Investment Q&A

Q: The PM phones your office and tells you that he wants to demonstrate to the economic leaders of the world that Canada is a great place for them to be investing money in smaller, promising businesses. He asks you to provide a demonstration of this by selecting a group of about a dozen Canadian corporations with a market cap under $10 billion that can be expected to perform very well over the next few years. Which companies would you select for the PM to represent the potential in the Canadian market?

Q: I have full positions in NVDA, NBIS and GOOG and do not need to add. For additional money directed at the AI theme, please suggest 4 US companies and 4 CDN companies to buy today and hold for 3-5 years. A one sentence explanation for each choice would be appreciated. Thanks

Q: Can you please comment on reclassification news and what these means to the sector. Would you step in, do you see a bright future, what would your top 3 choices be ranked in order.

Q: What’s your top 10 Canadian and US stocks that has a current decent valuation to purchase for long term? Thanks.

Q: My TFSA portfolio has done exceptionally well in large part due to the invaluable information and coaching provided by Peter and the rest of the 5i team since 2013. Thank you very much for helping to build our intergenerational legacy.

I plan to use a fraction of the assets in my TFSA to set up a high-growth, moderate high-risk concentrated 10 stock six-digit sub-portfolio with a 10 year time-frame and hoping for a 5-10 fold target. The idea is to select the best high conviction durable names, maximize capital gains compounding, and minimize dividend drag such as US withholding tax in the TFSA. With the help of my chatbot assistant, it looks like a base case of 17-25% annualized is required to reach the 5-10x target, even with periods of significant drawdowns and bull cases. Obviously stock selection and staying invested for the long term are key.

My initial tentative selection of 10 stocks NVDA, ASML, MSFT, AVGO, NBIS, GOOG, TSLA, CCO, NVO, and SHOP with weightings ranging from 6% to 16%

Could you please critique my strategy and the stocks selected. Suggest improvements including alternative names to consider as replacements that you feel might work better.

If you were creating such a portfolio for yourself which 10 names would you select.

Q: Looking at these 4 as confirmation of AI buildout. Do you agree? If so, would you advise taking position individually [please rank] or as a package [equal weight]? Or, on a risk/reward assessment, please recommend better investment choice for AI buildout [stocks or ETFs]. Thanks

Q: Looking to increase holdings in GLXY from 1.5 to 3%. Any reason to wait until after quarter results announced before starting to add ?
Would appreciate your comments.
Thank you., as always.

Q: Have you changed your opinion on POET?

Q: If YOU were starting a portfolio right now in this market, which 10 stocks (more or less in order) would you buy with pure growth on your mind? Ignore diversification for the purpose of this question. 3 - 5 year hold. Canadian or US Stocks.

A brief explanation for each.

Thanks so much!

Q: I have been a happy, satisfied member of 5i for 10 years and in all that time I have shied away from placing much importance P/E ratios, mostly because I sensed 5i finds P/E ratios can sometimes be misleading. Curiosity has gotten the better of me today. Without having done a deep dive, what should I glean from the information profile if you do or do not have a P/E ratio in the profile box? Is the lack of a P/E number a fed flag? Why does FLY have negative -12 or -16 over last 5 years?

Q: Could you please order these in terms of best anticipated growth and what you would buy first.... Thank you!

Q: Can I get an updated view on FIX?

Q: In light of the significant drop in price and the potential of its bottoming out, how would you now rate VitalHub Corp.

Q: I have taken a loss on this stock and am wondering whether to sell or hold? What are the prospects for the stock?

Q: In the past you said you like NBIS better than IREN as it is higher quality and further ahead, etc. Now that NBIS stock has way outperformed, ATHs and possibly overbought/consolidating, does IREN stock have good investment potential or do you still prefer NBIS at these levels?

Q: Hi,

Which is your preference for long-term total returns: VNP or FLT?

Thank you, Michael

Q: Wondering if you have any updated thoughts on CRDO after its recent bounce - still worth buying? What do anticipate for future returns?

Q: What are your top 5 US and CDN large cap names today?

Thanks
Tim

Q: Understanding the difference between these. What order would rank these as adds to a diversified portfolio. > 5 yr hold.

Q: A number of Small/Mid cap stocks have done very well over the last few weeks while a number have been hit hard and pulled back significantly.

What would be your top 5 Small/Mid cap US and CDN names currently? Could you also indicate the order that you would purchase?

Thanks
Tim