Investment Q&A

Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.

Q: Could you please rank SQ, NVEI, PYPL and V for a growth investor with moderate risk tolerance and a time-frame of at least 5 years. Please add other suggestions that fits the theme. LSPD is already owned. The reasons for your top two choices would be appreciated. Thanks.

Q: Can you please comment on the results of the Dutch Auction. Thanks.

Q: Hello 5i Team,

I am thinking of adding Mettler-Toledo International Inc. (MTD) & Ecolab Inc. (ECL) to my portfolio.

What are your views on these two?

Thanks for your great advice as always.

Q: is CCL.a in the materials sector and CCL.b in consumer cyclical?

Q: Peter,

What have you heard about the Money Show in Toronto this fall. Are you participating.

Thanks
Paul

Q: Now that the IPL,PPL combo is off the table which of the three has the best prospects going forward? Thanks Ron

Q: Can you share your top 3 Canadian and US growth picks over the next 5yr timeframe?

Q: A general Question. When the after hours trading numbers and percentages of US traded securities have stopped am I then looking at the opening price the next morning? If not what is the significance of the numbers? Thanks! John

Q: Hi 5i,

Do you have estimates and date for the quarter?

Thank you!

Q: Thoughts/preferences regarding these stocks?
Thanks...

Q: Thought on LHCG?

Q: What is your opinion for BCRX? The earning are due to be reported August 5th and the stock price is close to the 52 week-high. Thank-you.

Q: Could I get your suggestions for some $CDN ETFs to invest for a toddler's RESP. I was thinking maybe a split between a tech-based ETF and a general North American-based ETF, but am open to any other ideas. There is not too much in the RESP at the moment, but it does have years to go, so growth is the main goal.
Thank-you

Q: Hi, I've sold IYW for a decent gain in a US rsp account. I would like to consider 2 US stocks with reasonable dividend. I currently hold ICLN and RBLX as US stocks. Can you suggest a few US dividend stocks or ETF to consider? Thanks.

Q: Ignoring the risk that come with a Chinese company, how would you currently evaluate BABA's business as a long term investment? I'm interested to hear your thoughts on the business aspects you typically focus on, such as management, earnings growth potential, debt, cash flow, runway etc.? Thanks
Marc

Q: Assuming a deflationary scenario and a continuing low interest rate environment for the next 18-24 months or so, what are your top five sectors and the top three picks within those sectors.
Many thanks for your most helpful advice.
John

Q: Hi
I also hold BEP/UN and AQN. Being that BEPC is at break even now, I am wondering if I should hold it, or switch it out for BLX if BLX has more potential for growth over time. Would you have a different suggestion than BLX? Your thoughts on this would be appreciated!
Thanks for all your hard work - Dawn

Q: Hi 5i,
I'm lucky yo be up 100% in KEY over the past little more than a year in a registered account and based on my buy in price I receive a healthy 12% annual dividend. Although I know it can be thought of as a utility I realize KEY is more properly classed as an Energy stock and I also hold significant weight in ENB and TOU, so paring down Utility/Energy weight would be OK. I'm wondering if KEY's future growth and dividend prospects are strong enough that I ought to just hold on to all of this (so far) very good thing, or if it might be both prudent and rewarding to sell 1/2 and buy into GSY with the proceeds. I hold both CM and BNS but in reasonable weights and mainly for dividend growth, and I wonder if looking for some torque from GSY with the profit I've made in KEY makes sense.
I'd sure appreciate your thoughts. Thanks.
Peter

Q: EQX: hold no gold stocks. Thinking might be a good idea with all the debt. floating around as a hedge against that and inflation. I was thinking of this company; however, concerned about the location of the mines in S.A. - stability? Any comment of location of mines and % of total production - risk - political etc.?