Investment Q&A

Q: Hi,

I have the above three in my TFSA and each is down a bit (DND the most). In which order would you add to them? If you wouldn't average down, let me know.

Thanks,
Robert

Q: Hello 5i team,

According to portfolio analytics, I am underweight in Consumer Staples and Consumer Discretionary as well as US exposure. I am a growth investor with a long-term horizon. This is for a TFSA.

In Consumer Staples I hold ATD.B and PBH and was thinking of adding COST.US.

In Consumer Discretionary I have ATZ, BOYD, DOO, LULU.US and was thinking of adding MG and possibly LNF.

Could you suggest some Canadian and US names for both Staples and Discretionary that would compliment my existing holdings?

Thanks for your advice.

Q: Hi,

Can you suggest a few stocks which could give good returns over the next year or two.
I have majority of my portfolio in etf’s , just wanted to play with about 10% of my portfolio into something high risk/ high reward stocks.

Q: I want to buy positions in these companies in my unregistered account. Could you put them in order to purchase based on market economy timing, if possible. And in my TFSA I'd like to purchase ECN, LGO, ATS--any thoughts on sequence and timing of purchase? Thank you.

Q: Hi.
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks

Q: I know these two companies vary a lot in price but wondering which one would me make the most money in my TFSA

Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Looking for a Canadian company with great growth prospects that may be 'unloved' today. From a pure growth perspective, how would you rank the three for a new position today?

BBTV and REAL don't (yet) seem to be getting much mention on Reddit and other forums that I follow - indicating to me that there may be an opportunity on top of growing fundamentals?

Cam.

Q: Hi
Ignoring tech industry companies, are there any companies that you think will benefit from market changes that have/will occur as a result of Covid-19? Covid-19 has changed so many ways people do everyday things and companies that will benefit from this change are my target.

Q: My grandson of 23 is starting his 1st tfsa with $2500 to begin and needs a core holding start. please suggest a stock only and etf only models. Which one or mixed off, would you deploy today.
thanks

Q: I am looking to put 5 stocks into a tfsa and put them in a growth portfolio. Which would be your top 5 for growth

Q: I currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.

Q: When will Great canadian gaming be sold. Will money go into my account. Did Badger report? Do you still like it. Do you still see solid growth from Atz over the next year?
T as always

Q: Hi Peter and Staff

Long term view , which is most compelling to add to today and briefly why......sectors aside.......aritzia or Ats.
Thanks for all you do
Dennis

Q: Hi Team,
Could I have one Canadian, one US names you are recommending right now.
Thanks!

Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks

Q: How would you rank Wayfair, Leon’s Furniture, Canada Goose, and Aritzia? How would you rank their balance sheets, management, and potential in the next 5-10 years?

Q: It seems that you like both. Which would you choose for more growth.
Peter

Q: Thanks for the great service. I feel like I have become too heavy on tech and healthcare and not well-diversified globally. Can you suggest some small and large caps that you would buy today?