Investment Q&A

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!

Q: Hi everyone!

I have a 2% weighting in technology. I am deploying a lump sum from a real estate sale and so far I've deployed 35% of my total, with 1% each in Kinaxis and Lightspeed, although Lightspeed is now probably a 2% position with its advance. Looking to exchange some money to U.S. dollars and was looking at the Companies above. My target weighting for technology is 14% so I can add a few companies. Which are your favourites? Any others to add to the list?

Thanks,
Jason

Q: Can you please provide your top 3-5 Cdn and U.S. large cap picks that based on current valuations are poised to provide the greatest total return by the end of 2021 irrespective of sector etc?

Q: I am starting to think about what should I buy with the $6K I can add to my TFSA in January. I like growthy names, and currently have BYD, DSG, ENGH, KXS, LSPD, REAL SHOP, and WELL in my TFSA. I have a well diversified portfolio, so not worried about the sector.

I was thinking of NVEI, DND, or maybe Topicus. Or some of your US favourites: CRWD, U, VEEV, PLTR.

Can you suggest your 2 top favourites from Canada and the US for a TFSA for a long term hold.

Topicus is supposed to be trading on the TSX Venture exchange. Do you think that will limit investor interest? I decided a few years ago that one of my rules was never to buy anything on the Venture exchange. But maybe I will have to break that rule (I will get Topicus shares from the CSU spinout). What is your overall opinion of Topicus, and how would you rank it in terms of growth prospects and capital appreciation in relation to the stocks I have in my TFSA, and NVEI, and DND.

Thanks,
Paul

Q: Hello Peter and team,
Thank you for your valuable advise on this platform.
Could you please give top five each growth picks in both Canada and US for 2021? (no sector preference). considering best would be first.
Thank you
Merry christmas and Happy new year
K

Q: Hi there,

If you were to build a US growth portfolio today of12 to 15 names, what names would you select?

Thanks!

Q: What are 5 US stocks you expect to perform the best in 2021? Happy holidays and thank you for the great service!

Q: Which disrupter stocks you see most potential?

Q: Hi 5i team,

Currently I own in my TFSA the following stocks: CSU, DSG, KXS, OTEX, PHO, REAL, SIS, WELL, XBC, NVDA,VALE and PDYPF (Thanks to SHOP my TFSA grew considerably)
I would like to keep in TFSA only high growth stocks. After reading some of your answers it seems that CRWD and U are good candidates to add.
Please advise which stocks should I sell or move to my cash account to make room for mentioned stocks.

Becoming a 5i member was the best decision ever, thank you for you guidance and amazing service. Reading the Q&A became my daily morning ritual while drinking my coffee.
To all the team Happy Holidays.

Q: Seasons greetings from Nunavut... I'd like to start positions, however all are currently overvalued according to MS - I understand its difficult to value these types of stocks. So far I have a little of all of them, except TTD. Should I just buy??? Or wait till they pull back? Are there some you would buy now and others you'd wait and see?

Q: I’m looking for the 5i Team’s stamp of approval to sell Microsoft and buy into CRWD and U.
Obviously MSFT is a solid play but perhaps these two have more growth potential?

Q: Thanks to your excellent recommendations 2020 has been a record year for my family’s portfolio. Thank-You.
However, I feel like I need to consolidate some of the tech companies I own so when their prices rise I will have more torque. Which of the above companies would you suggest I merge, drop, or even add? Growth is my only objective.
Enjoy the holidays.

Q: Please pick 1 stock for each of Canada, USA and Global. No restriction on sector.
( use as many credits as required)

A. Shorterm buy for 3 to 6 month, momentum type buy, get out once it slows.
B. Longterm hold growth stock ( 5+ years), but you expect a quick rise in the shorterm.
C. Longterm hold balanced stock ( somegrowth, stable adn growing div), maybe something that has been beaten up by covid that provides a good buy right now.

Along the lines of $ fell into your lap from a long lost aunt's will or you cashed out of the bet you placed on bitcoin so have some fun/free money ....

Q: Please rank them based on their moat, starting with the widest moat. Thanks.

Q: Hi Peter, Which 2 of the above stocks would you suggest for my TFSA ? Are the current prices good for entry at this time ? Thanks.

Q: Hi 5i Team,

Thank you all for a great service. What 5 CDN and 5 US stocks in any sectors would you buy today?

Thank you and happy holidays to all and the very best for 2021.

Pat.

Q: Hello,
If you had to pick 2 Canadian and 2 US growth stocks what would be your favourites today? I believe abnb will be a disruptor in the industry, what do you think of them currently? Would you buy or wait till the dust settles a bit. At what price would you consider it a good buy? Thank you

Q: Hello. Looking to add to a new position for a young investor with a 5-10 year time frame and a moderate risk tolerance level (7/10). Would you please rank the following from favorite to least favorite assuming you are staring a position today? Thank you

Q: Hi,
I am interested in your thoughts on these companies. EXAS and CRSP are a part of the recently fast moving ARKG ETF but both seem to offer products that would appear to offer continued growth. Would that be correct? The other two, VEEV and SGEN have been struggling price wise lately, SGEN is starting to see improvement, do you think VEEV still has good potential into the next year or two? I've also noticed more comments on Unity Software, but do not know much about it and it isn't listed in your data base. Take as many points as you need, as I'm asking multiple questions. Thanks for all your insight and suggestions, all very much appreciated!
Dawn

Q: Can you specify why you like Unity Software so much? What is unique about them versus their competitors?