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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 own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?
Read Answer Asked by Peter on March 18, 2022
Q: I hold TTD, NVDA, UCTT, VEEV, APPS abd AFRM in the USD section of my RRSP. TTD and NVDA are still green, the others are down, 30-50% with AFRM down 76%. Do you see any holdings that should be sold and added to the others?
Read Answer Asked by Kim on March 16, 2022
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
Read Answer Asked by Gerald on March 15, 2022
Q: Looking for a few names in the US and Canada where you think recent market activity has left them with an attractive fundamental to Mr market delta. Thanks!
Read Answer Asked by Andrew on March 14, 2022
Q: Could I have a proxy for APPS:US and GH:US? Would you buy back in 30 days or would you recommend another stock, if so, which ones? Same risk level and APPS/GH.

Thanks for your service?
Read Answer Asked by Ozzie on March 14, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?
Read Answer Asked by Andrew on March 08, 2022
Q: I know the environment is iffy, but with tech on sale, and other tech (also on sale) flush cash, when do the bigger fish start gobbling up the smaller fish, and what, in your opinion, is holding them back? Thank-you.
Read Answer Asked by Alex on March 07, 2022
Q: I don't know what to ask since my previous question seemed to be regarded as naive and critical . The situation has only become worse as Atlassian Corporation (TEAM ) + Shopify (SHOP) + Lightspeed (LSPD) + Digital Turbine (APPS) ,Crowdsrtrike (CRWD) and Boyd (BYD) are getting hammered every day . I can't see any signs of a rounding bottom , or recovery in these names . Now NVDA had a double bottom breakdown . "Holding" has increased my losses and now other sectors have plunged ... Post Mortem: Reducing Tech and deploying funds into Energy, Materials ,and Financials would have been the best move in recent months . Is it still ?
Read Answer Asked by Thomas on March 07, 2022
Q: Dear 5i
I want to buy one of these four stocks listed for each of our TFSA`s .
Assuming an otherwise balanced TFSA which of these stocks would you choose for each ?
Thanks
Bill C
Read Answer Asked by Bill on March 03, 2022
Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?
Read Answer Asked by Timothy on March 02, 2022
Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
Read Answer Asked by joseph on February 25, 2022
Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??
Read Answer Asked by Timothy on February 24, 2022
Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?
Read Answer Asked by James on February 24, 2022
Q: I own both of these companies, and would like to add more to my current positions. I know you like them both as long term investments. Do you prefer one over the other?

My other question is: What is your opinion about selling puts to add to these positions? Volatility is very high on both, so I would get a decent premium, and I (possibly)get to buy them at a much lower price. This just seems like win-win to me. Are there any risks in doing this that I'm not aware of? I am not using any margin for these purchases.

Thanks for all that you do
Read Answer Asked by Ed on February 24, 2022
Q: I know you follow and like both adtech companies APPS and TTD but there have been no questions on applovin which seems to be a big player in this market as well + recent purchase of mopub. I was wondering your thoughts on this company and its outlook how would you compare it to apps and ttd and where would you rank it for growth potential?
Read Answer Asked by Michael on February 24, 2022
Q: Hi 5i Team,

Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:

1) tech sector (excluding FAANG stocks)

2) all sectors other than tech

Cheers,
H
Read Answer Asked by Harry on February 24, 2022
Q: Hi 5i Team - Could you provide the names of some beaten down stocks that have a decent chance of recovery over the next year or two. This is a relatively short timeline but I'm looking for companies that still have a good balance sheet, are well managed, have good prospects, and yet have still been caught in the downdraft along with the negative market sentiment. Any sector and any market cap but with a focus on small to mid-cap. Thank you.
Read Answer Asked by Rob on February 23, 2022
Q: What would be your current top 5 buys in the US and Canada? Thanks
Read Answer Asked by Dave on February 22, 2022
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