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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, I was wondering if I can get your opinion on these stocks I'm holding losses on ATZ down 50%, ENPH down 25%, CROX down 25% and GSY down 20%.
I did tax loss selling last year in late December which bit me hard when the stocks took off in January with me sitting on the sidelines. Should I consider selling any of these now with the intention of buying back in 30 days and harvesting the tax loss? If so which would you suggest selling and which would you buy back? Short of that would you suggest averaging down on any of these instead? Thanks in advance! Take as many credits as you wish.

Read Answer Asked by Harry on September 21, 2023

Q: ISRG,DLB,CROX,DG,OPRA,PDFS,ICLN,INMD,RTX,ALB ALLUS are looser which one to keep and which one not.
I know quite many stocks in one question but for a senior over 75 I find hard to take advantage of portfolio analytics as I am not tech savvy.

Read Answer Asked by Nizar on September 12, 2023

Q: Can I ask what would your top 5 stocks to purchase right now? 3-5yr outlook. CAD or US?

Read Answer Asked by Neil on September 01, 2023

Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?

Read Answer Asked by Ashleigh on August 23, 2023

Q: I have some TFSA funds to allocate to stocks that have potential for significant gain over the next 3 years. Based largely on 5i content/views, thinking of INMD, LMN and DCM. Thoughts? Alternative options you may prefer?

Read Answer Asked by John on August 21, 2023

Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.

This is me asking that question now.

What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?

Read Answer Asked by Robert on August 15, 2023

Q: Hello 5i,

We currently have 1% positions in AXON, CROX, LNTH, TGLS, and INMD. All are up 5%-60% currently. We are considering adding 1% positions in WIRE, BOOT, AMCR & 2% in IJH.
We are in the 63-65 age range and do not required the funds for 5-10 years. Do you have any concerns or comments on this strategy?
Thank you for your help.

Read Answer Asked by Jerry on July 30, 2023

Q: Hi All at 5i! I own both of these stocks and now having broken even I would like to sell them. Do you think they have strong potential growth?? If so I may reconsider. If not, could you suggest some good solid US alternatives not necessarily proxies.
Thank you,

Read Answer Asked by Tamara on July 20, 2023

Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you

Read Answer Asked by Alexandra on July 20, 2023

Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,


Read Answer Asked by Michael on July 20, 2023

Q: Can you list out a 5 securities (US or Canada) which you feel are mispriced (ie. where the price is substantially lower than its true value)? I know folks that 5i are generally growth investors, but also know that Warren Buffet's approach is also widely respected.

Read Answer Asked by Mike on July 18, 2023

Q: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience

Read Answer Asked by John on July 17, 2023

Q: Hello 5i Team,

I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.

For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).

Feel free to deduct as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on July 17, 2023

Q: Morning 5i Team,
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.

Read Answer Asked by Harry on July 06, 2023

Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.

Read Answer Asked by Brent on June 14, 2023