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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 finding myself a bit on the heavy side lately in the "technology" sector, which has certainly not been a bad thing. My question is whether or not it warrants a bit of a higher weighting as the sector seams to be broadening so significantly with companies such as REAL, which services the real estate and insurance industry, being classed as Tech sector. With the spread of technology into all industries and aspects of our lives, there seems to be some discrepancies between companies that develop tech for use in an industry being classed as tech or the specific sector. Another example could be CAE which could be argued as transportation and healthcare to a degree but is classed Tech. I Understand that these are just titles and weightings can be a bit flexible. I realize this is a bit of a nebulous question but your comments, clarification are always much valued.

Secondly, I have some cash to deploy and other than technology, what other sector or sectors would you favour (other than to deploy based strictly on a perfectly balanced portfolio, sector wise) would you favour for the longer term at this point in history?

As always, thanks for the sage advise!

John
Read Answer Asked by John on February 13, 2020
Q: Roku reports on Feb. 13 and it has beat estimates constantly since the 4th quarter of 2018 and so, I read some projections about what they are expected to report but a lot of those numbers don't mean a lot to me and so what I would like to know is it projected to have another good quarter?
GIB (CGI) Recently another member was asking whether this was a good buy with the pull back and you didn't seem too hot on it. BNN guest today also didn't seem too hot on it. What would be a good replacement for it? Thanks for your good service Dennis
Read Answer Asked by Dennis on February 10, 2020
Q: Hi, I'm currently holding these stocks for Tech (21% of portfolio):
SHOP,KXS,GIB.A,FB,GOOG, LSPD, CSU, XLNX

I've been looking at TEAM, TTD, AYX but haven't pulled the trigger. Would any of these overlap with my current holdings? Which one would you purchase to compliment my current holdings? I know its highly personal as well, but what would be your max sector allocation? I'm a long term growth investor. Thanks!
Read Answer Asked by Keith on February 10, 2020
Q: hi there,

Often see questions about how to invest in AI - thought i would pass this article on - interesting perspective and investment portfolio:

https://seekingalpha.com/article/4316399-ai-portfolio-40-growth-yoy-review-and-adjustments
Read Answer Asked by kelly on February 10, 2020
Q: Q1- There appears to be increased emphasis on the growing video gaming industry as opposed to more tradional media. Are there any ETFs that focus on that space?
Q2- Please provide your top 3 recommendations for Healthcare ETFs.
Thank you.
Read Answer Asked by Wendy on February 06, 2020
Q: I bought Roku a few months ago in my rrsp and resp and have lost money since. Do you still like this name? I don’t know whether to sell it now and take the loss or see how it goes when it report, although I’m worried about a big pullback of expectations are not met. I only want to own stocks that are going up and if they aren’t going up anymore, I get a strong feeling not to own them. Thanks.
Read Answer Asked by Jason on February 06, 2020
Q: I'm interested in investing in any North American companies that would benefit from the 5G network infrastructure that is being put in place in the world. I'm thinking of companies that would build 5G networks but it could also be companies that would benefit from 5G. Can you please list your top 3 choices? Thanks.
Read Answer Asked by John on February 04, 2020
Q: Hi
If you were to list these companies percentage wise for growth in the next 2 to 3 months. Based on your analys, which company would rank number 1 and so on.
Thank you.
Read Answer Asked by Bart on February 03, 2020
Q: Hi 5i team,

There hasn’t been a question on DOCU in many months. I know it is expensive on many metrics but that is the same with many tech stocks. Even in the past two weeks, with the market turmoil over the coronavirus, I have noticed that DOCU keeps making new highs. As you know, DOCU’s core product is the ability to sign all business, legal and real estate documents electronically. There is no need to meet with another human being, be in the same room with them and breathe their air. We can all just live in a bubble. I know I am going over the top here, but what are your current thoughts on DOCU? I have not seen any recent news. It is also one I follow for its takeover prospects by a big tech company.

Thanks again.
Dave
Read Answer Asked by Dave on February 03, 2020
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