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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: Hi 5i Crew,
I have the funds to purchase a position in one of either NVDA, TEAM or TTD (in a fairly diversified portfolio). Considering the recent pullback and economic deterioration due to covid19, what is your take on these companies short and long term? Would it be prudent to jump in now with depressed valuations? Thanks in advance.
Read Answer Asked by Bob on March 12, 2020
Q: Hi 5i
I greatly appreciate and follow your US recommendations. My LIF has suffered serious losses and I wound like to build it back up with one of these US holdings or another you could suggest for a 2-3 year period. If all are suitable, please list in order of preference based on growth over risk.
Thanks
Read Answer Asked by Gary on March 03, 2020
Q: You provided a CDN wishlist in today's comments to get us started. Thank you. Could we please get the US equivalent?
Thank you.
Read Answer Asked by Joel on March 03, 2020
Q: I currently hold the following technology equities in my portfolio: AAPL, TEAM, CSU, and LSPD. I'm considering selling LSDP (up 14%) and purchasing either SHOP or DSG. I would like a bit less volatility and more consistent growth. Does this seem reasonable and which would you choose or do you have another idea?
Thank you for your advice.
Read Answer Asked by Lyle on February 24, 2020
Q: I was wondering what US stocks will do well in the short term.
-Jay
Read Answer Asked by jay on February 20, 2020
Q: Hi 5i Team; what are your short term (6 mos) and long term view of CRM. I am interested in growth with some risk. As well I would like your suggestions on any other US stocks with good growth prospects. Thanks for all your previous help.
Read Answer Asked by John on February 18, 2020
Q: Hi 5iR team, Many brokerage houses start each New Year by attempting to consolidate their best stock ideas for the year in a comprehensive list.....their Conviction List. I'm wondering if I may ask 51R to do the same? If I was to canvas the 5iR Staff stock experts what would the majority agree on to be your best 5 stock ideas, give or take a few, for 2020? Thanks team. Chris

Read Answer Asked by Chris on February 12, 2020
Q: Dear 5i
I'm looking to add a higher growth stock in my TFSA and was wondering which of the following will do better in terms of earnings over the next 1-2 years ......CAE , WSP or BYD .
I was also debating between TEAM and NOW for the TFSA as US possibilities . I would appreciate your thoughts .
Thanks
Bill C
Read Answer Asked by Bill on February 11, 2020
Q: Hi, I'm currently holding these stocks for Tech (21% of portfolio):
SHOP,KXS,GIB.A,FB,GOOG, LSPD, CSU, XLNX

I've been looking at TEAM, TTD, AYX but haven't pulled the trigger. Would any of these overlap with my current holdings? Which one would you purchase to compliment my current holdings? I know its highly personal as well, but what would be your max sector allocation? I'm a long term growth investor. Thanks!
Read Answer Asked by Keith on February 10, 2020
Q: What might be your top 5 picks in the SAAS area?
Read Answer Asked by Brad on February 03, 2020
Q: Own a bunch of the 5i favourites outside of the above. Building up cash to deploy in a TFSA. Thoughts on these for the long run and buying today? I like the CDN names as you have reports on them and it give a bit more confidence in the name. I do own KXS and was wondering if there is overlap with DSG?
Read Answer Asked by Sal on February 03, 2020
Q: Hi, I am looking to deploy some US dollars I have in cash. My thinking is to focus on US tech - in particular the software, internet and semiconductor industries. Could you recommend names in each industry you feel would be a good choice, considering solid companies with growth prospects that could be held longer term?
Thank you for all your hard work!
Dawn
Read Answer Asked by Dawn on January 27, 2020
Q: Seasons Greetings 5i!!
About a year ago a member asked you for a sample "growthy" USA portfolio.
You responded with the above listed stocks which have returned about 35% YTD.
Would you make any changes today twelve months after you first recommended it?
Thanks for all you do for all your help! It is has honestly been life changing for us and truly appreciated!!
Regards
Dave
Read Answer Asked by Dave on January 06, 2020
Q: Goodafternoon 5i'
I am not concerned about the sector but wondered how you might rank these companies as buys currently and for the long term: NVDA, CRM, TEAM, MSFT, INTC, QCOM, GILD, DXCM
Thanks for the great work
Read Answer Asked by joseph on December 11, 2019
Q: I hold small positions of each in my US RSP account and all have been down and show no obvious signs of a recovery. Should I sell and switch to alternate stocks.
Thank you
Read Answer Asked by Russell on December 10, 2019
Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
Read Answer Asked by Dave on November 21, 2019
Q: I've been active in DIY investing for 7 years. Have chosen only CDN listed stocks and, with 5i's help, have been reasonably satisfied with returns over that period. However, despite my stubborn resistance to the US, I cannot continue to ignore that market. So I have 5 forced-choice questions for you. I will invest in 5 of the 11 listed. I'd like your opinion about which one in each group to invest. These are LT holds (5+ years). I'm not expecting a detailed rationale, but would appreciate knowing if your preferences are strong. Or not. Thanks!
GOOG vs. AMZN
HD vs. LOW
AMD vs. NVDA
AAPL vs. MSFT
AYX vs. TTD vs. TEAM
Read Answer Asked by RANDALL on November 11, 2019
Q: I know you don't deal with US, but it seems people like to own US stocks as there are more opportunities. All of these stocks except Team have been recommended by at least 2 analysts on Market Call. Could you tell me briefly why these over the last three months have been performing so poorly. Which one would be the first one you would sell? Thanks for your expert opinion. Dennis
Read Answer Asked by Dennis on November 06, 2019
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