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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,
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?

Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!
Read Answer Asked by Keith on December 13, 2021
Q: I need to shore up my accounts with some fixed income (low risk) positions. All indications are that interest rates are likely to rise, which makes me nervous to hold bonds or bond funds. I am not sure where to turn - maybe Bond ETF's? I don't want to micromanage a specific bond portfolio either. Do you have any advice on the best approach? I am still 10-15 years from "retirement" (whatever that means), so my investment horizon is still pretty long term.

Thanks in advance
Read Answer Asked by Don on December 13, 2021
Q: BEP is down 22% YTD what is going on with this stock...Buy Sell or Hold? i am thinking of selling it and buying more of the parent company BAM or do you have any other suggestions
Read Answer Asked by Terence on December 13, 2021
Q: Good evening to 5i team,

I unloaded some Canadian banks making rooms for US banks in my portfolio. Your thoughts on Western Union vs Huntington Bancshares (pending the merger with Truist Bank), I have JP Morgan, Bank of America and small portion of Bank of New York. Your input is always valuable to our family. Thank you!
Read Answer Asked by Nhung on December 13, 2021
Q: Can I get a list of top 5 oversold stocks in both Canada and the US?
Read Answer Asked by Mike on December 13, 2021
Q: Hi guys,

I have been a holder of AAPL for years with some excellent returns. Increasingly however I wonder whether this is a sustainable growth pace for the world’s richest company, and whether they are able to hold their multiple. The phones are expensive and their watch, AirPods and other accessories are successful, but again can they sustain replacement of these expensive products and actually grow their markets for such a huge company.
Their recent rally has been shocking to me, as the only recent news provided was of supply disruptions and an insider statement to suppliers that demand for the 13 is less than expected.

Do you see AAPL as worthy of holding for years to come with its now elevated multiples or is this possibly a good time to jump to another peer that has more left in the tank, like MSFT or AMZN?

Thanks as always.
Read Answer Asked by Peter on December 13, 2021
Q: Hi 5i Team,

Would you be able recommend any good books on general investing in the stock market? Looking for something to read this holiday break.

Thank you in advance.
Read Answer Asked by GREGORY on December 13, 2021
Q: In recent responses to questions regarding recommended health care posotions you like: ISRG,SYK,MDT,ABBV. I have a full position in UNH. Would you suggest a change (no tax implications) i.e., is there anything wrong with UNH is your opinion? Thanks again.
Read Answer Asked by Danny-boy on December 13, 2021
Q: Hello,

We are light on consumer cyclical and basic material
Would you be comfortable buying CCL.A and NTR for long term hold and income? Or is there a better combo that you would suggest?
Thank you
Read Answer Asked by Josette on December 13, 2021
Q: What would you recommend as additions to a retired person's portfolio that presently contains:
22% BCE
13% BAM
18% Fortis
10% TRP
16% TD

Dividends and stability are important while understanding that there are no guarantees.
Many thanks,
V
Read Answer Asked by V on December 13, 2021
Q: can I have your opinion on the growth potential for Fulcrum therapeutics? they recently announced positive results for their sickle cell disease trials
thanks
Read Answer Asked by Mary on December 13, 2021
Q: Hi,

I'm looking for 2 or 3 broad based ETFs that track the CDN TSX closely, and two or three ETFs that track the US broad market closely, for a 'couch potato' strategy.
Read Answer Asked by Graeme on December 13, 2021
Q: I have some ecn in my riff and need to get some cash available for my year end withdrawal and need to know if the dividend payment is in fact to be paid before year end to cover my government obligation so I will not have to sell other stocks to meet the cash requirement. Please advise.
Cheers Doug
Read Answer Asked by Doug on December 13, 2021
Q: can you tell me the growth prospects for these stocks?
Read Answer Asked by Mary on December 13, 2021
Q: Hi Peter, Ryan, and Team,

For my wife's 2022 TFSA contribution, and my contribution, and wishing to add to existing positions only, as well as noting that both sectors are low (according to Portfolio Analysis), would you be okay with adding the 6K to PBH for one account, and 6K to ENB for the other?

Thanks as always for your valued advice.
Read Answer Asked by Jerry on December 13, 2021
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