Investment Q&A

Q: What are your thoughts on these two underperforming stocks - are they buys, sells or holds. Thanks. Rick

Q: Will partially liquidate Dis (at a loss) balance hold for recovery. Am debating deploying to one or two of the above. For a 3 to 5 yr hold (registered acct), with capital appreciation/total return in mind, which is favoured?

Q: I have held disney now for 2 and half years and i have been in the red since can you please advice me if i sell it what would be a good replacement for it in my rrsp. And the same goes for cvs it has put me in the red as well is there a better replacement for this that pay a good yield as well. Thank you for all the support

Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.

Q: Good morning team,
Could you please give your take on these holdings .. keepers or let go? With the exception of TECK, I am down with the rest. Although they are good companies, they don't seem to have +ve momentum ..
I appreciate your thoughts ?
Thanks
CR

Q: Hi 5i team,

I’m thinking of selling a few stocks at a loss to balance out capital gains (I trimmed NVDA since my stock position got too high). I can cover an equivalent loss by selling two (or a combination of all 3) of the following stocks: DIS, TTD and CRWD. I bought all 3 at a much higher price. CRWD and TTD have had a nice bounce and I’m thinking that the near term environment of debt ceiling and sell in May could be a good time to take losses. I’m wondering if you have other items I should consider related to selling now versus later this year? If later, what would be a good time to consider?

I have other similar tech stocks such as GOOG and ZS and I’m wondering if I should consider another proxy for any or not bother? And I’m also wondering about re-buying at a reasonable entry point after 30 days for any of the 3 or simply move on?

I’d appreciate any insights you could provide.

Thanks as always,
Lisa

Q: Hi 5i,
I am turning 72 and moving from an RRSP to a RIF and think this portfolio should be more orientated towards income.

In that light I wonder if you could suggest some replacement stocks for the non dividend paying TMUS and DIS on the US side of my RIF? Thanks as usual for you help.
David

Q: Hi 5i, May I pls have your thoughts on latest results and if you would continue to hold or upgrade.

I have few other dogs, maybe LGO also, that I'm looking to consolidate into either GOOG, META, DIS, PYPL or AMZN. Which 2 or 3 would be your preferred choices? PYPL worries me a bit, seems other fintec companies might be eating their lunch. DIS is interesting given old CEO is back and cost cutting the company. Pls give your pros/cons when ranking. Thx for your great advice!

Q: In your opinion, are there favourable prospects for growth over next 12 months or is this investment just dead money? Thanks. Rick

Q: What names in US$ are you recommending in the communications sector. Thanks.

Q: Happy Holidays! Now that 2022 is coming to an end, what would be your most bullish ideas going into 2023?

Thanks!

Q: I currently have the following positions in the "FAANG" stocks: GOOGL (5%), MSFT and META (each less than 2%), AAPL (less than 1%).

Not interested in NFLX since I already have positions in DIS and ROKU, but I'm open to AMZN (although I have a small position in SHOP, less than 2%).

I want to reduce the number of stocks I own, so I'm looking to consolidate my FAANG positions. In what order would you rank the FAANG stocks at today's prices for potential future returns?

I have a long time horizon (decades) and a very diversified portfolio, so not worried about short-term declines in share price.

Q: I have purchased the above US stocks in the last 6 months. AMZN is down 15%, CRWD is down 27% and LNTH is down 25%. The rest are in the green. AMZN position size is twice as large as CRWD and LNTH. I have $10,000 more to deploy. Would you do a 33% split on the 3 or what are your thoughts on this?

Thanks

Q: What three US names would you suggest to buy that offer the best growth opportunities over the next year? What factors influence selecting each name?

Q: Hello 5i
Could you provide an indication as to buyhold/sell - all are current holdings but some due to declines have reduced to < 1% . I'm looking to rebalance overall and these need addressing with possibly topping up, selling or doing nothing ... ignore sector weights please. Already held for some time and any that I decide will remain will be held for the long term
Thanks

Q: Want to sell META and buy one of the others. Which would you chooses?
Thanks

Q: What do you think Iger is going to do to put his stamp on DIS again? He already got rid of Chapek and his lieutenant. Is he just going to do some more re-structuring and stay the course for 2 more years while he picks a successor. Or will he do some bolder moves as he has done in the past? He is perceived as a visionary and has acquired Pixar, Marvel and Fox over the years. What are the odds that he makes a big acquisition in streaming such as NFLX, ROKU or PARA? What are the odds that he sells DIS? Years ago, it was speculated that he had such discussions with Steve Jobs.

Thoughts?

Q: I’m losing patience with Disney after another poor quarter and poor management performance. I don’t want to give up on the franchise, but wondering if holding this stock at a time is costing me staying out of other opportunities at this his time. What are your thoughts on Disney? Hold or sell and move on?

Q: Can you rank these companies from most attractive to least attractive to purchase for a long term hold in an rrsp? Thank you

Q: Re your answer to Cheryl today, and your recommendation for 8 stocks that have been stable and performed well over time. Can you recommend a handful of US stocks that fulfill the same goals. Not concerned over sectors.
Thanks, Peter