Investment Q&A

Q: Good morning again, I just sent the beginning of a question and inadvertently sent it before I finished!
Here it is , hopefully in its entirety,
I am building a long term portfolio, 10 plus years, and would like to add 2 or 3 Large US Technology stocks. I am looking at AAPL , GOOG AMZN and MSFT , I already have NVDA and are not interested in FB. Any thoughts on the above, which order would you suggest buying them in, and are there any others I should consider? Also can you explain the difference between GOOG and GOOGL Thank you

Q: Hi there,

I am looking to buy 10 software stocks and 10 stocks in the semiconductor space. I am seeking out high growth names. Would you be able to provide me with your top recommendations? Thank you kindly,

Jason

Q: I currently own these companies. I have some US cash to add to my TFSA and would like your recommendation on 5 additional best of breed companies. Or would you increase number of shares in the companies I already own.

Thanks, Donna

Q: If you had to pick only ten stocks or ETF's to hold forever which would they be?
Thanks

Q: I own the following in my US-denominated TFSA:

ADBE, DAL, FIVE, PYPL, PAYC, TOL, SLQT, GOOG, AL

The goal of this account is high-conviction, long-term growth strategy, focused on eight US equities, with a risk profile somewhere in between that of your Balanced and Growth portfolios.

A) If I had to sell one of the 9 holdings listed, which should it be?

B) Are there any others that should be sold in light of the investment goal stated?

C) Which of these should I add to, if any, or, which new postition should I consider (US market only) that would complement the existing positions well? Please note that I am already fully-weighted/over-weighted in FIVE, GOOG, PYPL, and PAYC.

Thank you. Please deduct the appropriate number of credits as needed.

Q: Please rank the US and Canadian stocks listed above for growth with a 5 yr +
time-frame.
Thanks

Q: Yesterday you said that you would pick (TOI, LSPD, BAMA, CUS, GSY, WELL, WSP) as your 7 Cdn stocks to hold for 5-10 years without selling. What would you choose as your 7 U.S. stocks? Thank you.

Q: Hello Peter

I sold recently almost 50% of my US stocks:ADBE,AMZN,TEAM,NFLX,MA & MSFT from my unregstr. acct. and I do not want to keep cash and I do not want to buy US stocks.

Please provide me with idea of 5 Canadian stocks that are reasonably safe and be kept for 2 to 3 years, or 2 Canadian stocks very safe with little growth.

Q: I have 1.4% of my total portfolio in AMZN in a TFSA. I realize this isn't much of a commitment and am tempted to sell and invest the money instead in one of my other TFSA holdings (all of which are around 3%): LSPD, NVDA, APPS, ADBE or GOOG. Your advice, please.

Q: US Compounding machine stocks - please list and rank.
Thanks

Q: Adobe and the nasdaq look ready to move up ( i recognize my rose colored glasses maybe on) with that in mind where do you think ADBE may rise to ?

IS 700 unrealistic within the year?

( If this year has taught me anything, uncertainty is the only constant especially with the inflation story having held the market hostage the last few months)

Q: I have meaningful positions in Adbe Msft,Amzn...they have all reported what I thought were spectacular earnings each.respectively.The market doesn’t seem to like them ....What am I missing?

Q: Your thoughts on the recent news of a new 20 billion dollar plant and the new ceo's game plan and would you view this as positive or a drag on the stock and would you still see adobe as better than intc with more upside.Own msft nvda,intc,orcl and aapl

Q: What are your thoughts on the earnings release and do you think the resultant pullback is a chance to open a position? Thanks

Q: Hi 5i team,

I have a 3% position in DOCU in my RRSP and I'm thinking switching to ADBE as its price seems attractive. I would like to have your opinion here.

Thanks
Matt

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.