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: Overall happy with my portfolio, shifted some riskier holdings to more largecap/div arristocrat ETFs to ride out the fun so far this year. Wondering if we are getting to good timing for shifting some assets to more aggresive/targeted holdings. I would like to sell some VIG and replace it with something else. Say 2X 2% positions. What 2 holdings would you buy right now in a registered account to replace VIG, or would you justt continue to hold VIG at this time. Only restriction is to not be canadian but could be CAD$ fund or ETF. Some options I am considering are rbf1067 or XEF for 1 position and the other a US or global/china play stock like baba. Looking for momentum upside as compared to VIG.
Read Answer Asked by Tom on December 04, 2020
Q: We are looking to adds some US positions to our TFSA. We currently have AMD, DAL, DOCU, BRK-B, and ROKU. Could you suggest 5 growth names for long term holds that you would feel comfortable entering new positions in today? And would you add to ROKU at present?

Thanks in-advance.
Read Answer Asked by Stefan on December 03, 2020
Q: Which companies (CAN/ US) and/or ETFs would you recommend to buy today for the best exposure to AI? This would be for an 80 year old investor who wants to allocate 8% of his portfolio to AI.
Thank you for your guidance.
Read Answer Asked by Yvonne on December 03, 2020
Q: Do you endorse a tax-loss sale for these three stocks, DXCM, REAL, VHI with the intention to buy back after 30 days? Are there any that you wouldn't buy back and instead use the proceeds on another high growth name such as NVDA, U, GOOS, PINS, MGNI? Sector weighting is not a concern and risk tolerance is high. Thanks.
Read Answer Asked by Ben on December 02, 2020
Q: I hold the above 7 stocks in my RRIF. I have to sell part of one of them soon.
Ignoring sector balance; I am concerned with maximizing long term growth whether it be capital gains, dividends or interest. So I would like to sell the one with the poorest prospects for gains over the next 2-3 years.
I should also note that my largest holding,NVDA, is over 7% of my entire investment holdings. This is a level where I would normally start to trim a bit but it has been on such a tear that I have been reluctant to trim it. And I note that you are still keen on it as a growth stock.
So I am comfortable to leave it alone if you agree.
Which would you suggest be sold?
Thank you
Read Answer Asked by Elliott on December 01, 2020
Q: Hello team, Shortly I will have $100K CDN and $100K U,S, to deploy for a long term hold ( 10+ years).
Could you recommend a few high quality, value & growth stocks? And what % would you buy now? I am not trying to time the market, but are you anticipating a correction during tax loss? Also, how many stocks (CDN & U.S) would you suggest?
Thanks
Carlo
Read Answer Asked by Carlo on December 01, 2020
Q: Would like some recommendations for both Canadian and US large cap stocks where capital appreciation is more important Than any degree of dividend. Could you recommend five for each country? Feel free to charge more than one question. Thank you, Bill
Read Answer Asked by Bill on December 01, 2020
Q: Have $12,000.00 to invest, current BMO Inv Line allocation is as follows:
Communication 8%
Cons Disc 21%
Cons Staples 13%
Energy 6%
Financials 32%
Health Care 11%
Info Tech 1%
Companies held AW, RBC, SLF, SBUX, WMT, BCE, PFZ,SIS, BB, ENB, TNY, HEXO,VTR,ParkLawn

Would appreciate your thoughts on how I could deploy the cash.
Read Answer Asked by Paul on November 30, 2020
Q: I am looking to buy semiconductor company. Was wondering what you thought of the three that I have been following. Could you please rank them in order of preference and if you have one or two others you can include It would be appreciated.
Thanks John
Read Answer Asked by John on November 25, 2020
Q: Could you please list about five or so of your favorite US growth stocks for an RRSP. Currently have no US exposure and ok with a 3-5 year hold. Thanks for your great work!
Read Answer Asked by Ray on November 23, 2020
Q: Hi Peter and Team
Your advice on options, specifically covered calls is very much appreciated. Some time ago you had advised on opportunities in the US market for selling covered calls. As I believe that with the US election done that there may be some return to normal, is this a good time to again consider selling calls and could you advise 3 Canadian and 3 US shares that might offer good premiums ?
Thanks so much for the ongoing advice. Peter
Read Answer Asked by Linda on November 23, 2020
Q: Looking for your favorite five US growth stocks for next 3 years in an RRSP. Currently have no US exposure. Could you also suggest a couple of potential US multi baggers ok with the higher risk here. Thanks for all your great work!
Read Answer Asked by Ray on November 23, 2020
Q: Wanting to get involved in the TaaS movement. Do you think it would be wise to invest in APTV and NVDA as the suppliers of parts for electric vehicles or to stick with investing in the completed car, and if so which one, or some of each.?
Read Answer Asked by Bonnie on November 23, 2020
Q: Like the AMD management but got me to thinking I'm not well-versed on semis...what would be your top 3 names and why? Thanks
Read Answer Asked by Michael on November 18, 2020
Q: My son who is 42 is opening a TFSA. He is getting a late start at investing as he has been emloyed overseas for most of his working life. He has asked me to help him. I am wondering if ETF's would be the best way to start. If so what would you suggest for seomeone his age. Also if he started with equities what would you suggest as well?
Read Answer Asked by Cathy on November 18, 2020
Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).
Read Answer Asked by Paul on November 17, 2020
Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.
Read Answer Asked by Neil on November 17, 2020
Q: If you just received $200K extra cash and would like to invest it in CND and US stocks in a non-registered account for maximum returns in 3-5 years, which CND and US stocks would you choose? For this, higher risk would be acceptable. Please prioritize 4-5 of each of the CDN and US stocks.

Would there be any changes, if it was going into a couple's TFSA's with sufficient contribution room?

Thanks, and please deduct as many credits as appropriate.

Read Answer Asked by Alvin on November 16, 2020
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!