skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi There,
I am currently looking at adding one US stock to my RRSP account. I currently have JPM, VTI and IWO in the account. Of the above listed stocks or any others you feel would be a better fit, which would you recommend? Timeframe is 10 plus years.
Thank You,
Read Answer Asked by Kevin on April 18, 2019
Q: Hi guys, thanks for the excellent service and continued improvements. I find the new Portfolio Analytics section very helpful. Long winded question here so please deduct as many credits as you see fit.

I am overweight in tech, at 40% overall. I have 40% tech in both my RRSP and TFSA.

The biggest names I have are AAPL 9%, TEAM 6%, and NVDA 6%. All of those are held in the US side of my RRSP.

I have a mix of 15 stocks in my TFSA, roughly equal weighting. The tech holdings in there are PHO, KXS, CSU, SYZ, SHOP. Each comprises about 6% of the TFSA but just over 1% of overall holdings.

I am 7-8% underweight in:
consumer defensive,
communication services,
industrials,
utilities.

I feel I should trim back or sell at least one of AAPL, TEAM or NVDA but hard to given they have all been growing and have potential to grow further. Are there any obvious choices to cut or pull back here? Can you please suggest at least one name from each of the following sectors:
consumer defensive,
communication services,
industrials,
utilities.

thanks !
Mark
Read Answer Asked by Mark on April 18, 2019
Q: Would you take a short term trade position on XPO with the "gambling" portion of your account? If not, do you have a better idea? I own NVDA and MU already, MU is a shorter term idea, NVDA will have to be trimmed soon due to size in my portfolio, but plan to keep a full weight for years.
Read Answer Asked by Charles on April 12, 2019
Q: Looking to purchase a position in something (sector or weight not important) with good growth potential over 2-5 years looking for both US and CDN opportunities. Two names popped up recently on my radar TRQ and Chemtrade . Realize that both are completely different and would like your opinion on both and recommendations of 3-4 alternatives. Feel free to deduct credits as required.
Cheers
Alex
Read Answer Asked by Alex on March 15, 2019
Q: Good Morning,

What would be your top 2 or 3 picks for cloud space investments in the USA and Canada?

Thank you!
David
Read Answer Asked by David on March 08, 2019
Q: Hi team,

As you know from my questions, I like tech and am a growth investor. I do own some lower beta non-tech stocks as a counter-balance; I just don’t ask a lot of questions on them. The cloud is working these days, with a few normal hiccups. I follow a ton of stocks in the space, so I will ask about five (down from ten) that were bid very high going into earnings, that is, TEAM, TTD, SPLK, AYX, WDAY. Earnings and guidance, as far as I can recall were great, yet the stocks sold off. I attribute it to normal profit taking after big run-ups. I own TTD and TEAM. I owned WDAY in the past, but sold it prematurely. I am a bit shocked and impressed today how AYX shot up about 5% when the market had an awful day. I could see no news on that on the websites I check. Any reason for that? How would you rank these five for growth prospects over the next several years and are there any red flags or undue risks for any so that you would avoid that company?

Thanks again,
Dave
Read Answer Asked by Dave on March 08, 2019
Q: I realize I am veering off course here, but would appreciate if you could rate the following US stocks from a growth perspective. The time frame would be 5 to 8 years - best to worst. Feel free to add if you wish. Thank you.
Read Answer Asked by Dave on February 21, 2019
Q: Hi Peter,

I'd like your opinion of these US stocks based on the data available to you.

Could you name three other high-growth US stocks that pique your interest at current levels?
Read Answer Asked by David on February 19, 2019
Q: I have been out of the loop on financial news for the past six months or so, and so am a bit unfocused on current news.

What are your thoughts on adding NVDA at this time (to appropriate weighting, etc.)? [I reviewed some Q&A on it, but am not clear as to why the latest downdraft on this company is occurring. Perhaps I didn't go back far enough.] If this is not a solid pick at this time, would you please suggest your favourite in the sector, for a 5% position? Canadian or US -- I have no preference, other than it be Tech. Thanks!
Read Answer Asked by Sylvia on February 06, 2019
Q: Hi 5i,

What would be your top 10 names for a U.S. growthy balanced portfolio?

TIA
Read Answer Asked by Wayne on January 28, 2019
Q: Target allocation to Tech is up to 17%. Currently, of that amount, I have V at 34% of the sector [less than 6% of total portfolio], GIB at 22%, and the rest as follows: CSU 8%, MSFT and SHOP at 7% each, DOCU at 5%, leaving about less than 20% for investment [could go to 25% if sell DOCU].
My watchlist is broken down into;
a) Tech equipment: SPLK, SNPS, KEYS, NVDA;
b) software: KXS, TTD, TEAM.
Of course, there are so many others that you have recommended.
So, please advise on narrowing the list - building on my current holdings or otherwise.
Read Answer Asked by sam on January 23, 2019
Q: I've finally decided to look at investing in some US stocks. Would you be able to suggest a couple of US growth stocks that have some stability and growth potential over the next few years? Thanks.
Read Answer Asked by steven on January 22, 2019
Q: I've noticed that despite the tech meltdown recently, some have held up quite well such as RPD (Rapid 7). I found this a bit surprising given that the company was smaller than others such as NVDA.

Is the relative strength a positive sign? Are there other notable tech companies with positive relative strength vs peers? Thanks!
Read Answer Asked by Mike on January 08, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!