Investment Q&A

Q: Hi Team,
With index's near record highs it is very frustrating to have my portfolio down 20% over the last quarter, and still dropping (holding mostly growthy tech). I have read recently that even though the index's are hitting records, nearly half the underlying stocks in the index's are down 20% or more from highs. My question is now..do I keep holding or make the switch to the interest rate increase "friendly" stocks. My initial thoughts are that since my holdings are already down 20-50% on some of these names and the stories in the companies have not changed (other than the short reports on LSPD and NVEI), is it better to simply hold at this point and wait for better days, or should I be selling into the weakness and re adjusting my portfolio? Or...should I buck the trend and add to these dips. Seems like many long term opportunites come from adding to beat down names in times such as this. I am overweight tech, mostly 5i tech favourites.

Also, taking everything into consideration; what are some of your top ideas for 2022 TFSA contributions as of today that you would be looking at, either US or Cnd. My timeframe is 10yrs plus until retirement. Thanks

Shane

Q: Some stocks you recomend from recent tax sale.(OVER BITTEN)

Q: Hi,
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?

Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!

Q: Can you recommend 2 cybersecurity stocks with decent earnings profiles.Also, what is your favourite Cybersecurity etf?
Thanks for the great work.
Phil

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Q: Looking to buy the dip and start positions in these names.

Could you rank these and suggest a reasonable target buy-in price or advise if you feel they are buyable now?

Q: Hello Ryan, Peter and 5i Team,

Wondering if I can get your opinion on what one might do with Docusign? Having held it through the boom and now the bust, I'm not so sure that it will generate enough investor interest to return to its former peak within a reasonable timeframe (unless there is an extended Covid Lockdown 2.0).

What likelihood exists that it may be bought out at a decent premium, perhaps by Adobe? If your team is now somewhat lukewarm on this stock, can you please suggest 2-3 replacements that currently show higher growth potential.

Thank you.

Brad

Q: How would you proportion $20 thousand between these 2 high risk companies?

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Q: Hi, My respected 5i team
Could you please recommend 5 solid names to buy in Canadian and US markets respectively when there is a market correction? Do you think it is a good time to buy them now during the current market drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!

Q: Would appreciate your "crystal ball" thoughts on how low Crowdstrike might go during this continuing correction.

Q: Please comment on results/outlook

Q: Can I get your quick thoughts on CRWD and VEEV earnings? Do you still like both for long term growth?

Also thoughts on the VIX cracking above 30? With rates expected to rise in the near future, do you see a shift from more growth to value and more headwind for high growth stocks? I’m holding some high growth names such as SHOP, NVEI, LSPD, U, CRWD, APPS, WELL, VEEV and am a long term investor. Do you still have high confidence in all these names? Have done well but the recent pullback is tough to see. Thanks!

Q: Hi thank you for all that you do.

I would appreciate your thoughts on a top ten list for growth plays in the US for an RRSP. (1 ETF) Time horizon is on my side as I’m a younger investor, and a dividend is not important.

Also, can you please provide a grade for each stock chosen? Ex A -E as shown in the Report section.

Would this list be any different in a TFSA? If so, why?

Thank you and please deduct points as necessary.

Nick

Q: If the scary inflation monster is in fact a mirage and we return next year to the old norm of global oversupply, excess savings, and stagnant growth what would be some Canadian and US stocks likely to benefit.
Thanks
Mike

Q: Would you recommend investing in CRWD at this nervous time or wait until
the new covide disturbance is over?

Q: Today, stocks are on sale. Can you opine on which large and midcap CDN and US caps look like they are being hit for no fundamental reason? Thanks.

Q: After a year I’m back where I started. Hold? Seems there’re lots of interesting US growth stories out there, can you suggest alternatives in industrials/tech space. And thanks for teaching me not to panic sell!

Q: With the markets down so much today (TSX 2.3%; DJIA 2.7%; NASDAQ 2%), what Can or US high quality companies look like significant buys to you? Or do you recommend waiting on the buy side until things settle a bit in the next week or so until more is known about the new COVID variant?

Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks