Investment Q&A

• AbbVie Inc. (ABBV)
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• Pfizer Inc. (PFE)
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Q: good morning - sentiment seems to be trending against my largest US health care position ABBV. Do you think it prudent to sell and reinvest in another company such as Pfizer or another company? Taxes are not an issue. Thanks

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Read Answer Asked by alex on September 20, 2021

• CrowdStrike Holdings Inc. (CRWD)
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Q: There is some speculation that the president of CRWD may be involved in the Sussman indictment and could be in legal jeopardy. Do you think such a scenario would hit the stock price significantly?

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Read Answer Asked by Rick on September 17, 2021

• CarMax Inc (KMX)
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Q: Hi, KMX is now getting close to ATH, can you please provide a brief update : current valuation ?, expectation for next earnings ?, recovery play candidate ?, growth potential ? and your current appreciation ?

Thank you,

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Read Answer Asked by Luc on September 17, 2021

• PayPal Holdings Inc. (PYPL)
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• Block Inc. Class A (SQ)
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Q: I currently hold Paypal. I see from other posts that you favour SQ. These companies compete in the same space essentially although I believe SQ uses smaller merchants than PYPL currently. Would you move a position from Paypal to Square?

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Read Answer Asked by Kevin on September 17, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Asana Inc. Class A (ASAN)
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• Topicus.com Inc. (TOI)
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Q: Hi,

I have a small amount of funds available to invest inside my TFSA. I already hold a small position of TOI (26 shares) and really like the company. I'm looking to either: add to the TOI position, or start a new position in NVEI or ASAN. They all seem quite pricey with current valuations (with NVEI and ASAN rising sharply in the past few days). Based on current valuation, which do you prefer for a minimum 5-year hold. Risk tolerance high.

Thanks

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Read Answer Asked by Robert on September 17, 2021

• Upstart Holdings Inc. (UPST)
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Q: Presently I have this stock in my TFSA - thinking that there is no dividend to be concerned about. Is there a tax drawback in relation to capital gains? Should I move this to my non-registered account?
Thanks so much.

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Read Answer Asked by Catherine Ann on September 17, 2021

• Palantir Technologies Inc. (PLTR)
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Q: Hello, your thoughts on the recent rally in Palantir please. I read that it has broken some kind of technical resistance but there was also an announcement of a partnership with wejo. Any insight would be appreciated. Thank you.

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Read Answer Asked by Adam on September 17, 2021

• Pinterest Inc. Class A (PINS)
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Q: Hi Peter and Staff

Would you consider this to be a good buying price or prefer to sit on sidelines after the somewhat recent drop
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on September 17, 2021

• Tractor Supply Company (TSCO)
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Q: What is your present opinion on this company as an investment for growth over the next 3yrs to 5yrs. Thanks.

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Read Answer Asked by Gerry on September 16, 2021

• Roku Inc. (ROKU)
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• Affirm Holdings Inc. (AFRM)
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Q: Do you consider AFRM tech, financial or a hybrid? Thinking of selling ROKU for a modest gain and moving into AFRM? I am a little heavy in tech at this point but I am open to a higher risk tolerance

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Read Answer Asked by Scott on September 16, 2021

• Alphabet Inc. (GOOG)
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• Xylem Inc. New (XYL)
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• Sun Life Financial Inc. (SLF)
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• Dollarama Inc. (DOL)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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• WSP Global Inc. (WSP)
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• Descartes Systems Group Inc. (The) (DSG)
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• ATS Corporation (ATS)
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• BRP Inc. Subordinate Voting Shares (DOO)
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• Kinaxis Inc. (KXS)
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• Premium Brands Holdings Corporation (PBH)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Savaria Corporation (SIS)
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• Leon's Furniture Limited (LNF)
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• Hydro One Limited (H)
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• Atlassian Corporation (TEAM)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• WELL Health Technologies Corp. (WELL)
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• Rapid7 Inc. (RPD)
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• Alteryx Inc. Class A (AYX)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Boyd Group Services Inc. (BYD)
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• Topicus.com Inc. (TOI)
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Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

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Read Answer Asked by Keith on September 16, 2021

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Veeva Systems Inc. Class A (VEEV)
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Q: I've held VEEV for a while and it seems to be stalled. Time to move on? If yes, would you recommend shifting the funds to bring ATZ up to 4%? Alternatively, is there another company in the health sector you would recommend in VEEV's stead? Medium-risk investor.

Thank you.

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Read Answer Asked by Maureen on September 16, 2021

• Apple Inc. (AAPL)
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• Adobe Inc. (ADBE)
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• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Salesforce Inc. (CRM)
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• The Walt Disney Company (DIS)
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• Morgan Stanley (MS)
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• Walmart Inc. (WMT)
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• Xylem Inc. New (XYL)
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• Jacobs Solutions Inc. (J)
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Q: I currently own these companies. I have some US cash to add to my TFSA and would like your recommendation on 5 additional best of breed companies. Or would you increase number of shares in the companies I already own.

Thanks, Donna

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Read Answer Asked by Donna on September 16, 2021

• Deckers Outdoor Corporation (DECK)
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Q: What do you think of Deckers for growth?

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Read Answer Asked by Gregory on September 16, 2021

• eXp World Holdings Inc. (EXPI)
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Q: Hi Team,

What are your thoughts on the current valuation of this company and it's long term prospects?

Would you be comfortable buying at these levels?

Regards,

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Read Answer Asked by Keith on September 16, 2021

• Adobe Inc. (ADBE)
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• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Walmart Inc. (WMT)
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• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• Vanguard S&P 500 ETF (VOO)
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• iShares Biotechnology ETF (IBB)
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• INVESCO QQQ Trust (QQQ)
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• First Trust ISE Cloud Computing Index Fund (SKYY)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: If you had to pick only ten stocks or ETF's to hold forever which would they be?
Thanks

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Read Answer Asked by Ben on September 16, 2021

• Wynn Resorts Limited (WYNN)
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Q: Wynn stock price has been having a tough time of late. Is this something you expect to continue or is there a clear path to improvement?

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Read Answer Asked by Neil on September 16, 2021

• Kimball Electronics Inc. (KE)
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Q: We would appreciate your opinion and outlook on Kimball Electronics Inc. (KE:US).

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Read Answer Asked by Susan on September 16, 2021

• WESCO International Inc. (WCC)
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Q: Please advise your assessment of WCC and analysis of their last quarter.

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Read Answer Asked by David on September 16, 2021

• Kinder Morgan Inc. (KMI)
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• Altria Group Inc. (MO)
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• Pfizer Inc. (PFE)
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• Verizon Communications Inc. (VZ)
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• Williams Companies Inc. (The) (WMB)
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• Royal Bank of Canada (RY)
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• Bank of Nova Scotia (The) (BNS)
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• BCE Inc. (BCE)
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• Sun Life Financial Inc. (SLF)
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• TELUS Corporation (T)
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• Restaurant Brands International Inc. (QSR)
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
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Q: Can you give me a list of 5 Canadian and 5 US stocks that you would recommend with yields above 3%.

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Read Answer Asked by Cory on September 16, 2021