Investment Q&A

Q: Based on current valuations, irregardless of sector weightings, what are your favourite top 5 US growth stocks for a 10 year timeline.

Thanks,
Greg.

Q: INDIE Semiconductor seems to be in a relative "sweet spot" currently. How would you rate its future growth potential?

Q: I’ve landed on 200k and looking to invest. Would appreciate your advice how to disperse my money. 5-7 year time frame, and money will be mostly invested in a tfsa.

What are your top 10-15 growth stocks (Cnd and/or US) to begin a portfolio. Top 2 ETF’s.

Also, do you believe 5 years is long enough for a full recovery in the market ?
Thanks for everything!

Cheers

Q: Hi team. I was fortunate to add to my Nvdia position at $219 a couple of weeks ago. Nvdia has now grown to 7% of my investment portfolio (stocks) and 6% of my total portfolio. I know you can’t get specific with weightings. I do see you typically trim your balance model portfolio around 8% when a winner runs.

Thoughts on how you decide to trim a winner and when?

Q: What 1 US stock and 1 Canadian stock (both in technology space) would you buy today?

Q: Given the recent price jumps in some of the US recommendations you have been making, can you give me your top 5 long-term holds in terms of their current price?

Thanks

PS. I understand your timelines, but if you could answer quickly because tomorrow morning will be my last buying opportunity for the next week.

Q: Hi 5i, After close to a 40% drop, I’ve initiated a position in NVDA through CDRs. My avgerage cost is $22.75 as of today. I assume after this pop in an oversold market, the stock will retrace further as rates go up and earnings and the North American economies go down. I plan to increase my holdings at target prices in the underlying security. Is this a sound strategy?

Q: I hold TTD, NVDA, UCTT, VEEV, APPS abd AFRM in the USD section of my RRSP. TTD and NVDA are still green, the others are down, 30-50% with AFRM down 76%. Do you see any holdings that should be sold and added to the others?

Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.

Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?

Thanks

Q: I am looking to start a position in the semiconductor sector given the recent pull back. What stocks would you favour today and why or would you suggest an ETF? Please rank them from best to least.

Thanks.

Q: Moving money from a poor performer to a better performer, talking about AFRM and U - both I could not find in your database when I tried to search them. I was going to move them to more better performers in the case of CRWD and NVDA. That should be a better place. I am north of 70 so waiting 5 years for these 2 to recover may not be an option here. Another 2 that one day they are up 10% and the next day they are down 10% - CELH and UPST. Are there any issues that have surfaced lately about the four mentioned securities thanks

Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.

Q: Hello Peter,
Thank you for your suggestion to have some silver in the portfolio. It got life just when I was considering an exit . This question is also somewhat related.
I am beginning to think that Energy and Commodities have got significant room to run this summer. I am overweight technology and overweight semiconductors within. All my favorite growth stocks besides UPST.
To increase my portfolio in energy and commodities I need to reduce technology including names like NVDA AMAT GOOG etc. I am thinking that the tech sector will not react violently to the upside and there will be sufficient time to rotate back from energy and commodities.
However, I also feel that just when I throw in the towel, the market will find support and bounce back. I do believe in their long term future but perhaps not a bad idea to trade the trend for now. I am on the fence with financials too at the moment, what with the war, asset freezes, bans and Powell tempering his tone.
What would you suggest to me.
Regards
Rajiv

Q: Hi Team,
Is NVDA still one of your favorite top picks for growth 3-5 years out.
-25% YTD, where would you see the stock hitting good resistance levels and would you be comfortable buying today.

Thank you!

Q: About 25% of our portfolio is in US stocks - very tech heavy (APPS, CRWD, MSFT, MTTR, NVDA, QCOM, TEAM, U) with only XYL as a non-tech holding. I would like to add GOOG, BKNG but would prefer not to transfer more CD$ to US just at the moment. Would appreciate your thoughts on cashing my XYL (down about 10%) in order to buy GOOG ?
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.

Q: Hi Team,
I have been watching TOI closely. Recently (today for example most my tech are down 5-8% range). Yet TOI is up 3% as of writing this. It seems to have great support around the $85 level. Do you think that the bottom may be close to in for TOI, or is it just bouncing around until the next leg down do you figure? I know this is only your best guess, but value your opinion. I guess what I am looking for is..is it time to add to this name? Also...could you throw in some best conviction names either Cnd or US that you think are stupidly oversold right now that you think would be great buys for a 5yr plus hold? Thanks!
Shane.

Q: Two years ago, energy fund managers were pounding the table to buy oil and gas stocks.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.

Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks

Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?

Q: Please clarify..., when I call up GOOG @ $23 and NVDA $24 Canadian. Are the Canadian listed companies here investible and appreciate your clarification? Thanks!