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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 5I team, of the above mentioned companies, which one would you add today to bring into full position ? thanks.
Read Answer Asked by victor on August 24, 2018
Q: Hello, I am a young retiree in my sixties I have a portfolio focused on growth while promoting dividends. I would like to add to the titles mentioned so that they reach 5% of the portfolio. Could you place them in order of preference according to these criteria with a horizon of 3 to 5 years. Feel free to suggest reducing or eliminate any of them to free some cash to add to others. Thank you
Read Answer Asked by Yves on August 20, 2018
Q: Good Morning;
Both companies appear to have been caught in recent Tech sector selloff. Both also continue to struggle to recover. Has anything changed in underlying fundamentals of either company that would cause concern or limit growth prospects going forward? In addition, was the market reaction extreme and would you expect a (partial) bounce back up or will both companies require some catalyst to maintain/gain growth and regain lost share value?
Thank you
Ian
Read Answer Asked by Ian on August 20, 2018
Q: Prices are down quite a bit from their highs.
Do you think one of the reasons for the decline is a switch by some investors from growth to value?
If so and faced with higher interest rates in the future it might time for you to consider starting a value equity model portfolio
Please comment
Read Answer Asked by Terry on August 13, 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: 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: Which is the better buy to put fresh new money? if not these 3, what would be your best buy pick right now in tech (Can/US/China)?
Read Answer Asked by Jeff on August 03, 2018
Q: I know Shopify is closely related to Amazon. Can you explain how can Shopify be negatively impacted by Amazon please.
Please comment on Square earning release .
Thanks
Read Answer Asked by Lai Kuen on August 02, 2018
Q: Good day,

I currently own the subject shares in my TFSA portfolio. Are these stocks still worth hanging onto with the current volatility? I was considering selling everything and going with Vanguard or iShares.
Read Answer Asked by Enzo on August 01, 2018
Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin
Read Answer Asked by Fooklin on July 31, 2018
Q: Hi, Could you please post street estimates for the quarterly results expected during this week. Thanks
Read Answer Asked by rajeev on July 30, 2018
Q: Hi !

I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
Read Answer Asked by Jacques on July 04, 2018
Q: Hi 5i with the new 5-4 ruling on sales taxes for online retailers in the U.S. how do you think this will affect SHOP or other companies in the online retail space? Also do you have any suggestions on companies that may benefit from this move? i.e. tax software companies or? Thanks for the great service.
Read Answer Asked by Kolbi on June 25, 2018
Q: Good Morning Team,

Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?

Thank you for your helpful insights as always!

Read Answer Asked by Saeed on June 21, 2018
Q: It's getting a little scary to see such huge profits in my portfolio (Cash, TFSA, RRIF). I know you are flexible about percentages, so I'd like your opinion on whether to reduce the following equities and by how much?

SIS 7% ; BABA 6% ; NVDA 9%; SHOP 8% ; ALGN 6% ; DOL 9% ; PBH 9%.
Many thanks for all your thoughtful advice.
Read Answer Asked by Elaine or Gerry on June 19, 2018
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