Investment Q&A

Q: I recall 5i stating in 2020 that DSG, KXS and PHO, all have no debt and significant cash reserves. Can you recommend 3 other good Canadian and 3 American growth stocks in a similar position.
Thanks you.

Q: Hi 5i Team,

Can you please tell me what Tech Companies you would buy today (US and CDN) in light of the sell off for a 5 year hold.

Thank you,

Pat.

Q: Hi Peter and the gang,
Please give us your top 10 'keeper' stocks in Canada and US.
Thanks a million

Q: Brett asked a question today. You mentioned 20 “keeper stock”. You mentioned 2. What would be the others?

Q: What stocks do you like for a growth oriented RRSP with 15 to grow? Maybe 5 CAD and 5 US.

Thank you,
Duncan

Q: Could you please provide a few growth names on U.S. or CAN market you would buy with new money today?
Thanks

Q: Which US and Canadian stocks do you think are the closest to "must owns" for growth investors today?

Q: Following up on your guidance to consider selling high-risk/high-beta stocks in anticipation of year-end volatility, would you consider LSPD and/or VEEV to be in this category? You have also suggested investors consider increasing exposure to large low-beta quality companies. I am overweight BEP/BEPC (almost 8%). Would you suggest holding the course given its size/low beta/ green focus...or trimming back to 5%? Thank you.

Q: How significant is the Roche deal made on Monday ? Thanks.

Q: I am looking for US health exposure (growth) and was considering GH, VEEV, TDOC. I already own ZUH, XHC, IBB, IHI. Would you suggest adding to what I already own or would you buy 1 or all 3 of GH, VEEV, TDOC. If you have other recommendations, please include the stocks.
Thanks for your service

Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv

Q: In the terms of growth and safety how do you rate these three companies.

Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.

Q: Is there a Canadian listed Canadian dollar ETF that holds many of your USA favourite companies: NVDA, VEEV, DOC, MSFT, AMZN etc, etc.
If not is there a US ETF that holds a concentration of some of your favourite companies? Not just a sector ETF, but more focused on your favourites. Currently I'm only invested in Canada, and I want to invest, starting small, in some of the USA companies you are recommending, but, if possible with a bit of diversification.

Or if nothing exists, maybe I should just pick two, say NVDA and VEEV and invest in those in US dollars? Would those two be top of the list? It is for a small amount, about 5% of my portfolio.

Q: Sorry for asking about two US companies but I've noticed you're bullish on VEEV and recently SLP showed up in one of your responses.

Are these not similar companies? Briefly, what differentiates therm, and do you have a preference? Would you own both?

Cam

Q: Currently hold VEEV and GH in the health care space. Considering MDT as the next addition. What do you think of this. Any better suggestions?

Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,

Q: Going forward past the covid and the US elections, what sectors would you prioritise and what would be your picks in those sectors
Thanks for the great help

Q: Hi group taking everything into account in the world today appreciate your top 3 stocks from both Canada + US and brief explanation why they are your picks. Moderate risk investor

Q: Hi 5i Team - In your answer to a previous question you referred to the meteoric rise of Shopify as a pretty unique company where things came together at the right time. Do you see another company in its fairly early stages that might be in the same situation that Shopify was two or three years ago (and still is). This company does not have to be in the tech field - any category is good. If you have ideas for more than one company that fits this description that's fine too. Thanks!