Investment Q&A

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!

Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

Q: Good afternoon 5i Team!

I would like to get your opinion on Mitek versus Crowdstrike. If you were to purchase one of these today for a one-year hold, which would you prefer?

Thank you.

Brad

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Q: U want some exposure in the cyber security area, Which ft these two ETFs do you prefer? Or, would you suggest a single stock as a better option? Thanks

Q: Hi Peter,
What would be your today buy recommdation for fundamentally excellent companies ( canadian and US) in the small , middle and large cap categoies and have expected high growth in the near future. Appreciate ranking them by category and risk.
Thanks

Q: hello 5i:
From a risk/reward perspective, how would you rate the above companies, understanding that some have a short history and in the case of Topicus, no history (on Canadian exchanges). Can you provide a short summary of your #1 rated company of this group, please?
thanks
Paul L

Q: Please update your "favs" long-term 10 year HOLDS or "keepers", CAD and USD - up to 20 names . Looking for high conviction ideas. I am retired and have no need for income. I would like to check my portfolio against this list and make adjustments as necessary. Could you provide (a) rationale for each, and (b) percentage you would allocate to each.
Thank you

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Q: Hi 5i team,
With the current market volatility, I want to review my tech holdings and dispose of weaker ones. The review criteria are: 1. Profitable 2. Double digit revenue growth forecast 3. Healthy balance sheets. From the listed companies above, which do NOT meet these criteria? Many thanks.

Q: Hi There,
I currently own GSY, KXS, SHOP, U, AND NVDA and would like to add one more growth name to my portfolio. I am considering CRWD, LSPD or WELL. What would your order of preference of the three, and/or are there any other growth names that you would suggest that may be a better fit?
Thank You

Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.

Q: Hi Peter,
Thanks you very much for introducing PLTR on BNN a while ago. It seems to be a winner!
If you appear on BNN now, what would be your top picks (US only)?
Comparing US stocks with Canadian stocks which soon might be listed in US( such as AT.to), do you think these Canadian stocks have some advantage? In another word, should I just pick the top US stocks for retail investor like me?

I really appreciate your opinion!

Q: Been looking at Crowdstrike for a while. I see it's been pulling back a bit. What would be a good price entry in your opinion.
Tks
Kevin

Q: In a $700000 plus portfolio, cash, TFSAS & RRIFs I own the following securities in the indicated percentages.
AQN-4.1%;BAM.A- 3.27: BEPC-2.08: BNS-3.69:
BYD-3.79: CAE-4.22: CAR.UN-3.6: EIF-4.13: ENB-3.1: GSY-4.73: KXS-2.6:LSPD-10.11: MG-3.36: PBH-3.37: SLF-2.5: T-3.79: TFII-2.94: THNK-1.55: VFV-3.67: VGG-7.94: WELL-4.14: WSP -4.28: CRWD -3.51: VEEV-4.47: Cash-5%.
Took profit and reduced positions in TFII and KXS. To deploy this cash, are there any undervalued securities that you would consider as an appropriate addition to this portfolio? I think that growth and value can be synonymous.
What are your thoughts on CRWD. Would you continue to hold it or look for better opportunities elsewhere. If so any suggestions would be appreciated.

Q: Of these two, CRWD and SAIL, which has better growth opportunities?

Q: Howdy,

AYX seems to be at a crossroad. It may turn things around and resume high growth by upgrading their cloud offering or perhaps be displaced due to their older server based software architecture. Should I sell AYX to initiate a position in NVDA or increase an existing CRWD position? Or just stay put with AYX to see how it turns out? Appreciate your opinion.

Thanks.

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Q: In terms of largest growth potential for 2021, what u.s. stocks would you recommend as a buy today?