Investment Q&A

Q: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?

Q: A recent comment of "But we do prefer higher-growth companies" than LNTH, which companies would you be referring to?

Thanks for your service!

Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave

Q: What did you think of the earnings? What would your top 3 picks in the space be? Do feel a turn is near or there's a catalyst to watch for?

Thanks, Mark

Q: I’m currently a momentum/swing trader, but running out of names to hop on with everything up. Can you provide 5 US growth names that you might enter based on their current momentum? Either a bounce or continued rise in the next month?

Q: I have TOI, LMN and NXT in my portfolio, thanks to 5i. Thank-you. Are there other quality companies that you could recommend for investigation, that are recent spinoffs or splits from a main company? Are there any upcoming spinoffs that should be kept on a watchlist? Thanks for your continuing excellent analysis.

Q: Hi 5i,

Would you please comment on recent quarterly results from NXT?
Is this a good time to add to a small position or hold on for some consolidation?
Thanks!

Q: ICLN I have a small position in my TFSA. The share price has more than halved since I bought it in early 2021. Is it time to sell and move on?

Q: Hi 5i,

I've only owned ENPH for about 6 to 8 months but have been somewhat disappointed in the results. What do think of the company at this time and is it worth holding or should one think of moving on?

As an alternative, I'm considering NXT. What would you think about the switch?

It is for the growth portion of my portfolio.

Thank you!!

Q: Good Day,

I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.

Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.

Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?

For LMN and TOI, same questions.

Q: What differentiates NXT from other recent IPO’s such as ARRY or FTCI to make NXT a top solar investment idea for 2024?

Q: Good day,

I manage about 20% of my portfolio, and the portion I don't (LIRAs and some RRSPs) is 90% in a fairly balanced growth portfolio, 10% in a green energy portfolio.

Recently, my big wins in NVDA, GOOG, AMZN, and ZWT had me hugely weighted in those names. I've sold a significant portion, bought some NXE, RHC, DE, and am thinking of either doubling/tripling up on ZWT, or selling ZWT and then doing a sort of double or triple position in another tech ETF with decent liquidity and keeping a smaller position in my high confidence tech names.

I've seen a lot of 'focused' tech ETFs around, like semiconductor, cybersecurity, data center, etc, in addition to the broader ones, but don't want to get soaked too badly with fees. Are there a few specialized tech ETFs you would recommend that are well managed and have a solid foundation of holdings? Also, for ZWT, would you triple up, or do you think the covered call strategy will be detrimental in a market/interest rate recovery? Is there a small/mid cap tech option you like?


Moving away from tech, there's been a lot of buzz about small caps getting ready to blow. What are your 5 top picks, Canadian and US small caps with a balance of moderate high risk, moderate high reward, for a medium to long hold? Are there a few non tech small cap names you like? Say 3 US and 3 Canadian?

Are there some good small cap ETFs that cover either recovering sectors, areas of growth, or whole class that you like?

On the energy side I have SU, PPL, GXE, NXE, and BIP, so perhaps nothing in that space unless you see a link I'm really missing in my energy portfolio.

Thanks for everything!!

Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS

Q: could you provide 5 or which ever number you prefer of your 2024 favorite picks
small caps, microcaps, and if possible favorite sectors.
please consider this 10 questions 5 for each on caps.
thanks for your continued excellent service. greatly appreciated.

Q: Small caps have lagged the market. What are your top 5 Small Cap Canadian Names and top 5 US Small Cap names? Could you also indicate good entry points. Please deduct appropriate credits.

Thanks
Tim