Investment Q&A

Q: Please give me some US industrials (large and mid cap) that you like.

Q: When I try to buy Google, it gives me a option to either buy GGOG.C
or GOOG in canadian as ALPHABET INC.CDR hedged.

Which is better for a cash account.

Also, whenever I buy any US stock, as soon as it shows up in my TD Waterhouse account, it is a couple of hundred down ( even if the stock price is the same ), why is that so.

Q: What do you think of this ? Seems pretty beaten down at the moment and wondering if this would be a good time to enter a position.

Q: Hi,

If one would want to start with 1/3 position in a small cap value etf or mutual fund in tsfa, which ones would you be inclined to buy?

I did a fast scan and IJS looks pretty good, your thoughts?
Are you aware of any mutual fund that's worth a look? And lastly, are there any cons in holding US etf's in a tsfa?

Thank you
Rino

Also,

Q: Is there a reason why Verizon has dropped so much? (I must have missed a news event). Is this a good long term buying opportunity?

Q: Recently it was recommended to me to sell KSU and buy FDX. What do you think?

Q: hello 5i:
no questions about this company. Strange, as it looks like a solid Industrial holding. Can you discuss and offer your opinion. Already hold LMT, TFII, NTR, and AC in the Industrial space, so would you add to an existing position, or would CR be a good addition to this mix.
thanks
Paul L

Q: I am considering investing in an electric vehicle company for the long term (5 to 10 years). Would you consider Lucid to be a good investment at this time? How would you compare Lucid to other electric vehicle company investments? Thank you

Q: Hi Peter, what are your latest opinions of these 3 financials ? Pls rank them in order of your preference for new money. We own SBNY. Thank you.

Q: The battery company ESS went public through a SPAC with Acon S2 Investment Corp. and starts trading on the New York Stock Exchange on Monday under the ticker symbol GWH.

Your outlook on this?

Thank you.

Q: Hello team,

I am up 40% on CAE, which I don't think is going any farther until planes are back in the sky in a meaningful way. Would you agree?

If you more or less agree, I am thinking of selling CAE and put the proceeds to one or two of the followings ordered base on my losses in each. The original investment is almost the same amount in each stock with the exception of BLFY which was 1/2 of others:

U (+7%)
Appl (-1%)
ABNB (-5%)
PLTR (-6%)
CRNC (-23%)
BLFY (-40%)
PINS (-28%)

Would you average down or would you sit tight? I know you don't like averaging down in general, but I thought I would ask as sometimes there are better growth opportunities and it does make sense to build up a larger position.

Thanks for the help!

Q: Hi 5i - From the following 9 US stocks - which 3 would you have the highest conviction for (with a short why for each): AFRM, ABCL, GOOG, AAPL, COST, CRWD, FLGT, NVDA, NKE

Q: I have PINS at a loss, would you recommend selling (for tax loss) and re-purchasing after 30 days or would you move on?

Thanks for your service.

Q: What do you think of Sysco for a 3 year hold

Q: "Coinbase just announced that it will be taking on some of the biggest players in the hottest new market: NFTs." Saw this in the news, what does this mean for the future of COIN? To the moon?

Q: Hi There,
I'm thinking about picking up a small position in either APPS or NVEI:US.
Any preference between the two at this time?
Thank You,

Q: According to portfolio analytics I need to increase my allocation to healthcare.
Have MRK. Please rank the following from 1. growth perspective 2. safety perspective: MDT SYK ABBV ZBH REGN

Q: What can you tell me about this company for a speculative 2% position in regards to management,growth,possible industry moats and debt/cash.Do you think this is a good entry point thanks for your great service.

Q: As a new subscriber, I’m thoroughly impressed with your advice and 5i Research services overall - thank you for all that you do.

I currently hold ABBV, BMY, CVS, and GSK in a long-term hold, diversified RRSP portfolio. I’m not necessarily looking to add further healthcare exposure, but am very interested in the long term prospects for MRK +/- ISRG and would appreciate your opinion on them. And compared to my existing companies, would there be a suggested ranking of these six in terms of potential for long term compounding growth?

Q: I have not had funds to start a position in APPS until today after trimming some gainers that have grown too big in my portfolio (all 5i suggestions so thank you very much!). APPS has had quite the run in the past month (up 30%). Do you see this as a BUY today? Has it run too far? Do you recommend initiating a position today or would wait for a pull back (suggest a good entry point)? Do you still like this one for the long term?