Investment Q&A

Q: My 21 year old daughter holds Costco, Unity, Etsy and Crowdstrike in her US TFSA. Should we sell something to buy Nvidia? Or should we start over and sell more than one holding to replace with others? 5i is a great service!

Q: Hello team,

I am up 40% on CAE, which I don't think is going any farther until planes are back in the sky in a meaningful way. Would you agree?

If you more or less agree, I am thinking of selling CAE and put the proceeds to one or two of the followings ordered base on my losses in each. The original investment is almost the same amount in each stock with the exception of BLFY which was 1/2 of others:

U (+7%)
Appl (-1%)
ABNB (-5%)
PLTR (-6%)
CRNC (-23%)
BLFY (-40%)
PINS (-28%)

Would you average down or would you sit tight? I know you don't like averaging down in general, but I thought I would ask as sometimes there are better growth opportunities and it does make sense to build up a larger position.

Thanks for the help!

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

Q: What technology stocks would you recommend investing in right now, US and Canada?

Q: Hello Team,
Could you please compare these three companies and rate them in order of preference.
Thank You,
Barry

Q: Hi Team,
I am holding the following stocks at a loss. BABA (-52%), MED (-30%), TT(-4%),EGLX (-33%), MG (-8%), SWKS (-20%), U (-1%), PINS (-33%).

My question is, should I continue to hold the line with all of these? Or are there any that stand out to you as being better off to sell and swap out with a different holding of which you suggest? Or any of these I should be selling, and adding to another one of these? I thought perhaps after yesterdays sell off there might be some moves I should be making. (Although the market is already recovering nicely today on alot of these names). Suggestions here would be appreciated. Thanks!
Shane.

Q: For a high risk, ten year hold would you side with Unity Software or Docusign? Thanks.

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

Q: What are the top Artificial Intelligence companies to invest in at this stage, if one is looking for a ten year time horizon and multi-bagger potential with a very high risk tolerance.

Q: Good morning team. I recently exited ATVI with all the sexual harassment allegations directed at the management. Didn’t sit well with me from an ethnical point of view. I did however do well with the stock. Wondering if you could suggest a couple of comparable companies to replace it. I do like the space. Thanks. Happy long weekend.

Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave

Q: Gentlemen

The stock is having a huge day, is there any news out that can explain the price action?

Q: Could I have your top 5 growth picks in Canada & USA. Thank you BOB

Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick

Q: Good afternoon,
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.

Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.

Thanks.

Joe

Q: Hello 5i,
I'm looking to add a couple of these stocks to my growth portfolio. I realize some are very new and comparisons maybe difficult but I'd like your opinion on which would have the best growth over the next 3-5 years. Also which would you prefer?
Thank you so much!
Dave

Q: Hi Do you think Unity is gonna keep moving up. I’m still down on this wondering whether to sell or hold or in fact buy?

Q: Hi guys,

Please comment on their quarter and also is it a buy/hold/sell, inside a growth portfolio.

Thanks

Jim

Q: Please comment on the earnings report. Specifically are you concerned that revenue growth is being swamped by increasing cost and cash outflows? Are the expense increases in categories that support future growth, such as r and d, or they just drags on performance like salaries, stock compensation etc.
Greg

Q: I hold all of these stocks and want to add to one. Could you rank in order which ones you would be adding to today. TEAM, TTD, U and PLTR

thanks Dave