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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: Hello Team, I hold these 3 stocks in my portfolio, I'm starting to be a bit overweight in Healthcare. Do you feel all three still should be held and is being a bit overweight okay for this industry?

I have 10 years before any of these funds are needed, and I have a fairly aggresses portfolio.

Thanks.
Read Answer Asked by Kevin on June 22, 2023
Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.
Read Answer Asked by Brent on June 14, 2023
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
Read Answer Asked by Patrick on June 14, 2023
Q: As I'm sure you're aware, this is a name that has been drifting steadily lower since it ranked on its disappointing latest earnings release. Do you think it remains a premier us drug manufacturer worth holding or would you recommend redeploying the capital into another name?
Read Answer Asked by Patrick on May 30, 2023
Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.
Read Answer Asked by K on May 30, 2023
Q: Hi 5i team,

I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?

Thanks 5i team.
Read Answer Asked by Andrew on May 29, 2023
Q: Presently I have the above stocks in losing positions. would you buy more to average down / sell or hold? thanks
Read Answer Asked by Terence on May 29, 2023
Q: Re your answer to Adam on APPS.

Throw the towel in and buy what instead?

Thanks


Sheldon
Read Answer Asked by Sheldon on May 26, 2023
Q: Most of the quarterly results are now out and there have been some >10% moves up or down. Some were justified and others were overreactions or possibly some profit taking. Based on that, what would be your 5 top buys for each of Canadian and US markets looking out 2-3 years?
Read Answer Asked by Neil on May 23, 2023
Q: I’m fed up with PayPal and am planning on selling at a loss. Could you please give me your too pick for a growth stock listed in the USA? It can be anything in any sector. Thank you,

Jason
Read Answer Asked by Jason on May 10, 2023
Q: What are your current thoughts on EXPI and its recent earnings report? Do you see it as a strong recovery potential and would you add to a position that is down 66% with a current weight of 0.5%? Or do you think it is time to move on to other names that you have higher conviction in (please suggest some other US names)?
Read Answer Asked by Justin on May 09, 2023
Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.
Read Answer Asked by sam on May 09, 2023
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Read Answer Asked by Eric on May 08, 2023
Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?

Thanks.
Read Answer Asked by Marilou on May 08, 2023
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