Investment Q&A

Q: I have been watching NVDA grow to an ever more out-sized percentage of my portfolio, and have been meaning to trim, but have delayed while I consider where to put the money.

Can you recommend some US growth options in either the consumer cyclical or healthcare sectors? I have a 5-10 year time range.

Q: Thoughts on the dramatic reversal today in NVDA? Are these just the bots selling and then retail panicking causing more selling? Near term top? What are your general thoughts on the markets currently? Does tech need a cooling off period to reset? If you were trimming NVDA, what are some best ideas non tech or AI related to currently buy or add to? Long term investor and focused on keeping position sizing in line. Thanks!

Q: I know it's apples to oranges but here goes. Leaning more towards growth, which of these have more growth and why.

1- Between CROX and AXON which one?
2- Between WELL and DRX which one?

5 year hold minimum.

Thanks

Q: Can you please rank the above in terms of growth. For TFSA 5 year hold minimum. Thanks

Q: If you had to choose today? Which would you prefer? BKNG or CROX?
Thanks

Q: Good Day,

After your response to my last question, I have deliberating between CELH and CROX (one of your recommendations to expand my portfolio), as well as ELF (come up a lot Lately in the questions).

For your other recommendations of PSTG CRWD DDOG and PLTR, I do like their fundamentals AND their businesses. However, between what I hold already, and the business they're in, I'm worried that in a period when I'm focusing less on the markets, a major player in their space may offer a major, well polished, competitive product. For example, EMC, Hitachi, Oracle, etc could announce something that would slow/change the outlook on PSTG, and I could miss out on locking in some gains.

Also, I've noticed BDT is constantly hitting new highs. I've owned them here and there a few years back, but they've been killing it since then it appears.

So, with all that in mind, and the portfolio from my previous question, and the fact that CELH blew up yesterday (I got busy and didn't get to make my move when you responded earlier this week :( ). Which 2out of CELH, CROX, ELF, and BDT would you suggest? What inning in a baseball game would they be in their lifecycle, their risk, and growth potential, for each of these 4 options.

Thanks!! The last 6 weeks have been huge for me thanks to your help! Might have even shaved a year off my retirement age, so I'm incredibly happy with your service.

Q: Hi,

Which of the two would deliver the most return and greatest likelihood of capital preservation?


Also, would you list three or four names that "due" for a rebound within a few weeks?

Thank you!

Q: Thoughts on why Crox trades at such a low p/e. It has a strong brand. good growth and has been reducing debt.
How does P/E compare to other strong retail brands? What would be a catalyst for multiple expansion for CROX?
Thanks
Rob

Q: I am sure glad I have you deciphering financial news for us. Looking at crox latest quaterly results would leave me rather unimpressed, 1.6% revenue growth, considering inflation is not that positive. The year/year results are more positive. but doesn't the latest quarter indicates the trend? The market and consensus seems to prove me wrong in my analysis. Anythng I did not see?

Q: May you please comment on earnings?
How does this affect your thesis. Do you remain bullish on the stock?
Thank you

Q: I have some cash to deploy but am feeling that everything is too expensive amidst the current euphoria.

Do you think it is worth sitting on cash, at least for a while, to see if things settle?

On the other hand, can you recommend 3-5 stocks in Canada and US that are at a good current price.

Also, and please take more points, can you name your top 2 sectors in each country.

Q: I hold a U.S.$ portfolio of 9 stocks geared to growth - all of which are doing well, in large measure to 5i questions/answers/ comments/suggestions. Thank you for providing such a beneficial service. I have just lightened up on Crowd and would like to add the proceeds to one of the other existing stocks that are at lower percentage holdings (CELH @ 1% , CROX @ 1.5%, Amazon @ 2.2%) . Your thoughts would be appreciated.

Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!

Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Q: Hi, can you give me your 5 best US growth stocks ideas, ranked 1 to 5 (one being best), with a high degree of safety yet good growth to hold and not touch for 3-5 years? Thank you.

Q: Hi,

These are some names that I hold that are smaller weights in my portfolio (<2%) and I would like to add to my positions. From comments, I think all of them are solid going forward and some have run hard, such as HPS.A, TVK, CRWD...The thing I've struggled with before is adding to names at the wrong time after they've had a good run and then the market turns and your gains turn into losses. How do you approach these situations and when do you decide to add to a starter position.

Would you be comfortable adding to any of these names at the current prices and can you rank which ones you would add to first?

With the market at record levels, I'm a bit more gun shy of doing so but I think on any market pullback, I would add to any of these names. Would you agree?

I remember a question you answered recently about increasing the avg. cost base vs the % of the position when adding. So for example, I bought HPS.A at $50 and now its $93 for a nice gain, however it's only 1.5% of my portfolio now. So if you are comfortable with a 3% position, do I just add now to get to that 3% even with the run that its had? Or wait for a nice pullback, which of course is impossible to predict. I try not to anchor prices and of course the buyers today are forward looking and expect good things to continue. How do you approach this? Thanks!

Q: Good day,

I manage about 20% of my portfolio, and the portion I don't (LIRAs and some RRSPs) is 90% in a fairly balanced growth portfolio, 10% in a green energy portfolio.

Recently, my big wins in NVDA, GOOG, AMZN, and ZWT had me hugely weighted in those names. I've sold a significant portion, bought some NXE, RHC, DE, and am thinking of either doubling/tripling up on ZWT, or selling ZWT and then doing a sort of double or triple position in another tech ETF with decent liquidity and keeping a smaller position in my high confidence tech names.

I've seen a lot of 'focused' tech ETFs around, like semiconductor, cybersecurity, data center, etc, in addition to the broader ones, but don't want to get soaked too badly with fees. Are there a few specialized tech ETFs you would recommend that are well managed and have a solid foundation of holdings? Also, for ZWT, would you triple up, or do you think the covered call strategy will be detrimental in a market/interest rate recovery? Is there a small/mid cap tech option you like?


Moving away from tech, there's been a lot of buzz about small caps getting ready to blow. What are your 5 top picks, Canadian and US small caps with a balance of moderate high risk, moderate high reward, for a medium to long hold? Are there a few non tech small cap names you like? Say 3 US and 3 Canadian?

Are there some good small cap ETFs that cover either recovering sectors, areas of growth, or whole class that you like?

On the energy side I have SU, PPL, GXE, NXE, and BIP, so perhaps nothing in that space unless you see a link I'm really missing in my energy portfolio.

Thanks for everything!!

Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS

Q: When recommending CROX 5i makes it crystal clear that volatility is to be expected.
That has certainly been true.
i like the company, less so the stock given most of the vol has been down since my purchase.
it is now showing some decent upside M.

Does 5i expect 6 month to one year M to be more biased to up than down.

I am inclined to hold and add if the risk reward justifies it…. otherwise I would look for an opportunity to sell it and move the money into one of your current higher conviction suggestions.

Thanks yet again for your advice.

Q: Peter; Not a question but a big thank you - you were consistent in your recommendation on CROX. I was one of the faithful- again- and was rewarded nicely this am! Thanks - again!
Rod