Investment Q&A

Q: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques

Q: Hello Folks:
I have owned GE in our portfolio for a number of years however am disenchanted with it's performance, and have limited hope of a shorter term fix, because of it's complexity and size. I do not own any teck stocks and considering google or microsoft. Allowing I am 70 years of age would I be foolish to go with google, even with it not having a dividend. I feel google has much more upside.
Thanks for everything
brian

Q: Do you consider downturns like today a buying opportunity or do you think the good times may be in the past. Your comments would be appreciated. Thanks

Q: what is your favourite ETF or growth stock that is outside Canada. Is it a good time to buy it now?

Q: Tech stocks GOOG,NVDA,FB,AMZN are all going lower,should i keep them or sell?Looks like tech sector is not in favouver which sector is better now?.

Q: I currently do not have any tech holdings. I feel like I might be late to the game here. Looking for you to convince me otherwise! I was looking at goog, kxs, orcl or if you have any suggestions as all of these have had big runs lately. thanks.

Q: Hi All at 5i!!! Would now be a good time to invest in Google, or should I wait for a better entry point as it works through its troubles? Have a great long weekend ( it's only Wednesday and my mind is already in weekend mode). Cheers, Tamara

Q: What is your take on the fine to Google

Q: Hello If I where to buy 3 stocks for my grandson to hold for 10 years what would be your suggestions. Would Amazon be one?

Q: I have owned the GOOG class "C" shares for many years and it trades with a minor discount to the class A GOOGL shares. On Market Call today the guest indicated "you should always buy the GOOGL shares. What is your opinion and if you agree should I sell to then acquire the GOOGL shares? That said, is this a reasonable time to bring this from a 3.4% weighting up to a 5%? Appreciate your insight.

Q: Hi,
I currently don't hold any tech. With the drop last week almost sector wide would you think this is a good entry point? I'm long term (at least 3-5 years), fairly comfortable with risk. What would you recommend? Any drips available will be utilized as well.

THanks!

Q: Good morning gentlemen,

I have fairly large gains in the fang stocks as well as with Apple. With the Nasdaq taking its second consecutive beat down today, Would you be inclined to take profits. With Apple being down close to 8 percent in two days ( due to downgrades, ostensibly), in your experience. Does a stock like this rebound the following day? Also, do you think the sector shift away from tech could be an enduring trend?

All of the aforementioned positions are at 5-6 percent holdings.

What I'm getting down to is : sell today, or wait for a rebound ? I understand the former involves a degree of market timing, but surely with your many years in the industry, you must have some flair for such events.

With much appreciation,
Karim Rahim

Q: Hi 5 I research. I would like you to name your favorite US stock
that shows decent growth for the next short teem.
Thanks so much for your invaluable information on the Canadian side. Maurice

Q: Hello Peter
Do you think the AI is the next big thing ? If so which 3 companies you think will benefit the most and that you would recommend to invest.
Thanks
Claudio

Q: I have sold my shares of GE, and would like to replace it with something that is growing a bit faster. Could you suggest such a company for me. Thank you! Dot

Q: HELP, I am a confused investor trying to sort out the world of Technology stocks. What I would like is a meaningful way to categorize technology companies, particularly US tech. co's. For example:
PFPT is a security provider.
TSM and AVGO are semiconductor co's.
NVDA does graphics
IBM is an IT co.
5iR Team help.....could you breakdown internet tech into some subcategories and perhaps give me a US stock name for each that would allow me to do some research. In other words I see the forest but help me name the trees.
Thanks team. Chris

Q: Bank and railways have performed very well, as they have a high barrier to entry. Can you suggest any other companies that are price makers?

Q: Hi 5i Team - Given the speed of change in the digital world and google being a big part of it now and likely in the future would you buy in now or wait for a dip and do you think one in this sector will happen within the next couple of years? If you like another company better than GOOG what is it? Thx!

Q: Hi, Peter
I own both companies,make up 12% of the total portfolio,6% each, should I sell one,which one? Thank you.


selina

Q: Hello Folks:
For a number of years I have not held large cap U.S. tech. stocks in my portfolio. Do you have a preference among Microsoft, Amazon, Google or Apple? Perhaps you have a better suggestion?
Thanks for everything
brian