Investment Q&A

Q: Please name a handful of stocks (Canada and US) that you deem to be strong holds for 5 years that seem markedly mis-priced to the low side.

Q: Good Morning,
I would like to make room in my TFSA for APPS. From the list above which would you suggest dropping?

Q: As a follow up to my previous question regarding the number of stocks, which two stocks do you have the highest conviction in if the goal is pure growth over the next 10+ years (GUD, EGLX, APPS, NVEI, and TOI)

Q: Assuming you could keep track of N companies, would it not make sense to own as many as possible if business fundamentals are good, the price is reasonable, and you have the funds? This is compared to trying to select which specific company to add to or purchase from a basket of options. My understanding is that often a few really great companies can end up carrying your portfolio and make up for the losers (I believe this was from Peter Lynch's book). The reason I'm asking is because I look at more volatile growth stocks like APPS, AT, NVEI, EGLX, TOI and GUD , and keep asking myself that question. I'd love to hear your thoughts.
Marc

Q: Hello 5i extraordinaries!

I am down 30% on APPS and while I realize August has been hard on growth performers should I be concerned? Do you know of any material reasons why? Are you still bullish on it?

Many thanks for helping us all sleep at night!

Q: When looking at growth vs value or tech vs more cyclical stocks, we have seen stocks like GH go from $181 to 99, Coupa from $377 to 208 or Acuity Ads go from $26 to $8 while the DOW hits all time highs. My question is what do you expect would happen to this type of small, growth company when a correction comes? Have they been punished enough that they are buffered or even so an inflow of capital in a rotation or would they likely be punished even more severely due to (still) high valuations? As a part 2 to this question, what would be your five favourite growth stocks that have been beaten up and would you start positions in them today or wait for further declines?
Thanks!

Q: Is this a good long term stock? can you recommend a few other US stocks in this price range that you feel are strong holds forn5 years.

Q: Benzinga reports unusual options activity today for Digital Turbine. I purchased recently and am down. Can you explain what this means and what effect it will likely have on stock price.

Sentiment: BULLISH
Option Type: SWEEP
Trade Type: PUT
Expiration Date: 2022-03-18
Strike Price: $45.00
Volume: 820
Open Interest: 14

Q: How would you order these in terms of potential. In what order would you buy them today?

Thanks,
Milan

Q: Is this a good time to initiate a long term position in Apps? Thanks

Q: Hi,
I thought the earnings were great and so was the guidance.
Is there something wrong with this stock that maybe I can’t see.
It’s down almost 5%.
Thanks

Q: I have 1.4% of my total portfolio in AMZN in a TFSA. I realize this isn't much of a commitment and am tempted to sell and invest the money instead in one of my other TFSA holdings (all of which are around 3%): LSPD, NVDA, APPS, ADBE or GOOG. Your advice, please.

Q: Hi ,
if you were to pick two stocks from the US markets to put one in the Model portfolio and one in the Growth which would you recommend. Please specify which one you would add to each portfolio.

Thanks.

Q: Good morning

This is a mixed bag. For a 3 year period, I am looking for those with most upside potential. Which would you advise to buy more and those to sell in order to buy more.
Thank you

Q: Hi,
I am looking to take a position in APPS. The stock is down roughly 38% from its high.
I am looking at a 3-5yr time frame and have a high tolerance for risk.
Could you share your thoughts on this stock?
Thanks

Q: Hi Team,
Three part question. Firstly, I know as professionals you do not recommend “winners” climbing to over a certain % of ones Portfolio. However, if early investors in Apple or shopify for example would of bailed ; some would not be millionaires now. Or in some cases , billionaires where the CEO’s are holding most their wealth in their company stock. How can one hope to land that “life changing trade”(1000% or more) if one keeps trimming eternal winners ? Does it not make sense if a person finds that “winning company” to keep holding of goals are set high?

Secondly..is GSY one of those stocks, if you were to choose the likelihood of a solid company with good prospects, to choose to be overweight in and aim for that life changing 1000% move over a 10 yr or so period? I ask this company specifically because I am overweight this company and this is my goal. (Up over 200% so far and metrics still make this stock look cheap to me)

Thirdly… if you were to speculate a few different companies, either US or Cnd as your “best guess’s” so to speak of having the likelihood of producing 1000% gains over the next 10yrs or so; what would they be? Thanks for your input and deduct credits as you see fit. Thanks
Shane

Q: Hi Guys,

Really like your recent blog post "These are the stocks you should hold on to....". I wonder where we would be able to find these metrics mentioned in the article for a stock, especially growth rate, profit margin, and sales growth rate.

Also, what is happening for "APPS", the share price is just dropping day by day event on days that general markets are up. I have a small position about 1% of my portfolio, currently underwater, should I add more, hold on or sell?

Thanks

Q: Good Morning 5i Team,

I'm trying to pair down the number of growth stocks I own. From this list, which two would you have the most confidence in for growth potential over the next three years and which two the least. Thanks very much.

Brad

Q: Peter; Is there a large short position on APPS? Seems to be a lot of selling on no really bad news. Thanks. Rod

Q: 1)Please rank these companies in terms of long term growth.
2)Would you have any concerns buying at current prices?