Investment Q&A

Q: From 1-5, how would you rank the FAANG stocks on growth prospects over the next 5 years? How would you rank them on risk profile over the same 5 year period?
Great website.
Thanks

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: Hello 5i, I'm a growth oriented investor with a broad diversified portfolio.
I have a full position in Transforce (TFII). I'm currently down 15% and thinking what I can currently do to increase my overall rate of return. In your professional opinion, would you suggest myself to sell TFII, take the loss and redeploy and invest in a similar company such as CNR? and or, invest in something in a different sector that would possibly produce more growth such as AMZN, BABA, GOOGL, for and within an investment time frame of 2 years. Please feel free and suggest any companies that you would recommend now for growth. Thank you for your excellent service.

Q: Can you recommend a handful of your preferred US tech names? Also can you suggest anything in your coverage universe in tech that you would be wary of right now? For the latter I am curious about Canadian tech companies that you like but that for one reason or another may be best to avoid in the shorter term. Thanks.

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: Hi 5iTeam - SEV popped a bit today can you please comment and are you still looking favourably at SEV and VR/AR going forward and are you still positive on google. Thanks!

Q: For long-term holds in US Tech, how would you rank these four, in terms of growth and stability?

Q: If you could only invest in 1 US-based technology company, which one would it be? Google? Amazon? Other? Thanks in advance.

Q: I have been trying to find companies that would benefit from the self driving car. Be it the detection systems/software systems that would have to be installed. Do you have any that you would recommend or not recommend or just your overall opinion in this area of the market?
Thank you.

Q: If a fella was overweight tech and underweight financials - I own a 6% position in BNS and a 2.5% in ECN, would a sell of GOOGL and a purchase of JPM make sense?

Thanks for your great service, it is truly an exceptional business you all have created.

Q: Hello 5i and we wish all the best in the holidays for you.
We plan to buy a tech stock. We are retired and conservative, although with a certain percentage of some safer growth stocks.

We are impressed that Warren Buffett ventured into the tech field by buying Apple and wonder whether we should follow suit.

But we are also looking at Google and are wondering whether it may have a better future.

We would appreciate your thoughts on which one you think might be the best buy right now.
thanks

Q: Google is said to have a very wide moat with it being a leader in search. But we all know what happens in tech -- when people reach the top there is no more room to grow or something disrupts that moat and it comes crashing down. How secure is Google and CSU and Shopify of them not being disrupted by new, nimble startups?

Q: Do you have an opinion as to when these tech stocks will stop going down, I own them all and want to purchase more to average down (buy the dip) Just looking for your opinion, thank you!

Q: When buying American stocks how would you factor in the exchange rate?

When I bought google in Feb it was at 700. Now it is at 778, but because the $CAN has strengthened I only see 6% of that gain. Appreciate your thoughts.

Q: Hi,

If I have a GOOGL position that has grown to 6.25% (which doesn't worry me), is adding 3.5% of FB too much of the same? My broker thinks they're both online ads.

Thanks.

Q: Currently 25% of my portfolio, is in individual US Stocks.I have recently sold some positions and I am wondering the best strategy on re-allocating the money.

Should I look at US stocks as part of my total portfolio and add in sectors and areas that I need more exposure too? (in stocks)

Or should I be looking at trying to get total portfolio diversification in US funds?

I was thinking IWO would add diversification with growth over time. At the same time I think Google may do better than IWO; however it isn't as diversified.

Also have 18% of my portfolio in tech, so should I pass on Google? I believe Google is becoming a stock that you can buy and hold for a long time and do well.

As always thanks for the advice. Cheers.

Q: The stock prices for these two are $14 apart. I know one is voting shares, but is there any other difference? Which of these two do you prefer and do you recommend it for a long-term hold? Thanks.

Q: Would relatively small investments in each of Google, Facebook and Amazon seem reasonable at this time? Are there any others you would suggest? Thank you. Peter

Q: The market has spoken and even the Heroes have come down sharply.(They haven't become Zeroes like Nortel!!)
Which you think is a good one to buy and put it away? Apple,Google or Amazon? Can't afford to buy all of them even in this down market b/c of their price and the low loonie!
Thank you for your informative answers.

Q: Google has been flat for sometime now and I'm wondering if it is dead money. I'm 50% up on the stock but can't help thinking I should sell and put the money in a similar IT stock, Canadian or US. Suggestions please!