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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: We have small positions of the above stocks in a well diversified portfolio. Which would you recommend holding and adding to vs eliminating completely?

Read Answer Asked by Stewart on July 17, 2023
Q: Hello 5i Team,

I'm looking to sell the following 12 stocks in my cash account to crystallize some losses in anticipation of better buying opportunities in the fall: BNTX, CAE, CHTR, CIEN, CJT, CTS, DIS, FNF, GNRC, HAS, TEAM, and YETI.

For each of these stocks, could you please indicate: HOLD; SELL; or SELL + RE-BUY (with suggested proxy).

Feel free to deduct as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on July 17, 2023
Q: Is AI a net headwind or tailwind for the software companies within CSU? Are their legacy companies particularly vulnerable to being displaced by AI?

Thanks.
Read Answer Asked by Joel on May 30, 2023
Q: Dear Peter,

This question is based on your excellent article in Canadian Money Saver Nov/Dec 2015! How time flies, eh?! Titled: Setting up a US income portfolio with call options.

Several years ago I had asked if you have written any follow articles on this strategy? If you have, please post the links for all of your subscribers. That would be helpful.

But my question is this:
Based on the criteria that you highlighted in that article if you had to choose Five stocks what would those stocks be today?

I am semi retired senior citizen who can allocate 10-15% of my portfolio to this strategy.

Many thanks in advance.
Mano.
Read Answer Asked by Savalai on April 28, 2023
Q: Hi,
Of this list do any of these names have concerns and if so, what might they be? Are there any you would wish to wait longer before buying? Any you do not think appropriate buys in this market? Others you feel are more compelling? If you were to buy these, in what order would you do so? I know - lots of questions - feel free to deduct accordingly! My preference is for stability of future earnings, lower or no debt and the dividend is a bit of a bonus, but not something to rely on. Many thanks!
Dawn
Read Answer Asked by Dawn on January 09, 2023
Q: Hello, I saw that there are seven new CDRs from CIBC: Verizon, McDonald's, Nike, Starbucks, Coca-Cola, United Health, and Cisco. Without going into the CDRs versus buying on American exchanges debate, I am curious to know if some of these stocks are worth buying today, which ones, the reason why and in what order (from most compelling to least)., presumably for a 5-year holding period. Thanks.
Read Answer Asked by Martin on August 10, 2022
Q: With the chip bill being passed by Biden, which companies will benefit the most;
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.
Read Answer Asked by Helen on July 29, 2022
Q: I have these U.S. stocks in a RIF (ABBV, CSCO, DGRO ) and TFSA (DIS, MA, GOOG, NVDA) .

Please rate these in terms of safety and growth potential.
Read Answer Asked by Valerie on July 10, 2022
Q: is there on ETF you recommend that invests primarily in the cybersecurity industry? if so name the companies and their percentage representation in the portfolio thanks Richard
Read Answer Asked by richard on June 07, 2021
Q: This is my margin portfolio, all position weightings are between 3%-5%.

The projected yield is 3.31% with a 3-5 year hold.

I realize 24 positions is a bit overkill but I can't seem to choose which to remove, which would you recommend?

What positions would you add to the portfolio?

Take as many credits as needed.

Thanks for the great service

Read Answer Asked by Robert on April 26, 2021
Q: I have held Cisco for 5 years -up about 50% plus dividends. I am thinking about exiting it for a more interesting stable growth story in the hardware/software business. Qcom is one idea but would appreciate any other ideas or should i just hold on to Cisco for any future growth and the dividend?
thanks
Kevin
Read Answer Asked by Kevin on February 10, 2021
Q: Do you have any recommendations on 5 G stocks
Read Answer Asked by Donald on February 08, 2021
Q: Hi 5i , 5G: Can you please pick the best 3 of these Co., best first.
thank you!
F
Read Answer Asked by Fernando on February 08, 2021
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