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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: Hello,

With the recent positive earnings from Facebook and ServiceNow, would you recommend buying at this point? I'm also a long time holder of Visa (stock is down based on yesterdays results), would it also be a good idea to purchase MA at this time as well?

Thanks,
Raj
Read Answer Asked by Neeraj on February 04, 2019
Q: Hi my question is on Visa/MasterCard. Some consensus says you can tuck away theses stocks for 10 years without too much worry. On the other side, I understand in China and some Asian markets Alibaba uses a different payment system. With emerging blockchain capabilities is there some disruption to Visa's growth. Comments? I am thinking of a new purchase with 3 year time horizon. Do you have a recent report.
Read Answer Asked by Rick on January 23, 2019
Q: Hello 5i
If you were to take a large position(ie. 50% of your portfolio) in mobile payment space for a 20 yr hold, which US stock(s) would you hold?
If it is not visa could you provide why it is better than v respect to growth and safety.
thanks,
Read Answer Asked by Paul on January 21, 2019
Q: I have noticed recently that Aapl, Amzn, Brk, Googl and V that the daily share volume has been about 70 % of the 10 day volume and Shop and Sq have been at or higher than the 10 day volume ( the stocks mentioned are some companies in my portfolio). To me this means that the rise in share price does not have wide support and could fall soon.
Appreciate your comments on the support of the rally and are people hiding money in short term instruments until they can verify one way or the other the next direction of the market.
Clayton
Read Answer Asked by Clayton on January 21, 2019
Q: Ross Healy, on Market Call Tonight, said that Visa was way overpriced, and that he wouldn't even begin to have an interest in it unless it fell a further 40%. What is your take?
He also echoed a theme I keep hearing which I don't understand; that this market is "old". It's "old, old, old, worn out" as if the market were a human and about to keel over due to longevity. I get that boom markets don't last forever, but my understanding is they die due to weakening economic circumstances not old age. Don't they? He said that as the S&P had fallen below 2500 the next stop was 2000. What is your take?
Read Answer Asked by John on January 04, 2019
Q: I have been watching BA, UNH, V and MSFT for well over a year, they have all been growing their stock price at an impressive rate for over 5 years or more, and now wonder whether they have finally come down to a point where one could look to buy them with a margin of safety?
Read Answer Asked by Mike on January 02, 2019
Q: I have some US funds I'd like to put to work in one or two of the mentioned names taking them from a half weight to a full 5% position. Regardless of sector weightings, which 2 do you like the most at current market valuations for capital appreciation over the next 5 to 8 years in a growth oriented portfolio? Thanks!
Greg
Read Answer Asked by Greg on December 27, 2018
Q: Hi 5i team,
All these four stocks have come down in value to different degrees. Based on projected earning growth, balance sheets, and value, which two of the four above should have the strongest rebound next year? Which two will be your preference for a 2 year hold? Would now be a good time to pick up these stocks? Thanks.
Read Answer Asked by Willie on December 24, 2018
Q: On the losing end of these 3 - V down 12%, SQ down 35% and TEAM down 6% - thinking of selling before year end to capture the tax losses and then re-purchasing after the 30 days - question - is this a good idea ? OR should I just cut my losses on these 3 and look for something else that might be more in line with a possible "recession" on the horizon.
thanks
Read Answer Asked by JOHN on December 21, 2018
Q: I am trying to consolidate my U.S. TFSA into ETF's. On the tech side I own AMZN( nice profit) NVDA ( down 38%) and SPOT (down 4%) I am thinking of selling them and buying QQQ ETF instead.
On the financial side I own JPM (down 2.7%) V (down 1%) and SQ (down 6%) Thinking of selling these and buying DGRO ETF.
Your thoughts on this? Also if there are other ETF's that you think would be better for tech and financials, please let me know. Please deduct two credits if you deem it necessary.
Thanks for your great advice,
Jen
Read Answer Asked by Jennifer on December 17, 2018
Q: May I please have your thoughts on US financials at this time and Visa, Morgan Stanley and JP Morgan in particular? Thank you,

Jason
Read Answer Asked by Jason on December 07, 2018
Q: I am selling visa either this year or next year. Realising that you can not time the market and considering currency exchange could you advise a possible time to do this. Would this stock have a sharp drop in a recession. Do you think the Canadian dollar will weaken. A lot here so take credits as required. Thank you for the service.
Read Answer Asked by chris on November 28, 2018
Q: I asked this question yesterday, however it appears it was missed:
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.

For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."



Read Answer Asked by Joseph on October 29, 2018
Q: Purchased these on Aug 30th - TEAM ( down 26% ), SQ ( down 22% ) and Visa ( down 11% ). What would you do at this stage - sell and cut your losses or hang on and hope for turn around. I see that you are still recommending these to your subscribers ?
Read Answer Asked by JOHN on October 25, 2018
Q: How would rank the stocks on straight growth prospects over the next 6 months ( High risk to Low risk ) thank You Claude
Read Answer Asked by Claude on October 17, 2018
Q: Can you think of any reason why Visa is being hit harder then the S&P of late? Is there any specific thesis that ties Visa to the negative sentiment surrounding raising bond yields? I've been looking to buy this company for a very long time hoping for a pull back and finally bought a little. Would you continue to add or wait for further pull back. My only other US financial is Blackstone and it has also taken a beating lately. Thanks
Read Answer Asked by Scott on October 11, 2018
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