Investment Q&A

Q: Hi, looking to high grade my portfolio and swap QSR for MED. Small gain currently with QSR. Can you compare the two fundamentally and do you see MED having higher growth potential? Which would you rather own?

Can you rank these for long term growth? BYD, QSR, DOL, DIS, SBUX, MG, ATZ

Thank you!

Q: Hi Awesome 5i team, I have some cash to invest, in Canada, I am thinking of "AT", "GSY" &"CTS", some of these names are at all time high, could you please rank them from risk/growth perspective. Given recent volatility of the market, could you please provide a good entry point if you will.

For US, please also provide three names that are growth oriented, and three reflationary driven. All are for long term investment.

Thanks,

Q: Hi,

These stocks listed make up the core position of my Canadian and US holdings.

Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .

Thanks

Q: My wife and I are each opening up a TFSA with 75000 initial deposit in each account. We are thinking of putting 5-8 ETF's into the one account and 10-12 stocks into the other account. Wondering if this is a good strategy or if you would suggest something different? The emphasis would be primarily on growth, but not at extreme risk. Can you recommend 5 or more ETF's (and percentage allotted for each) for good diversity for the one account, and 10-12 stocks equally spread out to cover the $75,000 in the other account.
Please deduct as many credits as appropriate.
Many thanks, Jake

Q: US Compounding machine stocks - please list and rank.
Thanks

Q: Hi Peter,
What would be your today best growth companies 3 US and 3 canadian with good fundamentals other than technology. Please list inorder of their risk.

Q: Hello 5i Team
Was there any company specific news that caused the price drop in the last two weeks?
Thanks

Q: Just thoughts...First background -  I have an income, balance and growth portfolio that's invested in trade, TFSA and LIRA accounts...all similar to 5iR's...and also a US balance portfolio with a definite growth tilt...and I like to stay within the portfolio framework, aka add to existing stock positions which now total 100 positions. With cash on hand, I'm muddled about what to invest in, aka Cdn and US stocks?And here is the tug...there seems to be many other good stocks but from my reading of 5iR, it's better to stay with the ones you have or totally drop the existing position and move onto a new position. With that in mind, what are the Cdn 5iR positions would you suggest are a buy today or watch it for a buy? When it comes to the US, the draw for me today is to add to existing positions 'cause of the strength of the Loonie and the expectation that it will decline over the next few years relative to the Green Back. What would you suggest are US stock buys now for a longer term hold, like 5+ years. Thanks for the assistance.....Tom

Q: I am currently helping my wife to add new money to her TFSA account. She is currently holding DND, AC, EGLX and PLTR. Please suggest your favorite growth stocks (Canadian and US) taking into account the latest volatility and recent sector rotation from growth/tech and rising interest concerns. She is looking for 5-7 years time frame.

Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks

Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

Q: I just sold a US stock that represents about 5% of my RIF and about 23% of my US holdings in the RIF. Income is obviously OK but some growth would also be welcome. Do you have any suggestions.
Thanks for the great work!
Bob

Q: Top 5 CDN and top 5 US small caps gauged on anticipated growth with 5-year minimum hold, ranked in one list, 1st-10th.
Thank you,
Ian.

Q: Hi 5i,

I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.

I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!

Q: I am looking to add 1 or 2 U. S. Healthcare companies to my U. S. cash account. Of the 4 above could you list them in order from best to worst with a comment on thier financial and growth situation. Please include any other choices that you might add to my list.
Much appreciated.
John

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: CRWD reports after market tomorrow. I hold it in my U$ account. Down 7%, probably paid too much for it. Buying US market is not my forte. In U$ account I hold CRWD, CAE, TIXT, in C$ account VGG and VFV. I have a balanced portfolio with a bit overweight tech.
I am considering selling CRWD on news and looking elsewhere for better opportunities. Would like your opinion . Could I have two or three of your top picks for non Canadian securities.

Roy

Q: Hi Peter,

I had asked a couple of questions the other day but got a reply to just one of them so I will ask again.
For the US, I own two ETFs; ZSP (8%) and FTEC (8%). I have USD to add another 20% to the US part of my portfolio and would like 7-8 names to add on the current market weakness/rotation. I would appreciate if you could recommend a few stocks for growth 5-10 years at least, don't need dividends, medium to high risk. These names would be in my RRSP and margin account and buyable at current prices.
Thanks in advance.
Kevin

Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!

Q: Looking to add another U S company to either my cash or TFSA account. I have followed MITK for awhile and I believe you like it. I notice it has pulled back a bit. Would it be a good addition and to which account? U. S stocks I presently own are SQ, V, BHVN, AAPL, DIS, FSLY, and ABCL. Do you have another suggestion that I may consider?
Thanks John