Q: Can you comment on the earnings and what do you think going forward?
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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: What options would you consider, as a moderate risk-tolerant investor for maximum return on an unexpected $40K windfall? This would be for at least a 2-3 year period in a non-registered account. Interest-paying vehicles are not preferred. Please provide your preferred strategy, specific names, and reasons.
Thanks so much for the invaluable service provided by 5i.
Thanks so much for the invaluable service provided by 5i.
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
Q: What would be your current 4-5 top picks in the Semiconductor space?
Could you rank them please along with a brief justification?
Thank you very much
Could you rank them please along with a brief justification?
Thank you very much
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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WSP Global Inc. (WSP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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NV5 Global Inc. (NVEE)
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Lantheus Holdings Inc. (LNTH)
Q: Four Cnd. stocks, Four US. stocks, that you feel will return 10% in the next year.
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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Bank of America Corporation (BAC)
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BlackRock Inc. (BLK)
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Citigroup Inc. (C)
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JPMorgan Chase & Co. (JPM)
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Thermo Fisher Scientific Inc (TMO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Montreal (BMO)
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Bank of Nova Scotia (The) (BNS)
Q: Hi Peter,
I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.
I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: For a long term hold would you prefer DOL or ATD or is there another Consumer Defensive company you would recommend?
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Advanced Micro Devices Inc. (AMD)
Q: YTD: CSU -20%, NVDA -52%, MSFT - 33%, AMD -57%, AAPL - 22%.
These five were a big part of my best year in '21 and they're a big part of my worst ever year ion '22. So it goes. Having stubbornly ridden them down, not wanting to have locked in a loss, do I assume correctly that you still like all these names and would advise hanging in for the rebound?
These five were a big part of my best year in '21 and they're a big part of my worst ever year ion '22. So it goes. Having stubbornly ridden them down, not wanting to have locked in a loss, do I assume correctly that you still like all these names and would advise hanging in for the rebound?
Q: Hi Team,
EGLX is now 0.3% of my portfolio down 88%. I want to either sell it and use the funds in existing positions or pump more money into it. Sell or add?
If I sell please advise in order of preference which names you would add to for 5-10 years between the following NVDA, PLTR, GSY, LSPD, SHOP, WELL?
Thanks
EGLX is now 0.3% of my portfolio down 88%. I want to either sell it and use the funds in existing positions or pump more money into it. Sell or add?
If I sell please advise in order of preference which names you would add to for 5-10 years between the following NVDA, PLTR, GSY, LSPD, SHOP, WELL?
Thanks
Q: Morning 5i Team,
Given the recent developments initiated by Biden Administration designed to prevent China from accessing US chips and chip manufacturing technologies, how would you assess these development's impact on US chip makers' business going forward.
Cheers,
Given the recent developments initiated by Biden Administration designed to prevent China from accessing US chips and chip manufacturing technologies, how would you assess these development's impact on US chip makers' business going forward.
Cheers,
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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SVB Financial Group (SIVB)
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Crocs Inc. (CROX)
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Fox Factory Holding Corp. (FOXF)
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InMode Ltd. (INMD)
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Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
Q: You mentioned yesterday you think there any many good companies that have the ability to double or triple in time. At this point could you give 5 US and 5 Canadian names?
Thanks
Thanks
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Adobe Inc. (ADBE)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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The Walt Disney Company (DIS)
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Medtronic plc. (MDT)
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Nike Inc. (NKE)
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goeasy Ltd. (GSY)
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Crocs Inc. (CROX)
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MEDIFAST INC (MED)
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FIGS Inc. Class A (FIGS)
Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you
Q: I would like to capture the tax loss for AMD and buy it back after 30 days. Would NVDA be a good proxy as I wait out the 30 days?
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Miscellaneous (MISC)
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Trisura Group Ltd. (TSU)
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InMode Ltd. (INMD)
Q: Hi Everyone at 5i!!!
First, I would like to thank everyone for your support and hand holding in these trying market times!! You have helped me keep panic and the temptation of emotional selling at bay. My question: I am building TFSA’s for my kids . Could you please give me 5 long term holds either US or Canadian which you think hold decent growth prospects for the future for them . I understand that you do not have a manic crystal ball . Cheers, Tamara
First, I would like to thank everyone for your support and hand holding in these trying market times!! You have helped me keep panic and the temptation of emotional selling at bay. My question: I am building TFSA’s for my kids . Could you please give me 5 long term holds either US or Canadian which you think hold decent growth prospects for the future for them . I understand that you do not have a manic crystal ball . Cheers, Tamara
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Medpace Holdings Inc. (MEDP)
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Lantheus Holdings Inc. (LNTH)
Q: Is it time to take a break from Alphabet for a while or is this going to be the bottom? Seems like there might be some better places to be for now. If yes, what would you choose right now? Thanks
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Accenture plc Class A (Ireland) (ACN)
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Salesforce Inc. (CRM)
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Palo Alto Networks Inc. (PANW)
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Trisura Group Ltd. (TSU)
Q: Hi 5i Team,
With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?
Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.
Thanks as always,
Jon
With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?
Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.
Thanks as always,
Jon
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Roku Inc. (ROKU)
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Ultra Clean Holdings Inc. (UCTT)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
Q: Hi 5i Team - I hold the above stocks in three small U.S. accounts. I plan to keep NVDA, QCOM, AMZN, GOOG. My holdings in the other six are minimal due to the general sell-off over the past year: CRWD, UCTT, U, APPS, ROKU, UPST. I would like to combine these 6 into two, three at the maximum. Could you suggest which two or three should be kept. Or might it be best to sell all six and start over with a couple of different ones. My investment focus is growth with a three year timeline. Since it's the end of the week the answer can wait until sometime next week.
Thanks.
Thanks.
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Lennar Corporation Class A (LEN)
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ServiceNow Inc. (NOW)
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Crocs Inc. (CROX)
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Fox Factory Holding Corp. (FOXF)
Q: Hi 5i:
I've been away for a while and not keeping up with Questions, so this may already have been asked and answered. if so, please provide a link to the answer.
I'm hoping you could advise what sectors you think will reverse the current trend and begin to appreciate in value more quickly than others and, also, if you could identify three or so names you would expect to 'lead the charge' in each of those sectors.
If time and space permit, any commentary you might have regarding each identified sector and/or name would be appreciated. Thanks!
Peter
I've been away for a while and not keeping up with Questions, so this may already have been asked and answered. if so, please provide a link to the answer.
I'm hoping you could advise what sectors you think will reverse the current trend and begin to appreciate in value more quickly than others and, also, if you could identify three or so names you would expect to 'lead the charge' in each of those sectors.
If time and space permit, any commentary you might have regarding each identified sector and/or name would be appreciated. Thanks!
Peter
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Bank of America Corporation (BAC)
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Citigroup Inc. (C)
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JPMorgan Chase & Co. (JPM)
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Nike Inc. (NKE)
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Target Corporation (TGT)
Q: I have some $US to invest. What would you recommend? And why?
Thanks for your help
Thanks for your help
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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Walgreens Boots Alliance Inc. (WBA)
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3M Company (MMM)
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Philip Morris International Inc (PM)
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Williams Companies Inc. (The) (WMB)
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Bank of Nova Scotia (The) (BNS)
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Enbridge Inc. (ENB)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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SmartCentres Real Estate Investment Trust (SRU.UN)
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Capital Power Corporation (CPX)
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Parkland Corporation (PKI)
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ATS Corporation (ATS)
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Richards Packaging Income Fund (RPI.UN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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K-Bro Linen Inc. (KBL)
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A&W Revenue Royalties Income Fund (AW.UN)
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Acadian Timber Corp. (ADN)
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Boston Pizza Royalties Income Fund (BPF.UN)
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goeasy Ltd. (GSY)
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Blackstone Inc. (BX)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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Stag Industrial Inc. (STAG)
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Scotts Miracle-Gro Company (The) (SMG)
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SVB Financial Group (SIVB)
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Crocs Inc. (CROX)
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Fox Factory Holding Corp. (FOXF)
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Lantheus Holdings Inc. (LNTH)
Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan