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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: Greetings All:
The only tech name I own is MSFT, and I should have added to this sector long ago. Would you please do a comparison between apple and facebook including the following metrics: Expected growth,volatility,fundamentals including strength of the balance sheet, cash on hand. Finally, your recommendation or perhaps other more favourable companies.
Thanks,
Ben.
Read Answer Asked by BEN on December 30, 2020
Q: Hi Peter et al:
I had some EMC shares, and when dell tyook them over I received 7 Dell shares. I want to increase this to an even 100- 300 depending on your advice. I researched Dell a little and read a comparison with Apple. Ranks 3rd in the pc market behind HP and Lenovo. Has 45 bil debt, but might spin off Vmware ( 81% x 60 bil=50 bil for Dell. Investors would then get the rest of the company for nothing.Currfent debt/Equity 110%. Apple 6%. Apple cash 190 bil. At current valuations Dell looks more attractive. Apple p/s 7.5x Dell .6x. It has a peg ratio under 1. Apple 2.4. Please advise. Maybe I should just sell the 7 shares and forget it. I don't like small odd numbers. Thank you, as always.
BEN.
Read Answer Asked by BEN on December 23, 2020
Q: Greetings and perpetual thanks 5i - TEC is approximately 40% concentrated in the FAANGs and trades in Cdn dollars. Is there another Cdn dollar ETF that has an even higher concentration than TEC?
Read Answer Asked by Ken on December 20, 2020
Q: Thanks to your excellent recommendations 2020 has been a record year for my family’s portfolio. Thank-You.
However, I feel like I need to consolidate some of the tech companies I own so when their prices rise I will have more torque. Which of the above companies would you suggest I merge, drop, or even add? Growth is my only objective.
Enjoy the holidays.
Read Answer Asked by Curtis on December 20, 2020
Q: Hi Folks,
I currently have the above companies in my Non-Registered account. I am looking to add some money - can you tell me what company you would add to OR can you recommend another that I can take a look at. Appreciate your comments.
Thanks
Read Answer Asked by JOHN on December 18, 2020
Q: I know it’s a good problem to have but my listed tech stocks have done really well thanks in part to recommendations from 5i. So much so that I now have 41% in the tech sector. Since selling my mutual funds and establishing my own portfolio, your guidance and suggestions have been so much appreciated. It seems that other sectors may be the place to be as we come out of the pandemic. The issue is that these are for the most part proven quality stocks. I’m not keen on selling any of these. Does one bite the bullet and sell some ? If so suggestions are appreciated? Or does one just trim profit and migrate into other sectors and buy more of companies like DOO GSY and WELL? Thanks
Read Answer Asked by Dennis on December 14, 2020
Q: I recently purchased Qualcomm as it seems to be a frequent recommendation of 5i's.
I'm around the break even point at this time due to its decline on Friday after news came out about Apple making its own chips, replacing those of Qualcomm.
This represents about 11% of their revenue.
Do you still recommend holding the stock or switch to something like Nvidia?
Read Answer Asked by Bruce on December 14, 2020
Q: I have the above U.S. tech companies thanks to your help.
Medtronics hasn't done much in the past year - should I hang on to it?
Am wondering about purchasing VEEV or Unity Software.
If I were to add to the above positions, in what order would you do this?
Thank you so much for all your valuable help!
Margaret
Read Answer Asked by Margaret on December 14, 2020
Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS
Read Answer Asked by Jacques on November 15, 2020
Q: I recall 5i stating in 2020 that DSG, KXS and PHO, all have no debt and significant cash reserves. Can you recommend 3 other good Canadian and 3 American growth stocks in a similar position.
Thanks you.
Read Answer Asked by Grant on November 05, 2020
Q: Dear Amazing 5i Team: I would like to take a small position in one more growth stock in my TFSA. Currently own KXS, WELL, APPL and TSLA in TFSA. Took your advice to hold growth stocks in TFS and doing v well with KKS and WELL thanks to your picks.
Read Answer Asked by Dr Lorraine on November 05, 2020
Q: As a general preamble, I notice that, given the recent dip, a surprising number of companies have stalled over a 2, 3 or 4 month periods. SHOP has done nothing since late June, AAPL since early August. Aside from gyrating do you consider this sideways movement the equivalent of a re-valuation? Would you recommend buying companies such as these, that also have good recent earnings reports and outlooks? And can you comment on these two specifically? If you can add any other names to this list I would appreciate it. Thank-you.
Read Answer Asked by Alex on November 02, 2020
Q: With all these lawsuits, tariffs and inquisitions going on these companies due to their overall dominance / killing competition etc..How much is it affecting their ability to conduct business.. or the costs are so small, it is just a cost of doing business for these companies? Is it really impacting their revenues, profits etc..I can see it affects their ability to buy new businesses.. Thanks. Regards, Shyam
Read Answer Asked by Shyam on October 20, 2020
Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks
Read Answer Asked by joseph on October 19, 2020
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