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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: Good morning!

My non-registered is strictly canadian. It's tilted to growth as I'd like slightly outperform the index. With CSU being owned in my TFSA.

The two most probably choices are of course SHOP from the ashes and DSG. A surprisingly steady horse.

If you were me. Who do you add as a full position if 1 were to be owned. Of course diversification is key. Are both worthy of an add.

Would you please give an OK, better and vest range to do so.

Thank you.
Read Answer Asked by Adam on December 21, 2024
Q: SHOP has reacted quite harshly downwards to the Fed's expected reduction in 2025 rate cuts. SHOP has been hit much harder than most others. Can you comment on the Fed action and what impact it might have on SHOP? Can you detail why the FED expectation has spooked SHOP? Does it change the narrative and 5i's view on the company as among the top picks for growth?
Read Answer Asked on December 19, 2024
Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks
Read Answer Asked by Gilles on December 18, 2024
Q: Hi guys,

Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim
Read Answer Asked by jim on December 18, 2024
Q: Which stocks or ETFs would you recommend for long term to a 25 year old with contribution room of $60K in the TFSA and $8k in First Home Savings account?
Read Answer Asked by Elizabeth on December 17, 2024
Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.

Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?

Please deduct however many questions you feel necessary, I don't often ask Q's.

NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%


Thanks,
Dan
Read Answer Asked by Daniel on December 12, 2024
Q: Hi 5i Team - A guest on Market Call today stated that Shopify is trading at 100 times next year's earnings with anticipated revenue growth of 22%, Could you comment on the accuracy of these figures and your view on whether its shares may be over-valued at this time. Any other comments on its stock price and fundamentals would be appreciated. Thanks.
Read Answer Asked by Rob on December 10, 2024
Q: Of the above companies which would you choose for a TFSA if you were to select only one? Please rank them in order (best to "less best") re your expectations for long term growth (say, over the next 10 years).
If you had only one pick for a long term TFSA hold of any stock (or ETF) without regard to CAD vs US, market sector or market cap, what would that be, assuming a young (mid-20's) investor with a currently well diversified, growth-oriented TFSA?
Read Answer Asked by Bruce on December 05, 2024
Q: There is a lot of talk about cyclicals doing very well in 2025
Can u expand on exactly what that “means”?
If you agree that cyclicals will outperform
can u recommend 5 best cyclicals stocks to purchase and entry points if possible
Thanks
Read Answer Asked by Indra on December 03, 2024
Q: Hello 5i staff
I have a portfolio consisting in a few etf’s and a few stocks for the American side. One of these is a small cap etf. On the Canadian side it have mostly large blue chip stocks. CSU, BNT, etc. These are mostly at the full 5% quota. I keep some of these smaller stocks, I suppose because I enjoy winning. The problem, though, is that I hate losing. I keep the amount of these smaller stocks small because of that fear of losing, I suppose. They are often between one and two per cent of a fairly large portfolio, which is low percentage wise, but still quite high dollar wise. I am an advancing senior with moderate risk profile. Have a modest pension, which allows us mostly to live without touching investments. I have been wondering lately whether I should just bite the bullet, take the risk and add more to these fast growers ( and from time to time, fast losers) or whether I should just sell them all and consolidate in the larger stocks and etf’s. especially since I can say that I have won the game? Perhaps I could keep a few for fun. But, I guess that is what I am doing now. I know that you cannot give personal advice. But, I find that you usually have interesting things to say about these kinds of situations. As well, it has been cathartic and possibly helpful for me just to frame the question.
Thanks for all the help you offer us
Read Answer Asked by joseph on December 02, 2024
Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?

Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?

I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?

Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?

Read Answer Asked by V on November 26, 2024
Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod
Read Answer Asked by Rod on November 21, 2024