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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 5 i
Any thoughts on this new etf
Thx
Gerry
Read Answer Asked by Gerry on May 21, 2021
Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)
Read Answer Asked by James on May 18, 2021
Q: TECH Just came across this new ETF. Can you give me your opinion on investing now or wait. Don't see how it can't succeed with these names.
Read Answer Asked by Bonnie on May 17, 2021
Q: I am currently looking to rebalance my portfolio taking into account the latest volitilty. I am a long term investor and fairly well diversified. I do need to top up in a few places. Would you suggest your favourite stocks in each of the following sectors: energy, health, telecom and industrials.
Thanks Peter and all of you for this wonderful service.
Read Answer Asked by Cathy on May 12, 2021
Q: Hi,

I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!

SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%
Read Answer Asked by Keith on May 07, 2021
Q: Hello, given the current US$ exchange rate and the loses still incurred on a handful of CDN stocks, I'd like to hear your thoughts on selling the decent dividend but significant double digit % loses to acquire more US$ and move it into GOOG & FB. Alternatively I have considered adding to VFV or starting a position in VGRO and leave it as CDN$. I am ~25% in USD of which I plan to use so I am not concerned with adding a few more points of USD. Thank you for your opinion.
Read Answer Asked by Randy on May 07, 2021
Q: Good morning 5i,

Out of Topicus, goeasy or BRP inc, if you had to pick one... which stock would you “top up” hoping for the best one year gain?

Roku... your thoughts as it is down from 480 to 300. It had some huge gains and even at 300 it’s a big winner but it’s a big drop and I feel it’s overall trajectory as a company has only gotten stronger with recent acquisitions plus the overall move to streaming for consumers and companies alike, plus advertising potential growth etc. Thoughts on topping it up for 5 year growth I don’t see many better opportunities especially for potential for a quick turnaround within 1 year. (earnings tomorrow should be interesting in this market).
Read Answer Asked by Michael on May 06, 2021
Q: What would be your top 5 picks to buy now and hold for 5-10+ years in both the US and CAN thinking about management, disruptors, growth, etc with.
Read Answer Asked by Andrew on April 28, 2021
Q: What would be your top 5 recommendations right now, in Canada and the US, for an investor with a 5-year time horizon? Thank you! Aaron
Read Answer Asked by Aaron on April 27, 2021
Q: Hello 5i
With an eye to high grading my portfolio I'd like to sell smaller riskier holdings to add to NVDA ROKU and PINS.
In what order would you sell the following in order to accomplish this goal: FSLY PLTR AYX CRNC AVLR
Thank you so much for your guidance!!
Dave
Read Answer Asked by Dave on April 27, 2021
Q: Hi! I am using the Balanced Equity portfolio however as a complete portfolio it falls short in that there are no Us/Global stocks. There are area s the Canadian market doesn’t represent well. If you were to complement the Balanced Equity portfolio with 6-8 US/Global names, what stocks would complete the portfolio?
Read Answer Asked by Ian on April 27, 2021
Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
Read Answer Asked by grace on April 27, 2021
Q: Hi 5i Team,

What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.

So many thanks for such a great service.
Read Answer Asked by Wes on April 26, 2021