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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: Hi 5i Team. Thanks as always. I'm looking to start some positions in the USD side of my TFSA over the course of the next month or so. I'm particularly interested in good growth opportunities in the following sectors: Technology, Healthcare, Industrials and Communications. Can you suggest a few US stocks within each of these sectors that are some of your best ideas right now? I am open to all types of suggestions, but already having a few larger caps (MFST, ABBV, LMT) I would prefer small or mid-cap suggestions where possible. Please take as many credits as necessary - thanks again.

Read Answer Asked by Brad on May 03, 2021

Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks

Read Answer Asked by Curtis on April 30, 2021

Q: Top 5 CDN and top 5 US small caps gauged on anticipated growth with 5-year minimum hold, ranked in one list, 1st-10th.
Thank you,
Ian.

Read Answer Asked by Ian on April 19, 2021

Q: I have these stocks in varying amounts in my TFSA . I have decided to sell one, two or three names to fund a purchase. Which three would you sell first? Thanks as always

Read Answer Asked by Frank on April 05, 2021

Q: Hi guys. I know I’ve harped on this before. When you have a newsletter with thousand of subscribers and you reccomend illiquid stocks it creates frustration with your readers.
For instance with mrs an opening position for me wound be $50000 which is fully half the volume on Thursday. If I put in a market order which I wouldn’t I alone would drive the price up by @approx 20%.
How do readers like me get to participate? Especially on the Venture?

Sheldon

Read Answer Asked by Sheldon on April 05, 2021

Q: I'm down ~15-20% on these names and contemplating a tax loss swap.
For each of these, do you think there are suitable proxies or are they are hard to replace?
For FLNT in particular, I'm considering dumping it all together, so a similarly battered small-cap name you think will perform better will work as well.
Finally, when it comes to tax-loss selling, do you have a rule of thumb on the % down a name should be before it makes sense, or it's generally situation dependant?

Read Answer Asked by Andrew on March 29, 2021

Q: Hi
I am trying to find out more about the lawsuit against MITEK you reference in your March 16 response to a question from Joel. I found a USAA lawsuit against MITEK which was settled in 2014 and a lawsuit where MITEK sued USAA in 2019 claiming USAA's litigation against MITEK's customers "placed a cloud over MITEK's products and services." Is this the lawsuit you were referencing? Thanks

Kenn

Read Answer Asked by Kenneth on March 25, 2021

Q: Risk tolerance in TFSA high. Both spouses are vested in defined benefit pension. 5 to 15 year timeframe. I am thinking of slowly adding to existing XBC position and initiating MITK position. Would you suggest waiting until after XBC reports? I worry a good buying opportunity will be lost if we don't add to that position in advance. Do we have a timeframe around the MITK legal situation?

Read Answer Asked by Joel on March 16, 2021

Q: Hello 5i Team
I have read the Q/A on many of these stock already , but due to the current market correction and the stock rotation .How would you rate these stocks today and would you sell any of them .Is there futher down side risk on these stocks .What would you recommend ? Please deduct credits as you feel appropriate .
Thanks for you continous service and excellent ongoing advice.

Read Answer Asked by claudio on March 06, 2021

Q: The above companies are equally weighted in my TFSA. Which one would you add to today?
Thanks

Read Answer Asked by Curtis on February 11, 2021

Q: Looking to add another U S company to either my cash or TFSA account. I have followed MITK for awhile and I believe you like it. I notice it has pulled back a bit. Would it be a good addition and to which account? U. S stocks I presently own are SQ, V, BHVN, AAPL, DIS, FSLY, and ABCL. Do you have another suggestion that I may consider?
Thanks John

Read Answer Asked by John on February 09, 2021

Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.

Read Answer Asked by Neil on February 09, 2021

Q: I have decided to exit all large cap stocks and move down the market cap range.
Please list your 5 most compelling US small caps for an agressive investor, irrespective of sector.
These would be to complement my current small cap holdings. If you feel any of the below holdings can be added to, please advise.
CELH
GAN
ICAD
ICHR
MGNI
MED
MITK
RDFN
SDGR

Thank you for your excellent service. I have made a small fortune with 5i

Read Answer Asked by karim on February 09, 2021

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

Read Answer Asked by Grant on February 08, 2021