Investment Q&A

Q: I've got ~$20K coming into my RRSP. What 4-5 companies would 10 years from now me be really happy that current me invested in tomorrow? Not necessarily looking to find the next Shopify (although I wouldn't be upset if I did) but rather strong names that you have the most confidence in over the next 10 years.

Thanks
Harrison

Q: Based on recent market movements, if you have to pick 3 - 5 companies to buy (Canada or US, irregardless of risk), which ones would you pick?

Q: I kept waiting for the semi-conductor stocks to get cheaper and missed the big run. Has the sector not been cyclical historically? Do you think the sector is cooling off or entering a downturn, or is it time to step in? Qualcomm or Nvidia?

Q: The 2021 market hasn't been as fun the 2020 market, though I'm optimistic for a much improved remainder of 2021 - like 2020.

All things considered, if you were to pick up five stocks that have sold off (US/CDN) for a 5 year hold, what would they be?

Cam.

Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !

Q: Morning 5i:
I am looking to grow 200 k in a new LIRA of mine over the next 5 years before I flip to a dividend income model. What CDN and US growth equities would be your current favourites. I have a healthy risk appetite.
Thanks in advance, Greg.

Q: if you could only buy 5 stocks which ones would they be and why?

Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris

Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.

As always, thanks for the insights and keeping us grounded in fact.

Don

Q: Hello 5i Reseach
What are your top 5 Canadian Stocks and top 5 US stock to buy that has the most upside in the next 2-3 years.
Thanks

Q: Top ten growth stocks in a TFSA for 10+ years? US and CND

Q: I wish to de-risk our portfolio. These are some of our holdings with high PEs [although that is not always the most appropriate criteria for risk assessment]. Would appreciate your advice as to top 10
(a) most at risk currently and
(b) great companies, even if currently expensive, that you have most conviction longer term.

Q: I want to add one more stock to my TFSA, I am looking at FB and NVDA - which one would you recommend today and why?
Thanks for your advice.

Q: My son hold these tech stocks and really need to start to invest in US tech stocks as all his holdings are in Canada. He would need to sell some of these holdings to get cash so he could convert to US dollars and then buy 2 US stocks. Which stocks would you sell first and can you provide 2 US that are similar to the stocks that he would sell. He has a RRSP account so no capital gains to worry about. He has 20 years before needing to withdraw.
Thanks

Q: Could you rate these 3 stocks, looking to purchase one of them in my TFSA. Do you have a favourite or would you suggest another.
Thanks John

Q: With the recent 10% correction in technology stocks, do you think it is a good time to buy. Would appreciate your recommendation of 3 Canadian and 3 US stocks to buy. I am looking for growth and can take risk. Thanks

Q: Hi Team,
I am planning on making a 2021 rsp contribution and looking for your top 3 US growth picks today. ( I was leaning towards PINS). That being said, do you think now is a good time to do this into the tech weakness? I may contribute in 2 different contributions at different times. Or do you foresee this pullback lasting quite a bit longer yet? I realize timing the market is just a guess, but you did a good job in predicting the low last year when your write up suggested we start buying after the huge virus sell off. Thanks for that!

Shane

Q: When do you think we are going to see the market sell off settle down in some of these names? Is this panic selling by retail investors or a more troubling move by smart money out of these names entirely? I'm just finding it hard to imagine that the prospects for these companies changed as dramatically as the share price in recent weeks. Take NVDA for instance. I thought it was everyone's darling a few weeks ago when I bought it over $100 higher. I'm holding but it's hard watching these things fall so dramatically each day without reprieve it seems. Thanks.

Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles

Q: Hi 5i team,
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks