Investment Q&A

Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.

Q: Greetings 5i Team,
I hold these securities in a TFSA and am looking to add a new position. At the same time, I will be trimming some of these as they have done very well.
Could you make a few suggestions for a new addition? Growth is the objective and diversification need not be overly considered (I am well diversified within other accounts).
Thank you for providing this great service.
Steve P

Q: Although I'm generally a fairly conservative retired investor, I do have a small portion allotted to small caps. I'd like to pick up some LMN. However I wondered about the potential negative impact on share price in a challenging economic environment.

Not sure if this is a good reference / comparison, but I noticed CSU had four significant drawdowns of between 24-29% between the GFC and COVID time periods. I actually thought it would have been worse than that. Considering LMN is already down 15%, and assuming possible similar stock price action, I'm getting a bit more comfortable pulling the trigger even now.

I don't want to make this a predictive question, but do you think this stock price action is a reasonable comparison? Perhaps this is oversimplifying? Do we know if the valuation of LMN today lines up with the valuation of CSU back in 2008 prior to its drop?

Q: My partner is opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth?

Q: Will a 25% tariff affect these companies?

Q: Hi,

I own the above in my TFSA. With limited funds, what is your preferred order in which to add?

Thanks,
Robert

Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!

Q: Some of your favorite stocks are down over the past month. In what order would you DCA?

HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%

Q: Happy New year 5i!

It's been an interesting start to the year, and I've been watching/reading things that seem to be leaning towards or preparing for a 'fearful' period. Thoughts on this? With deployable cash, would you be getting it in the market quickly, or not be in any rush?

That being said, AXON and CSU have all seemed to back up more significantly than they ever have, and CRWD as well with the exception of the update failure event. IESC, PSN, and MU as well trending lower.

I hold none of these and have some USD free for 2 half, or 1 full position. Would paying the FX to get CSU on sale be your top pick? of the ones mentioned, would you rank them in terms of expected growth over the next 1 - 5 years? please add a 3 or 4 more options in there as well if you have other top picks. Small caps are good too.

I currently hold GOOG NVDA AMZN MSFT POWL ISRG CLBT VRT on the US side.

I don't mind managing holdings in a shorter period of time if needed, but aim to find those long term compounders and let them continue to win.

Thanks for everything!

Q: CSU is in a RRIF, and CLS is in trading A/C. Have $27000.00 room in TSFA. I am considering tsf 2 of 10 shs of CSU and 100 shs CLS to TSFA. Total approx $22972.. Would like your thoughts before I pull the trigger. Thanks
Rick

Q: Peter and His Wonder Team
I have followed this company for some time and considering wether I should buy it. I think it is inexpensive but not sure if it is a value trap...if you know what I mean and I know you do. Please give me your opinion on this company and what is the risk factor! Thanks your expertise is always helpful in my decisions.

Q: Hello,

Both these stocks are falling quite considerably. I do believe they are both great businesses. At what price would you consider them “on sale” based on there historical metrics ?

Q: What would you buy in the BE portfolio with new money today, leaving aside weight considerations--what looks good? Thanks!

Q: Hello 5i
I currently own CSU LMN TOI SHOP VHI (which I consider tech'ish).
Do you see a compelling reason to add any of the other tech holding from the 5i balanced or growth portfolios? Would you avoid the concentration of the CSU family in favour of others?

Q: Hello,

Constellation was at its 200 day yesterday. Is it a good buy here?

Q: Are you aware of any other public companies that require employees/management to purchase shares on the open market with portions of their salaries/bonuses?
Thanks

Q: Is this stock a buy?

Q: I hold CSU and want to trim a position since it is up above 400% If I trim CSU position what would happen to WS-CSU position would that also be trim or it would have no impact.

Thanks for the great service

Q: I am planning to deploy the $7000 in the TFSA sometime next week. The TFSA is growth focused and for a long term hold (5-10+ years).

These are the 3 names I am thinking of adding to:
CSU - today's price is $4400 ish
BN - today's price is $82 - $83 ish.
NVDA - today's price is $144 USD ish.

Due to CSU's high price tag, I can only add to 2 of the 3 names. Which 2 names would you add to, at today's prices?

Q: With the price decline in CSU, would you buy for a TFSA now?