Investment Q&A

Q: Hi 5i,
I know you guys are long term investors and don’t like trading around earnings, but it seems to me that most tech stocks are priced to perfection these days and they can have great earnings calls and yet the stock sells off. Recent examples are NVDA, ROKU, TTD, SQ and SHOP (although SHOP announced a financing as well). For new positions, aren’t the odds in your favour to wait until after earnings to buy? Similarly, if one is overweight on a position, again it seems to me that the odds are in your favour to trim back prior to earnings. What are your thoughts on this approach?
Thanks again.
Dave

Q: I have some money available to invest. Are there any 'must own' stocks, either Canadian or US, that are currently at or near their 'must buy' prices, that you would recommend? Or should I keep the cash on the sidelines for now? Thanks

Q: Can you identify a couple Canadian and U.S. opportunities created by today's selloff? Growth focused 1-3 year timeframe, favourites that have crossed into comfortable "buy" territory?

Q: Hi team,
I am looking to add some new money to a tfsa. It looks like there have been some sizable pullbacks and leading stocks from some of your CA and US favourites...could you please suggest three of each that you might advise investing in at this point?
I already have sizable positions in TFI and GSY.
Thanks as always!

Q: Hey 5i,
Say that you are a “very aggressive growth investor/trader” using a commission-free brokerage and a stop loss strategy to mitigate risk to make sure you are far from the last one out when a downswing/correction/crash happens.

1) What would be your current top 15 highest conviction aggressive picks that you think would appreciate the most in 2021 (USD and CAD), regardless of any other considerations like sector weightings.

2) On businesses that you are most comfortable with (GOOG, AAPL, MSFT) what would be the highest weighting you’d be OK with? The stop loss strategy to mitigate risk applies.

Please deduct the appropriate credits, thanks !

Q: Hi, may I get your thoughts on Verizon. Thanks.

Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!

Q: Two of you favourites, ROKU and TRADE DESK, please comment on earnings and the softness in after hours trading.
Thank you

Q: Knowing ROKU and PINS are in different business, their market caps are similar and share price performances in a 1 year are also similar. If just buy one, which one will you pick? Thanks.

Lin

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: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

Q: Portfolio Analytics suggests I need to increase my U.S. holdings and communication services allocations as it current says I have no comm. services. 2 part question to help address this gap in my portfolio (feel free to take 2 credits):
1) I currently hold TTD. Do you consider TTD a communication service? Your platform labels it as technology (software) whereas BMO Investorline labels it a comm. service.
2) Can you please provide me with your favorite 3-5 U.S. names in communication services (in order) that you would start a position in today. This would be bought in either my TFSA or RRSP. I am a younger investor that has 20+ years until retirement (defined benefits pension) so would be focusing on growth. A dividend is not a requirement.

I have scanned past answers to look for names you have mentioned recently (somen noted above) but there was never a focused question on just communication services.

Thanks for the fantastic service! I cannot understate how much I have learnt since becoming a member.

Q: I am interested in starting a position in 1 or 2 of the companies addressed. PINS was at the top of my list but I’m uncertain if I’ve missed my opportunity after their impressive earnings report. Can you please rank these companies in order of growth potential for the rest of the year / best value at today’s prices.
Thank you.

Q: Please update your "favs" long-term 10 year HOLDS or "keepers", CAD and USD - up to 20 names . Looking for high conviction ideas. I am retired and have no need for income. I would like to check my portfolio against this list and make adjustments as necessary. Could you provide (a) rationale for each, and (b) percentage you would allocate to each.
Thank you

Q: Hi Peter,
Thanks you very much for introducing PLTR on BNN a while ago. It seems to be a winner!
If you appear on BNN now, what would be your top picks (US only)?
Comparing US stocks with Canadian stocks which soon might be listed in US( such as AT.to), do you think these Canadian stocks have some advantage? In another word, should I just pick the top US stocks for retail investor like me?

I really appreciate your opinion!

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Q: In terms of largest growth potential for 2021, what u.s. stocks would you recommend as a buy today?

Q: Good morning Peter, Ryan and Team,

What US companies would you be putting new TSFA money into for 10 year hold? Assume a diversified portfolio and trying to get high growth for TSFAs.

Thank you,

Wes

Q: Hi, This is a list of potential momentum companies that you had suggested to another member. When I go into the 5i profile for each one, they all have negative P/E's except BKNG.
Am I reading this correctly - are they all losing money?

Q: Happy New Year to the 5i team.

I was hoping to get some feedback about how about to allocate about 11% of my total portfolio that is otherwise well-balanced and is made up of a mixture of Canadian dividend and large-cap stocks, and US and international ETF's.

These purchases will be in my TFSA and I am seeking greatest total return for the next 5-10 years. I am not afraid of risk but am also looking at sound investments rather than speculative purchases or quick trades.

I currently own GH, ISRG, LSPD and XBC and would like to add 4-5 more names. On my short list are the following: CRWD, MITK, ROKU, TTD, TT, U, VEEV and XYL.
Are there any from that list that you think match up well with my existing stocks? Alternatively, if you think there are better names that I haven't mentioned please advise.

Thanks in advance for all the great work you do,
Rory