Investment Q&A

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?

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.

Q: In a TFSA, 3/5 years minimum, I can only choose one, which one do you think could give you decent growth considering today’s valuation? Thank you!

Q: You can't argue with the success of BRK.B, but I do struggle with Apple at 50% of the portfolio weighting. It looks more like a bet on Apple than an investment in a diversfied portfolio. I wonder if BRK.B could achieve better returns if it was equally weighted across the sectors?

Thank you.

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?

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.

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?

Q: For a 3-5 years hold in a tfsa which one would be your choice today?
Looking only for growth.

Q: Good Morning! On a macro level and considering the current high average P/E ratio of the S&P 500 would you be more inclined toward Canadian, International or Emerging market investing. I see that both Canadian and International markets are also priced above average, although not as much as the US. For Emerging markets India and China on the other hand are presenting faster growing economies (still China is much riskier in my POV but BABA might be a good opportunity). What are your thoughts ? Thank you.

Q: Everyone, my average cost of AAPL is $22.50. There has this recent noise in the market about AAPL. What would make you not sleep at night and what is the probability of that event happening. I have no interest in selling any of my shares. Clayton

Q: Hi Folks,
In my RRSP account which is well diversified - I am looking at selling some ENB and topping up my position in either VISA or APPLE. May I have your opinion as to which one you think would be best at this time.
Thanks

Q: Several of these stalwarts have taken significant falls as of late. Are any of these compelling buys? Are any generational opportunities ? Can you rank which order you would be and add a level of conviction to each once (10 being a table poounding but)?

Thank you

Q: In your opinion which of the above would offer the best return over the next 3 to 5 years?

Q: Should I be worried about the DOJ intentions reported today against Apple Inc? Is this a good time to move my position in Apple down to about 10% from current over 20% or is it a little late to do that and instead just ride it out?

Many Thanks

Q: Hello,
For a 25 year old passive investor with 20K US available , which of the above would you suggest for a long term hold? or would you suggest alternative(s)
Thanks
Carlo

Q: Having very little in technology in a pf and limited new funds are mag7 cdr’s a reasonable means of entering the sector?

If so what would be a reasonable buy point for each

Q: Is the drop in these 3 is a buying opportunity or is it something more concerning regarding the business and outlook. Would you be OK to stay put or add or sell some. Thanks

Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.

Donna

Q: ISRG and AXON. Love the narrative and the respective charts for both these stocks. I just can't get past the valuation. For instance, in a recent article on SA by a highly
respected author, he opened my eyes on P/S ratios. Here's a quote:

"While 41 companies in the S&P 500 are trading above 10x price-to-sales, 131 companies (26% of the S&P) trade above 5x sales and must grow sales by more than 100% yearly to maintain that valuation. The problem is that some companies, like Apple (AAPL), have declining revenue growth rates."

Both ISRG and AXON are in this high P/S category he's referring to. In fact not only are they both above 5, they are above 10. Were they priced at more reasonable P/S levels during the last recession? Is that the only time you can grab these two wide-moat companies at a more compelling ratio?

Q: Does Apple’s giving up on Project Titan make you wonder their vision and research ability is subpar? Now they are switching to AI … seems to me they were following the crowd several years ago on EV and are now following the crowd on AI. Maybe a few years later they will give up on AI. Where is their vision? Thanks,