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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 read with interest your (excellent) advice about ‘when to sell a stock for fundamental reasons’ as I believe I often sold for wrong reasons, and I want to ‘learn’ to do it for better reasons. You mention the following:
‘In the case of volatility, if a name is jumping by 5% or more any given day, it is tough to call it an ‘investment’ anymore as it becomes more of a bet on a given day’s move. Again, some investors will make money here, but we would far prefer to look elsewhere at this stage.’
Vertiv (VRT) is one of the stocks you often mention as one that is taking full advantage of AI because of its ‘privileged’ involvement in data centre cooling technology and is in a ‘growth spurt’ that affects the stock price and is worth considering at this stage of AI growth investing. ( you do add it won't last forever, though…) Nonetheless, it is trading lately with large daily swings (of 5% and, even, sometimes 10%). In which way would it be different then and tough to call it an investment vs a speculation? I feel the same goes for Propel Holdings (PRL) which is another small but rapidly growing company because of an interesting business model. (it too, lately, also appears to be on an up and down elevator ride.) Would you care to explain the difference in reasoning please?
Thanks, Adel
Read Answer Asked by Adel on June 18, 2024
Q: Thanks to recently learning about CDR's, I've been able to add NVDA (already up 20%) and LLY to my portfolio, which otherwise is dominated by TSX-listed stocks.

I'm interested in five other CDR's. Please rank them from your highest conviction pick to your least favourite: Amazon, Alphabet, Apple, Microsoft and AVGO.

Thank you very much for your service and advice. Pete.
Read Answer Asked by Peter on June 18, 2024
Q: Which two companies would you suggest look most attractive on a long term basis?
Read Answer Asked by Curtis on June 18, 2024
Q: Just sold some Apple stock for two reasons. One, because the position was too large and two my potion in high tech stocks is also too high.
Need to redeploy the funds to healthcare I’m thinking of NVO or LLY.
What would you recommend and an entry point as well as the reason for the choice.

Thanks to the 5i team

Read Answer Asked by Joe on June 13, 2024
Q: I do not have a position in Microsoft , but I still have what hs become a relatively modest position in AAPL. I don't really want to increase the amount I have in technical stocks nor do I have the cash at this time. So , I am considering selling half my Apple shares and buying Microsoft with the proceeds. This would be in a registered account. Would you consider this advisable at this time ?

Thanks in advance,
Read Answer Asked by Leonard on June 10, 2024
Q: Good morning 5i
I am using Berkshire as a kind of etf for the US market. The problem i have is that it is classified as in the Financial sector. It looks more like a conglomerate of businesses, though. And that is how it is listed on your asset allocation model. But, i feel that it skews my asset allocation in classifying it thus. First if all, should I try to change its asset allocation classification from just financial? And secondly, is there any easy way to do that on your portfolio tracking tool?
Thanks for the great service
Read Answer Asked by joseph on June 04, 2024
Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?
Read Answer Asked by Shane on May 30, 2024
Q: Everyone, my tech portfolio is as follows: AAPL, AMZN, CSU, MSFT and NVDA. Is VRT a company to buy and hold forever or a stock buy for a few years and reassess. I.E. is its moat (people, technology, business plan, etc) wide enough to keep ahead of its followers Clayton
Read Answer Asked by Clayton on May 27, 2024
Q: I read in CNN today that in India, "UPI (Gov't entity) allows users to use their phone as a virtual debit card, transferring money from almost 600 member banks and fintech companies instantly without entering bank details or paying transaction fees."

1) Can you think of any stocks which would benefit from this?
2) If this is happening in India, when will Canada wake up? Do you see this coming?
Read Answer Asked by TOM on May 02, 2024
Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.
Read Answer Asked by David on April 30, 2024
Q: I currently own the VGT etf and would like to buy another technology etf but one that does not have apple and microsoft as the main holdings. What are my options?
Read Answer Asked by James on April 25, 2024
Q: Hello,
Thank you for all your great information.
I am heavily weighted, between LIRA, CASH, TFSA in some of the magnificent 7.
NVDA - 10.6%, MSFT 8.73%, APPL 7.59%, GOOG 7.44, AMZN 4.15%
ETF's - VFV 4.97%, XLK 4.94, ZQQ 3.84
the remaining of my portfolio is split between banks, Brookfield co's and smaller growth stock.
My horizon is decent - and, as you can see, I consider myself an aggressive investor.
My question - I wonder if I should sell and move and if yes, where to move to? Some thoughts.
Thank you for your assistance. I appreciate it.
Read Answer Asked by Maureen on April 25, 2024
Q: BRK.B currently comprises 15% of my portfolio. Within the Portfolio Tracking and Analysis tool, it suggest that this a financial sector, and as such I am above the recommend allocation. However would not BRK be consider more diversified. Should I rebalance my portfolio away from Financials if this is to be considered?
Read Answer Asked by Gary on April 24, 2024