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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: Morning,
What are your top 3 choices (Canadian and U.S.A.) small cap value stocks today for a 5 year hold. Thanks.

Read Answer Asked by Lawrence on December 06, 2021

Q: Hello,

Further to your response regarding inflation and five Canadian and US names that might perform better, do you also have five mid cap or smaller cap names that might benefit from inflation? Both US and CDN?

Thank you!

Read Answer Asked by Gerald on October 28, 2021

Q: Hi 5iTeam,

I realize that it was up a lot earlier this year - unfortunately I bought it after that ride was over. Do you have any thoughts as to why it hasn't been performing since June even on good days in the market? It also seems to be a low vol stock without much interest. I am waiting to see what happens on their earnings but I fear that the results may lead to a further dump. Thank you for your time and comments as always.

Read Answer Asked by Jason on October 21, 2021

Q: Thanks to rising oil prices, I have cashed out of an oil stock at the original price paid 5 years ago. I feel lucky to have done so as this is a sector I wish to avoid. This makes my TFSA ( small part of total portfolios and is my fun money ) 50 % cash.
Knowing that momentum is important to you, what are your thoughts on the momentum of the S&P 500 ? The growthy small caps seem to be out of favour at the moment. Do I wait until market sentiment has changed back or look at other larger growth stocks ? Your 3 suggestions for a risk oriented TFSA is appreciated. Derek

Read Answer Asked by Derek on October 06, 2021

Q: What would be your ranking of the above names today for a growth portfolio? Are there any you wouldn't currently view as a buy?

Thanks!

Read Answer Asked by Andrew on October 04, 2021

Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve

Read Answer Asked by Stephen on September 20, 2021

Q: Hi,
In respect to the question from Brad in regards to small caps, you responded as:

"We have seen some studies showing the group is cheap (relatively) than it has been in 10 years. The 4Q is often good for the sector.

Could you name 3 to 5 small cap stocks that you would recommend?
Thanks,

Read Answer Asked by ilie on September 16, 2021

Q: I have three 1 percentage type holdings in trox, ichr, and uctt. I am trying to get down to 25 holdings as well. I was wondering if you think consolidating the three positions into a 3 percent holding in UPST would be a decent play with your current bullish outlook? Thanks as always for this tremendous service.

Read Answer Asked by Brian on September 07, 2021

Q: Hi,
I was looking at taking a position in UCTT.(Ultra Clean)
I believe the earnings were fine with a beat on both revenue and EPS including raised guidance,
The stock is trading at $41.31 currently. Looking at some of its financial metrics & estimates , this stock is trading at 1x NTM revenue. I would consider this stock extremely cheap currently.
Would you agree with my understanding and is there anything else you could add?
Thanks

Read Answer Asked by ilie on August 19, 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: The chip shortage is currently a well publiced topic. Can you give me the names of a few companies that you feel will benefit from this dilemna. Thank You.

Read Answer Asked by Brian on August 18, 2021

Q: I have these 5 positions that I entered in at one percent weights. I am looking to do a clean up to fewer positions. Do my give you concerns or are you still comfortable with all 5? How would you rank them for 3-5 yr opportunity? Thx as always for amazing service.

Read Answer Asked by Brian on August 12, 2021

Q: I keep seeing CRWD come up as a good growth holding. I own the holdings mentioned earlier today in the 3 Cdn and 3 US growth recommendations, with the exception of CRWD. I'd have to sell something to buy it and own both UCTT and ICHR. I am wondering if there is some overlap between these two and whether selling one to buy CRWD is a good move - and if so, which one would be the better sell. If not, looking at CRWD peers, I also own PLTR. Would CRWD be a better growth holding than PLTR and warrant a switch?

Read Answer Asked by Kim on July 28, 2021