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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: Morning guys:
Would you guys buy this great name right now? I just bought visa and MasterCard , what other 3 us blue chips would you look at for being on sale?
Read Answer Asked by Mark on March 17, 2020
Q: Hi, my respected 5i team
I'm looking for some US stocks to buy in order to take advantage of the current market dip. Could you please recommend 4 or 5 solid names that worth buying now in the order of the most attractive to the least if possible? My time zone is about 3 to 5 years. Could you also comment the reasons of recommending?

By the way, I bought GOOG and NVDA last year upon your suggestion, only half position. Do you think it is a good idea to add more now?

Thanks in advance!
Jane
Read Answer Asked by Jane on March 17, 2020
Q: Hi 5i Team,
In this crazy market, your opinion is very appreciated. I listed my holdings in both US and CA. Are you seeing any stock in the list concerning ( fundamentals changed or poor balance sheet etc) with SELL recommendation even with a loss. These are hold in 2 tfsa and the investments are 5+ years. These companies are hold with 4 diversified etfs and follow the markets and nothing to do about them and i'm always with 6 to 8% cash with "see and wait mode".
USA: MSFT,V,CRM,AMZN,ADBE,TTD,GH,AYX,DXCM,ISRG,AVLR
CANADA: ATD-B.TO,BAM-A.TO,TRI.TO,LSPD.TO,ECN.TO, REAL.TO, CAE.TO
TFII.TO,SHOP.TO, WSP.TO, PBH.TO, DSG.TO, KXS.TO, PLC.TO,GSY.TO
BYD.TO, CSU.TO, PEO.VN

Thanks for help with this"Knocking Out market"
Read Answer Asked by Ben on March 16, 2020
Q: First off I just want to say thank you so much for your special report you issued last week. For a young investor like myself who has never been through events like we currently are experiencing your advice has been extremely valuable to help navigate these uncharted waters.

I have been sitting on some cash and would like to increase my technology (both Canada and the US) exposure as it is low right now. I am comfortable with moderate risk. I have a few questions on this subject so feel free to subtract as many credits as you see fit:
1) For Canadian tech companies, after reading your special report and the Q&A's, it seems you like CSU, KXS, DSG, and SHOP. Would you recommend buying these individual companies (or others?) or would XIT be a reasonable alternative with these 4 companies composing ~61%? Or is there another tech etf you would suggest?
2) For US tech companies (or any US company for that matter), with the Canadian dollar being low, would you recommend looking at specific US companies or a Canadian ETF that holds US tech companies? I am worried the exchange would eat into possible returns. Do you have any recommendations (e.g. I have seen you mention XQQ for an etf, SKYY highlighted in etfupdate, and companies like MSFT, GOOG, TEAM, etc)?

Thanks for all that you do.
Read Answer Asked by Justin on March 16, 2020
Q: I’m looking deploy some cash. I read your report on which Canadian stocks to look at but can you recommend 3-4 American stocks to start picking away at?
Read Answer Asked by sean on March 13, 2020
Q: I currently own IHI and GOOGL (only about $8000 in each} and with the recent severe downturn am looking at adding additional funds ($16000) to my portfolio. Am considering MFST and/or ESLT or would you recommend just adding to my existing holdings. These funds are in an non-registered account.
Ed in Montreal
Read Answer Asked by ed on March 13, 2020
Q: Hello: I sold BABA and cut TCEHY holdings in half last week in a bit of a panic and would now like to know of any US stocks you might suggest to replace these two. I already own GOOGLE.
Thanks. Lesley
Read Answer Asked by Lesley on March 04, 2020
Q: Hi 5i
I greatly appreciate and follow your US recommendations. My LIF has suffered serious losses and I wound like to build it back up with one of these US holdings or another you could suggest for a 2-3 year period. If all are suitable, please list in order of preference based on growth over risk.
Thanks
Read Answer Asked by Gary on March 03, 2020
Q: Could I have your outlook on CGI for a 2 year timeframe please.

I was planning to sell the position in a couple of years when I am retired and in a lower tax bracket. I am now wondering if I should take the tax hit, and buy something with a dividend and more growth like MSFT.

Thanks!
Read Answer Asked by Greg on March 03, 2020
Q: Prof Galloway (pivot/section4/etc) talks a lot about unregulated monopolies, are there any companies that you would recommend (outside of the traditional faang names) that might be able to grow into this category? (canada or us)

thanks
Read Answer Asked by dan on March 02, 2020
Q: Hi 5i team,
I've currently a 2% holding in Microsoft. I've some cash to buy in this meltdown either more Microsoft or start a position in Apple. Comparing their valuation, potential growth or lack of for the remaining of the year, what would be your recommendation and why. Thanks.
Read Answer Asked by Willie on February 28, 2020
Q: In response to the question by Satish, your suggestion was to look at tech growth stocks for a faster recovery. I had been considering TTD, NVDA, MSFT, GOOGL ,AMZN, COST and UTX before the correction; waiting for pullback. While UTX and COST have held up the others have dropped by varying degrees.
Could you please suggest your order of preference to buy in this volatile period.
As always, value your opinion.
Regards
Read Answer Asked by Rajiv on February 25, 2020
Q: I was wondering what US stocks will do well in the short term.
-Jay
Read Answer Asked by jay on February 20, 2020
Q: Looking to increase my American technology positions. I'm interested in taking a position in Adobe. What do you think the future holds for this company, short term, (1 year) and long term (5 years). I'm trying to decide between ADBE and MSFT. Which do you think is the best investment or would you buy both? Would they complement each other? Are there other U.S. tech. companies you like as well or better?
Read Answer Asked by Les on February 20, 2020
Q: I feel I am over exposed in the Canadian Financial sector with TD and BNS making up 9% and 11% of my portfolio respectively. I also hold 20% VRGO. I wish to sell one bank and increase some of my US equity positions such as MA, V, CRM, MSFT, AMZN for more growth and capital gains. Long term outlook is 5+ years. Does this plan sound reasonable in regards to timing and outlook, and which bank would you prefer to hold?
Read Answer Asked by Shawn on February 04, 2020
Q: I feel I am over exposed to the Canadian Financial sector with TD and BNS making up 9% & 11% respectively of my portfolio. As well, I'm looking for more growth. I wish to sell one position and increase my US equities such as MA, V, MSFT, CRM. Would you consider this a reasonable plan and what bank would you recommend selling? Thank you.
Read Answer Asked by Shawn on February 04, 2020
Q: Hello 5i, notwithstanding the tragedy of the coronavirus, I would like to start taking full positions in 2-3 stocks that could benefit from a recovery. What are your thoughts on the DSG, OTEX, MSFT, KL? any other suggestions? Also, when is it a good time to start accumulating?
Thanks
Carlo
Read Answer Asked by Carlo on February 03, 2020
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