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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: Good Afternoon
Can you recommend 3 stocks in Canada and the US that are good momentum plays? Also are there any ETF’s that track this that you can recommend?
Thank you
Read Answer Asked by Marty on October 14, 2020
Q: Hello 5i, thanks for all your wisdom!
my question for you: could you please recommend your top 1 or 2 picks/favourites in the following sectors. Can be either US or Cdn.
consumer discretionary
supermarket/grocery
health care
big cap tech
Many thanks
Read Answer Asked by ralph on October 13, 2020
Q: Hi,
I was wondering how you view Sony and Activision blizzard. Would you own them moving forward? There were reports that Sony would decrease production on the PS5 last month, but they denied the reports.
Read Answer Asked by Patrick on October 09, 2020
Q: Could you list 3 Canadian and 3 US companies that you might have your eye on that are micro/small cap and might mimic an Amazon, Apple or Shopify wrt to growth
management and wide moat. Long term and sector non specific.
Thanks
Jeff
Read Answer Asked by JEFF on October 08, 2020
Q: Hi guys. Which do you prefer ILMN or NVTA and why? And same question for SQ and PYPL....Thank you
Read Answer Asked by Ryan on October 08, 2020
Q: First, thanks for the great service you provide, it is much appreciated!

I would like your thoughts on this Company for a long term hold. It looks like management has quite a bit of experience in the cannabis industry, and they have a number of offices in major N. American. Any insight into the financials and your thoughts on how the psychedelics and psychedelic-enhanced psychotherapy market will evolve would be appreciated.
Read Answer Asked by John on October 08, 2020
Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv
Read Answer Asked by Rajiv on October 07, 2020
Q: My question relates to the question asked by Donald today (Oct 6). regarding the risk/reward factors between LSPD, REAL and WELL.
5i answered
Risk (least first): REAL, LSPD, WELL
Potential (most first): WELL, LSPD, REAL
I would like some clarity if possible on the degree of such comparisons. Is it possible to state in some meaningful way the degree of risk/potential difference between the companies? For instance from REAL to WELL is there a little difference, significant difference or huge difference? Perhaps a scale from 1 to 10 would work.
Thank you so much for your thoughts and guidance.
Brian

Read Answer Asked by Brian on October 07, 2020
Q: I'm going to sell my ET position very soon. I would like to put the proceeds into one of the following three: LSPD, REAL or WELL. How would you order them in terms of risk? How would you order them in terms of most potential?

Best,
Don
Read Answer Asked by DONALD on October 06, 2020
Q: I’m considering adding to my SHOP and KXS positions and initiating LSPD and CJT positions. I’m in no hurry and would like to purchase shares that have gone on sale(lol). I’d appreciate your commentary on the likelihood of the impact of two events in our immediate future and their impact on prices. My concerns involve: (1) the coming of winter and the impact on LSPD as restaurants shutter, potentially for good and (2) the impact of the US election if the result is dragged out for weeks in an ugly transition of power. I have no problem buying today, and I know you don’t recommend timing the market as there is always something to worry about, but it seems foolhardy to not consider the impact of events staring us in the face. Thanks for the guidance.
Read Answer Asked by Warren on October 05, 2020
Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.
Read Answer Asked by Ian on October 05, 2020
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