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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: What would be your top 5 recommendations right now, in Canada and the US, for an investor with a 5-year time horizon? Thank you! Aaron
Read Answer Asked by Aaron on April 27, 2021
Q: Hello 5i
With an eye to high grading my portfolio I'd like to sell smaller riskier holdings to add to NVDA ROKU and PINS.
In what order would you sell the following in order to accomplish this goal: FSLY PLTR AYX CRNC AVLR
Thank you so much for your guidance!!
Dave
Read Answer Asked by Dave on April 27, 2021
Q: Hi! I am using the Balanced Equity portfolio however as a complete portfolio it falls short in that there are no Us/Global stocks. There are area s the Canadian market doesn’t represent well. If you were to complement the Balanced Equity portfolio with 6-8 US/Global names, what stocks would complete the portfolio?
Read Answer Asked by Ian on April 27, 2021
Q: Am I missing any major sectors with these stock investments?
Where should I focus if I would like to ensure a diverse portfolio?
Are there any stocks that I should dump?
Read Answer Asked by grace on April 27, 2021
Q: Hi 5i Team,

What would be your top 5 U.S. growth pics to buy today? Irrespective of sector, risk or size.

So many thanks for such a great service.
Read Answer Asked by Wes on April 26, 2021
Q: Thanks for great service 5i research provides. Please give me names of some US and Canadian companies which are good buy at this time to hold for next 5 years in non registered Investment account, which is about 40% my total portfolio. Thanks again.
Read Answer Asked by KULDIP on April 22, 2021
Q: I own the following tech positions. I am at retirement age and don't anticipate a larger investment except by gains.
SHOP ~ 2.5%
LSPD ~3.5 %
KXS ~ 3 %
I have done very well with all of these and have sold down a good portion of shop for excellent gains. (Thank you.)
From my view of questions would switching SHOP to CRWD give a better balance or would you recommend a different mix.?
I thank you in advance.
Read Answer Asked by Tulio on April 20, 2021
Q: Hello,

I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.

Thank you!
Read Answer Asked by Sue on April 09, 2021
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
Read Answer Asked by Doug on April 08, 2021
Q: Hi.
Could you name 3 Canadian and 3 US stocks that have a very high growth profile irrespective of sector, for a 2-5 year time frame .
Thanks
Read Answer Asked by ilie on April 07, 2021
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
Read Answer Asked by michael on April 02, 2021
Q: Hello, Can you please list in order which one of these Titans would you recommend for a 10 year hold within a TFSA. Or, should all three be held, currently in my US TFSA I only hold COST. I have other investments like ETFs and stocks in my CDN TFSA for diversity.

Thanks,
Robbie
Read Answer Asked by Robbie on April 01, 2021
Q: Current market volatility has me seeking companies that have 'wide moats' making them somewhat less susceptible to market noise. I would appreciate it if you would suggest the names of some American companies that you would consider to be 'wide moat' types of companies. If there are some that currently provide value this would be a bonus.
Read Answer Asked by Les on April 01, 2021
Q: I listened recently to a discussion involving Cathy Wood and the principal of the Van Eck fund. Cathy Wood said that she thinks possibly fifty per cent of the s and p 500 could be negatively affected because they failed to invest in innovation. A bit scary when you own rsp or voo. On the same interview was van Eck, who seemed to agree with her. And partially for this reason they have developed MOAT. He seems to think that with these companies he circumvents the problem. Perhaps this is my reading into his comments. Wondering whether you might think it would be worthwhile to trade out of rsp and voo and into most
Thanks as always
Read Answer Asked by joseph on March 29, 2021
Q: Based on recent market movements, if you have to pick 3 - 5 companies to buy (Canada or US, irregardless of risk), which ones would you pick?
Read Answer Asked by Hua on March 29, 2021
Q: Morning 5i:
I am looking to grow 200 k in a new LIRA of mine over the next 5 years before I flip to a dividend income model. What CDN and US growth equities would be your current favourites. I have a healthy risk appetite.
Thanks in advance, Greg.
Read Answer Asked by Greg on March 23, 2021
Q: I am retired and would like a recommendation for 10 US and 10 Canadian core stocks. Also one or two ETFs for ex NA exposure.

Thanks
Read Answer Asked by Junor on March 23, 2021
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