Investment Q&A

Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks

Q: I have a 100 post split in my TFSA and Dividend stocks are not recommended for TFSA. But the AAPL dividend is so very small so does it matter?
Thanks.

Q: If I was going to buy one of these three which would you recommend please? Or are they not a BUY at this time. Thanks for your valued thoughts. Dam Dan

Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.

Q: What's your opinion of these ETFs as income generators?

Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,

Q: hi,
apple is about 14% of my portfolios is good to increase at 20% after the split
thanks Jean guy

Q: "Hello 5i team,

As we approach election season and Q4, the markets look to be taking a bit of a downturn that is reminiscent of earlier this year in Feb/Mar.

What are your thoughts on what's ahead for Q4 in terms of buying? Are there any industries and/or names that you would suggest to focus on?

Specifically, I am considering AAPL, MA, SHOP, SQ and AMZN on the current correction, given the upcoming holiday and gift buying season is likely to have a lot of ecommerce action and new apple toys, with payment processing being a natural fit.

If you could suggest your views on which industries and names have typical strength Q4 that would be appreciated.

Thanks very much! "

Q: I am looking to add to my Tech Sector - I currently have AAPL, MSFT, CSCO ( in RRSP ) and OTEX - I am thinking about buying some GOOG ( in our TFSA accounts ) to complement the above - would that be something you would do OR would you add to the existing positions. Appreciate you comment.
Thanks

Q: Good afternoon,

The technology portion of my portfolio has grown too large (about 37%) and I’m trying to figure out how to get it back to about 25%? My issue is that I’m interested in too many tech options (I.e., the ones that I own plus others I’d like to buy). I’m looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I’m interested in buying REAL, DOCU and GOOG. I’d like to own what are viewed as solid tech companies for future innovation and growth and I’m willing to add, remove or replace any of these companies.

I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I’ll use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.

Many thanks for all the great work and suggestions you provide,
Lisa

Q: Good morning. I am reading a JP Morgan report on Apple and they have EPS estimates for 2021 at $4.50. Which is 36% expected growth from their 2020 projection of 3.29. Do you have projections further out to 2022 or 2023? Thanks

Q: Over the years Apple has been pursuing an aggressive buyback program and now with the split it has increased the share count. Does the split undue the benefits of the buy back and if so why do the split outside of getting more retail investor to buy into the name?

Thanks

Q: I am considering to start investing in the 5 G technology companies ( 2/3 companies for 3 to 5 years) . What are your thoughts on which sector: hardware, software... and which companies would be a good start. I realize this is a broad question, please take as many credits as needed.
Thank you!

Q: Hi 5i Guys,
I'm wondering about selling some BAC to buy Visa (V) and Apple (A) to get a little more growth in my portfolio. Any thoughts or suggestions would be appreciated.
T

Q: good morning,

I'm reading a lot of rather breathless prose about the potential of 5G and am interested on your thoughts for the potential of this technology. The names that pop up include Apple, Qualcomm, Nokia, Siemens, Skyworks, Crown Castle ( I believe that may have been a 5i suggestion) and even ( gasp) Blackberry. What companies would you suggest are best positioned to take advantage of the projected growth, both US and Canadian. Thanks.

Q: Both AAPL and AMZN have had really great runs (with AAPL's run a bit stronger). Based on the new valuations, is there one 5i likes better for growth?

Q: Apple is trading at 32x FY21 EPS estimates while its revenue growth for the next decade is estimated to be 5% per year. Is it too expensive now and therefore should be sold? I’ve held it in my RRSP account for a long time with substantial gains.
Thanks. Liping

Q: Since Apple would be splitting 4 ways on August 31, would that mean that the share will be cheaper to get in. Would you suggest if some one wants to invest $5,000 canadian would it be a good time to enter at that time and do you see it still going very strong.

Q: Hello,
I read somewhere that AAPL took 42 years to reach a 1 trillion market cap and only took 2 years to reach 2 trillion! Sounds like compounding at work. How common is it for mature companies like AAPL to grow at this rate? Which of the other FAANGM companies would you expect some thing like this? Thanks.

Regards,

Shyam

Q: Any information and your opinion about JAMF will be appreciated. Thanks.