skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]
Read Answer Asked by hans on March 03, 2023
Q: Hi team ,
Sq share price continues to struggle in this environment. With a long term horizon is it still worth holding on to this name for better days in tech stock performance? When I had first purchased it I envisioned great growth ahead with its pos and cashless payments systems. Is the story still in tact or are there better names to own at this point? Particularly inside of a tfsa?

Shane
Read Answer Asked by Shane on March 03, 2023
Q: please provide the forward P/E for MSFT AMZN INTU and MCO and also provide the respective PEG ratios for these companies and rank from best to last for capital appreciation over the next 3 years thanks Richard
Read Answer Asked by richard on February 27, 2023
Q: I have asked questions about core portfolio and compounders. I would like to refine my query to building a concentrated core portfolio [say, 20 CAD-USD total]. I start with the allocations greater than 5% in the 3 portfolios. BN is less than 5% on its own, yet, I wonder whether it would not be the core Canadian financial stock. As for US, there are many Fav lists, but could you boil it down to 10. For each stock, please provide key rationale for choosing it and a target buy price.
Much appreciated,
Read Answer Asked by sam on February 24, 2023
Q: In a previous question, you recommended these three stocks which I'm interested in.

My question is evaluating them at their current price. Do you consider them good value at their current prices? What are the best metrics to look at in order to judge this?
Read Answer Asked by Kevin on February 23, 2023
Q: I am 100% equity in Canada and mostly ETFs in USA....My plan is to stay that way but I am thinking to try and beat the average in the USA by adding a few individual USA stocks. Can you suggest a few NON-MAMAA stocks that you would consider as good to outperform the broad market in the USA. I have a very diversified and balanced portfolio so have no restrictions in terms of asset class. Not looking for a hot growth stock, but more of a buy and almost forget return booster for my USA investments.
Read Answer Asked by Tom on February 17, 2023
Q: I currently own GOOG, MSFT and NVDA and want to round out my tech holdings with a 3% investment in one last stock. Can you please provide three options - in order of preference - that you believe would make strong additions to my existing portfolio? I would also be interested in the rationale for each of your picks. Thank you.
Read Answer Asked by Maureen on January 30, 2023
Q: I want to invest in 5 or 6 of the above companies, using CDRs on the NEO exchange. I know you like them all, but I need to narrow it down a bit, based on available funds. Although it will be in a non-registered account, the goal is very long term growth. My wife and I will not need the money, so essentially I suppose I'm investing for my children. If two of the stocks are roughly equal in growth potential, then I would choose the one that adds a bit of diversification. But I don't mind if they are correlated and all move up together. It is probably easiest for you to answer this question by rank ordering them, and I will pick the first 5 or 6. Thank you for such great service over the years.
Read Answer Asked by Gordon on January 26, 2023
Q: What are your current thoughts on TEAM (Atlassian)? Do you see much upside for it this year if these market conditions continue and the fact that it is not profitable? Is it undervalued or overvalued at this point? Or do the long term potential benefits outweigh the current headwinds it is facing? Do you see it as a buy, hold or sell at this point? Held in a registered account so a small tax loss is not possible. Please suggest other options if you have higher conviction in other names (open to other sectors to continue diversification in a tech heavy portfolio).
Read Answer Asked by Justin on January 20, 2023
Q: Can you provide 8 growth/total return names to initiate a position an add to overtime in the TFSA for a long term investor.

Feel free to rank using your assessment/analysis of a balance of performance/recovery, prospects, total return, etc. Sector diversification is not necessary. Mid to large caps (small caps only with high conviction).

$CAD/USD names (please include your favourite growth CDRs as well).
Read Answer Asked by Franc on January 17, 2023
Q: Could you please share 5 to 7 US growth names you would be comfortable with buying today? Are there any names that you were comfortable with early in the year that you would be less comfortable with moving forward? (For ex: ROKU, or APPS).

Read Answer Asked by TRINA on December 31, 2022
Q: Tough question for sure, but disregarding other personal factors (eg, diversification etc), if you could buy 3 Cdn stocks and 3 US stocks given YOUR assessment of the investment/economic landscape, what would they be? Let's say the only parameter is performance over the next 12 months.
Read Answer Asked by Doug on December 22, 2022
Q: Would you please provide me with 6 US and 6 CDN stocks that have gone down in price but their value, debt and upside don't justify the downward stock price. Some with big upside potential.

Thanks and Happy Holiday Season to you and all staff.


Donna


Donna
Read Answer Asked by Donna on December 19, 2022
Q: Please provide your top five Canadian and top five U.S companies that you consider to have superior pricing power. Thanks
Read Answer Asked by Greg on November 16, 2022
Q: Please provide me with 5 US large cap stocks you feel will have the best upside. Is it to early to get back into the market or would you wait until early October.
Read Answer Asked by Donna on June 27, 2022
Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
Read Answer Asked by adam on January 28, 2022
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!