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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: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!
Read Answer Asked by Andrew on November 28, 2024
Q: Is the new combined company Primo Brands Corp overvalued at these levels? Are they in too much debt due to the merger?
Read Answer Asked by MG on November 28, 2024
Q: I currently hold a 1.75% position in UBER and 2.65% position in CLBT, both in registered accounts. Considering selling UBER to top up CLBT to 4.4%. Can you please comment on comparative prospects for both (risk/reward) and indicate - if this were your portfolio - if you would be inclined to build a full position in CLBT. Thank you.
Read Answer Asked by Maureen on November 28, 2024
Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe
Read Answer Asked by Joe on November 28, 2024
Q: Donald Trump is causing so much uncertainty in both Canadian and US markets. Canada might even go into a recession.

I know that you mentioned that we should not react to the Trump threat.

However, if I had to sell all my stocks and ETFs ($400k) and start from scratch today, what would be the top 20 stocks/ETFs ( US and/or Canadian) that that you would invest in.

Would you just buy SPY/ZSP.to/ VGT/ SCHG ETFs in the USA market for safety?

Fyi, I don't like bonds.
Read Answer Asked by V on November 28, 2024
Q: I would like to start a position in two of these companies. Which two do you think offer the best long term growth potential? Thanks
Read Answer Asked by Curtis on November 27, 2024
Q: I have several 'Growth' companies which have grown quite large in both Cdn and US markets (Thanks). While I plan to let winners run, I am looking to take some capital out of those, and shift to areas of the market which are trading below their historical averages. Could you suggest some areas of both US and Canada to look for those areas? (Specific companies or ETFs which would target this both welcome)
Read Answer Asked by Dan on November 27, 2024
Q: Your analysis on the prospects of Nurix will be greatly appreciated.

Thanks
thomas
Read Answer Asked by Thomas on November 27, 2024
Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!
Read Answer Asked by Sean on November 27, 2024
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