Investment Q&A

Q: Hi team, I need to move some shares in-kind from a registered account to my TFSA, in which order would you move the above into the TFSA. Which ones have the greatest growth potential over the next 5 years. I have quite large capital gains in all of these stocks so I am trying to minimize capital gains as I transition these stocks over time into my TFSA
Thanks

Q: Hello 5I, I hold a almost full position with Norton Life may I have your comments on thier recent quarter, its seems going thru that they met all matrix except for GAAP reported earnings was a miss by 0.02, how important is GAAP to non-GAAP reporting numbers in situation of a security company.
Is it worth holding on to my position or trade it with other growth names, if so what would you recommend fro US stocks.

Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

Q: Hi,
Can you please tell me which companies make EV chips?
Thank you.

Q: "UK And EU To Open In-Depth Probes Into Nvidia's $40 Bln Acquisition Of Arm - FT "

What is triggering the probe? Any comments or concerns?

Carl

Q: Seems like the stock is going to open much lower in reaction to their latest quarter. May you please comment on their quarter and is it a good entry point? I already hold some NVDA per your strong recommendation, but if I wanted to diversify in the sector.. would QCOM be your second recommendation as of today? Thank you !

Q: Hi Peter,
What would be your today buy recommdation for fundamentally excellent companies ( canadian and US) in the small , middle and large cap categoies and have expected high growth in the near future. Appreciate ranking them by category and risk.
Thanks

Q: hello 5i:
From a risk/reward perspective, how would you rate the above companies, understanding that some have a short history and in the case of Topicus, no history (on Canadian exchanges). Can you provide a short summary of your #1 rated company of this group, please?
thanks
Paul L

Q: I recently became 5I member and this is my first question. I recently uploaded my Portfolio and It had given me some meaningful and actionable information. As per the Portfolio analysis I need to do rotate money from overweight financial sector 20.83% versus 13.3% suggested and invest in Technology 6.6% versus suggested 16.3%

Given that Technology has a very good run-in last year, should I increase my technology exposure or wait for a pull back? Within the Financial sector I hold TD, BMO, RY, BNS, LB, POW, EQB. Which one would you recommend that I trim or exit, and the which 2 technology stock would you recommend to invest in? In Technology I hold Intel, Cisco and Cloudflare

Thanks

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Q: I'd like a few stocks that I can hold in a Cdn RSP account that you think would do well, growth wise, in the next few years. I understand that risk will have to be taken. I'm eyeing KXS. Do you still think NVDA has room to grow?

Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.

Q: Hi Peter,
Thanks you very much for introducing PLTR on BNN a while ago. It seems to be a winner!
If you appear on BNN now, what would be your top picks (US only)?
Comparing US stocks with Canadian stocks which soon might be listed in US( such as AT.to), do you think these Canadian stocks have some advantage? In another word, should I just pick the top US stocks for retail investor like me?

I really appreciate your opinion!

Q: My portfolio analysis is showing that I need to reduce investments in Canada and increase in United States by 9% and International Markets by 16%. Following are area where it is suggesting to invest more.

Communication Services
Consumer Defensive
Healthcare
Industrials
Technology
Utilities

Can you please suggest couple of stocks or etf in above industries?

Q: Best tech stock for long-term growth to be held for 5 years at current prices?

Q: Hi 5i,
We have an opening in our TFSA for a growth stock. If you were to choose a stock today for 2021 which stock would you select in the US or CDN market? If we have it we will add to it, if not, we will purchase the stock.

Thank you in advance for your reply.

Cheers,
Debbie and Jerry

Q: Question 1: Considering buying a few hundred shares of ADTX (NASDAQ). There seems to have been significant growth over the last year and since the company launched (2017), and I like the biotechnology space and don't have any positions here yet. Can anyone provide some insight for a beginner investor on this company? I have a 2-3 year timeline and am looking for growth, okay with some risk. Feel free to suggest some alternatives to ADTX if you have some.

Question 2: I'm interested in adding some clean / renewable energy stocks to my portfolio, specifically US companies but also open to Canadian. I've been watching AQN and BEP.UN, but perhaps I'm missing some interesting ones that will benefit from the US being back in the Paris Agreement (!!). What are your favourites in this space right now?

Question 3: I currently work in A.I., and I like NVDA as a clear leader in this space. Do you think their stock is over-priced currently? It's one of the most expensive stocks in the A.I. technology space and seems too high when compared to MSFT or other players. Can you rank your favourites in the A.I. space?

Thanks 5i Team, and happy new year to everyone!

Q: Good morning.
I am looking to buy one of the 4 listed. My distillation of reading your responses to questions is that you would recommend NVDA. Is this correct? Thanks.

Q: Howdy,

AYX seems to be at a crossroad. It may turn things around and resume high growth by upgrading their cloud offering or perhaps be displaced due to their older server based software architecture. Should I sell AYX to initiate a position in NVDA or increase an existing CRWD position? Or just stay put with AYX to see how it turns out? Appreciate your opinion.

Thanks.

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again