Investment Q&A

Q: Hey 5i,
Say that you are a “very aggressive growth investor/trader” using a commission-free brokerage and a stop loss strategy to mitigate risk to make sure you are far from the last one out when a downswing/correction/crash happens.

1) What would be your current top 15 highest conviction aggressive picks that you think would appreciate the most in 2021 (USD and CAD), regardless of any other considerations like sector weightings.

2) On businesses that you are most comfortable with (GOOG, AAPL, MSFT) what would be the highest weighting you’d be OK with? The stop loss strategy to mitigate risk applies.

Please deduct the appropriate credits, thanks !

Q: I accidentally bought additional shares of CRWD in my unregistered CDN account instead of the U$ unregistered account. Note C$ is stronger vs U$ than when I bought it. Which would be my best option, leave as is or journal to U$ account.
Trying as much as possible to limit capital gains in 2021.

Q: Good Afternoon,

I am overweight in tech. Which of these would you reduce/sell first?

Thanks.

Q: In my US account, I hold Berkshire, Disney and MasterCard. I was thinking of selling one of these to free up some USD to purchase CRWD for more growth. Which one would you suggest selling if you were in this position?

Or, if it were possible, would you suggest converting some CAD to USD to purchase CRWD, and keep the US stocks that I have already?
Thanks
Robert

Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!

Q: Hi group ITP now 20 % off the highs generated by their last quarterly report. Any idea what is going on with this stock is it a buy sell or hold
Second question if you were to buy 3 stocks in the US and 3 Canada with moderate risk/reward what would your picks be and why ?Thanks for all your help its much appreciated

Q: Top 10 stocks to add today to my TSFA (US or Can). I have Well and XBC today. Looking for growth with a 7-10 year investment horizon.

Q: Hi Team,
Could I have one Canadian, one US names you are recommending right now.
Thanks!

Q: Hello 5i,

I have enough money to open a new 1% position in a portfolio that is intentionally a little overweight in tech, but otherwise well-diversified. I currently don't have any pureplay cybersecurity companies or any pureplay fintech/payments companies (although I do own MELI, STNE and SE). Which of these two sectors would you invest in first. I was thinking CRWD for cybersecurity and SQ or PYPL for fintech/payments.

Thanks

Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!

Q: Could you give a quick update on CRWD and reasons for the sharp increase in the last couple of days? Thank-you, your service is very much appreciated.

Q: I am looking at adding to our TFSA accounts - I know you like CRWD and NVDA - but which one would you add now - for growth.
Thanks

Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.

Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

Q: Good afternoon 5i Team!

I would like to get your opinion on Mitek versus Crowdstrike. If you were to purchase one of these today for a one-year hold, which would you prefer?

Thank you.

Brad

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Q: U want some exposure in the cyber security area, Which ft these two ETFs do you prefer? Or, would you suggest a single stock as a better option? Thanks