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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: Hi All at 5i! I own both of these stocks and now having broken even I would like to sell them. Do you think they have strong potential growth?? If so I may reconsider. If not, could you suggest some good solid US alternatives … not necessarily proxies.
Thank you,
Tamara
Read Answer Asked by Tamara on July 20, 2023
Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,

Mike
Read Answer Asked by Michael on July 20, 2023
Q: I have a 5% position in cash, and am looking at the above three positions for medium term growth (1-3 years). I understand that these have different risk factors, but taking risk out of the equation, would you split the position, and if so, how. Thanks!
Read Answer Asked by Kim on July 19, 2023
Q: Can you list out a 5 securities (US or Canada) which you feel are mispriced (ie. where the price is substantially lower than its true value)? I know folks that 5i are generally growth investors, but also know that Warren Buffet's approach is also widely respected.
Read Answer Asked by Mike on July 18, 2023
Q: Inmode's share price recently had a sizeable increase, presumably due the guidance it released. Would you expect a further increase based on that guidance? What are the prospects for the company going forward and where do you see the share price going from here, for the short as well as long term? Many thanks for your excellent service.
Read Answer Asked by Leonard on July 18, 2023
Q: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience
Read Answer Asked by John on July 17, 2023
Q: Morning 5i Team,
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.
Thanks,
H
Read Answer Asked by Harry on July 06, 2023
Q: Hello Team, I hold these 3 stocks in my portfolio, I'm starting to be a bit overweight in Healthcare. Do you feel all three still should be held and is being a bit overweight okay for this industry?

I have 10 years before any of these funds are needed, and I have a fairly aggresses portfolio.

Thanks.
Read Answer Asked by Kevin on June 22, 2023
Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.
Read Answer Asked by Brent on June 14, 2023
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
Read Answer Asked by Patrick on June 14, 2023
Q: Hello
I’ve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you
Read Answer Asked by Les on May 03, 2023
Q: Hi,

I am intrigued by your answer to Derek's question May 3 about TTNM and others.

You said with "...with small caps a basket of three or four companies often is a better approach."

I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).

Thanks very much. Michael
Read Answer Asked by Michael on May 03, 2023
Q: could you give us your case for PERI,as you seem to like it.
Why is PERI so much more compelling then for example APPS or AT?
Wouldn't you think advertising budgets decline in times of a recession?
It might be apples to oranges,but if having only one choice between INMD,AXON and PERI,which one would you pick?
Read Answer Asked by Josh on April 25, 2023
Q: Q1
Could you please rank from your six highest conviction CAD mid-cap stocks for a 5-year plus hold.


Q2
Could you please rank your six highest conviction CAD small-cap stocks for a 5-year plus hold.

Q3
Could you please rank your six highest conviction US small-cap stocks for a 5-year plus hold.

Read Answer Asked by Stefan on April 24, 2023
Q: I have followed your recommandation to buy CROX in 2022 and held on during the continuing blood bath. I bought more and now sits on a 70% gain and holding on. Thank you very much. Do you see another diamond in the rough in the midcap space? Please suggest 3 names with rationale and possibly good entry price.

Thank again for your great services.

Yves
Read Answer Asked by Yves on April 21, 2023
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