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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: I have similar weightings of MDB, DOCU, PAYC, CRWD, GH, NET, and TWLO in my US RRSP account. As per the recent report recommendation from 5i, I would like to rotate some of my lesser quality stocks into strong value stocks or ETFs. Can you suggest 2 of 3 of the above that you would recommend I reduce or sell out and what strong value plays would make sense to backfill them with? Am I interpreting the guidance of the report correctly? Thanks!!
Read Answer Asked by Marc on March 22, 2021
Q: Hello 5i Reseach
What are your top 5 Canadian Stocks and top 5 US stock to buy that has the most upside in the next 2-3 years.
Thanks
Read Answer Asked by claudio on March 19, 2021
Q: Top ten growth stocks in a TFSA for 10+ years? US and CND
Read Answer Asked by Addalyn on March 17, 2021
Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.
Read Answer Asked by sam on March 17, 2021
Q: CRWD reports after market tomorrow. I hold it in my U$ account. Down 7%, probably paid too much for it. Buying US market is not my forte. In U$ account I hold CRWD, CAE, TIXT, in C$ account VGG and VFV. I have a balanced portfolio with a bit overweight tech.
I am considering selling CRWD on news and looking elsewhere for better opportunities. Would like your opinion . Could I have two or three of your top picks for non Canadian securities.

Roy
Read Answer Asked by Roy on March 15, 2021
Q: In this tech sell off. Can you recommend two canadian and two us based stocks that you would buy?
Read Answer Asked by sean on March 09, 2021
Q: Hi 5i team,
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks
Read Answer Asked by Marco on March 08, 2021
Q: Hi Peter, Ryan and Team,

Sorry if this as been asked before but I am wondering what your top 3 growth companies would be irrespective of sector on both the U.S. and Canadian side? (So 3 U.S. and 3 Canadian) to take a position in on this pull-back?

Thanks for all you folks do, very appreciated.
Read Answer Asked by Wes on March 08, 2021
Q: I currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.
Read Answer Asked by Matthew on March 08, 2021
Q: My stocks and losses are below. You indicated that the rise in rates was causing the selloff. If rates just keep rising, do you think these stocks will keep dropping?
Are these stocks healthy enough to rebound? Your views much appreciated.

US:NIO -48.31%
US:U -41.66%
KXS -21.42%
US:RDFN -21.04%
US:CRWD -19.50%
US:CELH -12.98%
Read Answer Asked by TOM on March 08, 2021
Q: I took a half position in CRWD when it was higher than it is now and am wondering about taking the other half position now that it has fallen quite a bit. Wondering what your thoughts are on this at these levels or if you think averaging in is more appropriate at this time. It will be purchased in a TFSA with a long term hold expectation.
Read Answer Asked by Jordan on March 05, 2021
Q: Inside TFSA, could you please suggest the order that you would purchase the following growth stocks: AMZN, NVDA, GOOG, MSFT, TTD, CRWD, U, PLTR. Your insight is much appreciated!
Read Answer Asked by Ching on March 04, 2021
Q: Just wondering if you think the recent pullback was overdone on some of your favourite companies making them much better buys today than they were before. If so, I would appreciate it if you could suggest 3 Canadian and 3 American companies that now have more upside.
Read Answer Asked by Les on March 03, 2021
Q: I currently hold STC, CSU, SHOP, KXS and OTEX as tech in a well-diversified portfolio. I am thinking of selling OTEX in order to get more long term growth. I want to maintain my diversification in tech but also don't want to add on significantly more risk. I was thinking of adding one of LSPD, CRWD or U.

You have mentioned in the past LSPD and SHOP could be seen as similar. I could use a US-based investment so does it boil down to CRWD or U? Or, given my parameters, just stay the course or is there another equity you think may fit better?

Appreciate the insight.

Paul F.
Read Answer Asked by Paul on March 03, 2021
Q: Hi 5i,
In reviewing my asset allocations, I am underweight in US and International. I am also light on Healthcare, Industrials, and Technology. Are there any companies (top 5) that jump out at you as growth based names that could help with this in terms of a 'two-birds-one-stone' approach?
I have a 10+ year timeline and a high risk tolerance.
Thanks in advance!
Read Answer Asked by Kyle on March 02, 2021
Q: Hi Peter and Staff
I added these stocks and PLTR a few months ago due to your good vibes in Q&A.

So far I have sold PLTR at a profit after its volatility on earnings last week

Do u still feel good on the rest even if we hit a “tech bubble” or sector rotation as far as the long term ?

Are any of them under capitalized ?

Multiple credits of applicable

Thanks for all you do
Dennis
Read Answer Asked by Dennis on February 25, 2021
Q: I hold a 3.3% position in CRWD at ACB of 213.89. It has gone from the $240s range low 200 range over the last few days. I can’t find any real fundamental reason for the drop other than profit taking in the tech sector as investors rotate into interest sensitive stocks. In fact most of what I find is bullish. I’m looking to add to my position. Am I missing anything here? Would you consider it a buy here ?
Read Answer Asked by Roy on February 25, 2021
Q: Unity software was recommended earlier this year as one of your top US growth stocks. It is now down over 40% from it’s high. I’ve been watching but never bought. Would you still rate this as one of your top US growth stocks. And with the recent pull back what would be your top US growth stocks currently.
I’m a long term member and thank you for getting me into numerous growth stocks since 2014 which I would never have bought and which provided handsome returns. So many thanks for being there for us little guys.

Steve
Read Answer Asked by Steve on February 24, 2021
Q: Hi team,
I am looking to add some new money to a tfsa. It looks like there have been some sizable pullbacks and leading stocks from some of your CA and US favourites...could you please suggest three of each that you might advise investing in at this point?
I already have sizable positions in TFI and GSY.
Thanks as always!
Read Answer Asked by Peter on February 24, 2021
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