Investment Q&A

Q: Good morning, I currently have a position in STC inside TFSA. Can I get your current view on the stock? Would you consider this to be a good opportunity to top up? Appreciate your insight!

Q: Since it's the end of a year, I will ask this question about stock picks for 2022. Hypothetically, you are in a stock picking contest to pick 10 Canadian stocks for 2022. Best total return for the year including dividends is the winner. Mr. X is your opponent. Since you are the pro, Mr. X gets to pick first. He has picked ATD, AEM, BAM.A, CNR, CSU, DOL, NTR, SHOP, SLF, SU as his group. You can't choose any of those. Which 10 Canadian stocks are you going to pick?

Q: Would you prefer NVEI or DOCU for growth?
Thanks
Peter

Q: Looking to harvest a capital gains loss with AT. With the possible upside in the new year, I would like to reinvest the funds. Can you suggest a couple of ideas, either US or Canadian.

Thank you,

Merry Christmas and Happy New Year.

Q: Thanks for the great services and very meaningful insights. I had asked this questions 2 days ago not sure if t was received by your team as I didn't see a response. I am a long term Investor. Normally I don't trade but want to try out the Tax loss strategy . Planning to Invest about $25k in 4 to 5 US or Canadian stocks which are oversold due to tax loss claims. Planning to buy this week and sell them in Q1 2022. What are your strongest convictions/ recommendation on this strategy at the current level. Can you please provide a few names that you have the most conviction in(Not necessarily the most upside)? Please rank them, provide a suggested price and the reason for your strong conviction.

Thanks and Wish a very Happy Holidays to everyone at 5I team.

Q: What Cdn or U.S. companies would you consider to be the most likely takeover targets in 2022? Can you rank them in terms of quality even if a takeover doesn't materialize?

Q: Hi- are there any equities on the TSX you see having compelling valuation right now, particularly for a young, longer term investor.
Jordan

Q: Which Cdn or U.S. stocks have seen a recent sell-off that is overdone in your opinion and positions them for a significant rebound in 2022?

Q: What are your top 10 total US and Canadian stocks in the current market value? Also is it a good time to purchase NBLY at current value? Thanks

Q: With the recent pullback and the seemingly never ending concerns around inflation and interest rates, what 5 US and CAD positions do you see as oversold with excellent upside potential in the short term right now?

Q: Thank you for your response on the ETFs. What are your top 5 Canadian names that are worth watching/adding given the recent correction? Much appreciated.

Q: Good morning
I have some cash in my TFSA that i would like to put to work before the end of the year and then in early January to complete the position with my contribution for 2022.
What are your 3 favorite picks for a TFSA in 2022 in Canada and 2 picks in the US?
Thks 5i for all your help over the years and a MERRY CHRISTMAS to all at 5i
Thks
Marcel

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: I bought these (and others) for growth, and was doing well, but am now in the red on these holdings. I bought for a five-year hold, so don’t need to sell anything, but I would ask, do you see any that should be sold or any that I could be adding to for a January bounce? Thanks!

Q: What are your top 3 U.S. stocks that look promising both in 2022 and beyond. I must admit, other than 2008 and March 2020 I do not recall a period in time where small and mid cap stocks have been crushed like this. Would you consider us in a bear market, even though the large caps mask this and markets at near all time highs?

Q: Lion Electric makes electric school buses and electric trucks and they say will expand greatly in 2022. They have factories in Quebec and Illinois.
I would love to see a report of this company and would appreciate it if you feel it is a long term buy

Q: I have done alot of tax loss selling, starting in Oct. The stocks include XBC, CHEWY, LMND, PINS, RDFN, TDOC, EGLX, REAL, MRS, ABCL, and ZNGA. Which ones would you repurchase? Would you do it now, or wait until the new year? I purchased LSPD, NVEI , and APPS with some of the proceeds, and that has not worked out well! Would you average down on these names when they stabilize?

Q: I have LSPD, AT, EGLX, AEM, and WELL as my higher risk positions. I am looking to consolidate these positions and maybe add TOI or NVEI. Out of the 7 stocks and at current prices what would your 3-4 top picks be for growth and price appreciation?

Thank you!

Q: Hello 5i,
My investments have grown nicely in 2021: thank you!
I’ve categorized the above assets into three buckets:
Technology: nvda,kxs,toi,csu =12.8%

Communication: goog,apps,kind =6.5% (goog is 5%)
Consumer discretionary: appl,shop,lspd =8% (lspd=<1)
Total= 27%
Please comment on outlay and provide ideas for improvement. Am I being too cute with my categorization buckets?
Many thanks for your opinion.

Q: What are your thoughts on the downward pressure on the stock? Could you provide an approximate price to buy in? Thanks. Rick