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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: Hi 5i.

I have studiously avoided investing in tech companies, largely as a result of not taking an interest in/understanding their businesses. (This is similar to my reason for never investing in crypto, which I can see only as a load of hogwash.)

With the recent drawback in tech prices, I now have some interest in putting some money into a couple of tech stocks that have a good growth outlook in the near- and mid-term. With that as the goal, simply some growth over the next few months or year, what 2-3 names, Canadian or American, would you suggest? (NB: I am thinking of putting no more, and probably less, than 10% of my portfolio into this play.)

Thanks for your help.
Read Answer Asked by William on January 26, 2022
Q: Hello,

With a five to ten years time horizon, what are your top five US tech stocks?


Thanks!
Read Answer Asked by NAIM on January 26, 2022
Q: Any Good buys you see in these turbulent times with a 3-5 year horizon.....
Read Answer Asked by HARRY on January 25, 2022
Q: Good Morning,
Apologizes as I know you've been asked this question or various of a million times but here it goes. At this point in time please list your 5 favorite stocks for a 10 year hold in each of your RRSP account and your TFSA account.
Read Answer Asked by Darrin on January 25, 2022
Q: I hold ATVI in my RRIF for long term income and growth. Assuming that the acquisition by MSFT closes, what would be your top three choices for consideration as replacements within the communication services sector?
Read Answer Asked by David on January 25, 2022
Q: I am thinking of making the following move. Selling my TECH and then on the US side of my portfolio buying the top three from the fund. I am thinking MSFT, AAPL and GOOG. Do you agree with these three as the best of the six? And if not which would you switch out and why? Please note that for any buys that I am currently making companies need to be in a net cash or minimum debt situation. And am I right in presuming that I could claim the capital loss on TECH even though there is technically considerable overlap here? Thank-you.
Read Answer Asked by Alex on January 24, 2022
Q: Hi, we are trying reduce our Technology exposure in US stocks. These are the companies held in our portfolio, in this sector, with weighting in descending order as follows: AAPL,MSFT,AMZN,MA,V,GOOG,PYPL,NVDA and ISRG.

How would you rank them, Today, based on the current valuation, growth prospects and risk ?

Also, should MA,V and PYPL be considered different than others ?

Thank You
Read Answer Asked by rajeev on January 24, 2022
Q: I have CCP corporation and would appreciate your recommendations for buy and forget stocks (moderate risk; 10-year hold). With such high dividend taxes in the CCPC, I would prefer stocks that pay a lower dividend or no dividend. Could you please recommend the 10 CAN and 5 US stock you would buy today, if you were starting this account?
Thanks for the great advise!!
Grant
Read Answer Asked by Grant on January 24, 2022
Q: Good Morning 5i,
I would like your opinion on investing in CDR listings in Canada to gain exposure to the US market with much less of my investment dollars allocated to each individual stock. With the pull back currently going on in the markets the timing to go into the US when things settle down could be very good. If you like the CDR route, which stocks would you suggest to pick up? Please deduct whatever credits are necessary in order for you to give full consideration to my question. Thanks for your assistance!
Read Answer Asked by Gordon on January 24, 2022
Q: With the Nasdaq now down more than 15%, what would be your top 5 picks in the tech sector (both Canada and US) for growth given at least a 5+ year hold period?

I'm looking for stocks with great fundamentals that have just taken an unfair beating due to sector rotation and fear selling.
Read Answer Asked by David on January 24, 2022
Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.
Read Answer Asked by Martin on January 19, 2022
Q: A few weeks ago I asked about the virtues of owning XLE vs XEG. I ended up buying 5 postions in the following: TOU, KEL, WCP, ARX, TVE. Energy is now 3.5% of my overall portfolio.

My question is the following: for US exposure: may you please provide me your highest conviction name. If you had to chose between this US energy name an DIS for a total return in the next twelve months, which of the two would you side with?

Also, for the next twelve months, what portfolio allocation to energy would you deem optimal, given the current macro environnement?

Thank you and please deduct credits as you see fit.
Read Answer Asked by Karim on January 18, 2022
Q: Please classify each of the above companies as one of the following:
LOWER RISK
MEDIUM RISK
HIGHER RISK
Thanks for your great service - use as many questions as you wish. ram
Read Answer Asked by Ray on January 13, 2022
Q: As with many of your members, im considering some portfolio adjustments and deployment of TFSA contributions to start the year.

What names in Canada and the US are you most excited about in 2022/2023 that you view as meriting consideration?
Read Answer Asked by Patrick on January 11, 2022
Q: I have $20000 to invest in an resp account.

Given the ongoing fall in tech stock prices, I would like invest $10,000 to buy tech stocks low and hopefully sell high in 3 years.

Can you provide 5 Canadian stocks and 5 US stocks.

I also want to invest the other $10,000 in less volatile. Companies with a total return of 15% or more. (e.g. Energy, banks, insurance, etc...)

Can you provide 5 Canadian stocks and 5 US stocks
Read Answer Asked by A on January 11, 2022
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