Investment Q&A

Q: Could you please comment on LNTH earnings today. The stock seems to be taking quite a hit. Thanks for the great service. Marcia

Q: On October 31 the answer to a question I read compared LNTH to LLY as LNTH was a lot cheaper and would have more upside than LLY and big named actors were using the product as opposed to plastic surgery. Then I read very recently Peter's 5 2022 best percentage gains as having Lantheus Holdings (LNTH) first as he seemed very upbeat on it and mentioned it could pause a bit after having all these gains. Here I am 3 days into owning it and it is down over 12%. I read on my online account Nov 3 earnings were reasonably good but I also read on BNN Bloomberg that their earnings were not coming out until later so am I right about the earnings coming out today and were they worse than what I interpreted? I cannot interpret these earnings reports like 5i can. After being down that much in such a short period of time, I am wondering if I should sell or hold? Thank you,

Q: I retired last year and then setup a consulting company which keeps me busy less than half time. My accountant advised that setup an investment portfolio within the business banking account. I am looking at one CND bank ETF (25%), One dividend ETF (40%), and one growth ETF. (25%) I would like to add one or two CDN or US growth stocks representing 10% of the portfolio. Can you please give me some choices for the one or two growth stocks? Thanks again!

Q: good afternoon,
What would recommend buying in US small caps.
Maybe 3 stocks. I would complement with either IWO or the general small cap index.
Growth index should have more tork coming out of recession?

Q: Which of these would you invest in for growth? How do they compare in terms of risk, valuation, and upside?

Q: Is it time to take a break from Alphabet for a while or is this going to be the bottom? Seems like there might be some better places to be for now. If yes, what would you choose right now? Thanks

Q: Hi 5i Team,
Between this two stocks, which one would you think has better upside potential?
Thank you for your good work.

Q: I own ILMN, VEEV, GH but not LNTH. Would you recommend a switch to LNTH for more growth? I can use ILMN and VEEV for a tax loss - should these be repurchased or just buy LNTH (or another stock?)for more growth?

Thanks for your service !

Q: Hello,

I've had these three healthcare companies on my watchlist for some time. Can I get your up-to-date assessment of each re: growth prospects and balance sheet stability? Would you consider any of them to be a buy and if so, in what order and is the current valuation reasonable?

Thank you, Doris

Q: Can you provide a 'buy' list for a person wanting to deploy $200,000 (inside RRSP) with the goal of creating 5% or more sustained cash flow - as well as growing the original capital to keep up with inflatiion? We do not have company pensions - this would serve to supplement our government pensions.
Thinking, 20 stocks across all sectors @ $10,000 each (or 5%)
Also could you include 10 growth stocks (inside TFSA) for a total of $250,000 - gotta have some fun ;)
Many Thanks
Jan

Q: Hello,

I have roughly $75,000 to invest. I am looking for US base stocks with upside. I have a pretty balanced portfolio so am looking for growth type names or ones with upside. This year i purchased amazon, netflix, disney, and nvidia so please recommend 4-5 of your best ideas other then those ones.

Thanks

Q: Hello 5i Team,

Could you please provide your top 5 US healthcare stock picks for growth (with above-average risk) over the next 5 years, and include a brief comment why.

Could you also suggest 3 "safer" options.

Feel free to subtract as many credits as warranted.

Many thanks!

Q: I have some US liquidity. Could you please list 5 or more equities you see reasonable upside in over the next 3 years or so.

Q: With regards to Peter’s article titled Five Ways To Set Up Your Investments For Inevitable Recovery Of Market, he recommends investing now in growth stocks & small & mid-cap stocks. For each of those two categories could you please recommend 5 stocks for each group that meet the parameters Peter mentioned in the article. Thanks … Cal

Q: Thank you for the detailed response earlier on VEEV's quarterly report. You noted that you feel it is still a "decent" long term hold. I am wondering if you have any other US healthcare names that you have much higher conviction of that you might recommend replacing VEEV with? I have lots of time and VEEV currently sits in RRSP.

Thanks!

Q: Would appreciate your guidance on building a healthcare portfolio with these names and any other suggestions divided into 2 categories [1] core [to constitute the bulk of the portfolio] and [2] growth, for a 3+ year hold. If you could add a few thoughts on each as to why you like or not, that would be most helpful.
Best wishes

Q: Currently, the largest paper losses in my non-registered account are in ROKU, TTD and U. I am considering selling one or all of them for capital losses but do not want to miss out on any pending gains in the short term. How would you rank these for selling with a low chance of price turn around over the buy-back restriction period? Please suggest a few names for surrogates.

Also, which US stock(s) do you see as a stronger growth name for permanently replacing one or all three of the above? Sector allocation is not relevant in this case, and I do not currently own any FANG stocks.

Thanks.

Q: It seems many analysts feel that Health care is a good place to be going into the next 1 to 2 years, do you agree?
Could you name your top 5 Health Care Names, Canada or US?

Thank You

Q: Hi I’m a long term investor, and currently very heavy on Tech. I’m currently searching for a non tech name for an RRSP for a long term hold. I’m more focused on growth as I have time on my hands. Outside of tech, I hold ATZ, HON, BAM, GSY, SQ, COST. Can you please list your top 10 favourite US companies?

Thanks for everything

Q: Peter; Could you update your comments on GTLB? Seems like other techs,taken a beating - anything new that catches your eye or interest? Thanks. Rod