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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: Hi David,
I'm looking to add three positions to my business passive account -- i'm up 15% year to date.
I have equal weight in each stock and am looking to add more diversity. A combination of income and growth US or Canadian -- minimum $1 billion market cap.

What would you recommend here.
Thanks,
Raymond
Read Answer Asked by raymond on November 07, 2017
Q: I bought QCOM a couple of months ago with the intention of holding this longterm for the dividend. In light of the potential takeover by Broadcom, what should I do now and/or if/when it gets taken over? If I have to find a replacement, which US tech-sector stock would you endorse for a generous, stable dividend (preferably >3% if possible) and modest growth, for a longterm hold?
Read Answer Asked by Walter on November 06, 2017
Q: Hi,

My question is regarding their recent offer for convertible debentures and I would appreciate any thoughts you might have on them. The cd's will bear 7% interest paid semi annually, with a conversion price of 2.20. There is also the chance THCX would force the conversion of all of the principal amount of the outstanding cd's on 30 days' notice if the average trading price of the common shares be greater than 3.15 for any 10 consecutive trading days. I do agree with your skepticism of this sector, but can't help but wonder about this one partly because of it's location and partly because we have a government that seems to be willing to move forward with setting standards that might help this industry to become more established.
On the other hand, it also occurs to me that with the recent rise in the US dollar, I should just buy MSFT, INTC or more NVDA, the latter which thank you - I bought on your recommendation some time ago.

Dawn

Read Answer Asked by Dawn on October 31, 2017
Q: Hi 5i Research team, Can you please provide your analysis regarding the relative growth and competitiveness of Microsoft w/ cloud based computing. What is your opinion regarding the stocks performance for 2018? Is there one tech stock that you expect will outperform Microsoft over the next year and why? Thank you, Linda
Read Answer Asked by Linda on October 27, 2017
Q: I have never owned amazon, apple, google.microsoft, Facebook. I owned intel, Cisco and nvdia (sold way too soon) over the years. Could you rank which you would buy first in order of safety for five years. Thanks.
Read Answer Asked by Helen on October 23, 2017
Q: Dear 5i
I1m considering investing in the named companies primarily as my US stock allocation. I currently own appl , fb , and nvda along with the etc`s vfv , vgg , and zwh.
Do these stocks seem like a good addition at this time
Thanks
Bill C
Read Answer Asked by Bill on October 16, 2017
Q: Hi there. I have accumulated about 4K in cash in my TFSA that I am looking to place in either 1 or 2 growth options. This is would represent about 15% of portfolio. I'm 35 so risk tolerance is fine.

Currently have GUD, AQN, KXs, LNR, VEE, and FIRE

Would US exposure be a good plan given the current exchange rate and diversification?

Thanks

Read Answer Asked by Ryan on September 18, 2017
Q: Hello 5i.

I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.

I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.

Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?

Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.

Thank you for taking the time to answer my question.



Read Answer Asked by Marc on September 15, 2017
Q: Good afternoon,
I hold the following stocks in my business account that have a weight of between 6.2% and 8.3%. This account was started in DEC/16 and has increased by 6.7% YTD not including dividends. I want to add six more stocks to further diversify while reducing the percentage per equity down to between 4 and 5%.

My goal is to generate income equal to the amount of corporate tax payable annually. I looks like this can be achievable!

Let me know if I need to share dollar values to help access.


--

Thanks,
Raymond
Read Answer Asked by raymond on June 28, 2017
Q: Good afternoon.
I've been doing a little research on the growth of artificial intelligence in Canada and I would appreciate any insight/ recommendations you may have for investment knowing that there could be a high level of risk involved. This would probably be for a TFSA account with a 1-5 year frame. Might there be an IPO(s)on the horizon worth investigating?
Thanks.
Read Answer Asked by Jim on January 31, 2017
Q: Hello 5i
I am looking to find an individual investment or etf offering cloud storage securities. I prefer to invest with c$ due to currency exchange fees but if the best companies at good valuation are in US$, then so be it.

Would you please suggest a few options and comment on valuation or other significant indicator to consider before entry today?

Thank you
Dave
Read Answer Asked by David on December 14, 2016
Q: I need about $15,000 in cash. I hold larger amounts about equal in Coca Cola, General Electric, Microsoft and Sysco (which has dropped significantly in the last week) Which would you suggest I should cash in?
Thanks Jd
Read Answer Asked by John on October 26, 2016
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