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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: Please rate the following stocks to purchase for a long term hold. Thanks
Read Answer Asked by Ben on July 16, 2024
Q: Could you please recommend 5 US stocks (any sector but tech) that have a good outlook for the next few years. I am not adverse to risk as this would be for my TFSA.
Read Answer Asked by Maryon on July 16, 2024
Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.
Read Answer Asked by Alex on July 15, 2024
Q: Hello Team,

I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.

No worries on size, risk or industry, looking for best returns only.

Read Answer Asked by Kevin on July 15, 2024
Q: I have two stocks in a registered account that seem to have stalled: J and HD. Both are up over time (J up 50%, HD 75%) but there hasn't been much movement lately. Given the absence of tax consequences, is it time to move on? And if yes, please provide two US industrials and two US consumer cyclicals to replace them. (AMZN already held.) Thank you.
Read Answer Asked by Maureen on July 03, 2024
Q: Hi 5i

What would be your top 5 undervalued US growth stocks with good fundamentals that you would buy for a 5 year hold?
No specific sector required.

Thanks for all you do!
Read Answer Asked by Josh on June 17, 2024
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Read Answer Asked by Nick on June 03, 2024
Q: Please recommend 3-5 quality US stocks or ETFs for long-term holds that are currently at a good buying price.

Thanks as always.
Read Answer Asked by Kevin on May 31, 2024
Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
Read Answer Asked by Esther on May 27, 2024
Q: Hi, AXON has now broken down 20/50/100 day support levels and continues to drift lower, after the recent results (supposedly strong). After 9 straight days of losses and despite yesterday's tick up, it continues to march down. You had cited investors' concerns ( Taser deaths etc ) and profit taking to be the main factors for this large drawdown. Investors' skepticism could also be the high valuation of the stock (10/11X Sales), which is not supported by the growth, as forecasted by the management, in the recent commentary.

Does this stock deserve such high valuation ?

In any case, stock price is what market perceives, at least, in the near term.

Analysts have generally been supportive of the Co but, by nature, by nature, they are most of the times. behind the curve and try to follow the stock price.

I think, if the next quarter is not a blow out quarter with some extraordinary numbers, analysts will start slashing their price targets, in blink of an eye.

It's a Co, highly liked by 5i and certainly you would be keeping a tab on what is going on.

Should we be concerned about the persistent weakness in the stock and move the capital elsewhere ?

Thank You
Read Answer Asked by rajeev on May 24, 2024
Q: Hi, can I get your recommendations on some Industrial stocks for a conservative portfolio as well as a few picks you might lean to with your inclinations for more growth. Thank you as always! Looking forward to your suggestions.
Read Answer Asked by Harry on May 22, 2024
Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.
Read Answer Asked by Merrilyn on May 21, 2024
Q: I purchased AXON around $200 in a margin account, I'm paying 7% on the margin. Question, do I keep holding knowing that I need 7% return to break even or do you think it trades sideways until the next earnings report. Note: My Margin account only accounts for 10% of my portfolio. Thanks (I know short term is hard to predict.)
Read Answer Asked by Kevin on May 15, 2024
Q: Hi, Could you please help us understand why stock has been acting so poorly despite a supposedly strong earnings and the new drones acquisition. This is despite the fact that most analysts are bullish on the company and raised their price targets in the range of $345 to $375. As of today, stock is down over $30, post earnings. We like the story as 5i does, but are market expectations overblown and it's time to move on, before we start losing our capital ( ACB $290 ) ?

Thank You
Read Answer Asked by rajeev on May 14, 2024
Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again
Read Answer Asked by eugene on April 30, 2024
Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.

I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).

I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.

If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.


Read Answer Asked by Terry on April 25, 2024
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
Read Answer Asked by Greg on April 08, 2024
Q: Good Morning,

I hold KXS in my TFSA. My goal is to maximize growth in the account. Would you endorse a switch to one of the above names. Which would be your current two favourites in the group?

Read Answer Asked by Janet on March 26, 2024