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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: So if one agrees that a significant US tech exposure in a portfolio seems correct but the Big 5 US mega-techs and their valuations seem scary at the moment, given the recent correction of a stock like Intel, would you recommend that this investor with a 2 to 3 year horizon buy Intel at this level, watch it for a while and see how it settles in, start a partial position, consider other tech companies (such as what?) or continue to build positioning in the Big 5 and not focus on their valuations??? And perhaps a comment from you regarding what you would advise this concerned investor from a safety perspective regarding some of your favourite tech growers that have even higher valuations (Docusign, TTD, Team, etc.) - what is your recomendation and opinion in the context of this question comparing adding to those growthy tech names versus an Intel or a Cisco type tech purchase. I guess in essence I want to know whether you think the extra risk at this time is warranted over that term. Thank you for your anticipated helpful response - Ken
Read Answer Asked by Ken on July 27, 2020
Q: KXS: FPE 113x, SHOP FPE 3490x: MS MV of $133.00 & $477.00 respectively. These prices make no sense to me. Of course, I wish I had bought SHOP not that long ago for $500.00+ per share; but, now both look crazy out of touch with any semblance of fundamental analysis to me. Both would need a super large correction IMHO. I own no Cdn. Tech. - just USD ETF IGM which is almost back to high prior to CV19. Any suggestions for buys on TSX - not interested in speculative stocks. I am looking for some growth as I own mostly large cap "dividend growers" in my portfolios.
Read Answer Asked by James on July 06, 2020
Q: I own IBM but not the others. Do you think the Red Hat acquisition will result in IBM significantly narrowing the performance gap between itself and the others. Respective dividend yields are not an issue.
Read Answer Asked by Stanley on June 16, 2020
Q: In a recent response to a portfolio question you said you couldn't comment on over 40 stocks in the portfolio but could comment on a few of them. Of IBM you said: "IBM we consider 'meh' and there are better ideas."

My question is this: Couldn't IBM have a place in a diversified RRIF portfolio from the perspective that it provides a reliable income stream to help meet mandatory minimum withdrawals? If you have to withdraw say a minimum of 4% a year, then IBM's 5% dividend certainly helps. If you still don't like IBM in this context, what else would you suggest for a 20 year hold?
Read Answer Asked by David on June 10, 2020
Q: hi there,

I own a basket of chip companies including AVGO, Nvidia, Microchip in my US 401K and am looking to add Intel based on research that they have the best AI chips out there and will set them up for new technology going forward. Your thoughts. It would bring my total position to 5% of my portfolio.
Read Answer Asked by kelly on June 02, 2020
Q: I am looking to add solid Dividend payers with a history of growing their dividends, and TSM looks like it fits that bill. Plus TSM's Total Return % has risen consistently and impressively over 1,3,5 and 10 year periods. Do you see a significant risk in its not having a 'wide moat'? I'd be looking to add shares during any future Market downturn. Or would you prefer Intel, which has a smaller but decent dividend and currently trading at more of a discount, whereas TSM might be considered to be trading at a Premium right now?
Thank you!
Read Answer Asked by Mike on June 01, 2020
Q: I am looking to add 2 dividend paying Tech stocks with some growth, to my RRSP account. Can you give me some names I can take into consideration both in Canada and the U.S.
Thanks
Read Answer Asked by JOHN on May 27, 2020
Q: You had previously given the following criteria to judge momentum stocks: "For momentum we like a rising stock price with increasing volume, positive earnings surprises, accelerating earnings, analysts' upgrades and target prices. "

Would I be correct in assuming that in the current markets, we need to think more like value investors, however, than momentum investors? If my observation is correct how does one then analyze value stocks?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 02, 2020
Q: I realize that in a recovery as you’ve noted, individual stocks will do better than ETF’s. If I’m looking for growth over a three to five year time frame would you suggest buying both SMU and XLK Or a list of individual stocks that could include MSFT JPM V WMT INTC ? I suppose a combination of the two options is also possible. This is for US exposure and it’ll be in my TFSA account which is presently sitting in cash. I believe you’d also suggest buying back in gradually. Thoughts. Thnks
Read Answer Asked by Dennis on April 01, 2020
Q: I have read that investing in AMD seasonally ,from October to April generally results in great returns . I own NVDA which has finally come back to my purchase price due to the Trump/China war. The best performing names are semis that I haven’t heard of . Are Semiconductors best as investments or swing trades ? Do you feel that AMD, INTC will perform better than NVDA .
Read Answer Asked by Thomas on January 07, 2020
Q: Goodafternoon 5i'
I am not concerned about the sector but wondered how you might rank these companies as buys currently and for the long term: NVDA, CRM, TEAM, MSFT, INTC, QCOM, GILD, DXCM
Thanks for the great work
Read Answer Asked by joseph on December 11, 2019
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Q: Would you kindly provide your ranking for these 3 companies for a 1 to 2 year hold from 2 perspectives, first with regard to growth with the "growthiest" first and second with regard to safety with the safest of the three listed first. Your view specifically on the Intel miss and whether you think it impairs the stock longer term or whether the miss is more of a shorter term impediment to the equity price. Thank you for your help. Ken
Read Answer Asked by Ken on May 06, 2019
Q: I would like to add another tech stock or ETF to my portfolio.I have 10% total in KXS,MSFT, & AAPL. I have been looking at SYZ,ENGH, CSU and Intel.I would like to know which of these stocks held up well during the recent correction.
Thank you for your invaluable service.
Read Answer Asked by Allen on January 14, 2019