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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: These seem to be some of your favorite Canadian growth names - very different in terms of sectors, vol and size, however can you please rank them in terms of growth outlook for next 3-4 years to add some torque to a portfolio.
Thank you
Read Answer Asked by Kyle on August 21, 2020
Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.
Read Answer Asked by Neil on August 17, 2020
Q: Hi i5,

According to "Buffett Indicator", when it's in the 70% to 80% range, it is time to throw cash at the market. When it moves above 100%, it's time to lean toward risk-off. Now Market Cap to GDP Ration > 100% means stocks in bubble territory. Do you think Canadian stocks may also in bubble territory? If US in bear market, do you think the above Canadian stocks which I am holding can be survived? Perhaps, should we start to off load which may be in danger during the bear market into cash, or switch among balance or income portfolio. Any suggestion?
Read Answer Asked by kwokwai on August 14, 2020
Q: Hi Guys,

I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?

thanks
Jim
Read Answer Asked by jim on August 13, 2020
Q: Good Morning! I have a new great granddaughter and I am in the process of setting up an RESP for her. Obviously, a long time horizon! Could you recommend 2-3 stocks/ETFs with growth in mind?
Thanks for your help, Michael
Read Answer Asked by Michael on August 12, 2020
Q: 2 questions - what's you outlook for gold / silver moving fwd after the blood bath today ? will the price recover or are we headed back down below $2000 or?- what's the general feeling amongst the gold bugs
- What is your top 3 stocks both in Canada + USA regardless of sector (I am a moderate risk investor. Deduct credits as you see fit

Thanks for your help its appreciated
Read Answer Asked by Terence on August 12, 2020
Q: Hello,
For a TFSA with a long term horizon (5+ years) would you please rank these companies, keeping in mind their current valuation?
Also, are there any that you would shy away from/not consider?
Thanks for your help
Read Answer Asked by Antonio on August 12, 2020
Q: Hi 5i,

I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
Read Answer Asked by kwokwai on August 11, 2020
Q: Up some 30% on LSPD in my TFSA. Considering selling and replacing with either REAL, KXS. or SHOP. Would you hold the course with LSPD? If not, which of the three would you replace it with? Thank you.

Maureen
Read Answer Asked by Maureen on August 10, 2020
Q: Excluding SHOP, which latest earnings reports have you been most impressed by wrt 5i portfolio companies?
Read Answer Asked by Curtis on August 10, 2020
Q: Looking to clean mine and my wifes TFSA(s) up and move the US stocks to my RSP and then relocate / New a cdn stock(s) back to my TFSA due to tax withholding moving forward (lesson learned). Thoughts on KXS, LSPD, others (cdn) for my TFSA moving forward?
Read Answer Asked by Scott on August 06, 2020
Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks
Read Answer Asked by rajeev on August 05, 2020
Q: Firstly, thank you for your outstanding guidance.
The first 3 stocks haven’t bounced back yet and are still quite a bit down. My question is -would it be better to try and recover $ in the Growth stocks listed below the 3 or reinvest with A&W, BMO, PRU and wait it out for another year.
I have positions in the growth stocks that could be deeper in BNS, Telus, Enbridge, TCP, Kinaxis, Qualcomm. And if you suggest that the growth stocks make more sense to recoup money faster, could you rank these from strongest to weakest-(Potential for growth). Thank you.
Bruce
Read Answer Asked by Bruce on July 30, 2020
Q: What is your top choice for playing the gold sector? This will be my only exposure to precious metals.

What are your top 10 growth names (Canada or US) for a new investment with a minimum 5 year hold? I'm not concerned about sector diversity or weighting because we're well diversified in other, larger parts of our portfolio.

Thanks.
Read Answer Asked by Ben on July 29, 2020
Q: Hello. I have a two 'DSG questions':

Given KXS is currently 4.5% of my portfolio - would you add some DSG... or is this an unnecessary overlap?

Why do you think KXS has significantly outperformed DSG since March?

Thanks!
Read Answer Asked by Robert on July 28, 2020
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