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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 Team,
I am currently reviewing my TFSA and the current holdings within that account. I am looking for your thoughts if any of my holdings should be adjusted or removed/trimmed, or if you had any suggestions for new buys. My focus in this account is growth for a 10yr+ period. I hold the following stocks, listed as a % of my tfsa: LSPD (32.3%), CELH (9%), Docu (5.6%), Fb (19.3%), Pltr (4.9%), SQ (12.2%), TTD (8.9%), U (7.9%). Thanks

Shane

Read Answer Asked by Shane on September 22, 2021

Q: Hi Peter, Ryan and team.

I was wondering if you could give a US list for the question asked back on September 17, "Would you have a short list of 5 companies that should be on a watchlist for when (if) a 10% downturn comes before Christmas ?"

Thanks.

Read Answer Asked by Marvin on September 21, 2021

Q: My recent question about defensive growth stocks - let me rephrase it as I was after growth in defensive sectors . In defensive sectors I would appreciate your advice on top 3 growth stocks within each sector for 5-10 year hold. For example, in staples sector, could you advise top 3: COST, ATD, MED, CELH, PEP, MDLZ, BYD, DRVN, MNRO, or others. For Utilities sector, please advise top 3: for example, BEP, BIP, RUN, PBW, ENB, or others. For REITs and Telecoms, same. Please deduct requisite points.
Thank you..

Read Answer Asked by sam on September 20, 2021

Q: Hi,

Iím looking to either add to or start a new position in my TFSA, 3-5 year timeline (or longer), with a high risk tolerance. Can you suggest a few companies (no preference Can/US). I currently already have small positions of both Topicus and Eglx inside my TFSA, so Iím also considering just adding the new funds to either of these. Thanks for the great service you provide!

Read Answer Asked by Robert on August 13, 2021

Q: Hello! I am tech heavy and donít mind the extra volatility for a growth centric portfolio. Recently I am adding 10% of capital to my investments, considering a balance for the overall portfolio and tactical sector positioning, would you be able to recommend 5 Canadian and 5 US names each you are most convicted in for new capital deployment? Thanks very much.

Read Answer Asked by DOUGLAS on August 11, 2021

Q: Hi,

This is just a comment to your answer to one of the 5 I members in that CELH is not reporting earnings on the 6th as you previously noted but instead on:
CELSIUSģ, today announced that it will release financial results for the second quarter ended June 30, 2021, on Thursday, August 12, 2021, before the market open. Management will then host a conference call that same day at 10:00 a.m. Eastern Time, to discuss the results with the investment community.

Thanks

Read Answer Asked by ilie on August 06, 2021

Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.

Read Answer Asked by Maureen on June 28, 2021

Q: Hi,

These stocks listed make up the core position of my Canadian and US holdings.

Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .

Thanks

Read Answer Asked by ilie on June 22, 2021

Q: Good day. Looking to deploy some new cash, the above stocks are my present US holdings. Any in this group set to take off that could be added to or any sells in the mix? Recommendations to add to this group?

Read Answer Asked by Ray on June 21, 2021

Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake

Read Answer Asked by Jake on June 16, 2021

Q: Hi Everyone at 5i! Hope you are having a good summer so far! Speaking of summer, Peter gave five suggested summer stock picks in the National Post on the weekend. ..Flutter Entertainment, Pool Corp, Scottís Miracle Grow, Celsius Holdings and Airbnb Inc. If I could only invest in one, which one would your crystal ball say would have the greatest potential of growth? Cheers, Tamara

Read Answer Asked by Tamara on June 14, 2021