Q: Would you replace ADBE with APPL in a TFSA? Five year hold. Thank you.
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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 Peter,
Thanks for great service.
Which one has more potential in the next five years and beyond and why?
Will be held in RRSP with 20+ horizon.
Best,
Matt
Thanks for great service.
Which one has more potential in the next five years and beyond and why?
Will be held in RRSP with 20+ horizon.
Best,
Matt
Q: Can I have your thoughts on ADBE earnings and the subsequent drop? Thanks.
- Adobe Inc. (ADBE)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
Q: I'm thinking of increasing the tech exposure (presently 15%) to the 29 stocks I own in my portfolio. Presently my tech exposure is CSU, DSG and KXS. I find ADBE interesting. Would you invest more in the 3 stocks I already own or initiate a postion in ADBE?
Q: Could you please comment on docusign's earnings. Is it now a sell?
Is there a stock you with which you would replace it? Thanks.
Is there a stock you with which you would replace it? Thanks.
- Adobe Inc. (ADBE)
- Salesforce Inc. (CRM)
- United Rentals Inc. (URI)
- lululemon athletica inc. (LULU)
- Rent-A-Center Inc. (RCII)
- Crocs Inc. (CROX)
- DraftKings Inc. (DKNG)
Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.
Thank you
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.
Thank you
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Vanguard FTSE Developed Europe All Cap Index ETF (VE)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Microsoft Corporation (MSFT)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Roku Inc. (ROKU)
- EPAM Systems Inc. (EPAM)
- CrowdStrike Holdings Inc. (CRWD)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Nuvei Corporation (NVEI)
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- Roku Inc. (ROKU)
- CrowdStrike Holdings Inc. (CRWD)
Q: I have a full position of Fb and am thinking of dumping and taking advantage of other tech stocks that have sold off dramatically. Could you give some names that you think are near the bottom with lots of upside? Thanks
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- The Trade Desk Inc. (TTD)
- Digital Turbine Inc. (APPS)
Q: Hello,
With a five to ten years time horizon, what are your top five US tech stocks?
Thanks!
With a five to ten years time horizon, what are your top five US tech stocks?
Thanks!
Q: If you could own one of these at a full position for a long term hold, which one would you choose and why. Thank you
- Adobe Inc. (ADBE)
- Block Inc. Class A (SQ)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- Match Group Inc. (MTCH)
- First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN)
- Roundhill Ball Metaverse ETF (METV)
Q: Hi,
I currently own META and QCLN.
For long term hold, I'm thinking about switching these two into SMART stocks because they dropped more.
1) Do you think SMART stocks will outperform META and QCLN in the long term?
2) Do you think SMART stocks are cheap enough right now given almost 50% drops?
Thank you!
I currently own META and QCLN.
For long term hold, I'm thinking about switching these two into SMART stocks because they dropped more.
1) Do you think SMART stocks will outperform META and QCLN in the long term?
2) Do you think SMART stocks are cheap enough right now given almost 50% drops?
Thank you!
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Intuit Inc. (INTU)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- DexCom Inc. (DXCM)
Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant
Thanks for the great advise!!
Grant
- Adobe Inc. (ADBE)
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Align Technology Inc. (ALGN)
- DexCom Inc. (DXCM)
- CrowdStrike Holdings Inc. (CRWD)
Q: With the recent market correction, there are a lot of stocks are deep in red. Which stocks are the compelling buys, after the market settle a bit?
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
Q: With the Nasdaq now down more than 15%, what would be your top 5 picks in the tech sector (both Canada and US) for growth given at least a 5+ year hold period?
I'm looking for stocks with great fundamentals that have just taken an unfair beating due to sector rotation and fear selling.
I'm looking for stocks with great fundamentals that have just taken an unfair beating due to sector rotation and fear selling.
- Adobe Inc. (ADBE)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Starbucks Corporation (SBUX)
- AbbVie Inc. (ABBV)
- Salesforce Inc. (CRM)
- Williams Companies Inc. (The) (WMB)
- Roku Inc. (ROKU)
- NV5 Global Inc. (NVEE)
Q: I have $20000 to invest in an resp account.
Given the ongoing fall in tech stock prices, I would like invest $10,000 to buy tech stocks low and hopefully sell high in 3 years.
Can you provide 5 Canadian stocks and 5 US stocks.
I also want to invest the other $10,000 in less volatile. Companies with a total return of 15% or more. (e.g. Energy, banks, insurance, etc...)
Can you provide 5 Canadian stocks and 5 US stocks
Given the ongoing fall in tech stock prices, I would like invest $10,000 to buy tech stocks low and hopefully sell high in 3 years.
Can you provide 5 Canadian stocks and 5 US stocks.
I also want to invest the other $10,000 in less volatile. Companies with a total return of 15% or more. (e.g. Energy, banks, insurance, etc...)
Can you provide 5 Canadian stocks and 5 US stocks
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Palo Alto Networks Inc. (PANW)
Q: hello 5i:
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L
Q: 1. Can you please comment on Adobe. If it is a good long term hold.
The valuation of the company.
2. I would like to know how REIT and insurance stocks perform in a high inflation environment.
thank you
The valuation of the company.
2. I would like to know how REIT and insurance stocks perform in a high inflation environment.
thank you
Q: I've got room in my TFSA to move in shares of either ADBE or CRWD. Which would you think would have further upside from here?
Thanks so much for your valuable service.
Thanks so much for your valuable service.
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Five Below Inc. (FIVE)
- Paycom Software Inc. (PAYC)
- Toll Brothers Inc. (TOL)
- SelectQuote Inc. (SLQT)
Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.
Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.
Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.
Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.
Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.
Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.
Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.