Investment Q&A

Q: I have a small RESP for my son and was planning on splitting the account with these 6 stocks. Any thoughts and / or suggestions on removing / adding name(s). Buy and forget for 10yr+ and likely adding to the positions every year. My intent is to have a more serious look at the allocation / risk once the amount becomes more meaningful. Thank you!

Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.

Q: When looking at all my accounts, I am slightly overweight in DSG but I also own TOI and TIXT. Long term investment, would you reduce exposure to DSG to increase TOI and TIXT. Which one do you prefer and why? Selling a portion DSG would not trigger a capital gain since in TFSA and RRSP. Thank you.

Q: I'm looking to start a position in 2 or 3 of these companies. It would be in a TFSA. I already have 12 stock positions from your Balanced Equity portfolio in RRSP accounts.

Q: Topicus seems to have rebounded nicely from the recent pullback. What numbers do you expect for upcoming revenue, earnings and cash flow? Thanks.

Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.

Q: I might have missed it but in reviewing your portfolios I notice these two names absent. I hold them for longer term gains but am wondering now if they may be more risky in an adverse even "bear" market?
Thank you

Q: The Technology sector has seen a dramatic valuation reset. Would this be a catalyst for growth of CSU and TOI since the companies they look to acquire may now be more reasonably priced? Would this apply to other high quality growth by acquisition technology companies?

Q: Hi 5i
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks

Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike

Q: Any Good buys you see in these turbulent times with a 3-5 year horizon.....

Q: Is Topicus in the fable pounding buy zone yet?

Q: Hi Team,

Can you please provide the current P/S for these company and which you perceive as the best value today?

Thank you

Q: I would like to increase my tech holdings during this sell off and I have a long term horizon and willing to take on risk.

Can you rank the following in order of preference: Shop, NVDA, Topicus, Xebec , Unity, Lightspeed, Enthusiast Gaming.

Are there any in that list that should be sold off?

Q: Do you see a level where Topicus is attractive.?It’s been pounded badly

Q: Looks to me that it's time to start looking in the 'bargain bin' for some heavily discounted companies. I like to find good solid companies that have been taken down with the market but through no fault of their own. They also are so good at running their businesses that I need to wait for times like these to purchase them. I'm an investor who can accept medium risk and dividends are always welcome. Please focus on Canadian companies.

Q: With technology stocks presently going out of favour with buyers what 5 Canadian and 5 US technology stocks would i5Research recommend for a long time hold in a TFSA. Thanks … Cal

Q: On a scale of 1 to 10, what value would you give to both risk and long term growth prospects for each of these companies. Feel free to provide a brief qualitative comment instead if you think that would be more beneficial.

Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.

Q: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks
ATZ(3.2%)DOO(1.3%),GSY(24.7%),NVEI(6.3%),TOI(8.6%),WCP(2.8%),SQ(3.5%),APPS(2.5%),RBLX(2.7%),BAM.A(1.7%),LSPD(3%),FB(8.2%),TTD(2.9%),U(2.2%),ABNB(2.4%),CRWD(2.4%),NVDA(6%),PINS(1.7%),CRM(2.9%),NOW(2.7%),SWKS(1.7%),TWLO(2.4%),VEEV(1.4%)WELL(2.5%).