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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 enjoyed your piece in the Globe comparing FAANG to DOCKS. Not considering weightings, could you provide 5 US stocks where you currently see "FAANG" like potential?
Read Answer Asked by dan on August 09, 2018
Q: Hi 5i. I trust your summer is going along swimmingly well. I
In my Info Tech I own; NVDA, CSU, GRUB, GOOG, FB, KXS, SYZ, SHOP, ADBE. and RHT. I am looking to sell and or shave one or more to purchase TEAM and SPOT. Can you suggest which please. Or would one add to my existing. My Weights are good and in line.
Thanks again ahead of time..I'm still very happy with all you do for us.
Read Answer Asked by El-ann on August 09, 2018
Q: hi folks

can you please offer any insights you might have on CWH?

thanks

Read Answer Asked by Robert on August 09, 2018
Q: Hello,
Could you please comments on BRKS and MKSI earning and outlook. I have both BRKS and MKSI. Should I switch to MU?

Thanks

Victor
Read Answer Asked by Victor on August 09, 2018
Q: Hi 5i,

I own all the above in the healthcare sector. After reading many comments on JNJ, I am getting a bit concerned. Would you continue to hold on or would you replace it with something else in the same sector? It is inside an RSP so no tax for selling and it is a long term hold as I do t need the money for over a decade.

TIA!
Read Answer Asked by Wayne on August 09, 2018
Q: I only own 2 USA stocks, JNJ and PFE. JNJ has grown over the years to 2 full positions so I need to reduce my holdings in JNJ. JNJ pays a nice 2.7% dividend and has grown significantly. What recommendations would you have for a replacement that pays a similar dividend and has some growth potential. I am retired and rely upon the dividends generated in my RRIF.

Wayne
Read Answer Asked by Wayne on August 09, 2018
Q: I have held both Amazon and Shopify as a means to gain exposure to the online commerce sector. Given the relationship between the two, would you recommend owning choosing only one, continuing with both or adding another name into the mix?
Read Answer Asked by SCOTT on August 09, 2018
Q: Hello 5i,
Upon the recommendation of selling JNJ 64 shares with $6,000 profit, should I add PG to my portfolio or add to my ABBVIE, MRK and CSH.UN. Now I am at 5% in health sector holding these four stocks. I have 60 positions in all with 46 positions in segregated funds. I am 72 years young and investing for income. This is going mostly into an RRSP.
Thank you,
Stanley
Read Answer Asked by STANLEY on August 09, 2018
Q: Recently, 5i has supported members' suggestions to switch out of JNJ into something else given the legal difficulties that JNJ faces. I generally like to hold indefinitely; given this anticipated time frame, and my preference for safety and a good/growing dividend, do you think I should switch as well? Do you view the alternatives I've listed as less or more risky than JNJ overall? Are there non-pharmaceutical alternatives in the US healthcare space that would provide an equally secure and growing dividend that you would recommend? Thank you.
Read Answer Asked by Walter on August 08, 2018
Q: What are your thoughts on Prologis (PLD)? (notwithstanding your non-US coverage) Is this a good way to invest in the real estate market in the US? It pays a nice healthy dividend, and seems to be a steady Eddy company with some growth ahead of it. Do I have it right if I wish to invest in this for steady dividend/some growth, in an RSP?
Read Answer Asked by Sylvia on August 07, 2018