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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: Hi,
Of this list do any of these names have concerns and if so, what might they be? Are there any you would wish to wait longer before buying? Any you do not think appropriate buys in this market? Others you feel are more compelling? If you were to buy these, in what order would you do so? I know - lots of questions - feel free to deduct accordingly! My preference is for stability of future earnings, lower or no debt and the dividend is a bit of a bonus, but not something to rely on. Many thanks!
Dawn
Read Answer Asked by Dawn on January 09, 2023
Q: Happy New Year to all at 5i.

It's time to once again figure out how to invest this year's TFSA contribution in my growth orientated portfolio. Like most Canadians, I probably have quite a home country bias so I thought for 2023 I would look at US companies available through CDRs to avoid currency conversion expenses. (I do already own GOOGL, CRWD & PINS). I wonder if you can suggest 3 or 4 USA growth companies that are available as CDRs.
Thanks
David
Read Answer Asked by David on January 09, 2023
Q: In a recent answer you concluded with: “At some point, all the 'worry' will be priced in, and contrarian, more bullish investors may do very well, if they are positioned BEFORE the market pivots.”

I agree that ‘before’ is key. Would good stocks for this strategy be Shop and Goeasy? What others do you suggest for contrarian bullish investors?
Read Answer Asked by James on January 04, 2023
Q: Could you please share 5 to 7 US growth names you would be comfortable with buying today? Are there any names that you were comfortable with early in the year that you would be less comfortable with moving forward? (For ex: ROKU, or APPS).

Read Answer Asked by TRINA on December 31, 2022
Q: My question is about share compensation. My understanding is that, share compensation is recorded at fair market value at the time of issue. I wonder how many companies recorded higher costs for share compensation and lower GAAP profits, given last year's run up in valuations? Year over year the amounts seem out of whack for many companies.

Leo
Read Answer Asked by Leo on December 16, 2022
Q: Was happy to see DOCU's small rebound and the relatively positive report you gave them in your answer to a previous question.

My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.

Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.

Read Answer Asked by Kevin on December 15, 2022
Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave
Read Answer Asked by Dave on December 08, 2022
Q: My portfolio could use some more tech. Would you being buying now or would you be waiting? And which stocks would you be leaning to if buying right now? 3 CAD and 3 US stocks would be appreciated.
Thanks
Read Answer Asked by Neil on November 23, 2022
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!
Read Answer Asked by Dan on November 02, 2022
Q: Hello 5I,
Could you give your top 5 bounce candidates for a fed pivot in both the US and Canada? Could you please only include companies you like long term?
Thanks
Read Answer Asked by Tyler on October 31, 2022
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.
Read Answer Asked by Nancy on October 24, 2022
Q: Hi 5i:
I've been away for a while and not keeping up with Questions, so this may already have been asked and answered. if so, please provide a link to the answer.
I'm hoping you could advise what sectors you think will reverse the current trend and begin to appreciate in value more quickly than others and, also, if you could identify three or so names you would expect to 'lead the charge' in each of those sectors.
If time and space permit, any commentary you might have regarding each identified sector and/or name would be appreciated. Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
Q: I am looking at a purchase in my non-registered account. All the above stocks are below there targets and some are at 5 star price levels. What would be your choice from the list for growth for a 3 - 5 year hold?
Read Answer Asked by Ron on September 30, 2022
Q: Hello, thinking of selling these stocks for tax loss reasons (10-15%). Although one would think a very possible recession with the related decrease in earnings is already baked in share prices, I am afraid it is not entirely so. I intent to buy these stocks back in a month, hopefully with a lower SP. Is the tradeoff between tax loss and the risk of share prices jumping much higher worth it? Thanks
Read Answer Asked by Martin on September 29, 2022
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