Investment Q&A

Q: Your opinion on the best balance of growth and safety between shopify and lightspeed?
Thank you.

Q: Thanks for all the work that the 5i team does. I just retired and saved a good nest egg. I should note that about 45% of my portfolio is in fixed income and it is not included in this question. I enjoy keeping an eye on the market and investing. I read your answers to questions daily. I like about 20% exposure to tech stocks (good ones like aapl, goog, shop, etc).
I have selected a total of only 20 stocks in all sectors and I have weighted them as best I could to meet the portfolio analytics suggestions (adjusted by me for more tech). I have say $170K in Unregistered, $150K in TFSA and a much bigger chunk in SDRSP (Minus the 45% Fixed income), I would like to put the same 20 stocks (weighted as per above) in each portfolio BUT in the bigger chunk SDRSP put 60% of the SDRSP funds into the 20 stocks and put the remaining 40% of SDRSP funds in 4 Value ETFs (2 CDN, 2 US) and 2 INTL ETFs. Therefore, I would have the same 20 stocks in three portfolios and 6 ETFs in the SDRSP.
This makes perfect sense to me … but maybe you have other thoughts. I would like your expert opinion on this approach please.
Thanks so much and happy holidays

Q: Good morning
I have some cash in my TFSA that i would like to put to work before the end of the year and then in early January to complete the position with my contribution for 2022.
What are your 3 favorite picks for a TFSA in 2022 in Canada and 2 picks in the US?
Thks 5i for all your help over the years and a MERRY CHRISTMAS to all at 5i
Thks
Marcel

Q: Hi the great team, can you explain volatility of shopify?

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: Hello 5i,
My investments have grown nicely in 2021: thank you!
I’ve categorized the above assets into three buckets:
Technology: nvda,kxs,toi,csu =12.8%

Communication: goog,apps,kind =6.5% (goog is 5%)
Consumer discretionary: appl,shop,lspd =8% (lspd=<1)
Total= 27%
Please comment on outlay and provide ideas for improvement. Am I being too cute with my categorization buckets?
Many thanks for your opinion.

Q: Some stocks you recomend from recent tax sale.(OVER BITTEN)

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

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: Of these 2 stocks, which would you recommend for a 3-5 year hold. Also, feel free to suggest a more preferred pick if you have one. Thanks

Q: Hi 5i Research Team -
I've done very well on SHOP & TSLA. Mr. Buffett said buy low and sell high. Would you recommend that as well and transfer those savings to ETF's to protect investments against a possible melt down? If so could you please recommend some ETF's or other transfers.
Thankyou!!! Frank

Q: In view of recent correction I wish to add funds to my existing positions after tax loss selling is over.
Please rank in oder of preference
Long time investor

Q: Hi 5i team,

I recently opened an RESP DI account with Questrade for my 1 year old son. Could you please give me couple suggestion to invest on at current level? I am okay with either EFT or single stock and I have long term time horizon 10+ years.

Thanks,
Irene

Q: Can you comment on why SHOP seems so weak when the markets go up. Today (Monday) is an example. Is there anything going on to account for this? Are you still bullish on it?

Q: Shop is being sued by publishers accusing them of textbook piracy. How much is this weighing on the stock price now and should it be much of a concern? It is troubling that this puts a bad light on SHOP since it is reported that this concern was brought up to SHOP several times in the past with SHOP basically ignoring it.
Would like to thank 5i for having guided us through these past troubled years (and all the years outside Covid as well). Gerry

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Q: Hi, My respected 5i team
Could you please recommend 5 solid names to buy in Canadian and US markets respectively when there is a market correction? Do you think it is a good time to buy them now during the current market drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!

Q: Good Day 5I Team,
LSPD is sold, by which 2 or 3 stocks US or Can same sector can be different industry to replace it ?
Thanks
Best Regards

Q: Can I get your quick thoughts on CRWD and VEEV earnings? Do you still like both for long term growth?

Also thoughts on the VIX cracking above 30? With rates expected to rise in the near future, do you see a shift from more growth to value and more headwind for high growth stocks? I’m holding some high growth names such as SHOP, NVEI, LSPD, U, CRWD, APPS, WELL, VEEV and am a long term investor. Do you still have high confidence in all these names? Have done well but the recent pullback is tough to see. Thanks!

Q: Hi 5i,

I'm new to the service and joined with the hope of finding an unbiased second opinion on my portfolio of stocks. I had the good fortune of purchasing in my TFSA SHOP ($1200); LSPD ($26.31); SE ($149); MELI ($769.45) and continue to hold. This year, not so good, I had purchased REAL ($18.16); ABST ($13.79); AT ($10.36) which with the exception of MX are all currently in the red.

My problem is that given my current YTD is at -13% I should probably shake up the TFSA. However, when I look at each stock individually I just can't bring myself to sell, I love the growth potential of them all.

I'm (obviously) ok with volatility in my portfolio and I do not anticipate needing the funds for 3+ years. I would appreciate your thoughts or ranking of these stocks in terms of growth potential from this point forward. Are there better stock opportunities I should consider out there for my TFSA ?

Thank you in advance.