Investment Q&A

Q: In terms of largest growth potential for 2021, what u.s. stocks would you recommend as a buy today?

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

Q: I am seeing a PE of 730 (trailing) and 303 (forward). how long do you think it will take to "grow into these PE's" based on current earnings/profit growth etc. and what PE do you think it will eventually settle into??

Q: Thanks 5i Team - what an excellent service!! May I have your comments on my TFSA strategy and an ETF recommendation. My TFSA is almost fully funded and divided into 3 notional "buckets". Roughly 1/3 is comprised of growth securities, selected from the 5i Growth Portfolio, with my current positions being KXS, XBC, WELL and LSPD; Roughly 1/3 is comprised of about 10 Canadian "dividend growers", about half of which are among the 5i Balanced Equity or Income Portfolios such as ENB, EIF, PBH, BIP.UN and BEP.UN and the other half well known blue-chips like T, CNR, CNQ and RY; and the final 1/3 is a single, conservative diversified ETF, currently Vanguard Conservative Portfolio VCNS, which I refer to as the "anchor". I prefer to limit the total number of securities to no more than about 20 (I am a few short of that right now) so I can adequately manage things, and I add to VCNS while awaiting opportunities to purchase positions in the other securities I own, or to sell from if cash is needed so I can continue to hold the individual growth and dividend securities. I am looking for reasonable growth in my TFSA over a 5-10 year period, and I can tolerate some risk but prefer to avoid excessive volatility or risk. My questions are: (1) are these 3 roughly 1/3 buckets a sensible approach for reasonable growth over a 5-10 year horizon or would you recommend different weightings or approaches, (2) could you recommend 1 other diversified ETF that I might consider for the "anchor" portion, and (3) could you recommend 2-3 other securities for the growth portion, to add a bit more diversification. Thanks very much.

Q: What is causing Flutter to sputter and does it still have the potential to soar like SCORE? Still a buy, in reach of a higher high?

With other gambling names reaching new high after new high, it seems odd that Flutter has lost its momentum.......would love your comments and insights.

As well - what caused NEXE to gain 24% yesterday and is it a BUY?

Thanks
Scott

Q: Kindly comment on their news release last night and how it might impact future growth.

Q: Hello team,

Of the 3 companies above, BEAM has 3 times more shares sold short (18% of the float) but all three have been on a run.
If you could buy only one which one would you choose today as a great company for a long-term hold and which one you would rather avoid? And of course why?

Thanks for making investment accessible for ordinary people.

Q: Hi there, I just read the following post on Motley Fool Canada (18 Top TSX Stocks to Buy for 2021 and Beyond), one of eighteen top picks by their writers for 2021 is BUS. Is there way too much hype here, or maybe some truth to it but with lower expectation? Would like your thoughts on what the writer says below?
Thanks!

Grande West Transportation (TSXV:BUS) is a Canadian mid-sized bus manufacturer that is set to enjoy phenomenal revenue growth after entering the battery-electric bus market this year. The tiny company started receiving large bus orders from the United States late last year and its has a sizable delivery backlog to be cleared during the first half of 2021 that will boost liquidity and profitability in 2021.

Production capacity is increasing significantly and EV bus demand in North America is expected to increase at a compound annual growth rate of 28.5% between 2020 and 2030. Management anticipates rapid EV bus sales growth in the near future. Grande West could experience exponential business growth post-COVID-19.

The EV bus launch attracted market attention for the nano-cap stock and its shares have doubled during the first two weeks of trading in 2021. Momentum remains strong for another triple-digit return this year.

Fool contributor Brian P..... has no position in the stock mentioned.

Q: My SHOP and LSPD positions have grown to 7% and 6% of my portfolio, looking to trim the positions slightly and add to some smaller weights in my portfolio with long term high growth. How would you rank as the best to add to currently out of NVEI, FB, AMZN, VEEV, CSU, DOCU or AT? This would be for TFSA.

Also for smaller caps like WELL and XBC, would would you consider as full positions? In the 3-5% range depending on one's risk tolerance? Thanks!

Q: I am moving my TFSA (~$75,000) from a mutual fund company to Questrade and would like to invest following your 5i Growth portfolio. My horizon is 7 to 10 years. Being a new DIY investor, I am not sure of the number of stocks to purchase based on the size of my TFSA. Could you please suggest the number of stocks to buy, and a cross-section of specific growth stocks at this time? Thanks!

Q: I have held LSPD and GSY for quite a while now in an RRSP and RESP respectively with still 10 plus year timelines on those portfolios. I purchased LSPD at about $33 (it's now around $90) and GSY at about $50 (it's over $100 now) and I have taken some profits out along the way. Do you see these two continuing to do really well? I'm wondering if you would recommend just holding onto my remaining shares for the foreseeable future (say another 1-3 years) or would it make sense to sell while ahead and put that money in something with a bit more growth potential? THX, Jeff

Q: Hi team , do see a good outlook for this company?
Thx
Javad

Q: Hi, could you please provide a list of your highest conviction Canadian growth stocks. Any sector will do but the stocks you feel most certain will deliver good growth in most market environments. Not necessarily looking to blow the lights out, steady growth will do. Thanks.

Q: In your answer to a question recently asked on Genomics, your suggestion was to buy an ETF such as ARKG or EAGB. You also mentioned that if so inclined you could start adding small amounts in specific stocks which of course be riskier. Would you be able to suggest 3 or 4 of these stocks either US or Canadian, preferably at least one of each.

Q: Good Morning,

Could I get a selection of your favorite small and mid-cap tech stocks that you'd want to start a position in today and build over time.

thanks!

Mark

Q: Hi Folks,

I am an income investor whose portfolio has fallen out of balance.

I need to increase weights in Basic Materials, Consumer Cyclical, Consumer Defensive, Healthcare, Industrials and Tech..

I am also light on U.S and International holdings.

Please provide some income suggestions for these industries and within these regions.

Thanks very much.

Q: Hi 5i,

Could you rank these companies for their risk adjusted H2 potential over the next few years?

TIA!

Q: which do you like best, or is a better stock in this space?

Q: Hi,
Outside of the growth portfolio (I own most already), what are your top 3 Canadian growth stocks at this time and why.
Thanks for all you do.

Q: Since Dec 30 last,there were 10 instances of pending class A action lawsuit on Pins site without other news.It reached new highs on Jan 13 & 14,but both times it retreated sharply. Is this opporunity to add or buy? Please comment.Thanks for u usual great views & services