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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 am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?
Read Answer Asked by Maryon on January 22, 2025
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
Read Answer Asked by Kevin on January 10, 2025
Q: How would you rank the following four companies at current valuations? Which ones would you be comfortable buying a full position in?
Read Answer Asked by Schoombee on January 08, 2025
Q: Greetings 5i Team and HNY,
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?

Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?

Thank you very much.

Steve
Read Answer Asked by Steve on January 06, 2025
Q: What would your top 5 small cap stocks be to buy right now in order of 1st pick being your top pick
Read Answer Asked by Gary on December 31, 2024
Q: A number of these Small/Mid Cap companies have pulled back recently (other than CLS). Do you consider these companies all buys at current prices? What would be your top 5 picks from this list?

Thank you and deduct appropriately.
Tim
Read Answer Asked by Timothy on December 30, 2024
Q: There seems to be a consistent view by 5i and others that Small and Mid Cap stocks have started to lead the market and will continue to do so over the next 2 to 3 years.

What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?

Thank you;
Tim
Read Answer Asked by Timothy on November 29, 2024
Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe
Read Answer Asked by Joe on November 28, 2024
Q: With the NUVEI deal going through I have cash sitting in my TFSA. Could you recommend three stocks that you would recommend right now.
Read Answer Asked by Carol on November 25, 2024
Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim
Read Answer Asked by Timothy on November 12, 2024
Q: Hello,

My son has saved a bit of money and expressed an interest in equity investing.

He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.

I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.

Thank you


Read Answer Asked by Delbert on November 04, 2024
Q: I'm considering the following stocks - can you please rate them from favourite to least favourite.....: SPSC:US, vrt, sj, dcbo, tve
thank you!
Read Answer Asked by Judith on October 25, 2024
Q: Hello, I have a small position in these four stocks and I'm up about 10 to 15% with all of them. I'd like to sell one to free up some funds. In which order would you recommend selling if you had to? I realize this is only an opinion and not advice. Thank you!
Read Answer Asked by David on October 07, 2024
Q: I owned GIB.A, DSG,TOI,LMN,NVDA,DCBO and would like to know if there is an overlap between any of these stocks or do they have their own unique business so all should be owned? I am trying to decide if I should reduce the numbers of tech stocks as I currently have 27 stocks and have read that best to have around 20-25 stocks.

Thanks
Read Answer Asked on September 30, 2024
Q: Hello,

You run a very interesting service! Thank you!
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred) (thank you Ahn for the question format).
Read Answer Asked by Liliane on September 26, 2024
Q: With the markets at all time highs, are there certain stocks you think people can scoop up or add to that have good growth opportunities at a reasonable price? I know 5i is not usually worried about buying companies at 52 week highs, but it is still something difficult for me!
Read Answer Asked by Mike on September 24, 2024
Q: Portfolio Cleanup Part 5:
I have needed to do this for a long time. These are a list of securities I have that are within a 15% profit or loss of where I purchased them.
Which ones to do see as an Add, Hold or Sell. Can you provide a short reason why for each. Thanks
Read Answer Asked by Charles on September 19, 2024
Q: For each pair, which would you choose today? VRT vs. SMCI, DCBO vs. TCS, NXT vs. BMI. Thank you!
Read Answer Asked by Andrew on September 16, 2024
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