Investment Q&A

Q: Which of goog or googl would you recommend purchasing for a cash account? Also jpm or bac. Also would you consider Microsoft as a reasonably priced stock for purchase now as well.
Ed in Montreal

Q: When the price of oil tanked, a few fund managers pounded the table. Now that tech is sputtering significantly, do you see multiples of today's prices in the next 18 months?
Specifically, Nvidia, Lightspeed, Topics, Shopify, Google, Facebook, Apple, Amazon, etc.
Is now the time or once the gut-wrenching war subsides or would you stay away?
Thanks.

Q: I use CIBC Investors Edge and when I search GOOG it includes on the canadian exchange "GOOG: Aequitas NEO-L" and trades at around $22.
Is this still an investment in Google ?
Thanks
John

Q: What would be your top 5 US picks based on current value and long term growth?

Thanks as always.

Kevin

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: Me, pondering a move or two and would like your take. In a LIRA that is diversified and balanced for stability and with say 20 years to go, I hold BAMR with a weighting of 2.66%. And I'm pondering selling it and replacing with with more GOOG, current weighting of 2.67% as GOOG, for me, has a risk factor of 9 out of 10 and is highly profitable......and that would take the position weighting up to say 4.5%.And then with the remaining cash, buy a starter position in MED, with my risk factor of 6 out of 10 and with both high growth and profitability and seems to be undervalued relative to its food product peers.Or rather than MED, take a starting position in Accenture PLC, with a risk rating of 9 out of 10 and with high profitability and low risk relative to its business support service service peersNow pondering what to do....Go with an add to GOOG and take a start position with MED or ACN......or take equal starter position in both of MED and ACN???....or another option that you might suggest I consider. ........Thanks for the assistance.........Tom

Q: Hi 5i Team - Could you provide an estimate on when Shopify, Google and Amazon might do their stock splits. Also do you know of any other quality companies planning a share split. Thanks.

Q: Looking at these names at current prices for a non registered account. Can you give me your top 5 names for a 7 year hold.. would any of the above names be included?

Q: following up on question/response about shop, you mention 'there has been a recent increase in announcements'. what were the main ones and how important were they?

Q: Hello 5i,

Would appreciate you thoughts on GOOG growth for the next 5-10yrs.

Your past answers to questions state that you view this company's valuation as 'cheap' and its cloud services and Waymo as catalysts for greater growth.

However, I can't reconcile that against a potential recession scenario in the next few years were ad revenue could decrease and potential anti trust cases being brought against it.

Thank you,

Greg

Q: Hi
In response to David's question today, you said that mega-cap tech is a sector that should perform well in recessionary environments. can you give some examples of stocks or ETFs. Also, you recommended consumer staples. Would you be comfortable buying consumer staples at these high prices?
thanks for your help

Q: Morning ,

What are some ideas to invest in autonomous vehicles for the future ?

Thanks,

Greg

Q: We are selling our house and will be renting a condo instead, so I’ll have 500k to put in the stock market. My current portfolio is mainly Canadian dividend stocks and bonds, providing me with plenty of retirement revenue. I am light on non-Canadian stocks and was looking at buying the above-mentioned stocks for a long term holding period (10+ years). Do you have issues with any of these stocks, and if so, what are those? I happen to be a customer/user of these companies, except for PFE. thanks,

Q: I hold this ETF in my riff along with canadian BCE and T Its performance and yield are not the best. I initially liked the mix rather than just adding something like verizon or ATT US telecom exposure. Is this worth holding in this enviroment? thanks for your opinion

Q: Today you replied to request for your 10 US/Can highest conviction names and left off Google and BAM (my two largest positions). Is there a reason and if so why?

Q: In focusing on a sector specific purchase i guess i had my blinders on about share structure of this company! I've never been a fan of the multiple share structure model. What are your thoughts about the bought deal financing and ownership situation? Would you continue to hold?

Q: In a taxable well diversified account would you take a loss on SQ to buy PYPL or any other US stock in which case please make 3 suggestions. Currently hold AAPL, GOOG, CRWD, CROX. Looking for growth with medium risk. I'm a patient investor but could use some capital loss this year.

Q: Hello, I am using Portfolio Analytics and it's suggested allocation is to increase Consumer Cyclical, Industrials and Utilities and increase in U.S. exposure. What is your suggestion for these categories for investment into TFSA & unregistered with a 10-15 year timeline? stocks or ETFs? thank you

Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.

Thank you for helpful service.

Cyril

Q: I am a recently retired 60 year-old investor who has a DB pension, fairly large RRSP, and wish to hold off CPP until age 70 for maximum benefit.
So based on the above, even with some income-splitting, tax-wise I am going to get taken to the cleaners once I hit my 70's. I am planning to withdraw some RRSP money over the next 10 years in an attempt to lessen the hit.

Generally I am a dividend investor, but the dreaded dividend gross-up does further damage to my situation with regards to the OAS claw-back. I am wondering if I should be adding more of the growth type companies instead (eg. BAM, CSU, FSV) instead of adding to my dividend-paying stocks.

I know you are not tax experts and don't expect any specific advice, but do you have a general opinion on a retiree balancing their mainly dividend portfolio with some growth? I always thought dividends were taxed better than capital gains, but that gross-up is the enemy here.