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Investment Q&A

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

Q: I would like to narrow this list down to the best 10 to hold in a long term taxable portfolio. What would you suggest be the top 10 stocks? I currently hold all of them but would like to sell this down to 10. I like holding 10 stocks with about 10% in each as a risk/reward balance. Thank you - and thanks for some of these names which came from you! I am only down on Amazon and BN at this time.

Jason
Read Answer Asked by Jason on March 24, 2025
Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!
Read Answer Asked by Ozzie on March 10, 2025
Q: Hello 5i,

The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.

Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.

If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!

Thank you for all of your help and wisdom.

D&J
Read Answer Asked by Jerry on February 18, 2025
Q: Hi,
Currently holding 2.46% position in HPS.A. With its larger revenue exposure to Canada and Mexico and impact of potential tariffs, does it make sense to diversify/trim and move some funds into POWL or PWR and which would you choose between the two currently? Thanks!
Read Answer Asked by Keith on February 03, 2025
Q: Good day,

I've picked up the above on 5i recommendations, and they started as small positions, but have done very well TVK+150%, VRT+200%, POWL +120%, and 3 months on CLBT+45%. I had a bit of usd in my TFSA and put it in CLS last week, already +20%. I assume much of that due to Trumps 'promises'.

Now that these small positions have become as much as say, my initial purchase amount on BAM, is this a thing that one adds to, since my initial buy was lower? Or now that it's a larger position you just let it ride? With 5is help and my own dd, I've been doing very on my winners:losers ratio, but have a hard time determining what is a good point to add in. Are these names worth adding to before they report next? Please rank in order with which you would add to.

Cheers,

James
Read Answer Asked by James on January 23, 2025
Q: I'm not sure what the differences between these companies are? In this theme of electrification, what areas and which specific US and CDN companies would you suggest for a long term hold?
Read Answer Asked by Graeme on November 26, 2024
Q: Good Day,

POWL went basically up 100$ and down almost as much within a week or 2, what happened? Any significant news?

My personal experience with these types of moves has been mixed, sometimes I let them run, and sometimes "Something doesn't seem right/too good to be true". The exits have been on 'psychology' type stocks and have been pretty successful (TSLA, first buy on SMCI, etc). I know it comes down to position sizing, but are some general guidelines or metrics to look at that can help decide whether it's worth trimming your position or not?

Secondly, PLTR. I have read a lot of the comments on it, and see the value in where they have positioned themselves, but am also concerned about the valuation, and how only a small slowdown could significantly tank the share price.

With the addition to the SP500 being one of a list of its catalysts, are there other companies with solid fundamentals, market share, and or momentum that are on the shortlist/likely to be added to a major index in the coming year or 2? Could you provide 2 or 3 condidates for the TSX60, SP500, NASDAQ100 and any other significant ones that may be of interest.

Thanks!

James
Read Answer Asked by James on November 20, 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: Hi team,

I am trying to pick a 2 or 3 small/mid-caps for strong growth for at least 5 years. What are your views on the stocks above ? Do they fit the bill ? What is the risk factor ? Any better suggestions ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on July 29, 2024
Q: Though different, of these three companies, which would likely have a better run in the electrification theme? Are there better US plays on the theme?
With many thanks.
Read Answer Asked by David C. on June 06, 2024
Q: Could you please give me 5 or 6 of your favorite momentum stocks at present?

Thx
Read Answer Asked by blake on May 07, 2024