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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: Question 1: Considering buying a few hundred shares of ADTX (NASDAQ). There seems to have been significant growth over the last year and since the company launched (2017), and I like the biotechnology space and don't have any positions here yet. Can anyone provide some insight for a beginner investor on this company? I have a 2-3 year timeline and am looking for growth, okay with some risk. Feel free to suggest some alternatives to ADTX if you have some.

Question 2: I'm interested in adding some clean / renewable energy stocks to my portfolio, specifically US companies but also open to Canadian. I've been watching AQN and BEP.UN, but perhaps I'm missing some interesting ones that will benefit from the US being back in the Paris Agreement (!!). What are your favourites in this space right now?

Question 3: I currently work in A.I., and I like NVDA as a clear leader in this space. Do you think their stock is over-priced currently? It's one of the most expensive stocks in the A.I. technology space and seems too high when compared to MSFT or other players. Can you rank your favourites in the A.I. space?

Thanks 5i Team, and happy new year to everyone!
Read Answer Asked by Allie on January 25, 2021
Q: Am interested in Biotechnology, 5G and AI, can you recommend some of the leaders in the US?
Art
Read Answer Asked by Arthur on January 20, 2021
Q: Thanks 5i Team - what an excellent service!! May I have your comments on my TFSA strategy and an ETF recommendation. My TFSA is almost fully funded and divided into 3 notional "buckets". Roughly 1/3 is comprised of growth securities, selected from the 5i Growth Portfolio, with my current positions being KXS, XBC, WELL and LSPD; Roughly 1/3 is comprised of about 10 Canadian "dividend growers", about half of which are among the 5i Balanced Equity or Income Portfolios such as ENB, EIF, PBH, BIP.UN and BEP.UN and the other half well known blue-chips like T, CNR, CNQ and RY; and the final 1/3 is a single, conservative diversified ETF, currently Vanguard Conservative Portfolio VCNS, which I refer to as the "anchor". I prefer to limit the total number of securities to no more than about 20 (I am a few short of that right now) so I can adequately manage things, and I add to VCNS while awaiting opportunities to purchase positions in the other securities I own, or to sell from if cash is needed so I can continue to hold the individual growth and dividend securities. I am looking for reasonable growth in my TFSA over a 5-10 year period, and I can tolerate some risk but prefer to avoid excessive volatility or risk. My questions are: (1) are these 3 roughly 1/3 buckets a sensible approach for reasonable growth over a 5-10 year horizon or would you recommend different weightings or approaches, (2) could you recommend 1 other diversified ETF that I might consider for the "anchor" portion, and (3) could you recommend 2-3 other securities for the growth portion, to add a bit more diversification. Thanks very much.
Read Answer Asked by Brad on January 20, 2021
Q: My SHOP and LSPD positions have grown to 7% and 6% of my portfolio, looking to trim the positions slightly and add to some smaller weights in my portfolio with long term high growth. How would you rank as the best to add to currently out of NVEI, FB, AMZN, VEEV, CSU, DOCU or AT? This would be for TFSA.

Also for smaller caps like WELL and XBC, would would you consider as full positions? In the 3-5% range depending on one's risk tolerance? Thanks!
Read Answer Asked by Keith on January 19, 2021
Q: I would like to use my $10,000 in my TSFA for a technology stock, either software, hardware. I am balanced in my account, so I would like a growth even speculative stock. It can be either Canadian or US
Read Answer Asked by Joanne on January 15, 2021
Q: I already have positions in Nuan and Fang stocks. What other small/medium sized AI focused stocks would you suggest I look at for additional AI investments?

Thanks, Tim.
Read Answer Asked by tim on January 11, 2021
Q: I own these stocks in my RRSP and would like to sell two,using the proceeds to buy them back in a US$ TFSA.Which two would you advise to make this switch? I could utilize DLR.U and DLR to do this and pay the required tax using cash in my C$ TFSA .Can this switch be done directly with the tax being paid separately?
Read Answer Asked by Allen on December 31, 2020
Q: Greetings All:
The only tech name I own is MSFT, and I should have added to this sector long ago. Would you please do a comparison between apple and facebook including the following metrics: Expected growth,volatility,fundamentals including strength of the balance sheet, cash on hand. Finally, your recommendation or perhaps other more favourable companies.
Thanks,
Ben.
Read Answer Asked by BEN on December 30, 2020
Q: Hi Team,
I am looking to raise cash to buy CRWD. I need to sell/ trim something to raise cash to do this. Out of the following stocks, which would you recommend selling to do this: KXS, DSG, FB, Docu? Or...would you recommend this at all? Note that I currently hold KXS/ FB / Docu in 2 seperate accounts so I would probably only sell half positions in those ones. Thanks for your help!
Read Answer Asked by Shane on December 20, 2020
Q: IS THERE AN ETF THAT COVERS ALL THE FANG STOCKS ? does it make more sense to just invest in the Nazdaq index that seems to have outperformed all other indexes by a long shot do you have another suggestion how to invest in american outperform growth stocks several questions ---deduct credits accordingly thanks
Read Answer Asked by terrance on December 19, 2020
Q: Can you please rate these companies according to growth opportunities and another rating for risk? Thanks!
Read Answer Asked by Sandy on December 15, 2020
Q: Which companies (CAN/ US) and/or ETFs would you recommend to buy today for the best exposure to AI? This would be for an 80 year old investor who wants to allocate 8% of his portfolio to AI.
Thank you for your guidance.
Read Answer Asked by Yvonne on December 03, 2020
Q: I hold the above 7 stocks in my RRIF. I have to sell part of one of them soon.
Ignoring sector balance; I am concerned with maximizing long term growth whether it be capital gains, dividends or interest. So I would like to sell the one with the poorest prospects for gains over the next 2-3 years.
I should also note that my largest holding,NVDA, is over 7% of my entire investment holdings. This is a level where I would normally start to trim a bit but it has been on such a tear that I have been reluctant to trim it. And I note that you are still keen on it as a growth stock.
So I am comfortable to leave it alone if you agree.
Which would you suggest be sold?
Thank you
Read Answer Asked by Elliott on December 01, 2020
Q: Good morning to the best investing guys ever.
I'm interested in the above. PINS , SNAP are soaring this morning. Which is your fav? OR are there others in the space you prefer? Should I wait and watch before I hit the buy button?
Thanks for keeping me on track and doing well for 6 and a half years.
Read Answer Asked by El-ann on October 21, 2020
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