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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: Hi All at 5i! I own both of these stocks and now having broken even I would like to sell them. Do you think they have strong potential growth?? If so I may reconsider. If not, could you suggest some good solid US alternatives … not necessarily proxies.
Thank you,
Tamara
Read Answer Asked by Tamara on July 20, 2023
Q: In a US $ registered acct with a growth tilt, equities that we hold in a 'smaller' % (1%-2.5% range) of total portfolio are as follows: ADBE, BKNG, CROX CRWD, META, SMCI . Would you put new money into any of these ? At what price ? And what approximate % of a total portfolio would you go up to for any of them ?
Thank you
Read Answer Asked by Alexandra on July 20, 2023
Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,

Mike
Read Answer Asked by Michael on July 20, 2023
Q: Can you list out a 5 securities (US or Canada) which you feel are mispriced (ie. where the price is substantially lower than its true value)? I know folks that 5i are generally growth investors, but also know that Warren Buffet's approach is also widely respected.
Read Answer Asked by Mike on July 18, 2023
Q: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience
Read Answer Asked by John on July 17, 2023
Q: Hello 5i Team,

I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.

For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).

Feel free to deduct as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on July 17, 2023
Q: Morning 5i Team,
I have held TRI since early 2020 and have since almost doubled my investment. I am thinking of taking some profits on TRI and invest the proceeds on something else. Would you agree with this move? And can you suggest a stock(s) to put the proceeds in regardless of sectors.
Thanks,
H
Read Answer Asked by Harry on July 06, 2023
Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.
Read Answer Asked by Brent on June 14, 2023
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
Read Answer Asked by Patrick on June 14, 2023
Q: Please provide an update on POOL.

I am holding it at a 25 % loss in my TFSA.
What are its prospects? Do you still like it?

I understand you love CROX currently, of
Which I currently own a 1/2 position.

Would it make sense to sell POOL, take a loss (with no possibility of harvesting the loss to offset other gains) and consolidate it into CROX?

Please advise.
Thank you.
Read Answer Asked by Amir on June 05, 2023
Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.
Read Answer Asked by K on May 30, 2023
Q: Hi 5i team,

I have a growth and long term outlook and looking to trim some losers and replace with some winners. Of the following stocks, do you feel any need to hold for the long term? Also, what are some US/CAD replacements you would recommend and can you rank from highest to lowest based on overall strength?

Thanks 5i team.
Read Answer Asked by Andrew on May 29, 2023
Q: Good morning. I need to add one Non-Canadaian growth stock to my unregistered business portfolio. Can you please give me a a couple of ideas but not MSFT, AMZN or NVDA unless you feel they could be added to at this stage. Two or three ideas would be great. Thanks again.
Read Answer Asked by Danny-boy on May 26, 2023
Q: Most of the quarterly results are now out and there have been some >10% moves up or down. Some were justified and others were overreactions or possibly some profit taking. Based on that, what would be your 5 top buys for each of Canadian and US markets looking out 2-3 years?
Read Answer Asked by Neil on May 23, 2023
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