Investment Q&A

Q: Hi 5 i
Any thoughts on this new etf
Thx
Gerry

Q: I have a 2%-or-so cash position that I had earmarked to buy AAPL, but I was wondering if it might make more sense to double my existing 2% position in CRWD. Alternatively, I could initiate a position in NVDA. Any thoughts?

Q: TECH Just came across this new ETF. Can you give me your opinion on investing now or wait. Don't see how it can't succeed with these names.

Q: Hello. Leaving aside the differing natures of the businesses, how would you rank these four companies in terms of buying preference with a few comments on justification/value? Thank you.

Q: Hi team,
I'm looking to reduce my number of positions and also add weighting to existing positions. Based on a review of my holdings below, which positions would you eliminate/ consolidate, and why, and which ones would you add to (based on strongest conviction) and why. Time horizon is +10 years.

Basic Materials
Communications AT GOOG FB PINS VZ
Consumer Cyclical BYD DOO GOOS MG SBUX
Consumer Defensive ATD ATZ COST
Energy ENB PXT
Financial Services BMO ZEB GSY SLF
Healthcare ILMN IHI TDOC WELL
Industrials AC ATA RTX TT XBC
Real Estate ZRE
Technology AYX AAPL CSU FSLY CQQQ KXS LSPD NVDA PLTR REAL SHOP UBER WDAY
Utilities AQN FTS
ETFS XEF XEC MCHI EWU VEE VIU

Q: Apple just recorded a blowout quarter, over 50% growth. Looking at Apple's valuation, up to now, I felt it was overvalued given the low growth rate. Given that 5i typically recommends other tech stocks, perhaps you too shared this opinion. I was equally surprised by the market reaction, little share appreciation. So, was everyone expecting this? Why didn't I get the memo?

Thank you for everything you do.

Q: What are the forward P/Es for Microsoft, Apple, Google and Facebook? How much cash per share does each company have?

Q: Do you know of a company that is marketing 5G technology

Q: Based on your experience and the resources you have access to, do you care to give your educated and thoughtful guess on the following: IF Apple were to proceed with building smart cars, would you agree Apple is far more likely to contract with MGA than with any legacy automakers? In this context , let us define “far more likely” as a greater than sixty percent chance. If you place the chances significantly lower than that, would you not agree that MGA is now fully valued? Come now, perhaps even modestly over valued?

Q: Hello, I need to liquidate some of the stocks listed. Disregarding sector diversification, in what order should I do this? Thanks for your help.

Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike

Q: How high will aapl go in 2021, 2022?

Q: Hi team, I’ve listed my top holdings each representing approx 4- 5% of my total holdings (RRSP). Looking for your top 5 conviction stocks regardless of industry, sector, size, exchange etc. For a 5 year hold. For each suggestion please include the max weighting you would consider reasonable.

As always, thanks for the insights and keeping us grounded in fact.

Don

Q: These 4 companies seems like a good place to start contributing some investment funds. Any chance you can rank these in terms of buy-ability at current levels?

Q: Hi 5i
I have 10K USD on my US Non registered account, I would like to invest it
In this account I'm moderate risk investor, I'm open to other suggestions
Can you rank the following stocks TSLA AAPL BA ABNB for a 3 year outlook, best first

Thanks

Q: I received a large booklet about Sangoma dealings with StarBlue, Is the stock still worth holding? You had previously recommended it.
Apple seems to be a has-been - should I move on to other performing tech stocks?
Where can I look for the dates for upcoming earnings reports? Where are they easily accessible? Thank you.

Q: What are the prospects for Apple over the next 12 months with this market rotation occurring?

Q: hi group - looks like tech+ growth are under attack in the present market (comments please)- ( have about $50,000 to deploy in general would you add to some of my winners (COST+ MSFT +APPL +LSPD +AMZN + KXS+GSY+BYD + IWO or jump into some of badly beaten stocks?
(please list 4 US /CAD of these beaten up stocks in order )
lastly would you wait for market to finish correcting before spending the $. Thanks for your views on this

Q: Which one would you prefer or will they perform similarly over the long term?

Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.