Investment Q&A

Q: Which of these companies do you think have the best growth potential going forward for a long term hold, looking at their current valuation, fwd rev and earnings growth rates, etc.. How would you rank them? Thanks!

Q: We hold the following in a registered/US$ account . The list shows % each represents of our total portfolio and current Gain/Loss position. Considering selling U and redeploying into one or more of the names already held in US$ account.
1. Are there others that you would consider selling ?
2. Your thoughts please on which, if any, of the existing positions to re-deploy into, OR should the cash be held for later use ?

APPS 1.6% -61%
BKNG 1.1% -2%
CROX 0.3% -26%
CRWD 2.5% -25%
FB 0.55% -6%
MSFT 2.8% +72%
MTTR 0.25% -77%
NVDA 3.65% +38%
QCOM 4.4% +81%
TEAM 2.1% +11%
U 1.3% -67%

Many thanks, as always.

Q: Hi 5i,

I was looking forward to the US part of the answer to Aleem’s recent question.

Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.

Thanks as always,

Kevin

Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?

Thanks,

Q: Where would you rank CROX with the above companies if one was to purchase now?
Thanks

Q: Based on current valuations, irregardless of sector weightings, what are your favourite top 5 US growth stocks for a 10 year timeline.

Thanks,
Greg.

Q: Have some cash in my US $ portfolio and am considering these 6 stocks.

1) Are there any that you would want to buy at this time ? If so, would you consider them primarily to be a shorter time hold to take advantage of near term bounce, or do you see them as having the potential for both short and long term strength ?
2) Of those you would want to buy – if any - could you rank the order in which you would buy and acceptable price range.
As always, thank you .

Q: Given the recent price jumps in some of the US recommendations you have been making, can you give me your top 5 long-term holds in terms of their current price?

Thanks

PS. I understand your timelines, but if you could answer quickly because tomorrow morning will be my last buying opportunity for the next week.

Q: Good day team, I was wondering if you could provide some growth stocks either in the US and Can that have very little to no debt.

Q: About 25% of our portfolio is in US stocks - very tech heavy (APPS, CRWD, MSFT, MTTR, NVDA, QCOM, TEAM, U) with only XYL as a non-tech holding. I would like to add GOOG, BKNG but would prefer not to transfer more CD$ to US just at the moment. Would appreciate your thoughts on cashing my XYL (down about 10%) in order to buy GOOG ?
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.

Q: Hi 5i team
I'm looking to add 1 stock to my TFSA. I'm considering Kinaxis or Descarte. Which would you add. Also curious as a good price entry point for both.
I am also considering adding Booking Holdings to my RRSP. What are your thoughts and also would appreciate a good price entry point.

Thanks Peter,Ryan and team for your valuable guidance.

Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks

Q: Which of these two would you commit money to in an RRSP for a 5 year hold?

Q: Please list in order (first to last) your top five US cyclical stocks. If APPL isn't one of them, please explain why not. Thank you.

Q: Could I please get your analysis of the quarterly/year end results for MEDIFAST, Booking Holdings, and eXp World Holdings? Any change on recommendations?
Thank you

Q: Hi 5i Team,

Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:

1) tech sector (excluding FAANG stocks)

2) all sectors other than tech

Cheers,
H

Q: Can I get detailed comments on each three and which you would buy and why? Which is the “cheapest” on metrics and which has the greatest upside in your opinion?

Q: With the mandates and Covid restrictions being relaxed/lifted could you name 10 stocks that might see good momentum and growth.
Many thanks.

Q: I have 1.4% in Docu in my US cash account with a 44% loss at this time. Should I bite the bullet and sell it to invest in another growth stock for a 3-5 year hold . If so can you suggest a few other than tech.
Thanks for what you do.

Q: Can I get 4-5 Canadian and US large cap names from different sectors that look good here. Thanks