Investment Q&A

Q: Hi 5i
I am looking to rebalance my consumer cyclical and defensive portions of my portfolio.
I would very much appreciate your recommendations on the better CDN and US stocks to consider in these areas. I have reviewed your portfolios and reports and am very much a dividend opportunist but would not shy away from growth

Thank you

Peter

Q: Hi, could you please provide a list of your highest conviction Canadian growth stocks. Any sector will do but the stocks you feel most certain will deliver good growth in most market environments. Not necessarily looking to blow the lights out, steady growth will do. Thanks.

Q: Thanks for all your excellent work. Having recently moved to the US and opted to convert my young-ish Nova Scotia pension account to an RRSP and a LIRA, I’m looking to invest the ~100k in these accounts. Horizon: at least 5 years, but probably much more (I’m 40). Having narrowed down a tentative list of names (see below – tech-heavy, I realize), and with a focus on growth, I’m hoping to sort out the best buying strategy. Specifically: (1) At this moment, does the conventional wisdom to buy each stock gradually makes sense to you as good rule of thumb (e.g., over the course of a year, for each stock, adding a quarter of the total intended position once every few months or so)? (2) Also: I’d greatly appreciate seeing a ranked list of, say, which five of these stocks you think it would be especially wise to start with (i.e., buy now, or buy more of sooner) and which five you think I should wait to buy. Feel free to dock me for two questions! Thanks a ton, Chris

CSU, SHOP, LSPD, XBC, SYZ, BEP.UN, PHO, KXS, ENGH, WELL, GUD, EGT, SJ, BNS, WSP, STC, ATZ, LAC, BYD, REAL

Q: Some help for Paul asking for ideas to invest in his TFSA. In February (13)?, 2017, 5i answered a request for the top 10 picks harvested from the 5i portfolios. They were as follows: GSY, SHOP, SLF, WSP, GUD, OTEX, SIS, KXS, PBH, and one other I lost track of. Over the 4 years the return, if still held, would be +280%, but even without SHOP or GUD, the return is a respectable +96%. So for Paul and me would you do it again from current portfolio holdings. My New Years resolution is to pay more attention to your picks...........thx. Lionel

Q: Good morning, can you please comment on the quarterly earnings and results for both of these companies announced yesterday. Thanks for all the excellent guidance to date!

Q: Happy New Year 5i!
I recently joined and have been reading as many of these questions as I can get my hands on and appreciate your insight.
I've recently started a TFSA portfolio with a breakdown as follows:
- REI.UN (14%)
- TD (33%)
- FTS (29%)
- HR.UN (3%)
- T (12%)
- SIS (5%)
- ATZ (5%)

I have been attempting to buy into companies and reinvest via DRIP and thus my preliminary focus on dividend companies (with diversity taking a backseat). What are your thoughts on REITs for growth going forward over the next couple years? Are they worthwhile keeping or do you foresee more upside with investment into growth stocks? If so, do you have a top 2 growth stocks that could compliment the rest of the portfolio in lieu of REITs?

Thanks so much!
Kyle

Q: What are your top us and canadian stock picks for growth that you would buy today.

Q: Which clothing company do you prefer between lulu, goos and atz short term and long term?

Is QS attractive back in the $60 range, or what price should you find it attractive if any at this point?

Thanks very much
Brian

Q: Aritzia is trading near pre-pandemic levels. Analysts: 9 buys, 0 holds, 0 sells. I read that people are saving more money since the pandemic. I doubt the stores are as busy as last year. I know they have e-commerce but I don’t know if that makes up for the lack of foot traffic. It was a top pick on BNN by Teal Linde this Monday. I was thinking of selling but now I’m torn. Wondering if this is a good hold going forward. Thank you again for the excellent support!!

Q: I am trying to add some growth in my spouse's RRSP. She has 5-6 years to go before withdrawing. She is lacking in Consumer Discretionary/Cyclical. I have been looking at ATZ as a possibility. People pay $70 for a pair of cotton blend sweat pants?! Incredible.
Is it the on-line component that is driving this company? As it is back to it's highs in Feb when C-19 struck, there appears to be something to it. Could you explain again 5i's take/ Thank you. Stephen S

Q: I'm helping my 27 yr old daughter with her TFSA investments. The TFSA currently holds GSY, KXS, LSPD, PBH and SHOP, which have all done very well. I got SHOP for her at $67/share, so it's done particularly well!!
I'm looking to add one more growth stock to the mix, and have been considering LNF, WELL, GOOS, DOO or ATZ, but am completely open to another suggestion to complement her existing holdings. Please rank these from best to worst for growth (with moderate risk) if you were add today for a 1-3 year hold. If you have another suggestion for a stock that may perform better over that time frame, please provide it.
Thanks 5i for such wise and timely advice, always!

Q: As the year ends, there will surely be many experts making their top picks for the new year. Care to look in to your crystal ball and pick a few Canadian stocks you believe will have a big 2021?

Q: Could you rank your order of preference today as I would like to add one of these 4 stocks, irrespective of sector? I am looking for total return for long term hold. Thank you.

Q: If you were to decide between these two stocks straight up for a time horizon of three to five years, which would you choose, thanks?

Q: 23 year-old slowly building out his TFSA. GSY (23%), KXS (19%) and LSPD (29%) now dominate weightings with PHO, PBH, REAL, BAM.A and CNR being between 5%-7% each. Going to trim GSY/KXS/LSPD back to 10% each and use the funds to purchase four new positions. Given this is a long-term hold could you suggest your favourite 5 or 6 (Canadian or US) growth stocks or those with potential to be the next SHOP in order of preference and why? Many thanks for your always astute insights.

Q: Hi guys,

Two questions so please deduct the appropriate credits:

1 - Is the energy sector now purely a trade going forward? Are the days or steady production growth gone given how volatile the price of energy can be? It seems like there are ample opportunities for trades, but buy and hold, unless its a pipelines seems to be finished for now at least. Agree or Disagree?

2 - Looking to add some consumer discretionary to my portfolio for a recovery. Deciding between QSR and ATZ. I like the size of QSR and the dividend, but ATZ has lots of growth potential in the U.S. and Internationally and my wife likes their clothes!! ;) If you had to choose one, which would it be?

Thank you,
Jason

Q: Is it too late to buy ATZ? Are there others in the sector you like better?

Q: Hi group now that a vaccine is close I would like to start to build a portfolio based on good solid cheap value stocks . Can you recommend along with brief comments a couple of stocks in each of the key sectors that will start to move as the vaccine comes on line. Your expertise is appreciated

Q: Hello Folks:
As the Covid situation has hastened the move to online shopping, some brick and mortar stores are going to have a much brighter future than others. Businesses such as Walmart and Best Buy appear to be having more success than others. I would appreciate your suggestions on choosing companies which have the brightest future integrating these two systems.
Thank you again for your great service!
brian

Q: Hi group appreciate your views on the top 5 sectors in today new crazy investing world also in order list your top 3 stock picks (list both the preferred sectors + stocks in order of preference ) deduct points as you see fit thanks for your insight. I am a medium risk investor