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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: What are 5 US stocks you expect to perform the best in 2021? Happy holidays and thank you for the great service!
Read Answer Asked by Eric on December 22, 2020
Q: Hi group i would like to sell something so I can buy CRWD. Do you think this is a wise move at this point in time. i see the need for even more security going fwd? - your thoughts please Following is a list of my holdings if you agree with buying CRWD (or have i missed the boat (its almost beck to its 52 week high ) what would you sell to accomplish this ? SU, MEG, TOG , MX, FTS, GUD, DOC , ATZ , LNF , ENGH ,DSG ,LSPD ,CSU , BNS, GSY, TFII, BYD, KXS, WSP, GILD, COST, AMZM, IWN, MSFT , AAPL, BABA, ITP, BAM , BEP.UN MG , J, MLM, W , WEF FN , AEM , GLD, GDXJ, GDX, MAG, WDO, EQX, SIL, USA, Thanks for your advise Happy holidays to you and your group
Read Answer Asked by Terence on December 22, 2020
Q: Hi 5i team,

Currently I own in my TFSA the following stocks: CSU, DSG, KXS, OTEX, PHO, REAL, SIS, WELL, XBC, NVDA,VALE and PDYPF (Thanks to SHOP my TFSA grew considerably)
I would like to keep in TFSA only high growth stocks. After reading some of your answers it seems that CRWD and U are good candidates to add.
Please advise which stocks should I sell or move to my cash account to make room for mentioned stocks.

Becoming a 5i member was the best decision ever, thank you for you guidance and amazing service. Reading the Q&A became my daily morning ritual while drinking my coffee.
To all the team Happy Holidays.
Read Answer Asked by Svetlana on December 22, 2020
Q: This past week has a lot of concern raised over widespread security issues, not just in the US. Stocks in the sector all responded with huge upside. My question is really about FEYE and TENB which are much smaller than CRWD. Those 2 stocks traded at much higher volumes on Friday. Do they have some particular answer to this latest security breach that the larger companies may not have? Let me take this opportunity to wish everyone at 5i a merry Christmas and Happy New Year.
Read Answer Asked by Lionel on December 21, 2020
Q: Seasons greetings from Nunavut... I'd like to start positions, however all are currently overvalued according to MS - I understand its difficult to value these types of stocks. So far I have a little of all of them, except TTD. Should I just buy??? Or wait till they pull back? Are there some you would buy now and others you'd wait and see?
Read Answer Asked by Mary on December 21, 2020
Q: Hi Team,
I am looking to raise cash to buy CRWD. I need to sell/ trim something to raise cash to do this. Out of the following stocks, which would you recommend selling to do this: KXS, DSG, FB, Docu? Or...would you recommend this at all? Note that I currently hold KXS/ FB / Docu in 2 seperate accounts so I would probably only sell half positions in those ones. Thanks for your help!
Read Answer Asked by Shane on December 20, 2020
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.
Read Answer Asked by Curtis on December 20, 2020
Q: Please pick 1 stock for each of Canada, USA and Global. No restriction on sector.
( use as many credits as required)

A. Shorterm buy for 3 to 6 month, momentum type buy, get out once it slows.
B. Longterm hold growth stock ( 5+ years), but you expect a quick rise in the shorterm.
C. Longterm hold balanced stock ( somegrowth, stable adn growing div), maybe something that has been beaten up by covid that provides a good buy right now.

Along the lines of $ fell into your lap from a long lost aunt's will or you cashed out of the bet you placed on bitcoin so have some fun/free money ....


Read Answer Asked by Tom on December 18, 2020
Q: Please rank them based on their moat, starting with the widest moat. Thanks.
Read Answer Asked by Dev on December 18, 2020
Q: I am trying to decide which one of these cybersecurity companies to buy if I have to choose one. Alternatively, is there an ETF focusing on this narrow segment of the market you would recommend?
Your insight is much appreciated, Peter
Read Answer Asked by Peter on December 18, 2020
Q: Hi 5i Team,

Thank you all for a great service. What 5 CDN and 5 US stocks in any sectors would you buy today?

Thank you and happy holidays to all and the very best for 2021.

Pat.
Read Answer Asked by Patrick on December 17, 2020
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
Read Answer Asked by Cory on December 17, 2020
Q: Hello. Looking to add to a new position for a young investor with a 5-10 year time frame and a moderate risk tolerance level (7/10). Would you please rank the following from favorite to least favorite assuming you are staring a position today? Thank you
Read Answer Asked by Antonio on December 17, 2020
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.
Read Answer Asked by Ben on December 15, 2020
Q: Hello,
Regarding American companies, I am seeking recommendations for 2 long term hold positions. I have quite a high risk tolerance and prefer companies with a lot of room to grow. My current portfolio has relied heavily on FANG stocks and I am interested in consolidating those positions and redistributing to riskier but potentially more rewarding companies with good fundamentals.
Your insight is much appreciated.
Thank you.
Read Answer Asked by Lucas on December 15, 2020
Q: Hi Peter,
I asked this question several yrs ago; If you became a fund manager again starting this week, what would be the first stock you would want to buy? Your answer was CSU:ca

Now that you are becoming a fund manager again, what would be the first stock you plan to buy? That's if you can answer. Thanks
Read Answer Asked by David on December 14, 2020
Q: Hi 5i Team,

Of the stocks hitting recent 52 week highs, which 5-10 stocks do you have the most conviction in going forward?
If possible, could you list 5 Canadian and 5 American exchange stocks?
As they say, a stock that hits a 52 week high is likely to continue its ascension.

Cheers....
Read Answer Asked by Stephen on December 14, 2020