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: My wife feels like she has too big a position in WELL for a relatively small company.

She is thinking of selling of some and buying ISRG or else TMDX during what seems an attractive current dip.

She is fine with risk, so is considering ISRG for its growth more than its stability.

Please give your thoughts on the relative outlook for each of these companies in the mid- to long-term.
Read Answer Asked by Kevin on November 01, 2024
Q: Going to do a little re-balancing and the result will be the addition of one new { possibly two depending on your answer } stocks to the portfolio ...... Between ISRG, CPH, GLXY, and MDA please rank from first choice to last giving each a numerical score between one and ten with ten being best . This will allow me to evaluate how much you like one better than the other ......Also a short blurb on each explaining why ......Thanks for your terrific service Garth ......
Read Answer Asked by Garth on October 30, 2024
Q: Making some adjustments in the growth portion of a registered account held in US$ by trimming NVDA & selling CROX which still has a good profit but may languish for awhile. Would you rank the above 4 picks please (highest = 10) and suggest entry price. Also, would you pick just 1 from each of the 2 sectors represented or would you prefer some of each and if so, divide equally or ??
Many thanks as always.
Read Answer Asked by Alexandra on October 29, 2024
Q: I have a problem because of you and I bet you hear this a lot <grin>…my Shopify holdings have grown out of hand and now represent 20% of my TFSA.

I think I should trim SHOP and reinvest in another growth company. Can you give me some suggestions?

Thanks for your help.

David
Read Answer Asked by David on October 29, 2024
Q: Good Morning,
I currently hold a small position in SMCI at the break even point. I’m considering selling SMCI and adding VRT or ISRG for a solid growth name. Is this a move that you would endorse, and if so, which one would you choose at current levels. Feel free to include any alternative names if you see fit.
Thank you,
Read Answer Asked by Kevin on October 29, 2024
Q: Hi which top 5 US companies do you find most attractive at their respective valuation? “In order ideally please.” Please exclude my holdings in the answer. 5-10 years. Thank you

I currently hold GOOG, NVDA, AMZN, CROX, IRSG.
Read Answer Asked by Nick on October 28, 2024
Q: My daughter recently inherited a substantial sum of money and would like me to invest such in a mix of companies, both in the US and Canada, with a modicum of international companies. She lives in Europe.
Could I respectfully ask if you could offer your chosen six equities in each of the US, Canada and worldwide (in order of preference), including one or two ETF’s, with a mid term (5 - 8 years hold) term. Could you also provide an entry point for each stock?

I do appreciate your guidance…

cj
Read Answer Asked by Claus on October 28, 2024
Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).

In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.

Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.

Joe wants to maximise returns over the next 7-10 years.

Thank you.
Read Answer Asked by Trevor on October 28, 2024
Q: I have to sell some NVDA for balance (thanks for creating this problem in my portfolio!). Can you recomment 5 US stocks regardless of sector that might have comparable growth over 3-5 years? Thanks.
Read Answer Asked by Martin on October 28, 2024
Q: Good Day,

Edit: I got to the end of this and realize there is a lot to unpack here. My apologies and please forgive the transient nature of my ADD brain. Take however many credits you need.

I really enjoyed Jonathans question and your subsequent answer on Oct 10. Continuing on that thread, I too consider myself primarily a growth investor, and have a fairly high tolerance for risk. However, in contradiction (somewhat) to that, I also Love equities with a DRIP program.

I'm planning on making a significant contribution to my RRSP investment account to hopefully capitalize on some opportunities/ tax loss selling in the end of the year, and enjoying the tax break in April.

1. I think? I have a pretty solid basket of growth names, significantly from 5i recommendations. CALF CLBT CROX MSFT NVDA POWL SMCI TCS TMDX AMZN ASPN HPS LMN TVK VRT. In the growth space, Please provide 6 recommendations (CAD, US) ranked in decreasing order of preference that you would consider beneficial to these. If any of these current positions are in a very attractive place to add, you could suggest that with a why.

2. In the dividend/DRIP space, I have DE CHE.UN ZWT BAM SU PPL. About a month ago, I sold my BEP and BNS and rolled them in to my double up my BAM, which paid off, but am considering a re-buy. Reading the questions lately, you have been big on BNS and TD, but seem to contradict yourselves on it. Often recommending BNS over TD, only to recommend to someone that holds both to cut BNS over TD if only one is to be held. Are they that close in terms of future runway/room to grow/total returns? With my Love of DRIPs, would you give the edge to BNS due to the higher dividend? Could you recommend 3 - 5 options in this space, preferably holdings that would require less than 10K (20K for very high conviction) invested to DRIP a unit. ETFs are OK with low fees and higher Dividend.

3. In Jonathans question you commented on Materials being a great addition to a growth investors portfolio as a semi uncorrelated diversification. I've held LUN and LIF in the past, but with the power demands and resurgence of Nuclear, are there better options out there? Please provide 2-3 dividend paying and up to 5 growth options in this space.

4. Is GOOG a buy here? I fully agree that the impact was way overblown. Is it worth getting into one of the 2x leverage tickers for GOOG if ones conviction is very high? Is there any company you would consider a leveraged holding on? If so, which?

Thanks for everything!!!

James
Read Answer Asked by James on October 28, 2024
Q: “Joe” is getting overwhelmed with maintaining his portfolio and is starting to fall behind on autumn yardwork and home maintenance. His spouse and teenaged kids also find his contributions to family conversations rather repetitive and boring (in their words, he’s all “year-to-date” this, and “multi-bagger” that…).

In an effort to free up some bandwidth and reconnect to his people, Joe has decided to reduce the number of securities he owns to about 20 stocks and a handful of broad market ETFs.

Joe is hoping 5i can help him identify:
~10 favourite stocks drawn from its 3 model portfolios
~6 highest conviction US picks.

Joe wants to maximise returns over the next 7-10 years.

Thank you.
Read Answer Asked by Trevor on October 25, 2024
Q: I just sold half my position in Nvidia in my TSFA.
Can you please suggest some replacements in US$? Something more conservative .
Read Answer Asked by Lois on October 24, 2024
Q: As we close in on the US election what would be your short term (up to 1 year) picks be in the US market? For a republican victory energy sector might be interesting or possibly crypto. If crypto how would you play it?
On the other hand if Democrats win what would you choose?
As a long term member, can't thank you enough for what you do.
Jerry
Read Answer Asked by Gerald on October 22, 2024
Q: Hello 5i

I have held ULTA and SMCI (full positions) for about a year and am reconsidering them due to changes in forecast etc.
Could you suggest 5 alternate names in the US that project growth in the next 2-3 years?
They do not need to be sector specific just strong growth and good fundamentals.

Thank you tremendously for all you do!
Read Answer Asked by Josh on October 21, 2024
Q: I hold NVDA (7.5%), VRT (7%), MSFT (5.5%), AMZN (7%), and GOOG (5%)- all up significantly in registered accounts. Question #1: what is the maximum weight you would be comfortable holding of each of these five stocks? Question #2: I also hold LMN (2.5%), which is barely above water. Deeply disappointed in its recent performance and considering replacing it with either ISRG or AVGO. That said, I'm concerned that adding AVGO puts too many eggs in the AI basket, given my other holdings. If this were your portfolio, would you opt to replace LMN with either ISRG or AVGO? Please explain why.
Read Answer Asked by Maureen on October 15, 2024
Q: Have money to purchase a couple of stocks right now. Could please rank in order, your preference of the above 5 right now? Thank you
Read Answer Asked by Neil on October 12, 2024