Investment Q&A

Q: Hello team,

I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?

Thank you so much,

Q: It looks like there's some mean reversion going on today with some of the tech names that saw big spikes of the last few months. Any names you'd pick up today, or would you wait to see how this shakes out over the next little while?

Q: Hi 5i,
I have half positions in: KXS, DSG, LSPD, DOCU and full positions in MSFT and NVDA. Do you attribute the current sell off in tech names to profit taking and sector rotation (possibly to financials)? Of my four half positions; which two names do you think would be the best to add more shortly in this selloff for a long term perspective?
Thank you!
Terry

Q: Hello , any ideas why the drop in these stocks today ? All indexes in Canada and the US were up.
Was there any particular news for the over $ 100. 00 drop in SHOP?
Do you still like both stocks.
Thanks
CR

Q: With regard to Mike selling all his shares in SHOP too early; what I have learned from 5i is you do not have to sell your winners just because they are up; you trim if the stock position gets too big. What I have also done is sell enough shares equal to my original cost and let my profits ride until the position gets too big.

Q: One of my investing mistakes I’ve made in the past is selling my winners too early. For example, I purchased Shopify at $30 and sold it at about $125. Never in my dreams did I think it would be as high as it is today - the largest company (by market cap) in Canada today. I always thought to myself: “how high could this really go? Isn’t is really expensive!?!”. I still don’t understand why Shopify is valued the way it is, but nevertheless I missed out and I don’t know how often these 30x baggers comes in one’s lifetime.

I now find myself in a similar position with Kinaxis. Thank you to 5i for the recommendation and I am up over 300% on this. I find myself asking similar questions - is it expensive? How high could this stock possibly go? Could it be another Shopify?

I know you like the stock, but is the move in the past few months sustainable? Do you think once the Covid crisis settles down, will the stock price comes down as well? Could this be another 10 bagger (or more)?

On a side note - how often do these 10x (or more) stocks come along in ones investing lifetime?

Thank you for this awesome service. I’ve learned so much for following (and not following) your advice.

Q: Could you recommend some Technology stocks, they seem to be popular these days, Shopify is to pricey for me.

Q: What is the difference between these 4 companies and could you rate prospects in growth, risk and management. is there much overlap between them?

Q: Appreciate u 12 tips today. Too many for me to buy now.Has lots of the big 6 can.banks & Qst (similar to Xbc).Please give me best 5 to buy.Txs for u usual great services & views. FYI China moves to impose HK security law causing drops in Asian markets esp HK( down 4.84% now) as well as US futures(Dow now down 139 after earlier up some 108)

Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.

Q: Hi Team:

recent pulled back in the last 7 days, any particular news ? is there an increase in short position in this stock ?
thanks, looking for an entry point

Michael

Q: Greetings 5iR Team,
Looking to spice up my portfolio with some tech titles, 1 in CA account and/or 1 in US account.
I currently owned :
CA:GIB.A
CA:KXS
US:GOOG
US:MSFT

Looking for well managed company with good growth potential within the next few years, what do you think might add value to the above list and worth looking at these days ?

Thank you,

Q: Hi Peter, Ryan, and Team

In our combined accounts, and looking at the Technology sector, I find that we have too much OTEX. Our other holdings in this sector are CSU, ENGH, KXS, and XIT. Please rank, in order of preference, where some OTEX can be sold, and one or more of the listed holdings could be purchased with the proceeds. I always value your timely advice.

Q: Hello Peter and co,
Thank you for your excellent advice. My grandson has opened a TFSA over the last few months, and now holds the following stocks (listed in order of value, largest first). He is in the enviable position of being up on every one of his positions, in part thanks to your wise advice (and some lucky timing)! With a bit of cash (~$2300) remaining to invest, he is looking for a recommendation, targeting growth and diversification.
He is considering these: LSPD, JPM, CAE, MDT, VET, PXT
But we would be more interested in hearing your advice, so please feel free to ignore the list above, and make a suggestion for 1 or 2 stocks to add.
Thanks,
Ed.

Current stocks:
XQQ
GSY
VFV
SHOP
CSU
REAL
KXS
BYD
BEP

Q: If a new investor had a $100, 000 to invest in Canadian & US Equities what would be the TOP 10 Stocks to invest today for the next 3 to 5 years.

Thanks Valter

Q: Which 3-5 growth stocks on the Canadian or American exchange are you most bullish on their long term potential?
Thanks

Q: Would you be aware of any plans for a Nasdaq listing for KXS? Currently, there appears to be a listing on the 'pink sheets' only with minor trading volume.
I would also appreciate your assessment of the stock and its current growth potential.
Thank you, Team!

Q: Under the recent answers about Shopify, LSPD and Kinaxis there is no mention of " authors of these answers, directors, partners of 5i Research have a financial or other interest in any of these at the time of answering the questions.".
What is the reason?

Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.

Q: Hi 5i -- my son (age 26) has recently started working in a well-paying job in the US. He's saving a good portion of his salary and has asked me what he should be investing in. No debt. He's looking to invest for long-term growth for retirement in 40 years or so. About 1/3 of his holdings right now are in Brookfield Asset Management, 1/2 are split between VIG and USMV, and the rest is Berkshire Hathaway and CN for his non-registered accounts. Right now non-registered savings are $75k.
His 401k is separate in Vanguard SP500 index fund. He is a believer in pay yourself first and has been able to save and invest 5,000/month US!

He's looking for good growth stocks or funds that will increase steadily over the long term. He's earning enough now that he doesn't need dividends in the short term but he's not opposed theoretically if everything fits together. Any thoughts on what he should be investing in? Thanks.