Investment Q&A

Q: Hello - I have some funds that I am looking to invest. Longer term (5+ year) holds. Could you give me your top 10 buy now bigger name picks and top 3 small caps?

Q: Hello, a great service and learning lots from the Q&A. I have a small Canadian portfolio with MG, OTEX, CNQ, BIP.UN and MFC. And also DIS from US side. I am looking to charge it up with some growth performers over the next 5 years. How do these holdings rate and any suggestions on additions? Would you replace any of these?

Thanks for the feedback. Have a great day.

Q: Hi team,

Could you list 1 or 2 companies in each tsx sector that make the best candidates for a quick trade in the next couple of months.

Thanks a bunch!

Q: I have a 1/2 position in Lightspeed which I've acuired at an average cost of $61. I would like to begin adding more starting now. Although I generally don't try to time my purchases per se, I have preferred with LPSPD to look for slight pull backs given its volatility. Based on current circumstances, if one were looking for a "good" entry point price wise, what would that be, and if one were looking for a "very good" entry point price wise following a pull back what would that be?

I have the same basic question about 2 of your other recommendations I currently own - ATZ and EGLX. Based on current circumstances what do you consider to be a good entry point and a very good entry point for each of them?

Thank you. waiting for a pull back, but also content to purchasena With today's positive earnings release and the likehood of continued la ped on

Q: What is your view on this stock .Where do you think this stock is going.
Thank you.
Jim.

Q: I'm interested in this company. It seems to be on an upswing because of the home renovation interest in the states. I would appreciate your evaluation of the trend and the company. Would this be a good time to begin building a position? If you know of better companies to take advantage of the trend I would appreciate their names.

Q: This company showed up on my radar. Wondering if I can get your opinion and thoughts on it. Would it be a buy?

Q: Hello 5i what are your thoughts on PINS, SPOT, ATVI and RBLX recent declines, I think all are overreactions for varying reasons (ATVI/RBLX getting dragged down with China crackdown on gaming, PINS USA MAU declined but everything else looks good, SPOT ... not sure what really changed here but it took a huge dive..) I like to buy a stock I know and follow anytime there is an overreaction like this. I know ATVI has culture issues with female harrasment and that has dragged them down as well but I don't really see how any of these stocks trajectory/themes have really changed all that much. How do you view these 4 stocks?

Q: Please rank the following for growth 10+ year investment in a TFSA.

Please include risk involved, 10 being high risk.

ATZ, LSPD, ROKU, TOI, MG, WSP, TFII

Also, would you avoid investing in LSPD if one already owned SHOP?

Thank you

Q: I bought a very small (0.5%) position in Texas Roadhouse and then later realised it has really slim margins. Would you keep it or else sell it and add to my positions in Yum brands or A&W? Which of the three looks best to you?

Q: could you evaluate these stocks for me. thanks in advance cr

Q: What is 5i thoughts about Q2 results. It seems revenue growth is here and sustainable derived from a more diverse customer base (according to CEO comments) and take-up from a major retailer (believed to be IKEA) is moving forward.

Q: Hello,

If you were to compare between DOO and HZO which looks more attractive? Would you have a position in both or just one? Do they complement each other? I missed the 4x from COVID prices on both do they still have room to grow? Thanks.

Shyam

Q: Could you please rank SQ, NVEI, PYPL and V for a growth investor with moderate risk tolerance and a time-frame of at least 5 years. Please add other suggestions that fits the theme. LSPD is already owned. The reasons for your top two choices would be appreciated. Thanks.

Q: Can you share your top 3 Canadian and US growth picks over the next 5yr timeframe?

Q: Could you compare as an investment between the two. If you were to purchase? Which would you lean towards.
Thanks

Q: GAGE has made a few changes over the last few months .... would this be a good entry price to take advantage of their future growth

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: What would be your favorite Canadian stocks to initiate a position in at this time for a long term position? I know that's vague but I'm looking to reinvest the cash from PHO. Not looking to replace it necessarily with something similar in the same sector but just the best opportunity.

Thanks

Q: I am thinking of adding a small position in my TFSA with either a combination of QUIS and STC, or
A single position in CTS. Which alternative would you recommend?

Thank you for considering my question.