Investment Q&A

Q: I recently became 5I member and this is my first question. I recently uploaded my Portfolio and It had given me some meaningful and actionable information. As per the Portfolio analysis I need to do rotate money from overweight financial sector 20.83% versus 13.3% suggested and invest in Technology 6.6% versus suggested 16.3%

Given that Technology has a very good run-in last year, should I increase my technology exposure or wait for a pull back? Within the Financial sector I hold TD, BMO, RY, BNS, LB, POW, EQB. Which one would you recommend that I trim or exit, and the which 2 technology stock would you recommend to invest in? In Technology I hold Intel, Cisco and Cloudflare

Thanks

Q: Good morning 5i folk. 3 questions: 1. I see Microsoft reports today any idea as to segment revenues cloud gaming etc.? 2. Would you add to Palantir here? 3. I need a solid etf or 2 to play Chinese growth and Eastern orient economic growth and recovery with Japan included. Sorry an after thought should I trim back some stronger positions to have some dry powder when we see a correction, if so what %? Please deduct questions as you see fit. Thanks in advance David

Q: Real and bsr are laggards in my portfolio. i would like to replace with two good performers .
on 5i i see crwd celph mgni et all i dont really know what they do
please suggest two that are on the safeside not necessarily the best .
also pbl a cdn co was a top pick by Stephen Takaczy

Q: I was thinking of getting an RRSP Loan to top off my RRSP and then use the refund to pay down a portion of the loan. If I did this and had $50,000 to invest and ~20 years to retirement how would you allocate it and thoughts, if you can comment, on this strategy? Thanks as always.

Q: Question 1: Considering buying a few hundred shares of ADTX (NASDAQ). There seems to have been significant growth over the last year and since the company launched (2017), and I like the biotechnology space and don't have any positions here yet. Can anyone provide some insight for a beginner investor on this company? I have a 2-3 year timeline and am looking for growth, okay with some risk. Feel free to suggest some alternatives to ADTX if you have some.

Question 2: I'm interested in adding some clean / renewable energy stocks to my portfolio, specifically US companies but also open to Canadian. I've been watching AQN and BEP.UN, but perhaps I'm missing some interesting ones that will benefit from the US being back in the Paris Agreement (!!). What are your favourites in this space right now?

Question 3: I currently work in A.I., and I like NVDA as a clear leader in this space. Do you think their stock is over-priced currently? It's one of the most expensive stocks in the A.I. technology space and seems too high when compared to MSFT or other players. Can you rank your favourites in the A.I. space?

Thanks 5i Team, and happy new year to everyone!

Q: Can you please provide 3-5 must own US stocks for long term dividend growth.

Q: Am interested in Biotechnology, 5G and AI, can you recommend some of the leaders in the US?
Art

Q: Please rate goog, msft, fb and amzn.....in terms of upside/downside.
Which would be 1, 2, 3 and 4 on your list if you had to choose between these 4.
Thanks

Q: dear team:
i have BPY and bpy.un roughly 15% in my no-registered account which bought at last May. i think it is too risky to keep them and plan to replace them .
pls give me some idea.

appreciate!

Jacky

Q: What is your opinion in MSFT and GOOG ...... Looking for some safe bets with potential for upside over 1-2 year period.... I have some money sitting in a savings account doing nothing, wanted to park that in Safer stocks with potential for some gains.....any other stocks in your opinion which would be good candidates..?

Also what is the difference between GOOG and GOOGL

Q: Hi, My respected 5i team
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?

Q: I have Cisco in my RRSP account - down 13% since I bought it in June - looking to sell it - can you give me a couple of names that I could substitute in its place - US or CDN ? Looking for growth but with some safety.
Thanks

Q: Hi 5i,
In a US dollar account (non-reg) I have about 1.25% of my overall portfolio sitting in cash.
My approach with this account is to buy stocks that I don't have to sell for a long period of time and therefore have capital gains.

In my overall portfolio I already own Alphabet (4%),Apple (4%), Amazon (2.5%), Disney (2%), Facebook (1.5%), Microsoft (2.5%), Paypal (0.5%), Tesla (7% soon to be trimmed) Visa (4%).
Given what I already own (and that I would like a stock that is a long term 5-10 year hold) would you add to anything from the above list? Or would you invest in something else such as Costco or Pinterest?

A suggested order of preference would be greatly appreciated.

Thanks.

Q: Hi Peter, Ryan and Team,

Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?

Thanks.

Q: Hi,
I am considering selling ABST (in TFSA) and purchasing something in tech with more growth and it participates in cloud computing and cyber security. Would CRWD or MSFT be a good replacement. MSFT feels like a safer play, larger cap and with a 1% DY.

Q: I own these stocks in my RRSP and would like to sell two,using the proceeds to buy them back in a US$ TFSA.Which two would you advise to make this switch? I could utilize DLR.U and DLR to do this and pay the required tax using cash in my C$ TFSA .Can this switch be done directly with the tax being paid separately?

Q: Hello,
I have been reading about FaaS (function as a service) and from my readings it is predicted this will grow in the next 5-10 years. Which current companies would be ones to invest in now in hopes for growth in the future?

Q: Intc has been doing very badly of late, with Apple and Microsoft designing their own chip. I am thinking of selling Intc and replacing it with 2 or 3 technology companies, not necessarily in the chip sector. Intc is 2% of my portfolio. What would be your picks. Thanks

Q: Early in December 2020, you recommended the following stocks as long term keepers: SHOP, CSU, ENGH, BYD, ATD.B, GSY. Could you please recommended 5 or 6 US stocks that are long term keepers?
Thanks!

Q: I’m looking for the 5i Team’s stamp of approval to sell Microsoft and buy into CRWD and U.
Obviously MSFT is a solid play but perhaps these two have more growth potential?