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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: Assuming you could keep track of N companies, would it not make sense to own as many as possible if business fundamentals are good, the price is reasonable, and you have the funds? This is compared to trying to select which specific company to add to or purchase from a basket of options. My understanding is that often a few really great companies can end up carrying your portfolio and make up for the losers (I believe this was from Peter Lynch's book). The reason I'm asking is because I look at more volatile growth stocks like APPS, AT, NVEI, EGLX, TOI and GUD , and keep asking myself that question. I'd love to hear your thoughts.
Marc
Read Answer Asked by Marc on August 23, 2021
Q: When looking at growth vs value or tech vs more cyclical stocks, we have seen stocks like GH go from $181 to 99, Coupa from $377 to 208 or Acuity Ads go from $26 to $8 while the DOW hits all time highs. My question is what do you expect would happen to this type of small, growth company when a correction comes? Have they been punished enough that they are buffered or even so an inflow of capital in a rotation or would they likely be punished even more severely due to (still) high valuations? As a part 2 to this question, what would be your five favourite growth stocks that have been beaten up and would you start positions in them today or wait for further declines?
Thanks!
Read Answer Asked by Tim on August 18, 2021
Q: If you wanted to buy 3-5 small or micro stocks as a speculative’ish basket, looking for a home run within 5-7 years, what would you pick? (Any sector and US or Canada)
Read Answer Asked by Rick on August 17, 2021
Q: Hello Peter,
Can you comment on Greenlane's earnings release? Is it worth adding to it? Also, for Nuvei and Well, are both worth adding or just a hold for now? With current numbers for knight, beating on eps and revenues, do you think the company is finally showing signs of upward movement in the stock price ( it is up but are things looking good now). On my last question on Enthusiast Gaming,, is the stock a hold now and any ideas as to why it was not one of the takeover targets ( i know it is speculation but why would you think score over eglx). Much appreciated for your comments.
Read Answer Asked by umedali on August 16, 2021
Q: Hi,

I’m looking to either add to or start a new position in my TFSA, 3-5 year timeline (or longer), with a high risk tolerance. Can you suggest a few companies (no preference Can/US). I currently already have small positions of both Topicus and Eglx inside my TFSA, so I’m also considering just adding the new funds to either of these. Thanks for the great service you provide!
Read Answer Asked by Robert on August 13, 2021
Q: Hi

i have couple reds ( Xbc - 54%, REAL -46%, BBTV - 30%, ABCL - 25%, GUD - 16%, EGLX - 12%, MX - 11%, SYZ - 10% ) in registered account. Looking for your opinion whether to sell/hold/buy or replace with some other stocks in same sectors or any good replacement you think based on valuation irrespective of sector.

Thanks
sk
Read Answer Asked by S on August 13, 2021
Q: Hello 5i team,

What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,

Wes
Read Answer Asked by Wes on August 11, 2021
Q: I have a 1/2 position in Lightspeed which I've acuired at an average cost of $61. I would like to begin adding more starting now. Although I generally don't try to time my purchases per se, I have preferred with LPSPD to look for slight pull backs given its volatility. Based on current circumstances, if one were looking for a "good" entry point price wise, what would that be, and if one were looking for a "very good" entry point price wise following a pull back what would that be?

I have the same basic question about 2 of your other recommendations I currently own - ATZ and EGLX. Based on current circumstances what do you consider to be a good entry point and a very good entry point for each of them?

Thank you. waiting for a pull back, but also content to purchasena With today's positive earnings release and the likehood of continued la ped on
Read Answer Asked by Brad on August 06, 2021
Q: Hi 5i,
In your answer to Andrew this morning, of the companies he proposed you did not name EGLX as one of your top 3 choices for a TFSA. I'm not sure if this represents a downgrade in your opinion of EGLX...?
What are your current thoughts about EGLX and is there anything to be leery of at present that wasn't a concern a month or so ago when, if memory serves me, you were fairly bullish on the stock?
Thanks,
Peter
Read Answer Asked by Peter on July 21, 2021
Q: My young grandson has $450 to invest. I have agreed to purchase the stock (s) in a non registered account. Long term hold. I'm picking up the trading cost. Suggested a stock (s) that trades under $10. Can you recommend one or two stocks to consider. This is more of a learning exercise for him. Thanks for your wonderful service.
Read Answer Asked by David on July 21, 2021
Q: If you had to pick three out of the above for a TFSA today, which three would you pick?

Thanks!
Read Answer Asked by Andrew on July 20, 2021
Q: There has been talk recently about averaging down. Awhile back 5i seemed to like AT and EGLX, and my price on it was in the $12.00 range. Since they were favourable about people having this, I averaged down at the time it was $7 and change, it is now down over the past 5 days 16.9%. What I have read lately with 5i, it seems now I should not have averaged down. I am happy I didn't with AT down 9.4% in the past 5 days. Once a stock goes sour - rule of thumb it usually stays sour? On another note, PINS was having a nice recovery, but over the last 5 days it is down 10.2% - I averaged down on that one 4 or 5 months ago. In the future, I don't think I will be averaging down.
Your thoughts are always appreciated.
Read Answer Asked by Dennis on July 14, 2021
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