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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: Hi team,

I have had some recent success in the large cap consumer space in the U.S. with WMT, TGT and HD, with the first two, in particular, getting good traction in their on-line sales. It seems like the consumer is alive and well in the U.S. and recession fears are certainly not showing in large cap retail. I like to stay with what is working in the market until it doesn’t. So, that brings me to BBY. It also has been moving into on-line sales but had a few stumbles a couple of years ago, if I recall. On the tariff front, I am not sure if it sources a lot of electronics from China or not. I really don’t have a strong view on BBY, and while it looks like good value here, I am not a really a value guy. What are your thoughts?

Thanks again.
Dave H
Read Answer Asked by Dave on August 27, 2019
Q: What 5 companies each in US and Canada do you think have mutlibagger potential like SHOP?
Read Answer Asked by Imtiaz on August 27, 2019
Q: Hello Peter
I have currently investment in Master Card and I am very happy with.
I want to invest in similar companies Like MA or V in Canada.
Please give mi some names of individual stocks or ETFs available to invest on Canadian market in CAD.

Thanks Andrew
Read Answer Asked by Andrzej on August 26, 2019
Q: Hi there,

Your take on Cisco please? It was a top pick last night with the following comments:

"It represents the future of 5G. It is going to be transformational. New management is going to do extremely well here. (Analysts’ price target is $54.04)"

Do you like this? Is it a buy and why?
Read Answer Asked by Tim on August 26, 2019
Q: i own ayx, would you own rpd as well, do you prefer one over the other.
team you seem to really like this one,all 3 are cloud based saas, how do you rank them or own all 3.
and unrelated real matters keeps hitting 52 week highs, would you buy it today.dave
Read Answer Asked by david on August 23, 2019
Q: Looking at adding one of TMO or ISRG to my TFSA. Can I have your analysis of both and your opinion as to which one would best be suited to a portfolio built towards capital preservation with some growth. Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on August 23, 2019
Q: Hello, Sent a question earlier and your reply is as follows;

PA recommends to reduce my technology exposure which is at 38%. Only problem is I am unsure which tickers to get rid of, like them all.

In my RRSP; OTEX at 4% and XAW at 21% not a direct tech exposure but does hold plenty of tech, just not sure how much.

LIRA: SHOP at 6.5%( recently chopped it from 9% to 5%), LSPD 5%, KXS 3%, QST 2.2%,

TSFA: CUSat 5%

Which one would you pull the plug on?

Tks

Asked by Rino on August 22, 2019
5i Research Answer:

XAW is currently about 22% technology. We like all the names here, and there is nothing stopping you from selling some of each if you want to lower exposure. XAW at 21% is a large position and could also be moved to 15% or so in our view. It has not performed so well either. If you want to sell just one we would lean to QST as the smallest and riskiest.

I should have also mentioned that PA also suggest to reduce my canadian exposure which is above 60%. That is the reason why my XAW exposure is at 21%. Having said that if I were to sell roughly 6% of XAW, can you suggest another non canadian etf to invest in? Seeing that XAW covers basically everything for my international exposure.

Thanks again!
Read Answer Asked by Rino on August 23, 2019
Q: Q: Could I please get your thoughts on those company and whether you think it’s a good buy? Thanks Claude
Read Answer Asked by Claude on August 23, 2019
Q: On a risk/ return basis, which two of these would you prefer and why please.
Read Answer Asked by Ron on August 23, 2019
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