Investment Q&A

Q: Hi 5i team. Thanks for the great service over the years and looking forward to a great 2022!!

What would be your top 5 ranked stocks both US and Canada for growth in the next 5-10 years+ with strong balance sheets and strong management ?

Q: Hi guys,

Here are my u.s. holdings and percentage; cost 5.5%, nvda 5%, msft 4.5%, J 3.5%, amzn 3%, crwd 2.75%, abbv 2%, U 1.5%, upst 1.5%, veev 1.5% plus 2 etf's, arkk 3%, spy 3.5%
(Also i2i fund 1.5%)
Are there any red flags here or changes that you would recommend for a growth/balance portfolio? The rest of my portfolio is a cross between your (5i's) balance and growth funds.
Happy new year and stay safe,
Jim

Q: With the recent pullback and the seemingly never ending concerns around inflation and interest rates, what 5 US and CAD positions do you see as oversold with excellent upside potential in the short term right now?

Q: When you answered Chris' question yesterday about the top 6 picks for US stocks for a 5 year horizon, did your list of stocks come in your estimation of best performing? If not, Please do so.
Thanks!!!

Q: What a dilemma. Apple is the best performing stock in what is supposed to be a relatively safe and balanced RRSP portfolio. But it has grown to represent 20% of the portfolio. I feel I have to sell a good chunk of this high performance stock in order to correct the balance. Can you suggest what I could buy to replace the shares of Apple I sell?

Q: I am wondering whether I should purchase some MSFT stock or the new canadian depository receipt MSFT for one or more of the grandchildrens RESPs that I have set up. What are the nuances that I might be missing between the alternatives. I have no other US stocks in any of the RESP's Thank you for your thoughts.

Q: hi, could I get your top 6 picks for US stocks for a 5 year horizon, cheers, chris

Q: Hi guys,

I have been a holder of AAPL for years with some excellent returns. Increasingly however I wonder whether this is a sustainable growth pace for the world’s richest company, and whether they are able to hold their multiple. The phones are expensive and their watch, AirPods and other accessories are successful, but again can they sustain replacement of these expensive products and actually grow their markets for such a huge company.
Their recent rally has been shocking to me, as the only recent news provided was of supply disruptions and an insider statement to suppliers that demand for the 13 is less than expected.

Do you see AAPL as worthy of holding for years to come with its now elevated multiples or is this possibly a good time to jump to another peer that has more left in the tank, like MSFT or AMZN?

Thanks as always.

Q: Could you please rate the above best to least for growth in the next few years
Thank you for all your great advice.

Q: My virtual 'conservative growth' portfolio has the above 10 stocks in equal wights. What two stocks would you add to round it out please? Please assume that I have 45% outside of this portfolio in fixed income. Are 12 stocks enough in your view? I know there are many factors but please answer the best that you can ... maybe assume it is you.

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Q: Hello, earlier this year I bought tesla at $590. I have watched it rapidly grow to what I believe overvalued. I set a 15% stop loss and I sold at $1045 I'm quite happy with this transaction. Do you think Im I wrong for getting out? Should I get back in? If I made the right move, can you recommend 2 stocks that I should look at? (Take as many credits for this.)

Q: Can Constellation Software be considered the "Microsoft of Canada"?

Like MSFT, can CSU still reach new highs by acquiring better software companies to it constellation?

Q: I am a 49 year old Canadian with $50,000 Cdn in TFSA and $25,000 in RRSP. I would like some names to build a portfolio. High growth. Risk tolerance high. How much cash should I hold for dip buying. Right now I am overweight TSLA. It seems to me MSFT is a very good stock and I like its outlook and steady growth. A trusted friend recommends TSLA. Please suggest other names including ETFs. Could you rank the names with percentage allotments? 15 year outlook.

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?

Q: Hi Team,
My stock portfolio has dropped a gut wrenching 12% just this week alone, and 27% since august. All while the index's are near highs. I am aware most my stock holdings are aggressive tech names, but I am confident they are all best in breed names. I hold many of 5i US tech name favorites as well as some cnd. Its's a bloodbath like I haven't seen since the initial sell off when covid hit. At that time, I remember 5i came out with a very good "near bottom" report advising subscribers the end may be "near". As I recall it was very close! Thank you for that! What I am asking now is...will you issue such a report when the time comes as to when to potentially add to high growth tech names that have been crushed on no merritt of their own? Or can you say now if that time is near? And what stocks, either US or Cnd would you be adding to for 5yr plus holds that have the potential to make an exceptional recovery? I know this is a crystal ball question but your track record is good in my eyes! Thanks for your service. Look forward to some "calming" advice.

Q: Hi 5i,

as of Dec. 2, 2021, ATVI price is approx. $57 and down approx. 44% from it's 1 year high. This company definitely has issues. In your opinion does this current price represent an excellent risk/reward entry point for an investor wishing to hold for at least 3 years in a TFSA? If not, what approx. price would entice you to buy this beaten down stock?

thanks

Q: Today, stocks are on sale. Can you opine on which large and midcap CDN and US caps look like they are being hit for no fundamental reason? Thanks.

Q: Could you please give us your opinion of this ETF. It would seem to be a good choice for some exposure to the" Metaverse".