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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: 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: Google is only about 1% of my portfolio, total tech weighting in 15% of the portfolio. I'm down 30% on Google stock at the moment. It is held in RRSP. After yesterday's results and today's selloff, would you recommend hold, sell, or buy more? If your answer is "buy more" would you buy now or wait for better momentum? Timeframe 5+ years.
Read Answer Asked by Michael on October 27, 2022
Q: Is it time to take a break from Alphabet for a while or is this going to be the bottom? Seems like there might be some better places to be for now. If yes, what would you choose right now? Thanks
Read Answer Asked by Neil on October 26, 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: Bear markets are historically fantastic opportunities to build wealth for longer-term investors... what are your top 5 - 7 stocks that in retrospect we will be happy to have bought when we go back to a bull market ? Thanks !
Read Answer Asked by jean on October 21, 2022
Q: All four securities are held in a US TFSA at ~2% - 2.5% positions each. I would like to deploy available funds to either take two of the positions to 3.5% or add to all four at 0.5% ea. Seeking market recovery growth over the next 2-4 years, which strategy would you deploy? If only two were added to, which ones would they be, if it were you?

Thanks for all you do for us little guys.
Read Answer Asked by Tony on October 20, 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
Q: In your answer to a question on BAM.a today you indicated that it is a company you are least worried about. What are a few other companies you are "least worried about"?
Read Answer Asked by Les on October 13, 2022
Q: I have some $US to invest. What would you recommend? And why?

Thanks for your help
Read Answer Asked by christianne on October 12, 2022
Q: I have a little extra US funds to put to work (US20,000 in cash account)...was looking to take advantage and potential upside over next 12/18 months...currently own Occidental. What other 2 US energy stock would you recommend at this point? Also, what other 2 US stocks in any category would you see for great potential?

Thanks
Read Answer Asked by Matthew on October 06, 2022
Q: I own these stocks as part of my technology sector. Do you see any overlap in any of these names? Particularly between SHOP, LSPD and NVEI, or are they different enough to own all? Also if you were to choose to high grade 1-2 names, what would you choose if any? Thanks!
Read Answer Asked by Keith on October 05, 2022
Q: Hi team,
I have been a long term holder of ADW and overall with dividend and trimming at prior highs will come out just above par with this holding, which is not desired for multi year, but a nice learning experience for me.
I am thinking of selling and splitting between tc energy, sun life and alphabet. The first two for greater yield play, and all three on the belief that on positive macro news all will perform better relative to ADW (small cap, debt level, your B rating, consumer lag on discretionary).

Thanks for your thoughts.
Read Answer Asked by Allan on October 03, 2022
Q: Hello,

I have roughly $75,000 to invest. I am looking for US base stocks with upside. I have a pretty balanced portfolio so am looking for growth type names or ones with upside. This year i purchased amazon, netflix, disney, and nvidia so please recommend 4-5 of your best ideas other then those ones.

Thanks
Read Answer Asked by sean on October 03, 2022
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