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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: Could you please rank these financial stocks? Is there another one you would throw in there that may be better? Thanks
Read Answer Asked by Neil on February 16, 2021
Q: I had recently saw a comment on Seeking Alpha that Visa was a good holding during a period of runaway inflation. Regardless of whether or not you see inflation reaching that level., would you agree that V as a good holding in that environment? Would you include any others (Canadian or US) ?
Read Answer Asked by James on February 08, 2021
Q: The top ten positions in my equity portfolio represent 30% of the portfolio. Among these top ten are TD, BAM, BAC and JPM. The financial sector represents 27.5% of the equity portfolio and the 5i analysis suggests that this be reduced to 15%. I am a new 5i client and don’t disagree with the direction the model is suggesting. Other holdings in the financial sector are: BMO, BNS,CG,C,MFC,PYPL,PNC,RY,SLF,BX,X,V. This is a bit messy but adding to the sector in the spring seemed like and was a good idea but now we need to be more conventional. I may be very wrong but I don’t consider BAM and X as financial services, particularly BAM. Looking at the holdings, what would you unload to bring down the financial sector exposure? Obviously a tax filter will be needed at my end. The question for another day will be an ask for recommendations to increase the under-weighted sectors. Having fun with the model and more importantly find it useful.
David
Read Answer Asked by David on February 03, 2021
Q: Good Afternoon I am looking for your thoughts on VISA,

I held it pre-covid as I love the type of business it is and the margins it has, and at the times I figured with trends and expecting e-commerce to grow steadily I felt it was a good long term hold and certainly still do. Now with Covid transforming the way we live our lives, I feel like its dominant position as a payment processor should only help its business, with the accelerated growth taking place in e-commerce and contactless payments. The stocks is essentially even since Jan 2020, PayPal is up over 100%. I own both so I am not complaining and I get why PayPal is up a ton, as its more of a true cash-less play with bitcoin helping it gain more exposure. But any reason as it why it has lagged so much?

Considering Visa's moat, financial health and the fact that consumer trends are aligning perfectly with its business, where would you rank Visa in the realm of the other large cap stocks (FAANGM etc)? top 10, 15,20.... I look at it as "set it and forget it" stock for 15+years but I am very tempted to add more. Have a great weekend!
Read Answer Asked by Michael on January 25, 2021
Q: Hi team,do you consider any of these two good buy at this stage?
Could also explain wether PayPal or Square taking away any business or market share from these two.
Thanks
Javad
Read Answer Asked by Javad on January 18, 2021
Q: Appreciate your best advice regarding selling half of my large position of Visa and purchasing Walgreen's in my cash account. Anticipating Walgreen's will be very involved in providing vaccinations. Or better to stay with a large concentration of Visa with the economic recovery (hopefully) in USA. What is Walgreen's dividend? Thanks for your valuable input/advice as always.
Read Answer Asked by Dr Lorraine on January 11, 2021
Q: I am concerned about 30% of my holdings being in IT and would like to reduce perhaps by half and cover some other sectors for balance. (Just read your year-end article about predicting 2021 - perhaps you would not be concerned about 30% going forward)
What order might you trim / sell these to raise cash?
Much thanks for steering us through a year full of uncertainty.
Read Answer Asked by Gary on January 04, 2021
Q: Hi Folks,
I currently have the above companies in my Non-Registered account. I am looking to add some money - can you tell me what company you would add to OR can you recommend another that I can take a look at. Appreciate your comments.
Thanks
Read Answer Asked by JOHN on December 18, 2020
Q: Good morning 5i,
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.
Read Answer Asked by joseph on December 07, 2020
Q: Hi, current in my portfolio of 13 stocks + 2 ETF I have some good performing stocks that are > 5% position, TXN is 10.3%, DIS is 8.40%, EWZS is 9.37% and ADM is 8.54%. 25% of my holdings are in TECH (3 stocks + 1 etf). Do you feel comfortable with keeping these stocks with current positions or could I trim it to reduce risk ? I don't have many exposure to financials and consumer cyclical sectors. Can you suggest me growth stocks in these 2 sectors in US and CAN ? In healthcare I have only ABBV, I would like to have other good options here for growth and medium risk. I have +20 years horizon.
Read Answer Asked by Clayton on November 27, 2020
Q: We currently hold the above US stocks listed what would your suggestions be for another stock to add to this list of a more conservative nature but not financial as we currently have enough financial in canada
Thks for your great work
Marse
Read Answer Asked by Marcel on November 06, 2020
Q: Hi,
I’ve held V shares since the IPO and have done really well. With all the talk about the shift to digital currencies/payments becoming a more dominant place in the global financial system, do you think also diversifying into BABA (stake in Ant Group) and PYPL (creating a larger transactional payment landscape for the future through bitcoin) would be a good move? Do you see further secular growth in this area? Thanks!
Read Answer Asked by Keith on October 27, 2020
Q: Hello 5i Team,
Seems that Square is recently facing much more competition. Just in the last two days, JP Morgan has launched "Quick Accept", Visa has announced "Tap to Phone" and Paypal is opening up their network to cryptocurrencies. Is the big run over for Square, and would you recommend possibly switching to Paypal within the payments space, given these announcements? Thanks. Brad
Read Answer Asked by Bradley on October 22, 2020
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