skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am not understanding why NFLX would be caught up in the tech slide. It's more of a media than a tech stock, no? In any case, these large cap techs with high valuations seem to be suffering disproportionately. I am down considerably from the highs but still up nicely on both of these and am seriously considering getting out now. Do you think that would be a mistake?
Read Answer Asked by John on March 28, 2018
Q: I want to invest 20 K USD into my TFSA portion of US stocks.
I already have FB 3.6%,SHOP 6.1%,CGNX 5.1%,AMZN 3.3%,NVDA 4.7%, SQ 4.7%.
Im thinking of buying MA & NFLX. Please provide me with an idea of 2 or 3 additonal
US stocks with growing trend like the one I mentioned in my portfolio. What is your
opinion of adding MA & NFLX in contest of my existing US portfolio.

THANKS ANDREW.
Read Answer Asked by Andrzej on February 28, 2018
Q: Dear 5i
How does the earnings growth look for DIS , NFLX , ATVI , EA and CAT over the next 2 years ? Is the gaming space a good place to be . This seems to be a popular and growing area .
Thanks
Bill C.

Read Answer Asked by Bill on February 13, 2018
Q: Thanks for your recent reply -- but I think my question was misunderstood.

While I thank you for the recommendations on SQ, CGNX and ALGN, they are all in the Technology sector, which is something I would like to move away from at this time.

Even if I retain a 5% position in Netflix, Nvda and Shopify, that would bring me to a 15% in my portfolio, which I think 5I suggests should be a good enough weighting at this time.

Could you please provide a few names, with good growth, outside of tech? Your favourites?

Please deduct as many points as is required -- as I've got lots in store. : ) Sorry for being such a pest, but I suppose my first question was misunderstood?

Thank you!
Read Answer Asked by Sylvia on January 25, 2018
Q: I am wanting to sell partial positions in each of these. They have become dangerously overweight in my portfolio and am looking to take profits in order to reinvest in other companies/sectors -- either in Canada or US. ADRs would also be acceptable. While I see huge growth in the technology sector, I think I would like to move away from it, since my weighting in this sector is also "dangerously overweight" ... at almost 25%.

(It's hard to move away from something that's giving you such good returns!)

1. Which 3 stocks might you suggest for equal/similar torque?

2. What is a good weighting for the above stocks? All of them have reached the 7 percent range, and even to me it sounds a bit risky.

Thanks for your advice.

Read Answer Asked by Sylvia on January 25, 2018
Q: Hi Folks,

I'm interested in purchasing 1 or 2 of the FAANG stocks for a long term hold. How would you rank them at this time? Do you consider all to be good buys at today's prices?

Thanks as always...

Dennis
Read Answer Asked by Dennis on October 19, 2017
Q: From 1-5, how would you rank the FAANG stocks on growth prospects over the next 5 years? How would you rank them on risk profile over the same 5 year period?
Great website.
Thanks
Read Answer Asked by Dave on September 27, 2017
Q: I am trying to identify the best E-Commerce to buy now for solid growth. You commented 6 months ago on Stamps.com (stmp-q). How have your views evolved since then on this company and how would you compare it to Priceline (pcln-q), Mercado Libre (meli-q), Netflix (nflx-q)and Alibaba (baba-q) ?
Very grateful for your views,

Jacques
Read Answer Asked by Jacques on February 16, 2017
Q: Hello Peter and Ryan
I was at todays investment seminar and i like how much information was shared .
There were many take aways from todays financial literacy.Please give me 5
new companies that i can hold for the next 10 years that has the potential of becoming a Google.I know that is impossbile to do , but based on what you know today .

Kindest Regards

Claudio
Read Answer Asked by claudio on January 23, 2017
Q: I had purchased both Amazon and Netflix in equal weighting for my US holdings, at 2.5% each. I rode the wave of Netflix to top $130 only to see it tumbling down right to where I started. No harm, no foul. The question is, though, is the long-term growth of Netflix intact, notwithstanding its recent slowdown? I tend to have faith in these behemoths re-inventing themselves, but it doesn't always work out. Would it make sense to move this money to Amazon, or does it make good investment sense to hang on. (The other position I was thinking of adding to instead of Amazon is NVDA, now held at 2.5%, roughly.) Thanks, as ever, for your sound advice.
Read Answer Asked by Sylvia on July 22, 2016
Q: I know you don't specifically cover US stocks. But I've been watching Netflix and waiting for a good entry point as I think it's a good brand that will innovate and stay on top of the industry they are in. The stock is currently rallying and the information I got from Investopedia is that Netflix will have exclusive rights to Disney Marvel, Pixar and Lucasfilm films starting this fall. As an uneducated investor I'm wondering is this a good time to buy or is this simply a frenzy based on a news release that will cool down and the stock will return to trading around $90.00? I know you can't predict the future, but the educated opinions I have received from 5i have me up in 8 out of 10 stocks I have purchased this year.
Thanks
Read Answer Asked by Grant on May 26, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!