Could you suggest one or two stocks that you believe have the best opportunity and your thinking.
Read Answer Asked by sam on April 12, 2024
Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George
Read Answer Asked by George on July 14, 2022
Q: Looking at companies in these companies, some have more current business (EXAS) while others are based more on potential. Can you please rank each in order based on these two approaches:

1. Most growth potential
2. Best overall investment

Please comment briefly on why you would place a particular company as "Best in class" for approach 1 and 2.
Read Answer Asked by Tim on April 05, 2022
Q: Which of these, if any, are compelling buys at their current levels?

thanks, Hugh
Read Answer Asked by Hugh on January 31, 2022
Q: I am down on average 50% on all of the 5 above noted US stocks. I am wondering how many of these you would consider averaging down on to buy more and hold for a recovery and which you would cut your losses on and sell now ?
I am prepared to hold all of them if their prospects of returning to previous highs are reasonably good within the next 12 months or so and as always value your opinions.

John
Read Answer Asked by JOHN on January 13, 2022
Q: The genome space seems to have taken a hit and I'd like to add some to my portfolio. Can you give me 3 to 5 Canadian or US stocks going forward that you believe have the highest potential of gains( I realise this would also be subject to the most risk) for a 5 plus year hold.

Also 3 to 5 stocks from Canada or US that you feel should be held for long term exposure.

Thank you.

Read Answer Asked by Richard on August 19, 2021
Q: What is your long term outlook on the above companies.

I own them and some ARKG. Do you have any others you fell would complement them? I got space to add another name or two with out being overweight in the sector.
Read Answer Asked by Richard on May 17, 2021
Q: Peter; What would be an example/s of “ Innovation” companies? Thanks. Rod
Read Answer Asked by Rodney on February 23, 2021
Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Read Answer Asked by Michael on February 18, 2021
Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.
Read Answer Asked by Brad on February 04, 2021