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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: With the drop in Chewy today, how would you rank it with the above Consumer Cyclical stocks?
Read Answer Asked by Neil on September 03, 2021
Q: Good Morning, For a 2-3 year hold, which two of these stocks listed would you consider adding to at this time. Thanks. Brad
Read Answer Asked by Bradley on August 27, 2021
Q: Please name a handful of stocks (Canada and US) that you deem to be strong holds for 5 years that seem markedly mis-priced to the low side.
Read Answer Asked by John on August 27, 2021
Q: I am holding BSX in TFSA and up 30% thinking about switch to MED around $210 price range, please share your thoughts on this. BSX is more a major brand and things could be opening up as covid subsides whereas MED has come down a lot
Read Answer Asked by Francis on August 26, 2021
Q: Hello team ,
I was looking for your thoughts on some of my recent worst performers and what I should do with them . Baba (held in a US cash account ) is down 45% after the Chinese government crackdown . Med (down 21% in US cash account ) after only owning it for a short time . And Mgni is selling off daily for some reason now , even after the strong quarterly results .(still up 20% in rsp) . For each of these how do you recommend them …buy more , hold , sell? If any are sells what would be your recommendation on a replacement ; preferably one with high potential in getting my money back.
Read Answer Asked by Shane on August 20, 2021
Q: When looking at growth vs value or tech vs more cyclical stocks, we have seen stocks like GH go from $181 to 99, Coupa from $377 to 208 or Acuity Ads go from $26 to $8 while the DOW hits all time highs. My question is what do you expect would happen to this type of small, growth company when a correction comes? Have they been punished enough that they are buffered or even so an inflow of capital in a rotation or would they likely be punished even more severely due to (still) high valuations? As a part 2 to this question, what would be your five favourite growth stocks that have been beaten up and would you start positions in them today or wait for further declines?
Thanks!
Read Answer Asked by Tim on August 18, 2021
Q: I would like to double my Health sector % as recommended by Portfolio Analytics. I could also increase US portion of my portfolio but either Can or US is fine.
Current holdings and percentage of total portfolio are:
GUD (.75%), WELL (2.85%), ABBV (.81%)
Could increase existing holdings but have also been looking at US stocks CI and MED.
Your thoughts on approach and recommendations, including additions/deletions/other equities I have not mentioned would be appreciated. Dividend is not essential.
As always, many thanks.
Read Answer Asked by Alexandra on August 17, 2021
Q: Hi,

I’m looking to either add to or start a new position in my TFSA, 3-5 year timeline (or longer), with a high risk tolerance. Can you suggest a few companies (no preference Can/US). I currently already have small positions of both Topicus and Eglx inside my TFSA, so I’m also considering just adding the new funds to either of these. Thanks for the great service you provide!
Read Answer Asked by Robert on August 13, 2021
Q: Hello 5i,

Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?

PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI

Thank you for your insight.

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on August 12, 2021
Q: Hello! I am tech heavy and don’t mind the extra volatility for a growth centric portfolio. Recently I am adding 10% of capital to my investments, considering a balance for the overall portfolio and tactical sector positioning, would you be able to recommend 5 Canadian and 5 US names each you are most convicted in for new capital deployment? Thanks very much.
Read Answer Asked by DOUGLAS on August 11, 2021
Q: My 31 year old daughter has $50,000 cash in her US TFSA account. What investments would you recommend for a mid to long term hold.

Thanks
Read Answer Asked by Barney on August 05, 2021
Q: Can you share your top 3 Canadian and US growth picks over the next 5yr timeframe?
Read Answer Asked by Patricia on July 27, 2021
Q: Modest amount of funds in trust for teenagers. Plan to sell Alteryx at small loss. What would you suggest for USD purchase please? I was looking @ VTRS. Not keen on debt levels but will it provide downside protection in this volatile market? Time horizon 1.5 years. Could you also please identify growth oriented names. VEEV already owned. Also ETF ideas to look @ please. Please deduct question credits as appropriate.
Read Answer Asked by Joel on July 26, 2021
Q: Good Morning 5i Team,

I'm trying to pair down the number of growth stocks I own. From this list, which two would you have the most confidence in for growth potential over the next three years and which two the least. Thanks very much.

Brad
Read Answer Asked by Bradley on July 09, 2021
Q: I am considering selling U (down 24% in my TFSA) and replacing it with one of the following: WELL, NVEI, DOCU, MED, or APPS. Please rank in order of preference if purchased today. Can I assume all of the above stocks would likely have higher rates of growth than U and that the sale of U would thus be justified?

Thank you.
Read Answer Asked by Maureen on July 02, 2021
Q: Hi,
If you had to pick, regardless of sector, the next top 5 Canadian and 5 U.S growth stocks with the highest potential return for the next decade, what would they be? I’m lucky to have return 4500% on SHOP and hunting for the next SHOP now. Thanks!
Read Answer Asked by Keith on June 30, 2021
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