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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

I'm aiming to increase exposure to US growth in the tech and industrial sectors (preferably with some dividend ) I am open to moderate risk and tend to hold positions for years.

Could you suggest 3 names in each to look into?

Thank you.
Read Answer Asked by mike on July 19, 2017
Q: If you wanted to invest in a company that is in the area of robotiks what would your first and second choices be and why?
Read Answer Asked by Marcel on July 04, 2017
Q: I currently do not have any tech holdings. I feel like I might be late to the game here. Looking for you to convince me otherwise! I was looking at goog, kxs, orcl or if you have any suggestions as all of these have had big runs lately. thanks.
Read Answer Asked by David on June 29, 2017
Q: Good morning 5i. Looking for 2 solid industrial plays preferably in U.S. but would consider Canada as well. What recommendations can you make for good growth 2-3 years time frame.

Thx/Rob
Read Answer Asked by Robert on June 22, 2017
Q: I have a well diversified (thanks to you) portfolio of Cdn and US equities. I have a long term horizon, am comfortable with risk and do not need income (although its always a bonus). I have been sitting on some US cash equivalent to half a position and wondering
1) am I best to be patient and hold the small amount of cash
2) or fully invest it and if so, what you would be on your "shopping list" today for US stocks with greatest upside potential.

Many thanks

Scott
Read Answer Asked by Scott on June 22, 2017
Q: Hi,
I currently dont hold any tech or insurance companies. The rest of my portfolio is fairly diversified. With the recent tech pullback and also rumors of rate hikes where do you see as being a better long term investment? I like to think in terms of at least 3-5 years. All drips available will be used. Currently I have one full position worth of cash available. Am I better do you think to put it all into one or split between some? Do you see somewhere better to put the dollars to work?
Thanks
Read Answer Asked by david on June 13, 2017
Q: Hi,
I currently don't hold any tech. With the drop last week almost sector wide would you think this is a good entry point? I'm long term (at least 3-5 years), fairly comfortable with risk. What would you recommend? Any drips available will be utilized as well.

THanks!
Read Answer Asked by david on June 12, 2017
Q: Hi 5 I research. I would like you to name your favorite US stock
that shows decent growth for the next short teem.
Thanks so much for your invaluable information on the Canadian side. Maurice
Read Answer Asked by Maurice on June 05, 2017
Q: I have sold my shares of GE, and would like to replace it with something that is growing a bit faster. Could you suggest such a company for me. Thank you! Dot
Read Answer Asked by Dorthy on May 30, 2017
Q: Hello Peter, I have positions in several US stocks, including JPM, JNJ, ADM, GOOGL, MET, PG, KHC, GE and CISCO. I would like to add a solid US stock for a long-term hold. A few weeks ago, you mentioned a smaller company, Collectors Universe, as a investment idea. The dividend is excellent and it has a pretty good track record of share price gains. Do you still like this as a current buy, or would you prefer something like ITRI, EBIX, FLIR or CGNX (which you've also mentioned). I don't need the income, so my criterion would basically be the best longer-term, overall, risk-adjusted return. Thank you!
Read Answer Asked by James on May 05, 2017
Q: I own many of your Canadian stock recommendations. However I keep 20-30 % of my portfolio in US stocks. I am now looking at CGNX and ABS. Although not your area of focus, do you have any concern with either of these ?
Read Answer Asked by Glenn on April 24, 2017
Q: I hold the balanced portfolio complete and have 20% of my total portfolio in the u.s. i like cgnx and evi but am looking at possibly some canadian stocks that would mirror these two or be part of the solutions. Could you please give me your thoughts on this matter and your recommendation of some stocks that would fit the bill.
Read Answer Asked by gene on March 30, 2017
Q: I'm looking for a us growth stock for my us account. Something that is maybe under appreciate or over looked so far. Maybe in the semi conductor space but not limited to it, that doesn't have sky high p/e. Suggestions?
Read Answer Asked by Todd on March 08, 2017
Q: Hi Peter et al
I’m overweight in the technology sector due to significant growth (20% of portfolio) and am thinking of trimming. I currently have ENGH, CSU, AAPL, NVDA and GOOG in fairly equal weighting. I’m not sure whether to sell one of these outright, or just trim one or two back. I’d appreciate your thoughts. With the proceeds, I am considering adding CGNX to my Industrials, which currently includes SIS, WSP and NFI. Do you think CGNX would be a good addition, or can you suggest another CDN or U.S. stock to add in this sector? Thanks so much!
Read Answer Asked by Lois on March 08, 2017
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