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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: I bought NVIDIA years ago and have been considering trimming as I’m overweight, and now want to take advantage of stocks that have recently dropped. I am a long term investor focused on growth with medium-high risk, what 3-4 stocks Canadian and U.S. do you recommend to help compliment my holdings? My US holdings are GOOG, COST, ISRG, V and my CAD tech holdings are CSU, TOI, KXS, and STC.
Read Answer Asked by Nick on June 22, 2022
Q: Dear 5i
If i have a sufficient amount of ZSP in my portfolio is there a need to buy AMZN , AAPL . MSFT and GOOG stock individually , within an RRSP account ?
Thanks
Bill C
Read Answer Asked by Bill on June 21, 2022
Q: If you were planning to deploy some new money into a few growth-oriented names today, which names would end up on your shortlist? (CAN or US)
Read Answer Asked by Andrew on June 21, 2022
Q: Earlier today you replied to a question with: "We are not big fans of averaging down, but if we were to do it BAM.A would likely be near the top of the list. When 'the market' brings down all stocks we are more comfortable buying more as opposed to when a company in isolation declines. We are not worrried about BAM getting through this market and/or upcoming recession. "

Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.

Thx.
Read Answer Asked by Christopher on June 20, 2022
Q: These large behemoths have been decimated in varying degrees. Would you please rank them and would you buy now for a long hold on what seems like a huge sale on quality leaders? Thanks.
Read Answer Asked by Steven on June 15, 2022
Q: Are there 2 or 3 Canadian & 2 or 3 US stocks you would be interested in buying in the current downturn?

Would you buy now or wait until???

Thank you.
Read Answer Asked by Ross on June 15, 2022
Q: Hi! If you listen to Larry Summers from Harvard on Wall Street Week he speaks of stagflation, Fed not raising rates quick enough, and difficulty with getting a soft landing. If you had to create a brand new portfolio today with a tilt towards income and could choose a combination of 16 stocks from either the US and Canada what stocks would you choose?
Read Answer Asked by Neil on June 13, 2022
Q: How would you invest 40K USD (which stocks and/or ETF's) in a balanced way, to limit downside risk, but maximize capital appreciation over the next 1-3 years. What timing would you use to make this investment. Thanks
Read Answer Asked by Charles on June 10, 2022
Q: Hi

If I were to "go shopping" and sell XLP a defensive ETF. What would be be a few ideas for growth assuming we are never a bottom..
Thank you for your time and assistance.
Mike
Read Answer Asked by Mike on June 10, 2022
Q: Hi Peter/Ryan I don't have large American companies such as MSFT, GOOG AAPL or AMZN in either my RRSP or TFSA is there any benefit to having some in a RRSP or TFSA? Which of these or other suggestion would you recommend for either. Thanks Nick
Read Answer Asked by Nick on June 09, 2022
Q: It looks to me that some good stocks are being thrownout because of fear if you agree which stocks are good buys,not only technologies but others too.
Read Answer Asked by Nizar on June 09, 2022
Q: Good Morning,
I would like your opinion on what you see as the next multibillion growth industry? Is it the Metaverse, EV charging industry, or is it something else?
Thanks
Read Answer Asked by Curtis on June 07, 2022
Q: I have 1400 BMO shares in Rrsp, I want to sell them and buy tech stocks, looks like tech stocks are hit bottom, this is the list that I want to buy Lspd, Nvei, Toi, shop, Cts, Eglx, At , Goog, Amzn, Upst and Apps, your thoughts please, thanks always.
Read Answer Asked by Hue on June 07, 2022
Q: I own GOOG shares in a US account at 982 US, or converted to Cdn $ at 1,299.97. I also own the GOOG mini shares at 23.35 Cdn$.
Am I correct that I have to add these shares to calculate my ACB, 1299.97+23.35=1,323.32/2=661.66?
Or are the shares considered separate with each having their own ACB?
Thank you. cheers
Read Answer Asked by Hans on June 06, 2022
Q: Follow your balanced portfolio. I have about 15% of my portfolio in US funds. It is split with15% google and 85% vgg. Wondering if I should split my vgg with another us etf.
T Steve
Read Answer Asked by Stephen on June 03, 2022
Q: Seeking a suggestion for a proxy for a tax loss sale on Digital Turbine.
Read Answer Asked by William Ross on June 02, 2022
Q: Bought shortly after announcement of split resulting in current loss. Splitting at 20 to 1 on Jun 3.Thinking of adding tomorrow or should I wait after split.Note that Amzn along with Goog & Msft are u top US stocks today. Txs for u usual great services & views. As a aside a few days ago I asked Tara of Market Call to invite Peter and Ryan as her guests
Read Answer Asked by Peter on June 02, 2022
Q: What 3 Canadian and U.S.A. large cap companies are great buys at their current level ?
Buying for core and long term holdings.
Read Answer Asked by Lawrence on June 01, 2022
Q: Hi Peter,

I am fortunate enough to have added the following big tech names to my portfolio recently. I currently do not hold an ETF although have been considering SPY as I have about 20k US at my disposal. Or take advantage of other big names currently on sale?

Do you feel there’s better ETF’s since I currently have full positions of it’s top 5 holdings?

Thanks
Read Answer Asked by Nick on May 31, 2022
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