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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: Re your response to John, January 17th, you answered "it's hard to beat a single great company that compounds year after year".
Could you please recommend 5 Canadian and 5 US companies that fit into said catagory that have declined recently due to the tech sell off, and represent a good buy/nibble point,
Please include a mix of larger e.g CSU and Google, along with more recent up and comers e.g. Shop and Roku, which seem to be among your most obvious favourites.
Thanks Peter.

Read Answer Asked by Peter on January 21, 2022

Q: Hi Peter,

I have been a big fan of the FAANGM group and have been fortunate to invest in all of these companies.

What is your ranking over the next three to five years of the above group of stocks from a risk-return perspective?

Thanks,

George

Read Answer Asked by George on January 17, 2022

Q: Hello,

Iíve always wondered why certain companies let their share price run into the thousands and rarely if ever split their shares. For a small retail investor like myself paying 2000- $3000 USD for an Amazon or Alphabet is simply not possible. Iíve always suspected it may be a philosophy of management and or founders who all still have significant influence in the mentioned companies.

Read Answer Asked by Anthony on January 07, 2022

Q: Hi group what you feeling on the big tech stocks at present are they a buying opportunity or a value trap? also is oil an attractive entry point right now or is it just a blip to the upside thanks for your insight. what your favorites in tech / energy or should i just stay away till everything settles down

Read Answer Asked by Terence on January 06, 2022

Q: What is a good price point to buy UPST, GOOGL, NVDA, LSPD.TO, ATZ..TO and SHOP.TO and NVEI.TO for 2022?

Read Answer Asked by V on January 04, 2022

Q: Hi Folks,
I have the above companies in my TFSA all at the same or so weight. I had BYD but sold it when it started to drop. I am still ahead in my sold price as compared to its current price. I am looking to add another or even BYD now that it has settled somewhat, can you give me your suggestion as to what you would add to this lineup - buy back BYD or can you provide some others that I can add. Thank you very much for your suggestions over the years.

Read Answer Asked by JOHN on December 08, 2021

Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,

Read Answer Asked by Jerry on December 06, 2021

Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?

Read Answer Asked by Josh on December 06, 2021

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Read Answer Asked by Cory on November 08, 2021

Q: Good morning again, I just sent the beginning of a question and inadvertently sent it before I finished!
Here it is , hopefully in its entirety,
I am building a long term portfolio, 10 plus years, and would like to add 2 or 3 Large US Technology stocks. I am looking at AAPL , GOOG AMZN and MSFT , I already have NVDA and are not interested in FB. Any thoughts on the above, which order would you suggest buying them in, and are there any others I should consider? Also can you explain the difference between GOOG and GOOGL Thank you

Read Answer Asked by Fredrick on October 25, 2021

Q: My 28yr old son is looking to build a diversified ETF portfolio with 100% equity exposure with a bent towards growth given his long investment horizon.† These will be spread across his TFSA, RRSP and Non-Registered accounts.† Since he will be contributing smaller amounts†on a regular basis a zero commission platform such as Wealthsimple is appealing.† However, they charge 1.5% fee for all currency conversions making it only practical to hold Canadian traded ETF's.† As a result†he is considering the following:

ZSP 40%
XIC 25%
TEC 20%
VIU 10%
VEE 5%

ZSP†+ XIC†+ VIU†+ VEE together create a mix of ETFs that are globally diversified and very similar to the structure of XEQT/VEQT.† Versus XEQT/VEQT This portfolio has a slightly lower weighted-average MER at 0.16% and also has 20% in TEC (in place of something like QQQ) which is more growth oriented. Here are how the sectors would be weighted with this portfolio:

Info 31%
Financial 15%
Cons Disc 11%
Industrial 9%
Healthcare 8%
Communica 7%
Cons Staples 5%
Energy 5%
Materials 4%
Utilities 2%
Real Estate 2%

These would be the top 10 holdings with this portfolio†and these top 10 would account for 24% of holdings in this portfolio:

AAPL5.1% MSFT4.9% AMZN3.2% GOOGL1.8% FB1.7% GOOG1.7% TSLA1.5% SHOP1.4% RY1.2% NVDA1.2%

If this was you at 28, can you please comment on
- are the 5 ETFs he has chosen ones you would go with given his objectives, if not, what changes/substitutes would you make along with recommended†% allocations?
- is his % allocation across the 5 appropriate or would you make changes? For example I thought there might be too much overlap between ZSP and TEC as they are both highly invested in AAPL, MSFT, AMZ and FB and he is looking at 60% going into these 2 ETF's. That may well be what you want at his age but† I wonder if he is better served by reducing ZSP to 25% -30% and TEC to 15% and add† the remaining 15-20% to CDZ or VGG (or something else?)
- given he will be making contributions to his TFSA, RRSP and Non-registered, which ETF would be best in which account and why?†

Thanks for all your help,†
Scott

Read Answer Asked by Scott on October 22, 2021

Q: Hi!

Could you rank these 3 companies as far as valuation, growth going forward and safety? Amazon has been in a range for months, but itís P/E still seems like it is higher than Googl. All 3 are important players in autonomous vehicles and where technology may be heading in the future.

Thanks,
Jason

Read Answer Asked by Jason on October 04, 2021

Q: Hi 5i,

In regards to AMZN, MSFT and GOOGL.
At a high level why are rising interest less desirable than having low interest rates. It seems the market gets spooked if it believes interest will rise. I hope you can explain the overall thinking.

Read Answer Asked by Ian on September 28, 2021

Q: Please rank the US and Canadian stocks listed above for growth with a 5 yr +
time-frame.
Thanks

Read Answer Asked by Ben on August 31, 2021

Q: Good morning 5i
In my RRSP I have GOOGL and VOX, I thinking of selling them to buy GSY and TTD, would you be ok with this move for a 2-3 years horizon. Any suggestions or adjustments you would make
As always grateful !

Read Answer Asked by Fernando on August 11, 2021