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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: Hi 5i,
In reviewing my asset allocations, I am underweight in US and International. I am also light on Healthcare, Industrials, and Technology. Are there any companies (top 5) that jump out at you as growth based names that could help with this in terms of a 'two-birds-one-stone' approach?
I have a 10+ year timeline and a high risk tolerance.
Thanks in advance!
Read Answer Asked by Kyle on March 02, 2021
Q: Hi Peter and Staff
I added these stocks and PLTR a few months ago due to your good vibes in Q&A.

So far I have sold PLTR at a profit after its volatility on earnings last week

Do u still feel good on the rest even if we hit a “tech bubble” or sector rotation as far as the long term ?

Are any of them under capitalized ?

Multiple credits of applicable

Thanks for all you do
Dennis
Read Answer Asked by Dennis on February 25, 2021
Q: I hold a 3.3% position in CRWD at ACB of 213.89. It has gone from the $240s range low 200 range over the last few days. I can’t find any real fundamental reason for the drop other than profit taking in the tech sector as investors rotate into interest sensitive stocks. In fact most of what I find is bullish. I’m looking to add to my position. Am I missing anything here? Would you consider it a buy here ?
Read Answer Asked by Roy on February 25, 2021
Q: Unity software was recommended earlier this year as one of your top US growth stocks. It is now down over 40% from it’s high. I’ve been watching but never bought. Would you still rate this as one of your top US growth stocks. And with the recent pull back what would be your top US growth stocks currently.
I’m a long term member and thank you for getting me into numerous growth stocks since 2014 which I would never have bought and which provided handsome returns. So many thanks for being there for us little guys.

Steve
Read Answer Asked by Steve on February 24, 2021
Q: Hi team,
I am looking to add some new money to a tfsa. It looks like there have been some sizable pullbacks and leading stocks from some of your CA and US favourites...could you please suggest three of each that you might advise investing in at this point?
I already have sizable positions in TFI and GSY.
Thanks as always!
Read Answer Asked by Peter on February 24, 2021
Q: Hey 5i,
Say that you are a “very aggressive growth investor/trader” using a commission-free brokerage and a stop loss strategy to mitigate risk to make sure you are far from the last one out when a downswing/correction/crash happens.

1) What would be your current top 15 highest conviction aggressive picks that you think would appreciate the most in 2021 (USD and CAD), regardless of any other considerations like sector weightings.

2) On businesses that you are most comfortable with (GOOG, AAPL, MSFT) what would be the highest weighting you’d be OK with? The stop loss strategy to mitigate risk applies.

Please deduct the appropriate credits, thanks !
Read Answer Asked by Michael on February 23, 2021
Q: Good Afternoon,

I am overweight in tech. Which of these would you reduce/sell first?

Thanks.
Read Answer Asked by Janet on February 19, 2021
Q: In my US account, I hold Berkshire, Disney and MasterCard. I was thinking of selling one of these to free up some USD to purchase CRWD for more growth. Which one would you suggest selling if you were in this position?

Or, if it were possible, would you suggest converting some CAD to USD to purchase CRWD, and keep the US stocks that I have already?
Thanks
Robert
Read Answer Asked by Robert on February 19, 2021
Q: Hi there,

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

Thanks!
Read Answer Asked by Michael on February 19, 2021
Q: Hi group ITP now 20 % off the highs generated by their last quarterly report. Any idea what is going on with this stock is it a buy sell or hold
Second question if you were to buy 3 stocks in the US and 3 Canada with moderate risk/reward what would your picks be and why ?Thanks for all your help its much appreciated


Read Answer Asked by Terence on February 18, 2021
Q: Top 10 stocks to add today to my TSFA (US or Can). I have Well and XBC today. Looking for growth with a 7-10 year investment horizon.
Read Answer Asked by Don on February 18, 2021
Q: Hello 5i,

I have enough money to open a new 1% position in a portfolio that is intentionally a little overweight in tech, but otherwise well-diversified. I currently don't have any pureplay cybersecurity companies or any pureplay fintech/payments companies (although I do own MELI, STNE and SE). Which of these two sectors would you invest in first. I was thinking CRWD for cybersecurity and SQ or PYPL for fintech/payments.

Thanks
Read Answer Asked by Lee on February 17, 2021
Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!
Read Answer Asked by Matthew on February 17, 2021
Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.
Read Answer Asked by Neil on February 09, 2021
Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.
Read Answer Asked by Jason on February 09, 2021
Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!
Read Answer Asked by Grant on February 08, 2021
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