Investment Q&A

Q: Hi Team, We hold CNR and BIP.UN in our TFSA accounts and would like to free up space for other holdings from our non-registered account. We hold AMZN, BAM'A, CSU, GOOG, and QCOM in a non-registered account. If we switch out CNR and BIP.UN before Dec. 31 will we be able to transfer in some of the non-registered holdings in 2022? If so, in which order would you rank the non-registered holdings to take advantage of the TFSA account?
Would it be better to replace BIP.UN with BIPC in the non-registered account?
Thanks

Q: Although it is a US equity, it is mentioned here often enough that perhaps you will answer a question about it. APPS has received many favourable comments from 5I; can you explain why you like it? It recently has a noticeable reduction in share price.....is this a buying opportunity or a change in momentum? In a growth oriented TFSA, I am thinking of trimming some NVDA, CRWD, and AMZN to create some funds to purchase a small position in APPS. Those 3 have grown but are not (yet) too high of a weight , this would be to try to boost results. Is it a move you would make, or would you just stay the course? Many thanks for your excellent service.

Q: I need to raise some cash so need to sell one or two stocks in my TFSA which is growth focussed. I am probably a little heavy on tech. Could you rank the order of stocks that you would sell. I am tempted to sell TTD after its recent gain but I am not sure this is the best option. Could you offer short a short comment regarding the top two on the list?

Q: Hi, Could you please comment on AFRM results and forward guidance ? Thank you

Q: Why did QCOM dropped more than 4%, whereas NASDAQ dropped only 1.66% on Wednesday? The stock has been upgraded on Tuesday. Is it because of profit taking or investors don't believe its performance? I thought that it was less risky than AMZN, GOOG, etc. Is it still a buy?

Q: Your opinion on IPO RIVN. Thank you

Q: Hi,
Can you please rate these separately for highest growth and lowest risk. 5-10 year hold.
Thanks

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Q: In 5i's opinion, if you had to choose, which would you see as being your top 5 most promising AI companies?

Q: Rivian, which doesn't have any vehicles on the road yet, is seen as a potential competitor to Tesla. Can you provide an opinion on the Amazon backed EV company Rivian Automotive given their IPO next week and target of $60B valuation? Do you suggest that one take position in this company given they are an alternative to other EV companies?

Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks

Q: Group looking more and more that supply issues along with inflation are going to effect the market sooner rather than later. Results from AAPL and AMZN were dismal i own all the major fang stocks is it time to take profits before a correction (at least in this sector) please give me your specific thoughts on the fangs Also your top 3 Cad and top 3 US stocks with moderate risk going fwd...thanks for your guidance

Q: Please comment on the earning.

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: Can you rank these US technology stocks? Perhaps based on risk, and another ranking based on growth.

Q: My 28yr old son is looking to build a diversified ETF portfolio with 100% equity exposure with a bent towards growth given his long investment horizon.  These will be spread across his TFSA, RRSP and Non-Registered accounts.  Since he will be contributing smaller amounts on a regular basis a zero commission platform such as Wealthsimple is appealing.  However, they charge 1.5% fee for all currency conversions making it only practical to hold Canadian traded ETF's.  As a result he is considering the following:

ZSP 40%
XIC 25%
TEC 20%
VIU 10%
VEE 5%

ZSP + XIC + VIU + VEE together create a mix of ETFs that are globally diversified and very similar to the structure of XEQT/VEQT.  Versus XEQT/VEQT This portfolio has a slightly lower weighted-average MER at 0.16% and also has 20% in TEC (in place of something like QQQ) which is more growth oriented. Here are how the sectors would be weighted with this portfolio:

Info 31%
Financial 15%
Cons Disc 11%
Industrial 9%
Healthcare 8%
Communica 7%
Cons Staples 5%
Energy 5%
Materials 4%
Utilities 2%
Real Estate 2%

These would be the top 10 holdings with this portfolio and these top 10 would account for 24% of holdings in this portfolio:

AAPL5.1% MSFT4.9% AMZN3.2% GOOGL1.8% FB1.7% GOOG1.7% TSLA1.5% SHOP1.4% RY1.2% NVDA1.2%

If this was you at 28, can you please comment on
- are the 5 ETFs he has chosen ones you would go with given his objectives, if not, what changes/substitutes would you make along with recommended % allocations?
- is his % allocation across the 5 appropriate or would you make changes? For example I thought there might be too much overlap between ZSP and TEC as they are both highly invested in AAPL, MSFT, AMZ and FB and he is looking at 60% going into these 2 ETF's. That may well be what you want at his age but  I wonder if he is better served by reducing ZSP to 25% -30% and TEC to 15% and add  the remaining 15-20% to CDZ or VGG (or something else?)
- given he will be making contributions to his TFSA, RRSP and Non-registered, which ETF would be best in which account and why? 

Thanks for all your help, 
Scott

Q: Which do you believe will show greater growth next year: LULU or AMZN? Thank you.

Q: How much will Amazon go up on the Rivian IPO? Amazon owning around 10% of Rivian and if the IPO goes as planned than we will get an actual valuation of Amazon's ownership of these shares. My play was Amazon - not Rivian. Or is the Rivian valuation too small to move AMZN stock?

Q: I bought AMZN around the time that the pandemic hit in March 2020 at $2000/share and then rode it up to an all time high of $3770 in the summer of 2021. Since then the stock is down $500-$600 -- which is basically the level its been at throughout most of 2021 -- except for that "blip" in July 2021. The reason for my message is a request to convince me why I should hang on to AMZN -- when what I really want to do is sell. Thanks!

Q: PTON Given the fact that life looks like we will be returning to a pre-covid world hopefully not too far, what are your thoughts on this company for a long-term hold? Do you think it will become something like Lululemon? Is it a good time to initiate a position now?