Investment Q&A

Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Q: Please rank from most conviction in a recovery to least conviction. Thank you

Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX

Q: Which 5 Canadian growth stocks would you start to accumulate today? Cash account.
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks

Q: Only within the last two months we were at record highs, now we’re in a bear marker for the Nasdaq and S&P nearing one. Futures are selling off again here Sunday night. US administration is digging the heels in on these tariffs.

What are your thoughts on the Trump and Fed put? If they don’t change course soon, the economy is going into a recession and midterms next year will be ugly for the GOP. Looking back at all previous crises, what do you think will happen in the next 6-12 months and what’s the game plan? VIX at these levels and large consecutive down days have resulted in nice future returns 1,3,5 years out. Let’s say you had 100k to invest now, how would you deploy over the upcoming weekly or monthly interval? Which 5 CDN and 5 US stocks would you continue to buy on any weakness, assuming only market related? Thank you!

Q: What is your view on AXON moving forward? If it is a hold/buy what is a reasonable time frame?

Thanks for your steady hand. It is much needed and appreciated.

Janet

Q: Could you please list these industrial stocks in order of conviction from best to least conviction. thank you.

Q: for a 5 year plus hold please rank the above from top to bottom.

Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!

Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?

Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.

Q: Can I please have your thoughts on Axon's earnings announced on February 25th. After it's huge drop this past week is this a buying opportunity or a chance to get out? Your overall thoughts on the company would be appreciated. Thank You.

Q: For a long term hold how would you apportion $30,000 among Axon,Crwd,Nbis

Q: Please comment on the recent significant draw down. Is the stock considered expensive at current levels?

thank you

Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.

Q: Please rate the following stocks to purchase today for a long term hold.

Q: I hold these small/mid cap stocks. Most have done well.

It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?

Thanks
Tim

Q: Hi Peter and team,
Can you recommend five U.S. and five Canadian diversified stocks with medium to high risk, strong growth potential, and at least positive earnings?

Q: Hi Folks,

Can you suggest 3 conservative growth stocks and 3 aggressive growth stocks for each the U.S. side and the Canadian side that you would be buyers of today for a 5 year hold?
Many thanks for your sage advice through the ups and downs of this turbulent market!

Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H