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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: In your opinion, is it too late to get out of the higher valuation stocks like SHOP, CROWD, UNITY, APPS, CELH etc.? With 3-4 rate hikes coming possibly, would I be better off in the lower multiples like banks? Or is most of the damage already done?

Read Answer Asked by Neil on January 17, 2022

Q: I know you answered a question this morning regarding CELH but I think there is some information you may not be aware of. On Friday Li Ka Shing and his friend Chau Hoi Shuen filed a 424B5 supplemental shelf offering to sell their 12.4M shares (16% of CELH). This is why the share price has tanked over 25% including todays drop. It worries me coming on the back of the news that there was an SEC inquiry in Dec of which we still don't know the details. Makes you wonder if the largest shareholders are bailing before the news drops? Anyway I worry this negative momentum will keep going. I never like panic selling into news etc. What are your thoughts?

Read Answer Asked by Adam on January 11, 2022

Q: The above mentioned companies make up my US portion of my companies for a buy and hold retired growth investor. Given that they are evenly held, not well diversified and weighted to tech, Looking forward to 2022 do any of these cause any concern to you. NIO and UCTT have been underperforming the most. Would you trim or remove any of these?

Read Answer Asked by Craig on January 03, 2022

Q: I bought these (and others) for growth, and was doing well, but am now in the red on these holdings. I bought for a five-year hold, so donít need to sell anything, but I would ask, do you see any that should be sold or any that I could be adding to for a January bounce? Thanks!

Read Answer Asked by Kim on December 15, 2021

Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

Read Answer Asked by kaushikbhai on December 10, 2021

Q: Hi thank you for all that you do.

I would appreciate your thoughts on a top ten list for growth plays in the US for an RRSP. (1 ETF) Time horizon is on my side as Iím a younger investor, and a dividend is not important.

Also, can you please provide a grade for each stock chosen? Ex A -E as shown in the Report section.

Would this list be any different in a TFSA? If so, why?

Thank you and please deduct points as necessary.

Nick

Read Answer Asked by Nick on December 01, 2021

Q: If the scary inflation monster is in fact a mirage and we return next year to the old norm of global oversupply, excess savings, and stagnant growth what would be some Canadian and US stocks likely to benefit.
Thanks
Mike

Read Answer Asked by michael on November 30, 2021

Q: Fire sale - V - 13 month low; MA just as bad; along with the rest of these. Do you think the people selling them have knowledge that we do not have and that is why they are selling these stocks. What is your take on what is happening? Thanks

Read Answer Asked by Dennis on November 19, 2021

Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,

Read Answer Asked by ilie on November 16, 2021

Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,

Read Answer Asked by Dennis on November 15, 2021

Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

Read Answer Asked by Curtis on November 06, 2021

Q: Hi there, I am looking to pick up a few positions. I am underweight in consumer cyclical, real estate, financials, energy, and US. I have no holding outside N.America. My investment profile is Balanced to growth-oriented.
I currently own the following in those categories:
ATZ, BRP, CELPH. COST, LULU, MG, PLC, TSU, X, RY, SLF
What stocks would you buy today?

As a side note, Is there a publication or investment service you would recommend, for US and international holdings?
Thanks for your advice.

Read Answer Asked by kevin on November 06, 2021

Q: I notice CELH has been up and down between $87 and $97 over the past month. Anything causing this? The Entertainer from CNBC was very high on Netflix and Tesla. Netflix's stock dropped on a good earnings report I think because people had bid it up prior to the earnings report. Your opinion is needed before making a final decision on either one. Thank you.

Read Answer Asked by Dennis on October 21, 2021

Q: Making some adjustments based on portfolio analytics.
Whats your best growth suggestions for:
Health care (us/ international)
Industrial (us/ international)
Consumer defensive (us/ international)
Consumer cyclical (us/ international)
And what is your favorite way to add a fixed income component?
Take appropriate credits as nessacary.
Thx for the great service.

Read Answer Asked by Todd on October 15, 2021

Q: Am wondering which of these stocks are vulnerable to climbing interest rates. For the vulnerable ones, would you please advise at what point you would consider reducing or selling them. Also, a strategy on when and how to do such an assessment would be instructive.

Thanks for your great advice. Most of your subscribers say this regularly, but they probably really mean it ! If it weren't for 5i, I'd still be holding a bag of mutual funds not knowing how big my losses were.

Whatever number of credits works

ConsCyc US:NIO
ConsDef US:CELH
ConsDef US:COST
Enrgy CPX
Enrgy AQN
ETF VGG
FinSvcs RY
FinSvcs US:V
FinSvcs SLF
FinSvcs US:MCO
FinSvcs GSY
FinSvcs BNS
FinSvcs US:BAM
FinSvcs US:JPM
Heal US:MDT
Heal WELL
Ind US:RTX
RealEst US:RDFN
Tech SHOP
Tech KXS
Tech US:MSFT
Tech US:CRWD
Tech US:U
Tech US:CRM
Telco BCE
Telco T
Util US:BEP
Util CU

Read Answer Asked by TOM on October 08, 2021

Q: Hi Peter,

Does a portfolio, that is made up of the stocks listed above, agreeable to you if one has a longer term time frame, say 5 years plus and has a high tolerance for risk?

Thanks,

Read Answer Asked by ilie on October 01, 2021

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