Investment Q&A

Q: Adobe is down over 100$-approx 20%... since the late summer/fall.Is there any fundamental reasons to account for this slide .Are you bullish still on its future?

Q: I have Microsoft and Adobe in my RRSP and would like to add to one of them. In your opinion, which one has better growth potential in terms of stock price appreciation in the next 1-2 years....and what are your reasons for picking one or the other ?

Q: Seems bewildering to choose among so many types of Tech stocks. Looking for 3 names...would CRM, ADBE or any others you would suggest be worthy at today’s values or should I just run to the SMH ETF? Help and thanks!

Q: I've been interested in SEDG for the past couple of weeks and I don't own many stocks in this industry. Do you think now would be a good time to get in? Additionally, I'd like to avoid going beyond approximately 20 stocks in the portfolio, so adding SEDG would mean selling my position in one of the other four stocks above. Do you see greater potential in SEDG over the next 3-5 years? Or would it be better to build on the positions I already have?

Thanks

Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.

Q: Would there be any recent news on the walmart or oracle take over of tiktok or have the courts thrown it out i own oracle and if there is no chance of seeing them buying tiktok i'm wondering if adobe would be a better stock to own.

Q: I am 60 years old, and I don't need the upcoming major problems that the world central banks are creating lead to the destruction of my retirement. So I am diversifying.

I currently hold the traditional Canadian dividend paying stocks, growing exposure to Emerging market ETF's, Gold bullion / ETF, commodity stocks, Infrastructure / Renewable Energy via the Brookfields, a few big name US stocks, and now entering the crypto world.

Here is my question: I read a recent article on Cathie Wood - CEO of Ark Invest. She claims:

"Seeded during the tech and telecom bubble more than 20 years ago, the five main platforms of innovation that we think will transform the global economy are: DNA sequencing, robotics, energy storage, artificial intelligence, and blockchain technology. These involve 14 technologies including gene therapies, 3D printing, cloud computing, big data analytics, and cryptocurrencies."

I already have a pension from a Robotics-related company, and I am investing in crypto. Do you have any recommendations for anything else from what she mentioned, in which you would share her outlook? I have both CAD and USD accounts. Could be company or ETF - big or small.

Thanks.

Q: Thinking of doing something new - Add US stocks to TFSA.
As of now, this account has a balance/growth Cdn stock tilt, like the ones in the 5iR portfolios. Read on 5iR, best to include no dividend or low dividend US stocks. Question - is there a rule of thumb or range for holding US stocks in TFSA or is it all just personal? 
Another question - for longer term holds in TFSA, what US stocks would you consider?
High 5 for the guidance!!!....Tom

Q: Early in December 2020, you recommended the following stocks as long term keepers: SHOP, CSU, ENGH, BYD, ATD.B, GSY. Could you please recommended 5 or 6 US stocks that are long term keepers?
Thanks!

Q: Please rank them based on their moat, starting with the widest moat. Thanks.

Q: Can you please rate these companies according to growth opportunities and another rating for risk? Thanks!

Q: Hello Peter, assuming an already have a diversified portfolio, in what order would you choose the following for long-term wealth creation (whether from dividends or gains): ETSY, PINS, SQ, NVDA, LSPD, ADBE, ARKW, MKP. Thank you.

Q: Please list and rank up to 10 US stocks which you see as having the best potential for capital returns over the next 3-5 years. Also, please provide a risk rating for each, using a scale of 1-10 with 1 being low risk.
Thank you for your highly valued opinion which has proven to be excellent for my investment over the past several years.

Q: With recent vaccine development and big price drop on Monday , I am wondering what stocks are good to buy . Can you please rank them according to potential. Thanks a million.

Q: Brett asked a question today. You mentioned 20 “keeper stock”. You mentioned 2. What would be the others?

Q: Could you please provide a few growth names on U.S. or CAN market you would buy with new money today?
Thanks

Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks

Q: What SaaS companies would you recommend in North America for new money they are priced relatively attractively.

Q: Hi team!

I see today on Cision that Infosys has won some new contracts and named a Digital Process leader.
Last question on this company was in 2017.
What are your thoughts these days?
Most of their 'Key Ratios' from your Companies page seem to reflect things are moving in the right direction, ie ROE, ROC. Their 3, 6, 12 and 36 month '% change' charts support this as well with gradual upwards trajectories.
If newly purchased in a balanced portfolio, should it belong to an RRSP, TFSA or non-registered. They do provide a US $ dividend so I assume RRSP.

In keeping with the 'all things Digital' theme, are their other companies you prefer that would be key (ie leaders) in leading the digital transformation? (There was a question asked on Sept 28 about 'disrupters'...not sure if these might be classified into this category).

Keep up the excellent work for us small DIY investors!!!

Cheers,
SteveMC

Q: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv