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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 give me your opinion on these three company's management team, growth prospects, debt levels, and current valuation. I am looking for a home run over the next two years for my more speculative part of the portfolio. Any other names you would prefer? Regards greg
Read Answer Asked by Greg on January 07, 2021
Q: Happy New Year to the 5i team.

I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.

These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.

I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.

Thanks in advance for all the great work you do,
Rory
Read Answer Asked by Rory on January 07, 2021
Q: I have a fairly large holding of FIE. I like the large dividend and considering adding more to my position. What is your opinion about the sustainability of dividends for this ETF? Do you have any other high dividend stock/ETF you can suggest? This is for my TFSA.
Read Answer Asked by Bhaskar on January 07, 2021
Q: What are your top us and canadian stock picks for growth that you would buy today.
Read Answer Asked by jonathan on January 07, 2021
Q: Hi, Nuvei took a hit Wednesday morning, I understand, in line with downward pressure on Big Tech, with Democrats win in Georgia senate. This company appears to be a favorite with 5i, based on your recent comments as well as the payment space, it operates. I think, it was also mentioned in one of the answers that Nuvei has a niche in sports and gaming payment settlements space. I noticed some news this morning which helped sports betting stocks like Draftking etc, jump 3-5%. Will this be beneficial to Nuvei ? I bought a small 0.5% position, today and still considering to bring it up to 1-1.5%. Thank You
Read Answer Asked by rajeev on January 07, 2021
Q: Hi team - what do you think are the biggest advantages/strategies that individual DIY investors can use compared to the larger institutional investors? For example, I would imagine companies traded on the TSXV aren't followed as closely by the larger funds (I believe I read that here). Thanks in advance
Read Answer Asked by Marilyn on January 06, 2021
Q: Hi 5i,
I have trouble making good decisions about when to sell, both when a stock has risen and when one has fallen. I've found myself selling winners too soon (which at least only leads to loss of opportunity, not actual loss) and holding on to falling stocks too long which ultimately leads to both loss of opportunity because the money is not better deployed elsewhere as well as to eventual actual loss.
I have a general question and also specific questions related to this conundrum - please deduct points as you see fit.
Can you suggest 'rules' or at least guidelines that I can incorporate into my investing methodology regarding when to sell which, although they likely won't work perfectly in every instance will, if applied consistently over time, help me to make better decisions about when to sell?
And specifically: I've done well with DCBO but can't confidently determine whether I should hold longer or take my profits and look to use the cash elsewhere. In discussions about LSPD for example, your view seems to be that it has lots of runway left and continuing to hold could well be worthwhile. I haven't heard that about DCBO though, and can't confidently determine if its future prospects realistically support continuing to hold rather than cashing in at its current high levels.
Which brings me to the opposite scenario involving AT, which I bought recently in my TFSA only to see it nosedive almost immediately afterwards. I'm down 22% in the space of a week and for the life of me don't know whether I should bail now and cut potential future losses, or hold on hoping for an increase to at least near where I bought - $16.65 .
Your advice regarding the above specific scenarios would be greatly appreciated - and maybe if there are worthwhile general rules or guidelines for when to sell you could also explain how you'd apply them to the 2 opposing scenarios I've described as I'm sure that would help me going forward.
Thanks a ton for your anticipated help in dealing with this issue that vexes me greatly!
Peter
Read Answer Asked by Peter on January 06, 2021
Q: Hi guys,
I own all of the above in my non reg account, please provide your ranking for the above companies based on their management team and outlook. I would like to top them up as per your ranking.

thanks

Jim
Read Answer Asked by jim on January 06, 2021
Q: For US exposure which would you recommend for a long term hold? Or is a combination preferred?
Thanks for all your help
Read Answer Asked by Brent on January 06, 2021
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