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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: How would you characterize the large cap technology stocks today and for the next year. FYI I sold my FB stock years ago - I can’t stand the companies impact on personal health! Clayton
Read Answer Asked by Clayton on November 15, 2022
Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.
Read Answer Asked by HARRY on November 11, 2022
Q: What a remarkable market. GOOG has been my largest holding. I have a significant loss and am looking to take a tax loss. First, with a FOMO fear that it might bounce, I am thinking of selling 1/2 my position; if you were me, would you simply sell 100%? Second, would Apple be a suitable substitute? For 30 days or long term? Thanks much.
Read Answer Asked by Leonard on November 04, 2022
Q: Hello

Want to sell GOOG and AMZN in my cash account for the tax loss.

Replace them with FTS, PPL and ZEB. for dividend and safety.

Your comments thank you.

Mike
Read Answer Asked by Mike on November 03, 2022
Q: Hello 5i!
At this point in the cycle can you please rate the following as buy, sell or hold. I know you sometimes say in a different kind of market high growth can do well. Can you please comment on whether one should decrease technology holdings in general or just wait for tech to shine again one day. Thank you!
Read Answer Asked by Neil on November 03, 2022
Q: I’m looking to purchase these 3 stocks on the neo exchange. Is this a good time and in which order do you recommend? Thanks for your valued service.
Read Answer Asked by Gary on November 01, 2022
Q: Down approx 25% in each of Goog, Msft and Amzn. Down 45% in Meta. I have a 5 year window and am looking for total return and less volatility. I am inclined to keep the first 3 and switch Meta for Cost or Aapl. Please critique my plan. Thank you
Read Answer Asked by Richard on November 01, 2022
Q: With all the megacap tech names earnings being released, and seeing the pullbacks and future estimate adjustments etc. If you had to chose one of the above to invest in, which would it be and why? Thx
Read Answer Asked by Adam on November 01, 2022
Q: In January, regarding the above to companies, you stated "We don't like the valuations in the sector (especially RIVN, LCID)..."
My question is, after a significant drop in both, and the requirements for European countries to move into EV's in the coming years, is it reasonable to take a small position in one or both to sit on the shelf for 10 years. Is there another co (next to Tesla) that might be a better "shelf" stock. Thanks!
Read Answer Asked by Kim on October 31, 2022
Q: With the above four big tech companies above disappointing on earnings and being beaten up for it, is this the beginning of the tech earnings recession going forward? And do you think the stock market will begin to move more on earnings now and less on the actions or potential actions of the Fed? ie. if we want to buy these names would it be smart to sit on the sidelines now and let this play out for a while? Thanks.
Read Answer Asked by Michael on October 28, 2022
Q: Hi,
Do you agree with Mr. Ross Healy that NFLX is the only FAANG stock worth dipping into? Would you be a "trader" of this stock? Do you see the potential for a bounce?
Feel free to share your "musings"!
Read Answer Asked by Savalai on October 25, 2022
Q: Which Sector would you recommend investing in at this time? A couple of stock selections in this sector would be appreciated. Thank you.
Read Answer Asked by Nancy on October 24, 2022
Q: Portfolio Analytics is saying I need to increase consumer cyclical and defensive holding. Can you give me a couple of stocks in Canada and the United States with steady dividends and low risk. And a couple of ETF's too.

Thanks Greg
Read Answer Asked by Greg on October 22, 2022
Q: Hi 5i Team,

With small and mid-cap stocks at very low valuations what would be your must owns for stocks in the US and Canada for solid growth over the next 1-5 years with the core characteristics that you look for including solid growth in revenues, strong balance sheet and etc.?

Over the course of the next 6 months would you be a buyer of small to mid cap stocks or large cap stocks? I'm a long-term investor with a medium to high growth risk tolerance.

Thanks as always,
Jon
Read Answer Asked by Jonathan on October 17, 2022
Q: Hi 5i Team - I hold the above stocks in three small U.S. accounts. I plan to keep NVDA, QCOM, AMZN, GOOG. My holdings in the other six are minimal due to the general sell-off over the past year: CRWD, UCTT, U, APPS, ROKU, UPST. I would like to combine these 6 into two, three at the maximum. Could you suggest which two or three should be kept. Or might it be best to sell all six and start over with a couple of different ones. My investment focus is growth with a three year timeline. Since it's the end of the week the answer can wait until sometime next week.
Thanks.
Read Answer Asked by Rob on October 16, 2022
Q: Hi 5i:
I've been away for a while and not keeping up with Questions, so this may already have been asked and answered. if so, please provide a link to the answer.
I'm hoping you could advise what sectors you think will reverse the current trend and begin to appreciate in value more quickly than others and, also, if you could identify three or so names you would expect to 'lead the charge' in each of those sectors.
If time and space permit, any commentary you might have regarding each identified sector and/or name would be appreciated. Thanks!
Peter
Read Answer Asked by Peter on October 13, 2022
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