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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: Hi there. I'm overweight in Apple stock (approx. 13%). With yesterdays earnings season causing surge in stock up today should I trim some off. There is still the matter of repatriation and 10 year IPhone 8 season that I don't want to miss out on potentially. Based on my watch list (of which I'm equal weight in all my other equities) is there a sector I should maybe add too that I'm not currently representing?? I would like to add to my Canadian portfolio. Could you recommend 3 stocks to add? Thx
Read Answer Asked by Robert on February 01, 2017
Q: I have a disproportionately large position in Apple. Now that it has recovered to the $120 level, I'm considering selling a portion of it to bring it back to a more reasonable percentage of my portfolio. Can you give me your view on this stock, and provide your insight into the influence all their cash will have on the stock price if corporate income taxes are reduced
Read Answer Asked by Marco on January 23, 2017
Q: Hello 5i and we wish all the best in the holidays for you.
We plan to buy a tech stock. We are retired and conservative, although with a certain percentage of some safer growth stocks.

We are impressed that Warren Buffett ventured into the tech field by buying Apple and wonder whether we should follow suit.

But we are also looking at Google and are wondering whether it may have a better future.

We would appreciate your thoughts on which one you think might be the best buy right now.
thanks
Read Answer Asked by joseph on December 21, 2016
Q: What is your outlook on these companies for 2017?
Read Answer Asked by Keith B. on December 02, 2016
Q: Hello, if you had to choose between these 3 companies for US technology exposure, which one would you select? This is for the long term (>3 years). Thank you, Gervais
Read Answer Asked by Gervais on September 13, 2016
Q: In 2016 I had significant realized capital gains as I sold off shares to re-balance my portfolio. Currently I am in a loss position with the above mentioned companies. I was thinking of selling shares in these six companies to help offset the realized capital gains. Which of these shares do you think I should buy back after 30 days to avoid the superficial capital loss? Normally I would not be selling them, but for tax purposes I am contemplating doing so. AAPL makes up a significant part of my Info Technology sector and GILD is my only exposure to the health care sector. If I do not buy back the other four companies it will not impact my asset mix in my portfolio significantly. Is this the right time of year to do tax loss selling for these companies?

Thank you
Read Answer Asked by Robert on September 09, 2016
Q: I feel as if I have owned Apple forever! I am now down 20% on the stock and just about ready to throw in the towel. Can you suggest a replacement in the same space with more growth potential? SIMO perhaps, which you have recommended before?
Read Answer Asked by Michael on July 26, 2016
Q: Are there any companies/organizations in the Artificial Intelligence sector that 5i believes are good long-term investment opportunities; perhaps focusing application to diagnostic medicine. (Not so interested in driver-less cars, but believe that there must be tremendous long-term plays for companies perfecting diagnostic tools, for example.)
Thanks for your excellent investment analysis.
Read Answer Asked by Brad on June 13, 2016
Q: Hello Peter and Team
Some success in writing covered calls on US stocks in you last article. What would be your advice if the stock price drops significantly below the original buy price after the option expires. AAPL down over 10% last week.
Would you still consider writing a call option at a strike price well below your original cost?
Would it be a better strategy to stick to less volatile companies?
Thanks for the advice
Peter
Read Answer Asked by Linda on May 03, 2016
Q: I have a well balanced 5I style portfolio, Thanks. Regarding my US holdings I have SPY, EFA, IBB, IWO, VIG, TAL, YUM, XLY, AAPL and a little US cash. Apple is flat, the rest have been fantastic. What do you think about selling Apple and buying something tech like such as QQQ with about 4% of my US portfolio? If you think this is a good idea is QQQ the choice or something else in any sector?
Read Answer Asked by William on March 10, 2014
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