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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: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles
Read Answer Asked by Gilles on March 08, 2021
Q: In Peter's editorial in the February Moneysaver, he re-iterated the importance of diversification across the 11 main sectors. I found I am short in 3: tech, healthcare and communications. I am on the verge of retirement and have an income slant but realize some growth is also needed throughout my investing lifetime. Could you give me one growth and one income recommendation for each of those 3 sectors? (A company which pays a small dividend but has a history of raising it consistently would be ideal in the growth recommendation.)

Thanks,
SCOTT
Read Answer Asked by scott on March 08, 2021
Q: I am considering IHI; Costco; Navidia; Facebook; Microsoft and JPMorgan as a mini etf for my U.S. funds. Would you add/replace and or delete any of these?
Would you consider Google as an alternative or addition to the above.
I have $10,000 u.s. for this package of stocks.
Read Answer Asked by ed on March 08, 2021
Q: there is a lot of buzz about "artificial intelligence" and the stocks that are best positioned in this sphere . Would you consider OTEX a good choice?
What others would you you recommend?
Read Answer Asked by shirley on March 08, 2021
Q: Is 3K for AMZN and 2K for GOOG a good entry point....or should i wait for them to go lower on any future correction.

What do you think of MSFT or FB ?

Which of these would be safer and have more upside with a time frame of 5+ years

Thanks
Read Answer Asked by HARRY on March 06, 2021
Q: Inside TFSA, could you please suggest the order that you would purchase the following growth stocks: AMZN, NVDA, GOOG, MSFT, TTD, CRWD, U, PLTR. Your insight is much appreciated!
Read Answer Asked by Ching on March 04, 2021
Q: Is DRIV an effective way to gain exposure to the electric vehicle sector? I’m looking for a long term hold in that category. Thanks
Read Answer Asked by Gary on March 03, 2021
Q: Hi 5i,
In reviewing my asset allocations, I am underweight in US and International. I am also light on Healthcare, Industrials, and Technology. Are there any companies (top 5) that jump out at you as growth based names that could help with this in terms of a 'two-birds-one-stone' approach?
I have a 10+ year timeline and a high risk tolerance.
Thanks in advance!
Read Answer Asked by Kyle on March 02, 2021
Q: Hi Peter/Ryan, I have no US stocks in my TFSA, RSP or Margin Accounts. I was thinking of adding some but not sure in which account it is best for them, or if it matters. How would they affect each one and do you have 1 or 2 suggestions for long term hold for each of them based on where it is better to hold them. Thanks
Read Answer Asked by Nick on March 01, 2021
Q: Hi!

What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.

Jason
Read Answer Asked by Jason on February 26, 2021
Q: Hi, can you recommend your top companies that deal in AI ( artificial Intelligence )

Thanks.
Read Answer Asked by Costa on February 18, 2021
Q: "Quantum computers would provide the computing power required to solve problems that are currently intractable for classical computers—at least in a timeframe that’s practical." Analytic Insights Magazine.
It lists top 10 quantum computing co in 2020 by alphabetical orders: Accenturre-ACN, Alibaba-BABA, AMZN, GOOG,, MSFT, INTC, IBM, BAIDU, AT&T, Atos Quantum. Your thought on 2021 on my preferences: IBM, GOOG and ACN
Read Answer Asked by Nhung on February 17, 2021
Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks
Read Answer Asked by Neil on February 17, 2021
Q: My top holdings are:
GOOG 6.61%
AAPL 5.21%
AMZN 5.12%
NVDA 4.61%
V 4.23%
NPI 3.75%
WSP 3.58%
PBH 3.37%
XBB 3.21%
COST 3.1%
OHI 3.48 %
ENB 2.8%
JPM 2.72%

They make up 50% of my portfolio. I have 12% in cash. Would you add or reduce any of these positions? Long investment horizon(17 years). I’m over weight consumer cyclicals and FS (3% BMO and 3% BNS). Light industrials @7%.
Read Answer Asked by Don on February 17, 2021
Q: I have a target allocation of 40-45% for total portfolio US exposure. Which ETFs would you suggest (either currency) to form the core of this allocation? Could you also please provide a handful of individual US picks to supplement. Aiming for long term growth with 20+ yr time horizon. Thanks!
Read Answer Asked by Matthew on February 17, 2021
Q: Hi there,

Could you please provide 8-10 companies, preferably in the US that are in the AI and machine learning category and that you think have great technology and a large potential market? No need for in depth analysis so you can keep it brief. I'm looking for a place to start more in depth research. Much appreciated!

PS - I sent a question in awhile back that is probably still in queue as it asked for info on 6 companies that are not mainstream. No rush but please let me know if you didn't get it.
Read Answer Asked by Tim on February 16, 2021
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