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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 am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.

Dave
Read Answer Asked by Dave on September 03, 2021
Q: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!
Read Answer Asked by Kim on September 02, 2021
Q: I want to add to my growth portfolio.
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul
Read Answer Asked by Paul on September 02, 2021
Q: Katapult and other non-bank financials seem to be attracting greater investor attention. Which « have legs » per long-term growth from your perspective?
Read Answer Asked by David on September 01, 2021
Q: Please rank the US and Canadian stocks listed above for growth with a 5 yr +
time-frame.
Thanks
Read Answer Asked by Ben on August 31, 2021
Q: Hi, These stocks have been on a tear recently, specially NVEI, and the guess is, with no specific news. The momentum has simply been Amazing !!! We have no immediate plans to add to or 5-6% position in each. But if we do, does it make sense ? Would you wait for share prices to settle and what would be a decent buy price for each ? Also could you prioritize them in order of current valuation vs growth prospects. Thank You
Read Answer Asked by rajeev on August 30, 2021
Q: Over the last couple of months a lot of Canadian tech stocks have seen huge gains in a very short time.

CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.

1) Do you think this is getting overdone and are we due for some kind of correction in this sector?

2) Are any of the above still good buys after these large, rapid price increases?

3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?

Thanks.
Read Answer Asked by Dan on August 30, 2021
Q: I currently have a 25% Tech allocation with the following stocks : OTEX, KXS, CSU, LSPD, REAL, TOI and MAGT. I am confortable with a little overweight in Tech since lots of growing quality companies are in the sector.
Reading your answer I understand you also have other favorites within the sector : SHOP, NVEI, DSG, etc..

I feel my list of canadian Tech companies (I don't bother buying US stocks, I just buy VUN...) is well balanced but I'd like to know if you would make any change, addition, substraction? Are SHOP and/or NVEI exceptional enough to consider increasing my overweight in Tech?

Thank you
Read Answer Asked by Julien on August 27, 2021
Q: Greetings 5i,

The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.

SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.

Take as many credits as required.

Thank you for the excellent service.
Read Answer Asked on August 26, 2021
Q: In my growth portfolio I have a full position in NVEI and a half position in TOI. When I really like a company’s prospects, along with 5i’s positive sentiment, I am comfortable going overweight. Both of these companies are on my radar for an overweight position. I’m wondering in which order you’d add and would you add today. Please provide a brief explanation.
Read Answer Asked by Warren on August 25, 2021
Q: We are looking to create a 'growth' portfolio using our TFSA accounts. This portfolio will represent a small portion of our overall investments. The portfolio will hold ~10 Canadian and ~10 US stocks. All purchases in the portfolio will be made with the intent to be long-term holds (10+ years).

Using the 5i research reports, model portfolios and Q&A section, we've selected the listed Canadian stocks. Please rank these stocks and suggest any tweaks, additions or subtractions, you might make. As well, please suggest a companion list of US stocks. Thanks!
Read Answer Asked by Peter on August 24, 2021
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