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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: I don't know what to ask since my previous question seemed to be regarded as naive and critical . The situation has only become worse as Atlassian Corporation (TEAM ) + Shopify (SHOP) + Lightspeed (LSPD) + Digital Turbine (APPS) ,Crowdsrtrike (CRWD) and Boyd (BYD) are getting hammered every day . I can't see any signs of a rounding bottom , or recovery in these names . Now NVDA had a double bottom breakdown . "Holding" has increased my losses and now other sectors have plunged ... Post Mortem: Reducing Tech and deploying funds into Energy, Materials ,and Financials would have been the best move in recent months . Is it still ?
Read Answer Asked by Thomas on March 07, 2022
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Read Answer Asked by Angus on March 04, 2022
Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.
Read Answer Asked by Dale on February 01, 2022
Q: Hi 5i!

Which high quality stocks would you look at to take profit of the recent dip?

Many thanks,

Frank
Read Answer Asked by Francois on January 05, 2022
Q: Can you please recommend a few quality long-term US stocks that are a good buy now with year-end selling?
Thanks!!
Read Answer Asked by Grant on November 24, 2021
Q: If a guy were to start pecking away at these high growth tech names either Cnd or US that have been slaughtered the last while (especially the last couple days), which ones would you be looking at for a 5-10 yr hold?
Read Answer Asked by Shane on November 24, 2021
Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
Read Answer Asked by Tom on November 06, 2021
Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason
Read Answer Asked by Jason on October 18, 2021
Q: Any recommendations for US or international (listed on US stock exchange) stocks for RRSP and TFSA accounts to help overall diversification with non-registered accounts that are overweight Canada geographically and within that financial, energy, and utilities overweight. Thanks.
Read Answer Asked by Peter on September 17, 2021
Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?
Read Answer Asked by Keith on September 16, 2021
Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave
Read Answer Asked by Dave on September 02, 2021
Q: Would you be able to provide a grading for the following stocks as you currently have for CND companies in the Report section? Would appreciate your thoughts, +A through E for the selected companies.

Any chance you’ll be adding US companies to the Reports one day?

Thanks

Nick
Read Answer Asked by Nick on August 27, 2021
Q: A little fun. If you had to select a maximum of 10 stocks to purchase and hold for 20 years, which ones would you choose? In this scenario, 100% of all available funds today and in the future would continue to go into these same positions (assuming they continue to exist). There are no parameters on geography, sector or size. The objective is pure growth.
Read Answer Asked by Robert on August 27, 2021
Q: Yesterday you said that you would pick (TOI, LSPD, BAMA, CUS, GSY, WELL, WSP) as your 7 Cdn stocks to hold for 5-10 years without selling. What would you choose as your 7 U.S. stocks? Thank you.
Read Answer Asked by Stephen on August 17, 2021
Q: Hello Peter

I sold recently almost 50% of my US stocks:ADBE,AMZN,TEAM,NFLX,MA & MSFT from my unregstr. acct. and I do not want to keep cash and I do not want to buy US stocks.

Please provide me with idea of 5 Canadian stocks that are reasonably safe and be kept for 2 to 3 years, or 2 Canadian stocks very safe with little growth.
Read Answer Asked by Andrzej on August 11, 2021