Investment Q&A

Q: My TFSA portfolio has done exceptionally well in large part due to the invaluable information and coaching provided by Peter and the rest of the 5i team since 2013. Thank you very much for helping to build our intergenerational legacy.

I plan to use a fraction of the assets in my TFSA to set up a high-growth, moderate high-risk concentrated 10 stock six-digit sub-portfolio with a 10 year time-frame and hoping for a 5-10 fold target. The idea is to select the best high conviction durable names, maximize capital gains compounding, and minimize dividend drag such as US withholding tax in the TFSA. With the help of my chatbot assistant, it looks like a base case of 17-25% annualized is required to reach the 5-10x target, even with periods of significant drawdowns and bull cases. Obviously stock selection and staying invested for the long term are key.

My initial tentative selection of 10 stocks NVDA, ASML, MSFT, AVGO, NBIS, GOOG, TSLA, CCO, NVO, and SHOP with weightings ranging from 6% to 16%

Could you please critique my strategy and the stocks selected. Suggest improvements including alternative names to consider as replacements that you feel might work better.

If you were creating such a portfolio for yourself which 10 names would you select.

Q: Good morning 5i,

Enjoyed the BNN segment as always.

Which current US stocks are in the midst of hot momentum with room to carry. Such as NBIS. Ones preferable with reasonable balance sheets and worth holding on a fundamental basis. Add to my momentum portion of my portfolio.

Thank you.

Q: I’m thinking of switching out propel for cameco?
What are your thoughts for long term growth.

Q: A diverse group.
However, based on current valuations how would you rank these companies on an expected total return basis in 3-5 years?

Q: With the VIX above 30 and sure to continue to be volatile in the coming weeks, how would you advise investors to step into the current market? Can you provide a couple of examples of companies you would be buying into this volatility?

Thank you
Tim

Q: I have recently initiated a 3% in Cameco based on matching the growth portfolio and recent recommendations on questions. However less than a week later a question stated that there is negative momentum with critical minerals and investors should wait for a bit. This seems like a large shift in sentiment in a short period of time, has an event or news changed your opinion on Cameco? Valuation? I’m now unsure what to do with my position as I don’t want to hold a stock with negative momentum when there could be better options at this time. Would you sell and replace with something more positive? If so do you have 3 recommendations? (Sector does not matter)
Thank you for your great service!

Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?

Q: I would like your top 3-5 plays in the uranium-related space in both Canada and in the US, including small and large cap companies. A brief comment supporting your choices would be appreciated. Thanks.

Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.

Q: How would you rank the listed names today for new TFSA additions?

Q: Hi 5I,
It may be somewhere out there, but I can't seem to find any info justifying the (at present), 8+% mid-morning drop for Cameo on heavier than average volume. Are you aware of anything?
Thanks,
Don

Q: Hello
with the war in Iran
and the situation re: oil tankers unable to get through the narrow Strait of H
how does it affect the price of gold and silver, if you think gold and silver will continue to go up with if inflation under or out of control and a weak US dollar
how does it affect Uranium stocks like CCO as a long term energy alternative
thanks
Michael

Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?

Q: I own both and just wonder if both SIL and SVM are needed? I would sell one to buy CCO.

Thanks

Q: Why is uranium getting hit so hard today? It gave me an opportunity to buy Cameco but I hope it turns around.

Q: Hi 5i,

I have read through your past responses to questions regarding CCO. Based on your responses it seems that your team believes that CCO is a great company with a expensive valuation.

At what share price would you believe CCO to be a good entry point for someone looking for growth and a 5+ year time horizon?

Thank you,


Greg C.

Q: Mark Carney made quite the splash with his recent speech. He seemed to be saying the old economic system is broken and will not return. (we can no longer depend on the world's super powers to play by the old rules.) If he is right (I think he is) what 3 Canadian companies could benefit the most from this new reality? Also, this new paradigm being global, what three global ETFs could benefit the most? Thanks as always for your guidance.

Q: Your thoughts on the etf MTRX.

Q: I like the nuclear energy outlook but find CCO expensive- would you buy in at this price or is there another name with better valuation / potential upside?

Q: what would be you take on Denison mines.Do you think the stock will increase along

with the rest of the uranium mines like Cameco ?