Investment Q&A

Q: I keep hearing that Montreal is the centre of artificial intelligence research in Canada. Are there any investable companies in this field in this region?

Q: Given the perceived next boom in the Artificial Intelligence Sector (AI) which CDN companies would you recommend to follow? Thanks in advance!

Q: the cloud... I know of msft as a cloud co. any others in Canada/ us I should consider for long term hold? tkx pat

Q: I hold googl cgi full positions over longer term recently added csu nvda shopify sis gud half positions all doing good

nvda did best l for the shortterm.i held . AS s its likely the most volatile should I trim it?
my real question is should I add facebook Microsoft amazon as they all appear to have steady runway. if it makes sense I could add two half positions (which two ?}
or buy an fang etf ?if I buy etf that has googl I will sell half my current googl.
hope you can make sense out of this-

Q: I own Apple, Amazon, Facebook and Google plus others. The four stocks have done extremely well for me. I have reviewed the charts for each stock and they go from bottom left to top right; the 200 day moving average looks great, the stocks touch the line and then moves higher; the top line and eps are getting better all the time; they are all spending significantly on RD for the next AI or AR or self driving cars or whatever; and they are dominate in their respective industries to name a few comments.
What gets in their way to make them stumble? Is this or these event(s) soon?

I can’t see a reason to sell or trim.

Thanks as always.

Clayton.

Q: Apologies in advance for the length of this question. I am working my way through a report by Bank of America Merrill Lynch on the medium to long term prospects of VR, AR and MR, (Virtual reality, Augmented Reality and Mixed Reality). The upshot is basically that they see very large growth in this sector with applications far and wide. Here is a link for anyone interested https://www.bofaml.com/content/dam/boamlimages/documents/articles/ID16_1099/virtual_reality_primer_short.pdf. There are established large tech companies (FB, AAPL and GOOGL) who are buying up companies in this area and there are smaller companies already working in this space. My question is twofold. Is it, in your estimation a good time to step into these large cap tech stocks if I currently have no position? And are there any companies that are directly in this space that you would recommend? Thank-you in advance.

Q: I intend to reduce my equity holdings for two reasons – I need to free up some cash for other projects and, secondly, I am concerned about the current risk in the equity markets and want to discharge an investment loan I have against my house. I am happy with the securities I own and their % in the portfolio. Consequently, my plan is to generally reduce across the board.

I own both ENB and ENF. Should I sell one and keep the other or reduce both?

I also own ESP. It has been a wild ride and I am presently down about 25%. What is your outlook on this stock over the next couple of years? Given my plans for portfolio restructuring should I sell and book the loss or continue to hold?

In the US portion of my portfolio I own GOOGL, AMZN and FB among others. If the market enters a severe correction do you see these as more risky than the US market in general?

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!