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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: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
Read Answer Asked by Tom on November 06, 2021
Q: I’m getting a bit Descartes valuation. P/E of around 80 for 20-25% earnings growth going forward. Am I better to switch to Google for a five year hold, just in terms of share price gain potential? Thx.
Read Answer Asked by Michael on November 06, 2021
Q: Hi Peter, Ryan, and Team,

I’m overweight in Consumer Cyclical, and need to raise some cash for an underweight sector. Between CCL.B and MG, please rank them in order to sell a partial position. I like them both, so this is a tough decision! Thanks in advance for your assistance.
Read Answer Asked by Jerry on November 06, 2021
Q: Hello 5i team!

Kindly provide your analysis of recent earnings results and management commentary?

To what do you attribute the stock price drop?

You have previously mentioned an overhang in relation to unresolved legal dispute. What is the issue? Was there any reference to it in the earnings release or management commentary?

At this time what is your 1 to 3 year medium for this stock price?

Thank you for your helpful and knowledgeable analysis and opinions.

SG
Read Answer Asked by SG on November 06, 2021
Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks
Read Answer Asked by Curtis on November 06, 2021
Q: What would you recommend be the weightings for a particular stock, what is half and full positions referred in some of the questions.
Read Answer Asked by Vinod on November 06, 2021
Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.
Read Answer Asked by kevin on November 06, 2021
Q: The quarter looks like a blowout to me with 147% rise in earnings! Thanks for this pick and well done again. Your thoughts on the quarter and a question: does Brookfield have anything to do with this anymore in terms of management? I know it was spun out but I wonder if Brookfield still makes up a good part of the board.
Read Answer Asked by Michael on November 05, 2021
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