Investment Q&A

Q: Hi Peter and Team
With the expectation that both the Canadian and US markets should do well for the next two years, can you suggest 5 CDN and 5 US stocks to consider for long term purchase in reasonably well balanced registered portfolios (RRIF and TFSA) that now have significant (>15%) cash positions. Thanks for the ongoing support.
Peter

Q: Hi 5i team
I would like to thank you for all your sound advice since inception. I would need to trim up to 5 stocks from this portfolio. If you were in that position, which ones would you cut starting with first to cut up to fifth. These stocks are in a rrsp with equal percentages. Thanks. Gilles

Q: I am considering IHI; Costco; Navidia; Facebook; Microsoft and JPMorgan as a mini etf for my U.S. funds. Would you add/replace and or delete any of these?
Would you consider Google as an alternative or addition to the above.
I have $10,000 u.s. for this package of stocks.

Q: Is 3K for AMZN and 2K for GOOG a good entry point....or should i wait for them to go lower on any future correction.

What do you think of MSFT or FB ?

Which of these would be safer and have more upside with a time frame of 5+ years

Thanks

Q: Inside TFSA, could you please suggest the order that you would purchase the following growth stocks: AMZN, NVDA, GOOG, MSFT, TTD, CRWD, U, PLTR. Your insight is much appreciated!

Q: Is DRIV an effective way to gain exposure to the electric vehicle sector? I’m looking for a long term hold in that category. Thanks

Q: I have Microsoft and Adobe in my RRSP and would like to add to one of them. In your opinion, which one has better growth potential in terms of stock price appreciation in the next 1-2 years....and what are your reasons for picking one or the other ?

Q: Hi Peter/Ryan, I have no US stocks in my TFSA, RSP or Margin Accounts. I was thinking of adding some but not sure in which account it is best for them, or if it matters. How would they affect each one and do you have 1 or 2 suggestions for long term hold for each of them based on where it is better to hold them. Thanks

Q: Hi!

What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.

Jason

Q: Hi, can you recommend your top companies that deal in AI ( artificial Intelligence )

Thanks.

Q: I have held Cisco for 5 years -up about 50% plus dividends. I am thinking about exiting it for a more interesting stable growth story in the hardware/software business. Qcom is one idea but would appreciate any other ideas or should i just hold on to Cisco for any future growth and the dividend?
thanks
Kevin

Q: Hello 5I, I hold a almost full position with Norton Life may I have your comments on thier recent quarter, its seems going thru that they met all matrix except for GAAP reported earnings was a miss by 0.02, how important is GAAP to non-GAAP reporting numbers in situation of a security company.
Is it worth holding on to my position or trade it with other growth names, if so what would you recommend fro US stocks.

Q: I want to consolidate my smallest 5 holdings into 2. Using long term share appreciation as the only factor which two would you choose.

Q: What do you think of these two company's. Which one would you buy now if you could only buy one.

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.