Investment Q&A

Q: wondering about pins and your thoughts about them.
Can you give some compelling reasons to buy it here.Looks like it came down to a good entry price.
Or would you prefer Roku,gh or U?

Q: Hello. I hold this US REIT in my margin account. Could you explain the tax consequences of the payout distribution? Would you prefer this type of holding in a register account? Thank you.

Q: Thoughts on the new ETF NFTZ or other means of exposure to NFTs?

Q: Hi,
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?

Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!

Q: I have shares in these stocks /ETFs which have not done well for me. can you tell me your opinion on their turnaround prospects? are these sells or should I add to them?
thanks

Q: Good evening to 5i team,

I unloaded some Canadian banks making rooms for US banks in my portfolio. Your thoughts on Western Union vs Huntington Bancshares (pending the merger with Truist Bank), I have JP Morgan, Bank of America and small portion of Bank of New York. Your input is always valuable to our family. Thank you!

Q: Can I get a list of top 5 oversold stocks in both Canada and the US?

Q: Hi guys,

I have been a holder of AAPL for years with some excellent returns. Increasingly however I wonder whether this is a sustainable growth pace for the world’s richest company, and whether they are able to hold their multiple. The phones are expensive and their watch, AirPods and other accessories are successful, but again can they sustain replacement of these expensive products and actually grow their markets for such a huge company.
Their recent rally has been shocking to me, as the only recent news provided was of supply disruptions and an insider statement to suppliers that demand for the 13 is less than expected.

Do you see AAPL as worthy of holding for years to come with its now elevated multiples or is this possibly a good time to jump to another peer that has more left in the tank, like MSFT or AMZN?

Thanks as always.

Q: In recent responses to questions regarding recommended health care posotions you like: ISRG,SYK,MDT,ABBV. I have a full position in UNH. Would you suggest a change (no tax implications) i.e., is there anything wrong with UNH is your opinion? Thanks again.

Q: can I have your opinion on the growth potential for Fulcrum therapeutics? they recently announced positive results for their sickle cell disease trials
thanks

Q: can you tell me the growth prospects for these stocks?

Q: hello 5i:
can you comment on Broadcom's earnings and outlook?
thanks
Paul L

Q: What are your top 10 non-tech growth stocks in the US that you see currently see as attractive long term? Thanks!

Q: Please give me your opinion on this company and their growth prospects. Thanks for you expertise.

Q: Good morning 5i
I know that you mentionned that you like LUV as an airline. It has a large cash horde, able to sustain it through difficulties, I think is one of the main reasons. It has been hit hard recently, though. I am wondering whether you would affirm a buy at this price?
thanks

Q: Could you please rank in order as what you see as having the best long term growth potential? Or any names in the same field that you believe are even better. I’m pondering the companies that will benefit as a result of the report released today by the Canada Energy Regulator.
Thanks

Q: Can you recommend 2 cybersecurity stocks with decent earnings profiles.Also, what is your favourite Cybersecurity etf?
Thanks for the great work.
Phil

Q: Hi Team,
What's your current views of MED and SWKS? I have been underwater pretty much on both these I bought them. Should I continue to hold or is there other stocks I should be replacing these with instead that stand out as screaming buys as of today? I particularly don't understand the weakness of SWKS. From what I can see it trades much cheaper valuation than most chips stocks, has good growth, has a partnership with Apple (which I know some view as a negative), is in the 5G business as well which should be a highly growing sector. The lack of interest is a bit confusing. Would it be a takeover target? You would think if chips are so hard to come buy perhaps apple would just buy them with their pocket change one day to bolster their supply chain? Thoughts? Thanks

Shane.

Q: QRTEA and TGTX have declined quite a bit recently. can I have your opinion on these stocks? are they value traps? Would you prefer one over the other?

Q: Peter, my son asked me about buying shares in Vacasa, vacation rental company based in Portlant. It IPO'd on Monday (SPAC) with an inauspicious beginning! Down as much as 12% today. The vacation rentals space looks interesting and this co. may be worth looking at later as a reopening play (whenever that really occurs), but so far the company is losing money every quarter from what I can gather.

I recommended holding off for now and have put it on a watchlist, but I'd be interested in hearing what you would look for before you would actually consider actually buying shares in this company.