Investment Q&A

Q: Hi again - since my questions re: IBM back on July 24th and Aug 5th I have seen continued deterioration. I know you felt that the 10% drop post earnings was possibly a bit overdone, so I am wondering what your thoughts are now. OBV has plunged, along with the price, PPO and RSI. Since earnings it appears to be down 15%, and is now technically oversold. Would you wait it out for a recovery of sorts, of just give up and move on? As my holding is in a TFSA I wouldn't benefit with a tax loss.
Thanks!

Q: Hi,
I added this one a while back in a TFSA, but find for a stock I though would be fairly consistent, it has some higher than expected drops - such as todays roughly 3% and a similar one about a week ago. Any thoughts on what might be prompting this? I also note the technical indicators of OBV and Accum/Dist continue to rise with price, leaving me think these drops aren't overly concerning, that this isn't the case with IBM since it's earnings drop. Do you think there is a 'caution' flag out on IBM? It doesn't seem to be holding up all that well post earnings, and I thought the earnings were OK. I'd welcome your thoughts on it as well. Feel free to consider this two questions - and thanks for your continued work on our behalf!

Q: Hi,
Could you comment on earnings please? Do you feel today's drop is overdone and would you hold, buy or sell?
Thanks!

Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.

Thanks,

Q: IBM- what's happening here?

More to go?

Q: Between these two which would you see as better overall for a 3-5 year hold with a growth tilt.

Q: I would like to know which stocks you would add to my portfolio as I head into retirement needing dividends but also would like to have growth. If none of the mentioned are options, which would you recommend?

Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?

Q: IBM keeps moving up in value and I'm not sure why ? Please let me know what is going on and would you buy it at these prices ?

Q: Hi 5i,
These companies are all I have in the tech sector. Can you rank them for me and are they all currently buyable? I’m a long term holder of dividend companies can you recommend a couple more or maybe I should just buy more of what I have. Your help is appreciated!

Q: I'm reviewing my American holdings, looking for long-term (5-10 year++) hold. I like about half of what I have, but I'm looking to - possibly - replace positions in Intel (full position), Verizon (full position), IBM (full position), and Roku (half position). Is that a good idea? My only limits are that I'd like to keep things American, I already own full positions in Google, Costco, and Intuitive Surgical, and I'd like to avoid more healthcare.

Q: Hello 5i: I ask about the recent run up for Kyndryl Holdings. Is it a buy? Thank you Barbara

Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Q: Hi Peter can you provide opinion on TDV etf. What are your thoughts of it price and quality?

Q: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?

Q: I've been looking at both of these companies but can only add one. BLDR seems to have a better performance looking backwards but you seem to like AXON better looking forwards. Can you tell me which one you like better and why, thanks.

Q: Would now be a good time to sell IBM? I bought it years ago as a long-term hold, but it's way up, and I don't know if there's any more upside to it. If so, which US-listed company (or two) would you replace it with?

Q: Could you please tell me which 3 GICS sectors you would expect to outperform over the next 3 years (excluding Technology), and a brief explanation of why? Also, could you please give me your top two stock picks (not ETFs) for each of those sectors ? Could be US or CAD stocks but I am looking for stocks that also pay a dividend. Greatly appreciated. Thank you.

Q: Could you please give us your latest opinion on IBM its been on a tear lately

Q: Hello 5i,
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks