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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What are your best ideas 5 in Canada and 5 in USA over next 2 to 3 years for capital appreciation ? Thank you RAK
Read Answer Asked by bob on August 20, 2024
Q: Hi 5i
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks
Read Answer Asked by mike on August 08, 2024
Q: Thank you for your calming market update!!

I do have cash to deploy, given the volatility in the market and the significant pullback, what would be your top 5 Picks in Canada and the US with growth potential during the next 2 to 3 years?

Thanks
Tim
Read Answer Asked by Timothy on August 06, 2024
Q: What 5 Canadian and 5 US stocks are currently the best to buy and hold?
Thanks
Read Answer Asked by Ben on August 01, 2024
Q: It seems that small cap stocks are finding some legs. Could you provide 4 CND, 4 US and and some EFT ideas that might be able to take advantage of this trend
Read Answer Asked by Colleen on August 01, 2024
Q: "We could see the mega-cap names move sideways relative to small and mid-caps in the near-term and intermediate-term, but we would not be willing to try to time this, as the probabilities from history and current valuations are on our side."

If someone were trimming mega-cap names to raise cash and capitalize on the potential for small and mid-cap names to outperform please name your top 5 Canadian and US companies that would be the first you put this cash into.
Read Answer Asked by Tim on July 30, 2024
Q: I have a 4% position in BKNG. With yesterday’s pullback and it being close to 10% off it’s high ..if it were you, would you bring it to a full 5% or would you recommend a different investment? For small caps, if you had $50k to invest and risk/concentration wasn’t a factor.. what would you look at?
Read Answer Asked by Don on July 29, 2024
Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim
Read Answer Asked by Timothy on July 26, 2024
Q: Hi Team,
I was looking at adding to either Bn, PRL , Eqb, or HPS.A. Or possibly a new purchase of Lulu for a recovery play here . Could you please rank these names in order which you would prefer to buy today for long term capital appreciation? If you feel there are better opportunities you prefer buying today ideas would be appreciated . Thanks

Shane
Read Answer Asked by Shane on July 23, 2024
Q: If you believe there is a rotation happening in the market from mega caps and the direction of interest rates is lower (speculation US rate cute in september), what are your favorite CDN and US names (2-3 names each) that may outperform in that environment?

Thanks as always,

Dave
Read Answer Asked by David on July 18, 2024
Q: In the "rotation" that is moving through the market what would be your top 5 stocks in each of the US and CDN markets that stand to benefit most (listed in order of conviction if relevant) and a brief note as to why.

Thanks,
Terry
Read Answer Asked by Terry on July 18, 2024
Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.
Read Answer Asked by Alex on July 15, 2024
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Read Answer Asked by Lois on July 15, 2024
Q: Hello Team,

I was wondering if you could rank the attached 12 companies from 1 - 12. I have some money to deploy in my cash account and already own all 12 in my TFSA/RRSP. Will be a 3 year hold.

No worries on size, risk or industry, looking for best returns only.

Thanks!
Read Answer Asked by Kevin on July 15, 2024
Q: what are your best ideas for recent, and for no reason, significant dips on stock prices for great companies? (US or CAN)
Read Answer Asked by Judith on July 03, 2024
Q: Looking to strictly optimize growth over next 3-5 years. Please rank potential of these favourites from current valuations: TIH, URI, ULTA, BKNG, UBER, ESTC, ASPN, FLUT, CROX, TRI, TFII

Read Answer Asked by John on July 03, 2024
Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!
Read Answer Asked by Esther on June 17, 2024
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