Investment Q&A

Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?

Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?

AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL

Q: Hi Everyone at 5i!! If you had to chose between CGY or DOO for future growth, which one would be your choice and why?

Cheers,
Tamara

Q: My 21 year Daughter has a small TFSA with some Stocks and a ETF. What are a few Growth stocks that you would recommend for the longer term. Looking for some suggestions for stocks that have good growth prospects and would be more that could buy and forget about.

Thank you

Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.

Thanks and Happy Holiday Season to you and all staff.


Donna


Donna

Q: Thanks for your guidance. As we come to end of the year I am looking to book tax loss as I am down substantial on several stocks, including some highly recommended by 5I. My question is in 2 parts

Of the above stocks which one you still have conviction and would recommend buying back after 30 days
Are there any stocks that may move substantially and is advisable to buy proxy or buy the same stock in family members name for the next 30 days

Thanks

Q: Market reaction to earnings can be odd, as you well know. DOO blew the doors off on revenues, earnings and outlook. The bump from the good news didn’t last as long as it took me to go get a coffee. I guess the answer is all the good news was baked in, in the runner-up the past week or so, or it’s just that kind of market. Nothing pleases it.

Q: Could you please do a deeper dive into this particular paragragh from the 9 months results. "
Net income decreased by $84.7 million to $500.3 million for the nine-month period ended October 31, 2022, compared to $585.0 million for the nine-month period ended October 31, 2021. The decrease in net income was primarily due to the unfavourable impact of the foreign exchange rate variation on the U.S. denominated long-term debt, partially offset by a higher operating income and lower net financing costs."

Q: Your full comments on earnings and outlook please

Sheldon

Q: In my TFSA I have 3 big winners CSU GSY KXS and a few lossers AT NBLY TOY. Keeping as objedtive GROWTH what titles would you suggest adding or departing in the upcoming months?

Q: Do you think this is a good time to buy value stocks? If so can you name 6 Canadian Stk.

Q: Can you recommend 6 quality TSX stocks that may be victims of tax loss selling yet be attractive opportunities? Thanks.

Q: Bear markets are historically fantastic opportunities to build wealth for longer-term investors... what are your top 5 - 7 stocks that in retrospect we will be happy to have bought when we go back to a bull market ? Thanks !

Q: WGO came out with their earnings and the stock is currently down a whopping 12% despite beating.

DOO in sympathy, I assume is down 5%. Guess DOO will be facing the same headwinds as WGO.

What is your assessment of the situation/


Sheldon

Q: How would you rank AX.UN, CHP.un, CHW. DOO, ET, FN, HPS.A, ISV, LB, QSR for overall return with some growth. Please rate as well if you would Buy, Sell or Hold Each one of them. Would you prefer at this time not to invest and just hold cash?

Q: Have any of the companies in the 5i Growth Portfolio been actively buying back stock? Have you considered sending out flash emails with this information? Don’t you think investors should be focusing in on CEO’s of companies buying back stock as the market craters?
Thanks

Q: Can you provide a list of 5 fallen angel stocks that you believe may rise from the ashes of this relentless market decline. Betting on phoenix companies that are down significantly so no thought to market, risk, sector.
Thanks

Q: Hi!
The recent market decline has likely created buying opportunities. Would you be able to list about 20 companies that are "cheap" right now and back-up-the-truck-able?

Q: Nobody asked about your analysis on earnings?

Sheldon

Q: I'm thinking about selling some of my 8.4% WSP weighting and buying more DOO to increase my weighting to 3%. Would you endorse this move? 2 or 3 weeks ago DOO was down due to a cyber attack and today up 10% due to great numbers...frankly I'm a little dizzy with all this bouncing around. None-the-less DOO seems to be an excellent company. WSP is also an excellent company but the ride seems less bouncy. By-the-way I bought WSP due to 5i"s recommendation. Up 360% to date - so thanks!
Jim

Q: Morning 5i team, thanks for all the great advice you supply to the members.
I have $50K to invest and would like your advice. This is what I’m currently holding in my non registered account.

Canada
AC, BYD, GSY, LSPD, SHOP, TDB3098, TOI
US
AAPL, SQ, CRWD, CSX, ETSY, MA, MSFT, NVDA, PYPL, UXI, ROBO, U

Considering my high exposure to Tech and your last market update, I might need to consider more consumer cyclical and financial stocks as well as others to balance the portfolio. I’m looking to have a mix of growth and value holdings.

I would appreciate your recommendations on new Canadian or US acquisitions and possible entry points. Can you recommend one of two of the US Tech stocks to sell and replace it with GOOG.

Please take as many credits a you see fit.

Thanks
Joe