Investment Q&A

Q: Hello 5i,

Thank you for taking time to answer so many questions on top stocks to own or purchase. We read through questions on ranking popular stocks but we were not able to formulate a priority list of CDN and US small cap stocks, especially with so many rising quickly in the last couple of months.

Based on current valuations, risk, growth potential, and management, in what order would you purchase the stocks below for a 2-5 year hold? If there are too many stocks, can you please list your top 10 or 12 in priority from the list?

ACLS, ACMR, AXON, CELH, DOO, ESTC, GSY, HPS.A, INMD, LMN, OPRA, NXT, PATH, PLTR, SMCI, VRT

Thank you

D&J

Q: Thanks to 5i, over the recent past, I have DCA these stocks, holding less than 5% with room to add based on your advice.
a) 3% - AXON VRT HPS ISRG LMN
b) 2% - BKNG CLS LLY NVDA CELH
c) 1% - POWL NXT EXP
Please rank those that you would be comfortable adding to [DCA] now - with target percentages. For example, would you add to AXON first and, if so, to what percentage.
.

Q: Hi,

One of the larger holdings in my portfolio is NVDA ~5%. I trimmed some NVDA last week and bought some VRT ~1%. Thinking of buying some SMCI as well. Do you think owning all three would be too correlated or would it be okay? Thinking of adding ~1% position to SMCI (seems to have settled down a bit here). If it were you, in what % would you allocate to each of the three names?

Also long AXON (nice results yesterday). Would like to add more but looks pricey at 68x p/e and 11x p/s. Thoughts?

Thanks!

Q: For a TFSA, what are the 10 U.S. stocks that you would recommend ?

Gratefully,

Jacques IDS

Q: Missed the recent webinar. Is it posted somewhere? Curious what the 4 picks were. Thanks

Q: I was in the process of trimming some holdings yesterday to buy Axon, but didn't get the buy in before end of day, so wondering whether to wait a bit for the stock to settle, or just get into it after the good earnings report.

Q: Please comment on AXON's earnings report.
Thank you.

Q: Of the 4 names which one would you be a buyer of this week?

Q: Good morning,
In the industrial holdings in my portfolio I hold SIS and WSP. I’ve held SIS for quite some time. SIS seems to be a bit stagnant so I’m thinking of replacing it with AXON for increased growth. What do you think of such a switch?

Q: How would you rank the named companies for inclusion in a balanced portfolio today? Would the rankings shift for a growth portfolio?

Q: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?

Q: A recent comment of "But we do prefer higher-growth companies" than LNTH, which companies would you be referring to?

Thanks for your service!

Q: Peter,please advise your US & Can stock picks in Feb 20 interview with Chris with a short narrative. Thanks

Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.

Q: I'd like to increase investments in industrial, consumer discretion and consumer staples and also increase U.S. holdings.
I'm considering Amazon and COST for consumer names - are there other U.S. names you would recommend in these sectors and please suggest a U.S. industrial as well.

Q: I've been looking at both of these companies but can only add one. BLDR seems to have a better performance looking backwards but you seem to like AXON better looking forwards. Can you tell me which one you like better and why, thanks.

Q: If you had $31,000 in a new US rrsp, what 5 holdings would you buy? What would be a decent price for the holdings?

Q: I’m currently a momentum/swing trader, but running out of names to hop on with everything up. Can you provide 5 US growth names that you might enter based on their current momentum? Either a bounce or continued rise in the next month?

Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!

Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks