Investment Q&A

Q: For the 6 big techs listed above, could you please list in order of best to "least best", for a buy and forget 10-year hold. Can you also list the 6 from least risky to highest risk. If you were going concentrate on only 4, what would they be at this time?
Thanks!!

Q: how will the goog stock split affect the google shares on the neo exchange.
thx
judy

Q: Will I avail of the 20 for 1 Split via the CIBC/NEO CDRS? Thanks! Austin

Q: I am currently down ~42% on both of these having bought them 1 year ago. Are there some better options for me to move into or should I just keep holding on?

Q: What are your recommendations for 5 Canadian Stocks and 5 US Stocks for an RRSP Account?

Q: Wondering about a risk /reward opinion for a long term selling BCE for GOOG , BAM or LIT ?

Thanks

Greg

Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always

Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...

Q: I actually bought Square (Block) at 65.00 but it has dramatically dropped in price. My question is do it hold or sell and buy perhaps a more secure stock like Googlewhich had been dependable over the last 5 years for me. It may recover faster.

Q: Hello Team,
Which would you prefer going forward, Google or Microsoft and why.
Thanks,
Barry

Q: With the upcoming rate hikes, when would be the best time to take a position in big tech?

Also, GOOG or GOOGL?

Q: Hello Peter,
I think of your investment style as growth oriented long-term investor. But at the same time, you have been a portfolio manager and adjusted portfolios to manage yearly returns as well. You have experienced and managed similar downturns as they go through corrections in a rising rate environment. I would appreciate your opinion on how to adjust the portfolio in the current environment.
With the US (and Canada) central bank expected to raise rates about 4 times, the dollar index should be strong? That should not be good for commodities, particularly for gold and silver. But then inflation is going to be high too. What does it mean for gold/silver stocks and how would you adjust the portfolio weight as of now; and the bias between large (AEM, FNV,PAAS) and small caps such as KRR, MMX and WDO.
And the growth stocks, in particular technology stocks- FAANNGS (including NVDA) and other very high valued stocks such as AFRM,UPST,CRWD, DOCU,ROKU,TTD etc. I feel they will rebound but not much. Would you hold them through to the year end or rotate into traditional financials, commodities, and cyclicals in the near term. If rotating, would you do it immediately? Would be grateful if you could include your suggestion for the individual stocks too.
Finally, the persistent downward drift of ATVI – am I missing something? Did we learn anything from the microsoft call yesterday?
I know this has multiple questions and you deduct credits accordingly. I am very interested in learning from you - how you would go about portfolio adjustments and beat the market come December 2022.
Regards
Rajiv

Q: Can I get 4-5 Canadian and US large cap names from different sectors that look good here. Thanks

Q: Do you see any opportunities that are amazing at this point? Just seeing if there is anything out there that is super misspriced.
Thanks

Q: Hi 5i.

I have studiously avoided investing in tech companies, largely as a result of not taking an interest in/understanding their businesses. (This is similar to my reason for never investing in crypto, which I can see only as a load of hogwash.)

With the recent drawback in tech prices, I now have some interest in putting some money into a couple of tech stocks that have a good growth outlook in the near- and mid-term. With that as the goal, simply some growth over the next few months or year, what 2-3 names, Canadian or American, would you suggest? (NB: I am thinking of putting no more, and probably less, than 10% of my portfolio into this play.)

Thanks for your help.

Q: Hello,

With a five to ten years time horizon, what are your top five US tech stocks?


Thanks!

Q: Any Good buys you see in these turbulent times with a 3-5 year horizon.....

Q: Good Morning,
Apologizes as I know you've been asked this question or various of a million times but here it goes. At this point in time please list your 5 favorite stocks for a 10 year hold in each of your RRSP account and your TFSA account.

Q: I hold ATVI in my RRIF for long term income and growth. Assuming that the acquisition by MSFT closes, what would be your top three choices for consideration as replacements within the communication services sector?

Q: I am thinking of making the following move. Selling my TECH and then on the US side of my portfolio buying the top three from the fund. I am thinking MSFT, AAPL and GOOG. Do you agree with these three as the best of the six? And if not which would you switch out and why? Please note that for any buys that I am currently making companies need to be in a net cash or minimum debt situation. And am I right in presuming that I could claim the capital loss on TECH even though there is technically considerable overlap here? Thank-you.