Q: Everyone, if you could ask one question of yourselves what it be. Clayton
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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.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- AbbVie Inc. (ABBV)
- Medtronic plc. (MDT)
- Zimmer Biomet Holdings Inc. (ZBH)
Q: Retired DIY investor. I find that I’m overweight in Tech stocks having AMZN, AAPL, GOOG, and MSFT and on the Cdn side CSU and SHOP. Meanwhile I have no healthcare stocks. I’m considering selling Apple and rotating into ABBV, MDT, or ZBH.
Could I have your opinion on this move? Many thanks.
Could I have your opinion on this move? Many thanks.
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Descartes Systems Group Inc. (The) (DSG)
- Advanced Micro Devices Inc. (AMD)
- Vanguard Dividend Appreciation FTF (VIG)
- Viemed Healthcare Inc. (VMD)
- Berkshire Hathaway Inc. (BRK.B)
Q: Good Morning,
Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad
Our RESP for my 13-year-old daughter is currently valued at about $42k. It is comprised of 25% Google, 25% AMD, 25% DSG, 13% Apple, and 12% VMD. Wondering if you could please give me a few ideas for another stock or ETF (Canadian or American) that I might add to this mix, as I will be contributing another $6K soon. Thanks. Brad
Q: Thoughts on Disney and Apple? Would you be a here at these prices?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Pure Storage Inc. Class A (PSTG)
- Vertiv Holdings LLC Class A (VRT)
Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Ford Motor Company (F)
- Oracle Corporation (ORCL)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- NIO Inc. American depositary shares each representing one Class A (NIO)
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Many Thanks!
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOGL)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- McDonald's Corporation (MCD)
- Visa Inc. (V)
- Walmart Inc. (WMT)
- Constellation Software Inc. (CSU)
- Tourmaline Oil Corp. (TOU)
- WSP Global Inc. (WSP)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- Sprott Physical Gold Trust (PHYS)
- Baytex Energy Corp (BTE)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Visa Inc. (V)
- Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI)
- Berkshire Hathaway Inc. (BRK.B)
Q: Hello 5i Team,
I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.
Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.
Would you recommend adding a global ETF for geographical diversity? If so, what?
Feel free to subtract as many credits as you see fit.
Thanks, as always, for your helpful advice.
I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.
Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.
Would you recommend adding a global ETF for geographical diversity? If so, what?
Feel free to subtract as many credits as you see fit.
Thanks, as always, for your helpful advice.
Q: Is AAPL price expected to fall further? I sold off 10% a week ago. It went back up to $189 but down again 4% overnight to USD 176 due to China not approving iPhones as work phones.
Would it make sense to sell AAPL stock now and buy it again when the price stabilizes? What would be a decent entry price for AAPL?
Would it make sense to sell AAPL stock now and buy it again when the price stabilizes? What would be a decent entry price for AAPL?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Roku Inc. (ROKU)
Q: AAPL has had a great run.
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
Q: Between AAPL and CSU, which company do you feel has the best growth prospects over the next 5 years? Thank you.
- Apple Inc. (AAPL)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Home Depot Inc. (The) (HD)
- UnitedHealth Group Incorporated (DE) (UNH)
- Visa Inc. (V)
Q: The media occasionally references buying "Dogs of the Dow". Do you know if any comparative analysis has been done of the better Dow stocks which may be termed "Stars of the Dow"? If so, is there any guidance to be suggested? I think 5i favours buying "winners" rather than "losers". Thank you for your always well-reasoned comments.
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Constellation Software Inc. (CSU)
- Algonquin Power & Utilities Corp. (AQN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Fortis Inc. (FTS)
Q: Hi Folks,
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
Q: I own both GOOG and AAPL in my portfolio. AAPL has been taking a bit of a hit in the past few days. Would you recommend holding both and which one do you see as the best performer in the next three years. Your comments on both companies would be appreciated. Thank You.
Q: Hi Folks,
I would like to add either Apple or Visa to my RRSP account for a long term hold (buy and forget it). Which would be the better one to add at this time?
Thanks
I would like to add either Apple or Visa to my RRSP account for a long term hold (buy and forget it). Which would be the better one to add at this time?
Thanks
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Constellation Software Inc. (CSU)
Q: Hi Folks,
I currently hold CSU and MSFT in my otherwise conservative RRSP. I am looking at adding either AAPL or GOOG for a little more growth. Can you suggest which one would be better to add today.
Thanks
I currently hold CSU and MSFT in my otherwise conservative RRSP. I am looking at adding either AAPL or GOOG for a little more growth. Can you suggest which one would be better to add today.
Thanks
- Apple Inc. (AAPL)
- Tesla Inc. (TSLA)
- Ferrari N.V. (RACE)
- Heico Corporation (HEI)
- Lvmh Moet Hennessy Louis Vuitton SE ADR - Level I (LVMUY)
Q: Hi,
I have had Heico on my watchlist for quite some time but never purchased any because of the premium valuation. Everything I read about it (including the questions/answers on 5i) is positive so I'm wondering if it is one of those stocks that warrants a premium valuation, ie. will always be expensive?
I do own some Ferrari (RACE) shares which have done well for me and are also at a premium valuation, but it seems (at least so far) that it deserves the premium. Same story for my Tesla shares. So I am wondering if Heico is similar to RACE and Tesla in that way? Would you consider a purchase of Heico for a growth investor with a long time frame?
Thank you,
I have had Heico on my watchlist for quite some time but never purchased any because of the premium valuation. Everything I read about it (including the questions/answers on 5i) is positive so I'm wondering if it is one of those stocks that warrants a premium valuation, ie. will always be expensive?
I do own some Ferrari (RACE) shares which have done well for me and are also at a premium valuation, but it seems (at least so far) that it deserves the premium. Same story for my Tesla shares. So I am wondering if Heico is similar to RACE and Tesla in that way? Would you consider a purchase of Heico for a growth investor with a long time frame?
Thank you,
Q: Hi,
If you had to choose either Apple or Shop for the next five years, what would u choose and why?
If you had to choose either Apple or Shop for the next five years, what would u choose and why?
- Apple Inc. (AAPL)
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- General Motors Company (GM)
- Loews Corporation (L)
- Eli Lilly and Company (LLY)
- Constellation Software Inc. (CSU)
- Restaurant Brands International Inc. (QSR)
- Kinaxis Inc. (KXS)
- Tesla Inc. (TSLA)
- Advanced Micro Devices Inc. (AMD)
- INVESCO QQQ Trust (QQQ)
- TFI International Inc - Ordinary Shares (TFII)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi group I just sold NVDA @ $425. The plan was to wait for a pullback so i could repurchase. Looking like that will not work out. So should I buy AMD or ADBE Or? ...or just wait for a market adjustment broad based
2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L
Thanks for your help with these decisions deduct credits as required
2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L
Thanks for your help with these decisions deduct credits as required