Investment Q&A

Q: Any preference between CRM and AAPL?

Q: Holding both the above, full position, down 17% and 25%. Hold, sell or average down?? Your best guess for 2-3 year time frame. Thanks Jim

Q: Hello,
What are the US and Canadian stocks which are looking more attractive due to the tarrif war. I bought TTD and SQ..on the drop. Can you suggest any others. Also can you give your assessment do you think this increased volatility is a temporary phenomenon.Thanks.

Shyam

Q: Can you give your top 3 stocks in Canada and US that you would pickup if the market turbulence continues this week?

Thanks,

Q: What are you're thoughts on WBA's earnings. Given the recent selloff would you still hold it for the long term or sell. I do not mind volatility. If it is a sell what US stock would you replace it with for growth. Thanks Chris

Q: Hi guys, thanks for the excellent service and continued improvements. I find the new Portfolio Analytics section very helpful. Long winded question here so please deduct as many credits as you see fit.

I am overweight in tech, at 40% overall. I have 40% tech in both my RRSP and TFSA.

The biggest names I have are AAPL 9%, TEAM 6%, and NVDA 6%. All of those are held in the US side of my RRSP.

I have a mix of 15 stocks in my TFSA, roughly equal weighting. The tech holdings in there are PHO, KXS, CSU, SYZ, SHOP. Each comprises about 6% of the TFSA but just over 1% of overall holdings.

I am 7-8% underweight in:
consumer defensive,
communication services,
industrials,
utilities.

I feel I should trim back or sell at least one of AAPL, TEAM or NVDA but hard to given they have all been growing and have potential to grow further. Are there any obvious choices to cut or pull back here? Can you please suggest at least one name from each of the following sectors:
consumer defensive,
communication services,
industrials,
utilities.

thanks !
Mark

Q: I have never owned Apple. Being on my list for a very long time. I own some of their products and wouldn’t use any other. But this purchase interest is less about their hardware and more about their future in services.
Would you buy? Insight please.
Thx,
Larry

Q: Maestros of 5i - do you think Apple keeps on with its relentless climb back to $230 by the end of the year - still just a 16 PE - secondly is there a US tech stock that you believe has less downside risk than Apple while still having some growth to go with that (Cisco, Intel, or Microsoft perhaps or another you'd suggest) - thirdly if you were making one buy recommendation today with those criteria (safest US tech play with growth prospects) what's your call - Appreciate your insights - Ken

Q: I am very fortunate to be a member of 5I,Thanks
I wish you were actively advising on US stocks meanwhile however
for me to start please suggest some US stocks or etf for not very aggressive
stocks with high volatility but something like BNS,SLF,td in Canada Income is not my priority but steady growth is in my mind not stocks like canabis?
I appreciate your sugestion and has always benefited from them
Nizar

Q: I hold the following technology companies for a 31.66% weighting in my portfolio. I need to reduce this to a maximum weighting of 20%. Given the holdings are long term, and I wish a balance between stability and aggressive growth in this sector, which of the above companies would you cut down or eliminate to achieve this goal? Current individual weights are; CSU 4.88%, GOOGL 4.94%, AAPL 4.8%,GIB.A 3.2%, SHOP 2.57%, PHO 2.56%,MU 3.27%, NVDA 3.22%, KXS 2.21%.

Q: Hello Peter, Ryan and 5i Team:
Would you recommend to hang on to my half position in AAPL OR switch to one of the following: NVDA, XLNX or OLED for a 6-12 month hold? If the latter which one is your favourite given current market place environment and cap appreciation prospects?

Thank you kindly,
Romeo

Q: Greetings. Any recommendations on what stock would be a good replacement for Apple in a well diversified TFSA growth portfolio?

Thanks

Q: What is 5iR take of the most promising Cdn and US platform companies for 2019? And for such platform companies, what is the key metric to assess growth?

Q: Hi team,
Do you think there will be a rotation from "growth" to "value"?

Could I have three value names you like(CA or US)
Thank you!

Q: I have noticed recently that Aapl, Amzn, Brk, Googl and V that the daily share volume has been about 70 % of the 10 day volume and Shop and Sq have been at or higher than the 10 day volume ( the stocks mentioned are some companies in my portfolio). To me this means that the rise in share price does not have wide support and could fall soon.
Appreciate your comments on the support of the rally and are people hiding money in short term instruments until they can verify one way or the other the next direction of the market.
Clayton

Q: Hi 5i,
I own both companies, thinking of selling one. Which one would you keep for bigger growth, management ,and 3 year term hold.
Thank you

Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.

Q: I would like to add another tech stock or ETF to my portfolio.I have 10% total in KXS,MSFT, & AAPL. I have been looking at SYZ,ENGH, CSU and Intel.I would like to know which of these stocks held up well during the recent correction.
Thank you for your invaluable service.

Q: Hi team,

There is no urgency to this as it is just a question on portfolio weightings given Berkshire’s AAPL holdings. With the AAPL warning last week, Warren Buffett lost $3.8 billion (on paper), as AAPL is 21% of his holdings. Other major weightings are BAC and WFC at about 11% each and KO at 10%. Four stocks make up over 50% of his portfolio, a very concentrated bet. The downside as seen is that one wrong turn can drive big losses.

I don’t follow your portfolios all that closely as I have a U.S. focus, although I do hold several of your stocks. I believe your portfolios each hold 20-25 stocks, at 4 to 5% weighting each, which makes sense for diversification purposes and to avoid big losses on one stock.

Given these two different perspectives, and with Buffett viewed as the greatest investor of all-time, how has he done so well over the past 50 years with such a concentrated portfolio?

Your views are appreciated.
Dave

Q: Do you know when is Apple next earnings call ? I would like to see some analyst challenge CEO Cook about outrageous pricing that pushes them out of the market. Did he mislead the investor on November first when he said that “business in China was very strong?” If things goes really bad is it possible that the board could remove Cook as CEO before the end of 2019 ?