Investment Q&A

Q: Good morning Peter, Ryan and Team,

What US companies would you be putting new TSFA money into for 10 year hold? Assume a diversified portfolio and trying to get high growth for TSFAs.

Thank you,

Wes

Q: Would you please suggest 2 US and 2 Canadian stocks that hold promise in short to medium term for my daughter's RESP ? Thanks.

Q: Kxs has been drifting lower for the past few weeks. Comments?
Also, in response to today’s question from John asking you to rate TFSA stocks for a 5 year hold your answer didn’t include KXS as he requested. Could you revisit this response please.

Q: Hi Folks,
Looking to add to my TFSA for 2021 - want something with some growth for a 5+ years hold - I am looking at NVDA, PINS, PLTR, U, CRWD, CSU, KXS and SHOP - can you recommend in order of preference.
Thanks

Q: I have full positions on those above. I want to add one more tech company. I am trying to buy only one within the sector and at the same time diversify their business. For 3/5 years I am thinking crowd, pltr or possibly pins. What are your thoughts and a short opinion? Thank you for all the excellent service.

Q: Hi There,
I am looking to purchase two of three stocks listed about within my TFSA.
Of the three, which two would chose today?
Thank You

Q: Any specific reason that some growth stocks are falling more than others? U and TTD seem to be really struggling, but CRWD seems to be recovering better.
Would you prefer CRWD because of momentum if you had to choose from the 3?

Q: I want to purchase one of the above stocks for this years TFSA. Could you rank based on upside out a couple years.
thanks Dave

Q: Please give me your opinion on these three company's management team, growth prospects, debt levels, and current valuation. I am looking for a home run over the next two years for my more speculative part of the portfolio. Any other names you would prefer? Regards greg

Q: Happy New Year to the 5i team.

I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.

These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.

I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.

Thanks in advance for all the great work you do,
Rory

Q: What are your top us and canadian stock picks for growth that you would buy today.

Q: Hi guys,
I own all of the above in my non reg account, please provide your ranking for the above companies based on their management team and outlook. I would like to top them up as per your ranking.

thanks

Jim

Q: A Happy, Healthy, Peaceful and Prosperous New Year to 5i team!

As you folks are good in identifying the trends with momentum, what are the 2 sectors that you feel have the best momentum now , going into 2021. For the next 6 months to a year?
Your selections for these sectors?
US;Canada;and the Rest of the world.
Thank you!

Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.

Q: Hello Team, do you feel both these stocks are buys and how would you rank them for short term growth and momentum? Long term growth and momentum.
Thanks,
Barry

Q: Happy New Year 5i,
A question was asked on Jan 04 which I will expand on. Can you rank the following in order to purchase for a 1-3 year hold at a minimum.
AT, XBC, U, FSLY, TTD, PINS, ABNB, CRWD, CRM, WDAY, SNOW, ZM, DOCU
Many of the stocks are in a consolidation period after a sharp rise this year. Of the list, which 5 stocks would be considered a higher risk that they have not bottomed out or a correction may yet be due?

Thank you for your great service.
Cheers,
Debbie and Jerry

Q: Do you subscribe to the theory that it is good to wait for lockup periods to pass before buying shares in a new public company? I’ve listed a few newer stocks - do you happen to have the lockup period dates for these? Any other notable ones?

Q: Greetings All:
The only tech name I own is MSFT, and I should have added to this sector long ago. Would you please do a comparison between apple and facebook including the following metrics: Expected growth,volatility,fundamentals including strength of the balance sheet, cash on hand. Finally, your recommendation or perhaps other more favourable companies.
Thanks,
Ben.

Q: Of these somewhat beat up stocks, do you feel all are buys at current levels and could you rank them in order of preference.
Thank You,
Barry

Q: Hello,
Could you tell us why U has been going down since 22nd? and Is this a good time to buy?

Thanks, Happy new year!