Investment Q&A

Q: This question has been asked many different ways and times. I am looking for 10 of your highest conviction, long term growth [5-10years] stocks - Canada or US, any sector - with target entry prices and short blurb on what distinguishes them.

Q: 5 from 5i Tech is Going to Get Much Bigger

Very well articulated article. Based on this article what would be your top 3 picks to invest in the tech market.

Wayne

Q: I am currently conducting research on Exchange Traded Funds (ETFs) and I am particularly interested in those that include Google (Alphabet Inc.), Microsoft, Apple, and Amazon.

Based on my initial research, I have identified the following ETFs:

1. **Vanguard Mega Cap Growth (MGK)**
2. **iShares Edge MSCI USA Momentum Factor (MTUM)**
3. **BetaShares NASDAQ 100 ETF**
4. **S&P North American Technology Sector Index Fund (IGM)**, **Technology Select Sector SPDR**, **PowerShares QQQ**, and **iShares Dow Jones US Technology (IYW)**
5. **Evolve FANGMA Index ETF, TECH ETF**

I would appreciate if you could provide me with more detailed information if you prefer these ETFs which one 5i would recommend, or for that matter an alternative suggestion if you have another choice.
Thanks in advance
Rick

Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+

Q: My TFSA has been pathetic due to a severely depressed share price of Lightspeed, down 60 %, and the remaining 4 stocks remaining flat over 5 years.

I'm considering selling them all and starting over. I have at least a 5 year time frame.

Which 4 or 5 Canadian or US stocks would you recommend to boost my returns?

Secondly, would you double up on Lightspeed, keep it, on or let it go?

It is 25 % of my TFSA.

Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?

Q: Everyone, if you could ask one question of yourselves what it be. Clayton

Q: Dear 5i
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C

Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.

What are a few nice growth opportunities on US side, looking 3-5 years minimum.

Thank you!

Q: Could you suggest me five Canadian and Five US companies who have the most chance of going up in today's scenario or have potential to go up when the interest rates start going down.

Q: Hi 5i,

Can you provide some US names that you feel are trading at a discount today, are well managed companies with a runway for growth and are suitable for a long term investor. A few small, mid, and large cap companies would be appreciated, irrespective of sector.

Thanks.

Q: I have held the above stocks in my open account for several years. All stocks have shown a positive return except for BNS which is down approximately 20%. I have some cash to invest in the market and would like to purchase additional shares in some of these companies for a 3 to 5 year investment. Please rate the potential growth of these companies and rank the companies based upon the projected growth over the next 3 to 5 years. Thank you

Q: Retired DIY investor. I find that I’m overweight in Tech stocks having AMZN, AAPL, GOOG, and MSFT and on the Cdn side CSU and SHOP. Meanwhile I have no healthcare stocks. I’m considering selling Apple and rotating into ABBV, MDT, or ZBH.
Could I have your opinion on this move? Many thanks.

Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!

Q: Good Morning,

Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad

Q: What would consider as a good entry point for each of these and also a price target please.
Thank you

Q: IBM pays a nice dividend that has shown good growth over the past 5 years (the last 3 years, not so much). How would you rank it for both income and equity growth going forward? It seems that at one time is was the leader in AI and now it does not seem to get mentioned in that vein.

Appreciate your insight.

Paul F.

Q: Celestica is down almost 14% so far on earnings (and continues downward). What do you think is driving such a fall after what seems an almost perfect report? Is it all about cloud sales? Does nothing else matter to the market?

Q: Hi, SHOP had a really bad day Today and traded really poorly, sinking almost 7%, perhaps influenced by Alphabet's results and major large techs like META, AMZN etc, pulling the Nasdaq sharply lower. Shopify stock also broke the $68 support level today, which it has held, in the recent past. We added a little to our 6% holding, with a long term belief in company's strong fundamentals.

Analysts' commentary/preview has generally been positive with expectation of company announcing strong results and guidance on November 2nd. What are your thoughts ?

Thank You

Q: Hi 5i, can I have views on recent results, plus compare both for growth/valuation going forward. And which one would buy. Thx.