Investment Q&A

Q: Hello 5i
Could I have your assessment of GPI please?
What are the pros and cons of investing in this company?
Thank you
Dave

Q: What would be better buy today and why?

Thank you,
Milan

Q: Hi 5i Team,

I have approx. $100k USD of capital to deploy to a portfolio with a 3 to 5 year hold outlook with a focus on High Growth. Comfortable with higher risk.

I’d like to have meaningful position sizing so want to limit the # of stocks to 4.

The pool I am considering is COIN, SI, ROKU, NVDA, SHOP, AFRM, SQ, CRWD, and ZM.

My inclination so far is to go:
45% - NVDA – This just seemed like a must own to me. Semiconductor exposure in a supply-short environment along with the multitude of other things they support – AI, Gaming, Genomic sequencing etc. Hard to see how they won’t be over a trillion dollar market cap especially if the ARM acquisition is go (Risk factor).

25% - AFRM – BNPL adoption in North America is far behind that of Europe/APAC and I like AFRMs positioning as a consumer first proposition with transparency and AI with strong partnerships with AMZN, AAPL Canada and SHOP.

20% - COIN – Continued adoption of Crypto. Would use this as a proxy instead of going with ETFs/Fund exposure

15% - CRWD (Valuation risk so smallest position, but cybersecurity industry hasn’t matured yet with lots of runway remaining for a stock with strong MOAT)

I decided against SHOP due to how much growth they've already seen and potential impact on consumer spend from an inflationary environment.

Could you comment your thoughts / advice on the above? Any stocks that you would switch out or position sizing you’d recommend to reconsider?

Q: ZIP IPOed recently, and I wonder what your thoughts on it are? I worry that it may not have much of a moat compared to larger job board Indeed, but it seems to be growing very fast, and may be a great idea for the post-pandemic recovery, especially since so many people are changing jobs right now. What are the strengths/weaknesses and risks that you see?

Q: Hello 5i,
I am fractionally underweight Communications (BCE, T) and fractionally overweight Consumer Cyclical (AW.UN, LNF, MGA). I am also significantly overweight Canada, underweight United States.
My thought was to sell AW.UN and use the proceeds to purchase VZ in my RRSP. The yields are very close which is a major consideration. Obviously, no tax considerations.
Would you see any concerns with such a move?
Many thanks as always!!
Cheers,
MIke

Q: I think there may be an opportunity in china and would like to purchase CQQQ as I could use some more international exposure . In my US RRSP I would need to sell either ROKU or MITK. Which stock do you think has more upside between these two?
Dave

Q: How best to play the labor shortage market present in Cad /USA. Head hunters may be a preferred option - your thoughts please

Q: Casino stocks have taken a beating because of the fear of Chinese Government intervention and renewal of licenses in Macau. Do you think it safe to initiate a position in the above companies? ThNks

Q: Any idea why Facebook is having a steady decline? At what price would you be comfortable entering the stock as a mid term (2year) trade? Thanks, Greg

Q: Hi 5i Team,

How would the fact that Humira will be coming off patent in the not too distant future affect share price of Abbv going forward? Is it a buy, sell or hold now?
Cheers,
H

Q: In our “balanced portfolio” we have decided to go to US stocks for our healthcare allocation. Currently holding MDT, VEEV and GH. Are these reasonable holdings? We like a concentrated portfolio so only have these 3 as our healthcare stocks. Would you suggest any changes or potentially a new 4th position? We are buy and hold growth investors looking at greater than 10 years until we would require these funds.

Q: Hello 5i. Can you please share your thoughts on APRN as an investment opportunity. I am willing to take on high risk. Thanks.

Q: I got into upstart about 5 weeks ago and it has since increased 78%. Is this a hot potato where I should take at least some (taxable) profits? It's pushing 6% of my equity. I guess my real question is given the tear this has been on, would you be more skittish and pull the take profits button here earlier than normal. Thanks.

Q: LEAT Can I get your thoughts on this company please.


Thanks

Q: Hi Team,
I am currently reviewing my TFSA and the current holdings within that account. I am looking for your thoughts if any of my holdings should be adjusted or removed/trimmed, or if you had any suggestions for new buys. My focus in this account is growth for a 10yr+ period. I hold the following stocks, listed as a % of my tfsa: LSPD (32.3%), CELH (9%), Docu (5.6%), Fb (19.3%), Pltr (4.9%), SQ (12.2%), TTD (8.9%), U (7.9%). Thanks

Shane

Q: Pins was u top pick on BNN on Nov 17/20. It reached some $89 ATH in Feb 2021 & then has been declining from some $80 in July last to current $52.42. On Aug 27 U rated it as a B at the lower end of the 16 US stocks rated.Bought at some $22. Add,Hold or Sell.U opinion please.Txs for U usual great views & services

Q: Hi,
Can you tell me what type of account is generally best to hold US REITs, from a tax perspective?
I hold these 4 Canadian REITs (TCN, WIR.U, DIR.UN, SMU.UN) and am interested in several US REITS. I've been considering AMT, CCI, EQIX, DLR. Can you comment on these and suggest a few others.

Q: Hi Peter, Ryan and team.

I was wondering if you could give a US list for the question asked back on September 17, "Would you have a short list of 5 companies that should be on a watchlist for when (if) a 10% downturn comes before Christmas ?"

Thanks.

Q: Once the unsettled state of the market suggested by today's gapping down on the DIA, QQQ and IWM (i.e. as of noon, at least) steadies, would you favour a purchase of NYCB as a steady source of $U.S. income or would you think that BNS:NYSE (for example) could be preferable (i.e. at least for a margin, hence, taxable account)?
Thanks,

Q: Hi Peter and crew. I know that US tech companies are "not in your wheel house" and I also know that you have great insight. so I am interested in your opinions on the following.
I am watching that both Rivian and Global Foundries Inc. are applying to the SEC this fall to go public. Both appear to be in a good space for long term trends/needs. I am interested in long term investing in these companies when they come to market.
Thoughts?
BTW - Peter, Loved the article in the FP about your father-in-law. Maybe the 2 above companies will give him " the action" he is looking for!