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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: I have owned BYD for several years, and although I am not unhappy with it, I wonder if other discretionary stocks might have more growth in the future. I am thinking specifically of CROX and/or DOO. BRD strikes me as the less volatile pick but I am willing to take on more risk if the growth profile is greater. How would 5i rank these stocks for a long-term hold?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 08, 2023
Q: As you look into your crystal ball, could you please prioritize, top to bottom, your top 5 US mid cap stocks for a five year plus hold. Thanks
Read Answer Asked by Greg on December 04, 2023
Q: Which point in the calendar is the best time to pick up next year’s bounce back candidates that are currently in the midst of heavy tax loss selling? Please advise.

Also. Please name top 3 candidates in cad and us market, and if you deem any of them too particularly compelling.
Read Answer Asked by Karim on December 01, 2023
Q: Hi, I sold CROX and ATZ both for a tax loss but both have now come back and seem to have good momentum. Would you be buying either or both of these now? Do you prefer one over the other? They both seem to be moving almost in tandem at this time. Is there another name in the space you like more. Thank you in advance!
Read Answer Asked by Harry on November 29, 2023
Q: CROX,DG,FOX.F,INMD,IRSG,ICLN,PERI,OPRA,PDF.Which looser not to sell, which to buy back?
Read Answer Asked by Nizar on November 21, 2023
Q: Still looking into tax loss selling. The last few days have made me somewhat apprehensive, though. Things can shoot up fast. I have, unfortunately, fairly substantial losses in these three. Does 5i have any objections to selling, with the perspective of buying back later?
Thanks for your excellent advice
Read Answer Asked by joseph on November 17, 2023
Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.
Read Answer Asked by Alexandra on November 16, 2023
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
Read Answer Asked by Andrew on November 13, 2023
Q: Hi Peter,
Crox’s latest sales forecast is disappointing and the stock has steadily been dropping for many months. What do you see is necessary before this stock will regain confidence and pop? I have this stock in my TFSA so cannot take advantage of tax loss. Is this stock worthwhile to hold onto? With the opportunity cost, does it makes sense to switch? Which other US consumer stocks would you rather buy at this time that have a much higher growth projection for the next few years and financial stability to weather a recession? Thanks.
Read Answer Asked by Willie on November 08, 2023
Q: Hello 5i
I have been thinking about selling Crox for a tax loss and buying Atz with the proceeds, as Crox won't likely go anywhere soon, whereas Atz might. But, I noticed in the answer to one of the questions that you don't seem to be too warm towards Adz. Do you think it is a wait and see stock, or would this be a reasonable approachÉ

thanks
Read Answer Asked by joseph on November 03, 2023
Q: hi,
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris
Read Answer Asked by chris on October 26, 2023
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
Read Answer Asked by Terence on October 24, 2023
Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.
Read Answer Asked by Leonard on October 23, 2023
Q: My Consumer Descretionary % is a bit low.

1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?

2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.


SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
Read Answer Asked by Kel on October 11, 2023
Q: I have funds to put towards an aggressive attempt at obtaining an average 20% annual return over the next 3-5 years (own CSU, NVDA, GOOG, BN and few others with such potential). Not looking for a detailed analyses or commentary, but do any of these choices seem to be unlikely candidates for the desired outcome - ADBE, INTU, WIRE/ATK combo, HEI/TDG combo, ZTS, BX, LVMUY?
Read Answer Asked by John on October 10, 2023
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