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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: David Rosenberg is very bullish on post-pandemic clothing sales. Any suggestions on how to invest in that?
Read Answer Asked by James on January 26, 2021
Q: I read about AMY and like the idea of taking a flyer on a company focused on battery recycler technology considering the EV momentum. I see news came out about it on the 21-Jan but it made a significant jump the day before. Is this 'pre-emptive' jump typical?

Are there alternative companies in this space that you would recommend?
Read Answer Asked by Kyle on January 25, 2021
Q: Nice price move in the last 2 days. What do you think of the growth opportunity for Acuity and as a potential portfolio addition?
Read Answer Asked by Stephen on January 25, 2021
Q: I have been watching this stock rise rapidly and wonder if there is still room to grow even more given the green energy focus of the Biden administration. I have recently purchased CSIQ and would like to have your comments on this stock moving forward as well.
Thanks, Lesley
Read Answer Asked by Lesley on January 25, 2021
Q: Question 1: Considering buying a few hundred shares of ADTX (NASDAQ). There seems to have been significant growth over the last year and since the company launched (2017), and I like the biotechnology space and don't have any positions here yet. Can anyone provide some insight for a beginner investor on this company? I have a 2-3 year timeline and am looking for growth, okay with some risk. Feel free to suggest some alternatives to ADTX if you have some.

Question 2: I'm interested in adding some clean / renewable energy stocks to my portfolio, specifically US companies but also open to Canadian. I've been watching AQN and BEP.UN, but perhaps I'm missing some interesting ones that will benefit from the US being back in the Paris Agreement (!!). What are your favourites in this space right now?

Question 3: I currently work in A.I., and I like NVDA as a clear leader in this space. Do you think their stock is over-priced currently? It's one of the most expensive stocks in the A.I. technology space and seems too high when compared to MSFT or other players. Can you rank your favourites in the A.I. space?

Thanks 5i Team, and happy new year to everyone!
Read Answer Asked by Allie on January 25, 2021
Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks
Read Answer Asked by Charles on January 25, 2021
Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again
Read Answer Asked by Stefan on January 25, 2021
Q: I have a CCP corp (10-year time line) with the following holdings (high to low mrt value + $60K cash): ENB, AQN, ATD, SU, BAM, GC, LSPD, XBC, REAL, GUD, BEPC, CAE, BNS, CSU, ENGH, SLF, PHO, XGD, WELL, GOOS, QST, AC, BEP.UN, KXS, DOC.VN, MITK, ATZ, SYZ, DOO. To reduce tax liabilities, I plan to slowly sell off any high yielding stocks (eg ENB) and only hold buy-and-forget stocks with very low or no dividend or buy corp class ETFs like HXT, HXS, HXQ. Can you please recommend what current stocks you see as long term "keepers" and suggest any new CAN or US stocks or ETFs. Many thanks for your help!!!!
Read Answer Asked by Grant on January 22, 2021
Q: Could you identify your top positions that could suffer from a pullback due to a successful vaccine implementation?
Read Answer Asked by Robert on January 22, 2021
Q: would you recommend these for online betting and gaming
Read Answer Asked by hal on January 21, 2021
Q: In terms of largest growth potential for 2021, what u.s. stocks would you recommend as a buy today?
Read Answer Asked by Allan M on January 21, 2021
Q: Hi,

When does Cargojet report next and what is expected vs prior year and vs last quarter reported? Just looking to see the improvement from a year ago and last Q.
Also, is the ROE reported on your Companies page accurate/updated? If not can you please provide an updated value?
Lastly, what is CJ's track record at beating their guidance/estimates, wrt EPS? When I looked on Marketbeat, their record was not very encouraging. ie missed more EPS estimates than beat over last 8 quarters.

Cheers,
SteveMc
Read Answer Asked by Stephen on January 20, 2021
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