Investment Q&A

Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.

Q: Can you compare the two companies?
Thanks.

Q: Hi, can you please provide your top 3-5 growth picks (Canada or US) for long horizon investment? Many thanks!

Q: I am concerned about 30% of my holdings being in IT and would like to reduce perhaps by half and cover some other sectors for balance. (Just read your year-end article about predicting 2021 - perhaps you would not be concerned about 30% going forward)
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.

Q: You put forward these two stocks as good growth options but I note the reco was when these stocks were 25/50% lower price than current. Is XBC still a buy at $8+ and LSPD at $87+ given the run up over 2020?

Q: Hi All: I will be Transferring 'in kind' from my open account into TFSA. In your opinions which of this list might have the better growth potential, therefore capital gain protected within the TFSA? Too Bad for the $6K limit. Would you assist me in prioritizing my list?
Thank you for the great reading (Questions and Answers) and wonderful Web site. Happy New Year to all your great staff and all the happy 5iResearch Clients!.

Q: How would you rank these top flyers from a futrure stock appreciation point of view. With so many positive comments, its tough to determine which is the best of the best and with limited new cash to invest, I can't own them all.

Q: Happy Holidays everyone! I am relatively new to 5iResearch (few months) and must say that my results have been outstanding to say the least (SHOP, WELL, XBC to name a few - AC being the only one down so far). Thank you for that 5i.

I hold ET but am negative, as I am with BPY.UN (by more than 20% on both). I need to increase exposure in Technology, Industrials and both Consumer Cyclical and Defensive and decrease in Real estate. I do like some revenue but it is not essential for the next 3-5 years.

In no special order I am thinking LSPD or SYZ, TFII or WSP, PLC and PBH. What are you suggestions for growth here. Please comment and/or place in order of preference - objective being to recapture lost value in BPY.UN and ET over coming 12 months.

I understand this may represent many questions. Please take necessary credits. Thank you.

Q: Hi 5I! Two questions here for the end of 2020.

1- LSPD is now a 100% above its pre-pandemic levels with a market cap of more than 9 bln. Share price has doubled in two months. All of this with negative net income, negative net margin, negative ROE, negative EPS, etc... Price to sales ratio is at a astounding 39+! And, a probably decent portion of its customers still on lock-down around the world. I understand growth expectation are high and analysts are pounding the table on this one. The quintessence of the "Recovery" play. But at what point, to put it mildly, can we honestly say the stock is getting a bit ahead of itself? Isn't the downside risk factor growing at a equal alarming pace here, if things don't pan out like everyone expect? Don't get me wrong, I'm very happy to have bought the stock back in april. But I've learned over the years to be very careful when things get too easy. My best success in the market have always been acheived on the long run, with lots of patience and when things are boring.

2- FSZ has been trading at a very high yield for a long time now. How worry should I be since the yield stubbornly refuses to return to more "normal" levels. Either the market deeply undervalues the company or it thinks their payout ratio is too high and a dividend cut highly probable. Or, I'm missing something, which is also highly probable. Your toughts on this would be very appreciated.

To everyone at 5i, have a great holiday, happy New Year 2021 and thank you for your great work in 2020.

Q: I bought LSPD several months ago and so far its been doing great.. We've been thinking about buying more but given the gains already seen do you think there is still significant upside opportunity? How much of the gains do you think are being driven by hype or are the business fundamentals just that good?

Q: Hi 5i,
They both increased 100% within 3 months with the similar price and Price/Book. Which one do you think is better for the coming 2-3 years? If I can only buy one. Kindly advise, many thanks.

Q: Thanks to your excellent recommendations 2020 has been a record year for my family’s portfolio. Thank-You.
However, I feel like I need to consolidate some of the tech companies I own so when their prices rise I will have more torque. Which of the above companies would you suggest I merge, drop, or even add? Growth is my only objective.
Enjoy the holidays.

Q: Hello Peter,
First, I want to thank you and your team for a fabulous job. I really find your service useful not just from stock selection, but gaining knowledge in the industry overall. Best wishes for Xmas and the New Year.
The stocks are from various sectors so not apples to apples comparison but if you had to choose the list from lower risk to higher risk, what would it look like and what factors did you use to select the profile.. Many thanks.

Q: Hi guys,

I will be able to move on January 2nd one of the following from my non registered account to my tfsa. (Lspd,gsy&shop)
Merry Christmas and Happy New Year's to the staff of 5i
Jim

Q: Hello,
If you had to pick 2 Canadian and 2 US growth stocks what would be your favourites today? I believe abnb will be a disruptor in the industry, what do you think of them currently? Would you buy or wait till the dust settles a bit. At what price would you consider it a good buy? Thank you

Q: The average P/E of my stock and ETF portfolio (63) reflects the tech/momentum binge I've been on since Spring 2020. I'm considerably overweight in tech yet I'm finding it difficult to jettison or trim any of my names in that sector. Can you please help by identifying 5 of these that you're less bullish on compared to the others? I have a reasonably long investment horizon and good risk tolerance (5 yrs until my children's post-secondary education and ~20 until retirement). Thanks again.

Q: Hello Peter, assuming an already have a diversified portfolio, in what order would you choose the following for long-term wealth creation (whether from dividends or gains): ETSY, PINS, SQ, NVDA, LSPD, ADBE, ARKW, MKP. Thank you.

Q: Hi Peter, Ryan and team,

There are 8 stocks in my TFSA. REAL is 5% and LSPD also is 5% of the value of my TFSA. Which of the 2 stocks do you think I should buy more of?

A more broader question, is 8 stocks in a TFSA too many? Should I try to amalgamate to 5-6 stocks?

Thanks.

Q: I know it’s a good problem to have but my listed tech stocks have done really well thanks in part to recommendations from 5i. So much so that I now have 41% in the tech sector. Since selling my mutual funds and establishing my own portfolio, your guidance and suggestions have been so much appreciated. It seems that other sectors may be the place to be as we come out of the pandemic. The issue is that these are for the most part proven quality stocks. I’m not keen on selling any of these. Does one bite the bullet and sell some ? If so suggestions are appreciated? Or does one just trim profit and migrate into other sectors and buy more of companies like DOO GSY and WELL? Thanks

Q: I’ve been very fortunate with LSPD since I first bought it at $18 and continued to buy on the way up to $65. I’m up over 130% overall. But now to tough part...when to sell. It seems that it has a very long runway and because of that, i’m hesitant to sell a single share. I have it in multiple accounts ( about 3/4 in a tfsa, and 1/4 in a LIRA ). I’m 47 and 10 year away (I hope) from retirement but consider myself an aggressive investor and have some stomach for volatility (how can you not during these times) Given where the SP is today, where do you see the stock going in the next 2-3years? Would you sell and buy something else? Or, let it run? Looking for ideas.