Q: If you could only invest in on technology stock, which one would it be between Google, Amazon and Shopify?
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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: Good Day Team,
I am 69 years of age and Amazon is about 23% of my portfolio, and my investment portfolio is only about 8% of my total savings with the other 92% in rrsp's and tfsa's.
Is this Amazon percentage okay or too high? What would be a reasonable percentage.
Thank you,
John
I am 69 years of age and Amazon is about 23% of my portfolio, and my investment portfolio is only about 8% of my total savings with the other 92% in rrsp's and tfsa's.
Is this Amazon percentage okay or too high? What would be a reasonable percentage.
Thank you,
John
Q: I have large gains in both of these in my trading account. Do you think that i should take profits due to possible overvaluation?
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- QUALCOMM Incorporated (QCOM)
Q: I have only one US Tech stock QCOM and have done well with it. However, I would like to reduce or replace it with a couple of other US Tech stocks. What do you suggest? I already have CSU and KXS in my CDN portfolio.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Roper Technologies Inc. (ROP)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Whenever there are these swings in the market from growth/tech to value/consumer it makes me think about diversification. I have also noticed that companies that bring tech to another field are thriving. Examples being SHOP bringing technology to consumers, REAL bringing it to consumers and real estate, VEEV bringing it to health care, etc.... Also the US markets just recategorized to decrease the amount of technology companies. I am presently 27% technology but only if I place REAL and AMZN in consumer, GOOG in communications , etc.
I own all the above listed companies except ROP. I am currently considering selling LSPD (technology or should just categorize it as consumer) to buy ROP (industrial or is it technology). This would bring technology to under 25% and increase Industrials and US exposure which I am underweight in. The problem is that I can’t help but think that I am making a trade just to make the diversification boxes all line up. One could easily consider ROP as technology.
In the medical profession we have a term for this. “Euboxic”. Which means making all the lab values line up to hope for the best but often with no real value added.
I own all the above listed companies except ROP. I am currently considering selling LSPD (technology or should just categorize it as consumer) to buy ROP (industrial or is it technology). This would bring technology to under 25% and increase Industrials and US exposure which I am underweight in. The problem is that I can’t help but think that I am making a trade just to make the diversification boxes all line up. One could easily consider ROP as technology.
In the medical profession we have a term for this. “Euboxic”. Which means making all the lab values line up to hope for the best but often with no real value added.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Alteryx Inc. Class A (AYX)
Q: I have these 7 stocks, they comprise about 30% of the equities I own, in part because the their stellar performance in recent months. Two parts to my question: first, though they are all categorized as "tech" ( well, maybe not Goog), I am trying to get a sense of how different they might be from each other so that 30% is better diversified than the label they fall under might suggest? Can you briefly describe the underlying businesses of the 3 Cdn ones and indicate if you see all 7 as diversified. Second, if the stock market should hit another significant pull back (like March or otherwise), would these 7 be resilient enough to avoid major losses, and are some better than others in this regard? Thank you for your excellent service.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- AbbVie Inc. (ABBV)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Avalara Inc. (AVLR)
- Fastly Inc. Class A (FSLY)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hi there,
Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?
Thanks!
Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?
Thanks!
Q: Why doesn't Amazon split their stock given its share price?
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Starbucks Corporation (SBUX)
- Home Depot Inc. (The) (HD)
- BRP Inc. Subordinate Voting Shares (DOO)
- Great Canadian Gaming Corporation (GC)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hi,
You have been rightly complemented many times for
or your wise counsel recently. I would like to take this opportunity to thank the members of the group for their many varied questions. Both the questions and answers have helped me a lot.
For various reasons I have not visited the Asset Allocator section for some time and find that I am not as well 'balanced' as I should be. I am over invested in financials (BAM.A, TD, BNS, RY and SLF) and grossly underinvested in Consumer cyclicals. I am also overinvested in Canada. Could you please suggest 2-3 US and Canadian Consumer cyclical stocks?
Many Thanks,
Bryn
You have been rightly complemented many times for
or your wise counsel recently. I would like to take this opportunity to thank the members of the group for their many varied questions. Both the questions and answers have helped me a lot.
For various reasons I have not visited the Asset Allocator section for some time and find that I am not as well 'balanced' as I should be. I am over invested in financials (BAM.A, TD, BNS, RY and SLF) and grossly underinvested in Consumer cyclicals. I am also overinvested in Canada. Could you please suggest 2-3 US and Canadian Consumer cyclical stocks?
Many Thanks,
Bryn
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Netflix Inc. (NFLX)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- TD Global Entertainment & Communications Fd D U$ (TDB3014)
- T-Mobile US Inc. (TMUS)
Q: Would like your opinion om this fund for my US account, its performance is excellent five star morningstar rating. MER at 2% is high. Is there a similar ETF with similar performance? Or should I just be contented paying this fee considering its return? Do you see this sector continuing to outperform?
Thanks
Thanks
Q: Hello folks, break up the big techs, the theme has been for a long time, and once awhile come back on center stage.
my q is: does the " Break Up " increase shareholder value or vice versa?
thx
my q is: does the " Break Up " increase shareholder value or vice versa?
thx
Q: I am thinking of putting a substantial portion of my portfolio in the MAGA stocks Microsoft, Amazon, Google and Apple + Facebook. I understand that this will not be diversified as probably most would like to be but these stocks have performed incredibly over the past 10-20 years and I don't see much changing in the future. Any thoughts on this strategy other than lack of diversification.
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Workday Inc. (WDAY)
- JD.com Inc. (JD)
- Zscaler Inc. (ZS)
- DocuSign Inc. (DOCU)
Q: Kim Bolton on Market Call had 2 charts one for Cloud Consumer and Cloud Producer.
Cloud Consumer Stocks
TWTR, SPOT, SNAP, SHOP, NFLX, JD, Googl, FB, EA, DIS, BABA, AMZN, AAPL, ZS, ATVI.
Cloud Producer Stocks
ZM, WORK, WIX, WDAY, SPLK, RNG, ORCL, NOW, MSFT, INTU, DOCU, DDOG, DBX, CSCO, CRM, ADBE.
Can you please suggest 5 top picks from Consumer and producer in order which one would you suggest has Little or No DEBT and good management.
Thanks for the great service
Cloud Consumer Stocks
TWTR, SPOT, SNAP, SHOP, NFLX, JD, Googl, FB, EA, DIS, BABA, AMZN, AAPL, ZS, ATVI.
Cloud Producer Stocks
ZM, WORK, WIX, WDAY, SPLK, RNG, ORCL, NOW, MSFT, INTU, DOCU, DDOG, DBX, CSCO, CRM, ADBE.
Can you please suggest 5 top picks from Consumer and producer in order which one would you suggest has Little or No DEBT and good management.
Thanks for the great service
- Park Lawn Corporation (PLC)
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Starbucks Corporation (SBUX)
- The Walt Disney Company (DIS)
- JPMorgan Chase & Co. (JPM)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Atlassian Corporation (TEAM)
- Mawer Balanced Fund Series A (MAW104)
- Real Matters Inc. (REAL)
- Vanguard Balanced ETF Portfolio (VBAL)
- iShares Core Balanced ETF Portfolio (XBAL)
- Mawer Global Balanced Fund Series A (MAW130)
- BMO Balanced ETF (ZBAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
Q: Good morning,
I own a small house in Ottawa that is free and clear with a current market value of approximately $350,000.
A recent discussion with my trusted mortgage broker confirmed that a 5 year term (Closed & Fixed) term mortgage can be obtained at a rate of 2.29%. This mortgage is said to be:
a. insured through CMHC,
b. portable, and
c. transferable.
At that rate of 2.29% and given that the interest paid would be tax deductible if I use the funds for investment purposes, I'm seriously considering borrowing around $200,000 and investing this amount for an initial 5 year period with an expected net rate of return on investment of 4.5% .
Q1. With $200,000, what are your thoughts of splitting this amount in 5 different chunks of $40K in the following instruments:
a. Mawer Tax Effective Balanced Fund,
b. Mawer Global Balanced ETF Fund,
c. Vanguard Balanced ETF Portfolio,
d. IShares Core Balanced ETF Portfolio, and
e. BMO Balanced ETF
Q2. As an alternative to the above and given the 5 year time frame, would your preference be to invest the $200,000 in a selection of best in class individual stocks split between different sectors and if so, would you be so kind as to provide me with ya listing of your best ideas at this time.
I thank you and look forward to hearing your thoughts on both of these investment strategies.
Francesco
I own a small house in Ottawa that is free and clear with a current market value of approximately $350,000.
A recent discussion with my trusted mortgage broker confirmed that a 5 year term (Closed & Fixed) term mortgage can be obtained at a rate of 2.29%. This mortgage is said to be:
a. insured through CMHC,
b. portable, and
c. transferable.
At that rate of 2.29% and given that the interest paid would be tax deductible if I use the funds for investment purposes, I'm seriously considering borrowing around $200,000 and investing this amount for an initial 5 year period with an expected net rate of return on investment of 4.5% .
Q1. With $200,000, what are your thoughts of splitting this amount in 5 different chunks of $40K in the following instruments:
a. Mawer Tax Effective Balanced Fund,
b. Mawer Global Balanced ETF Fund,
c. Vanguard Balanced ETF Portfolio,
d. IShares Core Balanced ETF Portfolio, and
e. BMO Balanced ETF
Q2. As an alternative to the above and given the 5 year time frame, would your preference be to invest the $200,000 in a selection of best in class individual stocks split between different sectors and if so, would you be so kind as to provide me with ya listing of your best ideas at this time.
I thank you and look forward to hearing your thoughts on both of these investment strategies.
Francesco
- Amazon.com Inc. (AMZN)
- Biogen Inc. (BIIB)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- Home Depot Inc. (The) (HD)
- Stryker Corporation (SYK)
- Visa Inc. (V)
Q: These are the US holdings in my RSP. All have done well except for SYK down about 8% with a limited outlook for the rest of 2020 based on the Covid pandemic. Regardless of sector weighting, what are your favorite 2 or 3 US equities for growth over the next 5 years? I'm okay with a moderate risk.
Thanks in advance,
Greg.
Thanks in advance,
Greg.
- Sangoma Technologies Corporation (STC)
- Macro Enterprises Inc. (MCR)
- Photon Control Inc. (PHO)
- Questor Technology Inc. (QST)
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- FLIR Systems Inc. (FLIR)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Alteryx Inc. Class A (AYX)
- Amedisys Inc (AMED)
- Chegg Inc. (CHGG)
- Repligen Corporation (RGEN)
- Five9 Inc. (FIVN)
Q: I would appreciate 10 US and/or Canadian small cap growth stocks to invest in for the next two to five years.
Clayton
Clayton
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
Q: Harry asked an interesting question about investing in US Tech stocks and wanted an ETF. I did a 52-week comparison of the performance of the 4 mentioned Tech stocks with the ZQQ ETF. If my rough calculations are correct, one would have almost doubled their money with these 4 stocks compared to the putting the same money in ZQQ over the last 52 weeks. Past performance is no indication of the future, but I would like your thoughts on buying these 4 now versus the ETF. In my situation I would put 5% of my investments in these four and currently well diversified and a good chuck of fixed income (>30%). For me maybe okay (your thoughts please) but in general would this also apply to most investors. Please respond to my situation and the general situation if you can please. Thanks so much. Dan C.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- FLIR Systems Inc. (FLIR)
- Alphabet Inc. (GOOG)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Guardant Health Inc. (GH)
- CrowdStrike Holdings Inc. (CRWD)
Q: Good morning 5i, I am piggy backing off a recent question by James, but if you can disregard sector diversification and risk is also not an issue and main goal of course is capital appreciation.
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
- Sylogist Ltd. (SYZ)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Starbucks Corporation (SBUX)
- TJX Companies Inc. (The) (TJX)
- Visa Inc. (V)
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
Q: Can you give me names of 10 companies - CDN and U.S - that you feel have:
* strong balance sheets,
* a strong likelihood to survive or thrive in the current environment
* appear to be of good current value with an eye on a potentially strong rebound given a bit of time.
Your opinion is greatly appreciated.
Thanks
* strong balance sheets,
* a strong likelihood to survive or thrive in the current environment
* appear to be of good current value with an eye on a potentially strong rebound given a bit of time.
Your opinion is greatly appreciated.
Thanks
Q: Hi 5i.
Thanks in advance love you guys! Recommend you to everyone I know. :) For RRSP if youcould buy one US stock which would it be?
I am well diversified, just have cash to dispence.
THansk P
Thanks in advance love you guys! Recommend you to everyone I know. :) For RRSP if youcould buy one US stock which would it be?
I am well diversified, just have cash to dispence.
THansk P