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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: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter
Read Answer Asked by Peter on October 20, 2023
Q: I have funds to put towards an aggressive attempt at obtaining an average 20% annual return over the next 3-5 years (own CSU, NVDA, GOOG, BN and few others with such potential). Not looking for a detailed analyses or commentary, but do any of these choices seem to be unlikely candidates for the desired outcome - ADBE, INTU, WIRE/ATK combo, HEI/TDG combo, ZTS, BX, LVMUY?
Read Answer Asked by John on October 10, 2023
Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks
Read Answer Asked by Dave on October 10, 2023
Q: Can you please provide 5 mid or large cap stock picks that have dropped recently due to the market downturn and could possibly recover as the next quarter earnings come out or as the interest rate environment peaks. US and/or Cdn stocks.
Read Answer Asked by Vineet on October 06, 2023
Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on September 28, 2023
Q: Which of these would you suggest for a good balance of growth vs risk?
Read Answer Asked by Graeme on September 11, 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: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

Read Answer Asked by Tamara on July 28, 2023
Q: What would be your top 5 or 6 large cap growth opportunities at this time? U.S. or Canada

Thx
Read Answer Asked by blake on May 26, 2023
Q: I currently hold MSFT, NVDA, AMZN, and GOOG. All are at a 5% weight, except for AMZN, which is at 3%. I have an additional 2% to invest. Would you suggest topping up AMZN to 5%...or purchasing another tech stock with the additional funds? If the latter, would you please provide three stocks ranked by both risk and potential profit...and explain why you have selected each? Thank you.
Read Answer Asked by Maureen on April 21, 2023
Q: For this 10-stock all-equity TFSA portfolio (for 30-yr-old Albertan), which has 40% cash available to invest:
(a) which one or more of the 10 stocks would you suggest adding to?
(b) which new stock ideas do you feel would complement this portfolio (please suggest 5 or 6)?
NOTE: The philosophy is long-term buy & hold with minimal trading.
CURRENT HOLDINGS (weight in portfolio)
TD bank (13%)
Suncor (13%)
TC Energy (12%)
CPKC Rail (11%)
Amazon (10%)
Nutrien (10%)
Visa (9%)
Aritzia (9%)
Air Canada (8%)
Copper Mountain (6%)

Ted
Read Answer Asked by Ted on April 18, 2023
Q: Good Afternoon

I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement

Thank you
Read Answer Asked by Marty on April 17, 2023
Q: I hold APPS in a USD portion of my TFSA (unfortuneatly) and am thinking to cut my losses. Do you think there would be better candidates that APPS could be swapped for at this time?
Read Answer Asked by Andrew on April 17, 2023
Q: Good Morning,

For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?
Read Answer Asked by Bradley on April 17, 2023
Q: Iam McGugan's G&M article on factor based investing mentioned quality based stocks. Can you name a few in Canada and the US and how would you filter for these types of stocks in a search?

Much thanks
Mark
Read Answer Asked by Mark on April 11, 2023
Q: Recently there has been some work done on distortions introduced by excluding stock based compensation from the financial statements. According to one London fund manager adding back $1.8 billion of compensation expenses actually places Intuit's P/E ratio at 43 rather than 28 times, which on the face of it seems worrisome. What is your take on this?

https://finance.yahoo.com/news/evaluate-intuit-intu-stock-125237588.html
Read Answer Asked by Andrew on April 10, 2023
Q: Good Morning,

In my (hopefully) high growth basket of stocks, I would like to do some consolidation. The partnership with TikTok is supposed to be beneficial for Sprout Social, but with the security concerns about TikTok in the recent news, do you think that Sprout will be significantly impacted? If so (or if you no longer like Sprout) in what order might you consider adding to the following: LNTH, APPS, ATZ, INTU, ATD for a 3-year hold? Thanks. Brad
Read Answer Asked by Bradley on March 30, 2023
Q: Hi 5i Team,

I’m down on all the above stocks as follows CRWD Down 36%, ETSY down 40%, PINS down 52%, PYPL down 64%, SQ down 72% and U down 77%.

With a 2 to 3 year horizon which of these are worth holding and which once I should sell and can you suggest US replacements and not necessarily in the same asset class. Just good stable companies that have good growth potential to outperform the indexes.

Take as many credits as you feel necessary.

Thanks
Joe
Read Answer Asked by Joe on March 30, 2023
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