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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: I own these stocks as part of my technology sector. Do you see any overlap in any of these names? Particularly between SHOP, LSPD and NVEI, or are they different enough to own all? Also if you were to choose to high grade 1-2 names, what would you choose if any? Thanks!
Read Answer Asked by Keith on October 05, 2022
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
Read Answer Asked by cal on September 12, 2022
Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.

Read Answer Asked by Albert on September 06, 2022
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Read Answer Asked by Tyler on September 02, 2022
Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?

Thanks for the great service
Read Answer Asked by Hector on August 24, 2022
Q: What would you consider good entry points for the attached stocks.

Thanks
Tim
Read Answer Asked by Timothy on August 23, 2022
Q: this is my mix of companies. which would you cull and what do you recommend to replace?
Read Answer Asked by Mark on August 19, 2022
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Read Answer Asked by Marco on August 17, 2022
Q: Hi there,

I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.

Thanks!
Read Answer Asked by Michael on July 22, 2022
Q: I have recently started committing cash to the tech sector and own LSPD and SHOP. I was wondering if you could provide 3-5 CDN listed names other than these that represent the best growth opportunities.
Thanks
Read Answer Asked by Robert on July 21, 2022
Q: Thanks to 5i I have held Kinaxis for many years and even with the current drop in price am still up 320% on it in my TFSA. I am considering selling and replacing it with Shopify which I already have a very small position in at much higher prices. Would you consider this to be a logical move if you were in my position ? Alternatively would you recommend any other stocks with potentially outsize returns over time that you currently like better. All proceeds will be going to my family eventually so time frame is not an issue for me.

John
Read Answer Asked by JOHN on July 10, 2022
Q: What do you think about tax-loss selling each of the above companies at this point? If in favour, do you think I should buy 30 day proxies for each, and if so, what companies? Thanks.
Read Answer Asked by Ben on June 23, 2022
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