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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 5i team, I am a young professional early in my career. I am looking for your top 5 stocks for 20+ year hold. No preference on risk or industry.

thank you
Read Answer Asked by Liam on November 01, 2024
Q: Hi Peter...I have some cash in my TFSA and I'm considering buying either SHOP or DSG. I like SHOP but I just don't think the large amount of stock based compensation is shareholder friendly. I'm going to spend about $80,000 CAD so I want stock liquidity. I do have a lot of IT companies (NVDA, CSU, LUM, TOI, COHR). Do you think either DSG or SHOP would strengthen my IT grouping? Also do you think I am being unreasonable about SHOP and its stock based compensation? CSU, where the executives have to buy stock in the open market, being so shareholder friendly makes me hesitant with SHOP. Any comments you have would be appreciated.
Thanks,
Jim
Read Answer Asked by James on October 31, 2024
Q: I have looking at initiating a small position in either SHOP or CLS. Which would be the "better" investment, and why? And if growth was the main objective, do you see something else as having better long term potential? Many thanks for your excellent service.
Read Answer Asked by Leonard on October 28, 2024
Q: Hi team,

What are you favorite mid cap compounders in the Canadian market right now and why?

Thanks
Read Answer Asked by Keith on October 23, 2024
Q: Over the past 5 yrs these stocks have done quite well - thank you. (Except BYD).

My portfolio has grown but these are small % and need a top up to have a meaningful impact.

Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?

Thank you
Read Answer Asked by Delbert on October 21, 2024
Q: Hello, I have a small position in these four stocks and I'm up about 10 to 15% with all of them. I'd like to sell one to free up some funds. In which order would you recommend selling if you had to? I realize this is only an opinion and not advice. Thank you!
Read Answer Asked by David on October 07, 2024
Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark
Read Answer Asked by Mark on October 04, 2024
Q: I owned GIB.A, DSG,TOI,LMN,NVDA,DCBO and would like to know if there is an overlap between any of these stocks or do they have their own unique business so all should be owned? I am trying to decide if I should reduce the numbers of tech stocks as I currently have 27 stocks and have read that best to have around 20-25 stocks.

Thanks
Read Answer Asked on September 30, 2024
Q: Hello, and thank you for an informative service. In theory, what are your views on adding to a so-called expensive/highly valued stock when your original cost basis is quite low? For example, I keep reading how Dollarama is at a high premium right now. I have a lot of it, and my original cost basis is about $97. Even adding a couple thousand dollars would keep it at something like $97.50. as a general rule or idea, is it worth building on positions like this? Also, I don't know if this would be considered a second question, but if you could rank the five stocks in order to purchase today keeping in mind my original question, that would be much appreciated. Thank you again.
Read Answer Asked by Liliane on September 30, 2024
Q: Hello,

You run a very interesting service! Thank you!
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred) (thank you Ahn for the question format).
Read Answer Asked by Liliane on September 26, 2024
Q: Hi 5i team,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve
Read Answer Asked by Stephen on September 25, 2024
Q: Retired relying on DB pension. In small cap growth oriented TFSA holding PMZ now above ACB so it is on sell list. Dilemma: where to add the funds to above list of existing TFSA holdings? How would 5i rank existing holdings in terms of probability of highest growth in next 2 to 3 years?
Read Answer Asked by William Ross on September 12, 2024
Q: Hello,
Given decent results from constellation and Descartes Systems, any reason why the stocks have been declining.. Do you think it is simply profit taking and both are good long term investments? Much appreciated.
Read Answer Asked by umedali on September 09, 2024
Q: I would like to set up a concentrated balanced portfolio of 6 Canadian value and 6 growth companies. I'm looking for the very best companies Canada has to offer, currently. I realize you have a balanced portfolio but I'm looking for the companies that are poised to do the best in the current ecomonic environment. As always, thanks for your much appreciated advice.
Read Answer Asked by Les on September 04, 2024
Q: Hello, I like these two stocks and already have a 2% position in them. I'd like to continue building, but I keep reading how they are both currently overvalued. However, they seem to continue climbing in price! My positions are considerably lower than today's prices, so do you think averaging in would be okay or wait for a dip that may never come? Or could you suggest a couple other options for stable but high growth over the next few years? Thank you so much!
Read Answer Asked by Vince on September 03, 2024
Q: Hello Peter,
Why is Descartes system down on an up day? Is there some negative news i am not aware of? Is it good time to step into AlamosGold and with lower rates coming, i would have thought BEP would have recovered somewhat. .i am down about 30 percent on it.. Much appreciated for your comments
Read Answer Asked by umedali on August 26, 2024
Q: I learned of something that I had never heard of before when someone adked 5i's opinion of "the magnificiant Seven Companies" and learned they are American companies. Also was impredded with your answers of why they made the list of 7.

This leads me to ask what 5i's opinion of what would you say the Mannificiant Seven Canadian companies been in the last 7 years with the expectation that they will be still in busines 7 years from now?
Read Answer Asked by James on August 19, 2024
Q: These are shares purchased from your previous recommendations which have all made reasonable gains.
Which one(s) would you currently recommend? I have some cash to invest and am considering choosing from among these 6.
Regards
Read Answer Asked by Ron on August 15, 2024
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