Investment Q&A

Q: Hi,

If one is buying US stocks that don't pay a dividend, is there any benefit to holding them in an RRSP account? Or would it be fine to hold them in an un-registered account?

Thanks,
Robert

Q: Hi,

I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!

SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%

Q: Hello, given the current US$ exchange rate and the loses still incurred on a handful of CDN stocks, I'd like to hear your thoughts on selling the decent dividend but significant double digit % loses to acquire more US$ and move it into GOOG & FB. Alternatively I have considered adding to VFV or starting a position in VGRO and leave it as CDN$. I am ~25% in USD of which I plan to use so I am not concerned with adding a few more points of USD. Thank you for your opinion.

Q: Hello. Leaving aside the differing natures of the businesses, how would you rank these four companies in terms of buying preference with a few comments on justification/value? Thank you.

Q: What are the forward P/Es for Microsoft, Apple, Google and Facebook? How much cash per share does each company have?

Q: If one wanted to invest for the short and medium term and the choice was between Google and Facebook which one would you choos. Thanks
Mike

Q: I have held CVS for approx. 6 months and virtually it is flat. There have been many recommendations from the street however I have 22,000.00 which seems to be dead money. Should I sell and buy some tech stock like Oracle or Taiwan semiconductor. Do you have a suggestion other than these 2?
Cheers, Doug

Q: Can you suggest some companies with decent premiums that you think would be good candidates for an income generating strategy using options.
Many thanks.
Mike

Q: I have the above in communication and i need to sell one of them. Which one would you sell? Are there any other ones that you might recommend over these?
Thanks

Q: I want to add one more stock to my TFSA, I am looking at FB and NVDA - which one would you recommend today and why?
Thanks for your advice.

Q: Hello 5i Team,
I recently listened to "The Outsiders: Eight Unconventional CEO's". I quite enjoyed it. However, it was written almost 10 years ago; so I'm wondering who are the Outsiders for the next 10 years?

Thank you,
Brent

Q: Hi 5i team,
My nephew turned 18 last year and has now 11K in his TFSA ready to invest.
What would be your suggestion (s). It can be a mix of CDN and USD stocks/ETFs.
Obviously, it would be several years before needing any of the money so some risk can be taken.
Thanks

Q: I am considering IHI; Costco; Navidia; Facebook; Microsoft and JPMorgan as a mini etf for my U.S. funds. Would you add/replace and or delete any of these?
Would you consider Google as an alternative or addition to the above.
I have $10,000 u.s. for this package of stocks.

Q: there is a lot of buzz about "artificial intelligence" and the stocks that are best positioned in this sphere . Would you consider OTEX a good choice?
What others would you you recommend?

Q: Is 3K for AMZN and 2K for GOOG a good entry point....or should i wait for them to go lower on any future correction.

What do you think of MSFT or FB ?

Which of these would be safer and have more upside with a time frame of 5+ years

Thanks

Q: Question regarding Google's announcement of changes to third party cookies and your thoughts on the potential benefits this may bring for some companies. I know its affecting companies like TTD but wouldnt ROKU benefit because they have their own ecosystem and can see what people watch, search for etc. or a company like FB who can see status's, conversations, group posts about products people still share so much information plus instagram (sharing info between the two). Or a PINS who again has its own ecosystem and can use that data to sell ads on its own site... hope this makes sense.

Also as of right now with the further rotation out of growth, what are your top 5 "buy now" companies that you *could* see rebounding quite nicely when the dust settles.

Q: Hi!

What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.

Jason

Q: Could you please give me your opinion on what the best plays are in regards to virtual reality. I have a long term high risk tolerance. I don't have a preference if it's Canadian or US companies.

Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks

Q: Hi there,

Could you please provide 8-10 companies, preferably in the US that are in the AI and machine learning category and that you think have great technology and a large potential market? No need for in depth analysis so you can keep it brief. I'm looking for a place to start more in depth research. Much appreciated!

PS - I sent a question in awhile back that is probably still in queue as it asked for info on 6 companies that are not mainstream. No rush but please let me know if you didn't get it.