Investment Q&A

Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks

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: For aTFSA account , could you rate the above three stocks for growth.
Thanks
Thomas

Q: Recognizing that STC, (Sangamo Technologies) and XBC ( Xebec Adsorption) are in two entirely different fields, which of the two would you recommend for a 2/3 year hold and why.

Thanks
David

Q: I am looking for name to add on my new TFSA contribution. Is it a buy for XBC today or you would wait for the pull back to enter?

Thank you,

Q: In a question asked by Keith yesterday about position size of small caps, you answered that you would consider 3% to be a reasonable full position within a well-diversified portfolio.

Could you clarify if you meant a full position at the time of purchase or that you would tend to start trimming a small-cap position once it started to exceed that level?

Appreciate your insight.

Paul F.

Q: I already own XBC, and have been looking at GRN it has moved up a bit lately. Is it a buy? Was just wondering how much difference there was in these two companies. XBC seems to be more into the hydrogen and cleaning of gases. Is GRN more into RNG equipment and installations. I know you really like XBC and was wondering whether it would be suitable to buy GRN. Or do you have another company in the same field that might be better or should I just add to my XBC.
Thanks John

Q: Can you please provide your top three Canadian or US small cap names for growth, along with a quick blurb on each re: their risks and opportunities? I have no sector preference and very high risk tolerance for this investment. Thanks.

Q: Happy New Year to Everyone at 5i and thanks for all your guidance.
I have just taken profits in XBC (thanks) in my TSFA and would like your purchase a similar small cap growth stock. I already have STC, Well and Pho. Could you please give me 3-4 suggestions.
Thanks
Dave.

Q: do you know of any green building carbon neutral type companies in Canada that may have a rosy future?

Q: I put $12,000 in each of these stocks in mid July. Would you sell MCR and put the money in the other 2 stocks or still hold onto MCR?

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: If had to choose between PHO and XBC for starting a new position in TFSA today which would you pick?

Many thanks.

Q: I can't say I expected the green industrial stocks to do so well so quickly. I mean, I'm happy and all but it's all moved so fast. And I must say that with the urgency I feel we need to deal with climate change I'm glad that the market seems to agree with me (finally - and perhaps only temporarily?!).

Can you provide a short list of Canadian and US companies that would fit into the general green industrial/energy space? I own most of the above, but am looking for something I may have missed. I don't own any US companies in the space.

Thanks

Q: If you had to choose one of these for TFSA long term hold 5+years which would you choose and why? Does PLC have a chance of being like a boyd in their space? Thanks

Q: I have been looking for exposure in the hydrogen business and have a few questions. I own XBC based on your coverage and have done well so thank you. My first question is whether it makes sense to just pile into the US names like PLUG or FCEL as they are much more explosive given the audience or to look for quality names doing similar things in Canada. If you could also state your thoughts on why one market is better despite similar tech.

The second part of my question is that I notice DYA comes up alongside Ballard Power and Xebec in your answers related to hydrogen. The chart on DYA is almost an exact reverse of BLDP and XBC which holders of those stocks will know is a bad thing. What is DYA not doing yet (or has done wrong) that has caused it to go down vs. up? What needs to happen for it to catch investor attention? Is there a product or service yet to launch? Is there a technology not yet widely adopted? Lastly, does 5i see strong potential here for DYA to do "that thing" that will be a catalyst for the stock price or are you merely mentioning it as one in a sector.

Q: Hey 5i,
Just looking for some clarification. When you reference your favourite growth companies like XBC, WELL, and LSPD in general or against larger cap stocks you usually say they are “higher risk”.

I understand that smaller, younger businesses are higher risk but when you say this- is this more as a “volatility risk”, “default/failure risk”, “downside risk”, “explicitly relative risk against larger caps but you remain very comfortable with the stock outlook”, etc.?

I’m asking since I am in my late twenties and holding these for long term. I actually enjoy volatility since I’m able to swing in and out of the stocks. I just want to make sure that I have this captured correctly.

Q: Hello Peter,
Constellation Software will give existing shareholders Topicus shares (based on their formula) as part of the spinoff but it does not look like Telus will be doing the same(give existing shares the international arm shares in the form of dividend).. What are the plus and minuses of what both companies are treating the spin offs? I was expecting XBC to surge slightly going to TSX as it the stock would attract more institutional buyers but looks like the stock is taking a pause.. . Well seems to be doing the same.. Any comments on this? Thanks very much.

Q: Hi: I'm thinking of getting one of these for my 2021 TFSA contribution. Please advise, which one & why ? Thanks. Fooklin