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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: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
Read Answer Asked by joseph on February 25, 2022
Q: Further to my question from feb 16, 2022
Thank you for trying to help me transform from dividend investor to a bit of growth.
5I mentionned P/E, P/S, ROE ratios.
What are the present ratio values for these 3 companies right now. ( I understand this is a snapshot in time).
A. what is considered a "good" / buy cutoff for these ratios
B. how would you priorize or rank these ratios in terms of importance (from a buying perspective)
C. a rising dividend is sometimes a warning signal of a falling price (catching the knife concept) should I be wary of looking at these ratios like a % dividend; rising dividend not necessarily a good sign OR sometimes a good buy if really / fundamentally a good company (which I believe all 3 to be.)



Ernie
Read Answer Asked by Ernest on February 25, 2022
Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??
Read Answer Asked by Timothy on February 24, 2022
Q: Based on todays prices, which of the beaten up tech is the "best" (most likely to do well moving forward, best monopoly / moat safety, most safe earnings, best books today, best P/E) to buy for a long term hold (over ten years)?

qualifying them on the above characteristics would be appreciated or any other variable that you feel is important.

If my list missed any other tech considerations, please let me know.

thanks

Ernie
Read Answer Asked by Ernest on February 23, 2022
Q: I have the above listed in my US $ account, all in a positive position. Is it time to add or should I hold until market direction is more positive (re Ukraine).
What would be your sequence of adding.
Thanks for your help as always.
Albert
Read Answer Asked by ALBERT on February 22, 2022
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:

US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI

Do you like this list or are there changes you would make to my list?
Read Answer Asked by Carla on February 22, 2022
Q: Hi,
I have $20,000 to top up my TFSA and wonder what would be best considering my above holdings. Should I add to any of the above or can you suggest any other stock or ETF that would be most suitable for growth and preservation. Your advice is most appreciated.
Read Answer Asked by Penny on February 22, 2022
Q: I have very limited tech exposure in my portfolio (AT, SYZ, LSPD & TIXT all less than 5% each) and I am interested in these 3 names due to recent tech down trend.
1) Can you provide your opinion on them and suggest which one of the three is cheapest in terms of valuation ?
2) which one would be your best pick of the three, and why?
3) Also pick and explain the second choice.
Growth investor with med-high risk appetite and looking at 5 to 10 year holding period.
Thank you
Read Answer Asked by Jabs on February 18, 2022
Q: Pltr got hammered 15.75% today after Q results.Please comment. In light of the above & market backdrop,I am thinking of selling and take my losses as there maybe more pain,& maybe replace it with Goog &/or Msft. Please provide u opinion.Txs for u usual great services & views.
Read Answer Asked by Peter on February 18, 2022
Q: Hi Peter, Ryan, and Team,

I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?

https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex


Thanks as always for your insight.























Read Answer Asked by Jerry on February 16, 2022
Q: I am used to thinking of dividend stocks in terms of 1. yield relative to historical yield, 2. payout ratio, 3. years of consistent dividend payout without cut as the major deciding factors what would be equivalent factors be to consider in the tech sector stocks.
such as Google, apple, Microsoft, please provide an analysis in terms of what to consider that would influence buying / ranking one over the other.

thanks

Ernie
Read Answer Asked by Ernest on February 16, 2022
Q: Hi!

I'm looking to establish a U.S. portfolio and I've identified these 5 stocks as a good base. I have plenty of exposure to financials and energy in my CDN portfolio. Do you think these stocks are a good starting point? Would you replace any?

Thanks,
Jason
Read Answer Asked by Jason on February 11, 2022
Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!
Read Answer Asked by Austin on February 10, 2022
Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve
Read Answer Asked by Stephen on February 03, 2022
Q: I have some new money to invest in my TFSA. I am well diversified in my other accounts, and am now wondering what to add to my TFSA. I am a senior so I would say about a 5 year time frame that this would stay in the TFSA, maybe more.
Any suggestions you have would be helpful.
Thanks so much for your help in the past, it has always proved very lucrative.
Shirley
Read Answer Asked by Shirley on February 02, 2022
Q: For the 6 big techs listed above, could you please list in order of best to "least best", for a buy and forget 10-year hold. Can you also list the 6 from least risky to highest risk. If you were going concentrate on only 4, what would they be at this time?
Thanks!!
Read Answer Asked by Grant on February 02, 2022
Q: Can you give me 3 stocks you believe would earn 10% gain per year that have outdone them selves year after year? Not sure if they exist, thanks
Read Answer Asked by Ziaad on January 31, 2022
Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always
Read Answer Asked by joseph on January 30, 2022
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