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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 5i. I owe the above noted stocks. Weightings= amzn-8%, goog-6%, avgo-4% and apple-12%. Please advise how would you adjust weightings going forward in 2018 and 2ndly, would you substitute any of these tech stocks with any other ones you deem better plays?
Read Answer Asked by Robert on December 18, 2017
Q: Hi, I'd like to invest in AI(artificial intell). Would you side with a company like NVIDIA or a company using the technology like amazon, google, tesla or other car companies? Also would you have a under the radar canadian company in this domaine. thanks.
Read Answer Asked by Dario on December 13, 2017
Q: Hello 5i.
Could you please give me your top 3 U.S. and 3 CDN stocks you would buy full positions in this week (risk and sector not a concern) with good momentum leading in to 2018.

Thx.
Read Answer Asked by Robert on December 11, 2017
Q: Good afternoon 5i. I own the following stocks. Today there`s been talk about possible sector rotation of funds going from tech to financials. The Nasdaq is down 1.3% today. My portfolio stands as of right now at 22% tech and 15% financials. Would you recommend I leave my portfolio as is or should I lean more towards financials going forward?

Thx/Rob


Read Answer Asked by Robert on November 29, 2017
Q: Hello,
Can you name a few interesting companies in the tech space in Canada, US and overseas which are involved in cutting edge and new technologies. Of these which would you consider interesting stocks to watch?
Read Answer Asked by Shyam on November 20, 2017
Q: I have a recollection that about a month or two ago you suggested a company engaged in artificial intelligence that would be a cheaper alternative to Nvidia. Can you remind me of the name of this company? Thanks.
Read Answer Asked by Ken on November 07, 2017
Q: My 22 year old son is a great saver with a long term horizon. His current investments are as follows and he holds approx $3,000 - $4,000 in each name:

$40,000 in a balanced TFSA with the following stocks: BCE, CHE.UN, CPH, ECN, KXS, MRE, MAXR, NA, PTG, SHOP, TOY and WEF

$12,000 in a Cash account with: OTC, PBH and SIS

He has another $10,000 to invest in his cash account. What 2 or 3 stocks would you suggest he adds - either to increase existing holdings or to establish new positions? To make it a "teachable moment" can you please give the rationale for your suggestions.

I have been a subscriber for a year now and my portfolio has never done better. I recently renewed for a 2 year period and never make a move with any of our family's investments without checking with you first. What a FANTASTIC service. Thank you



Read Answer Asked by Scott on October 31, 2017
Q: I have never owned amazon, apple, google.microsoft, Facebook. I owned intel, Cisco and nvdia (sold way too soon) over the years. Could you rank which you would buy first in order of safety for five years. Thanks.
Read Answer Asked by Helen on October 23, 2017
Q: Hi Folks,

I'm interested in purchasing 1 or 2 of the FAANG stocks for a long term hold. How would you rank them at this time? Do you consider all to be good buys at today's prices?

Thanks as always...

Dennis
Read Answer Asked by Dennis on October 19, 2017
Q: Hello 5i.

I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.

I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.

Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?

Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.

Thank you for taking the time to answer my question.



Read Answer Asked by Marc on September 15, 2017
Q: Greetings 5i,

My portfolio is well diversified across all Canadian sectors, but lacking in American holdings. I am therefore making an effort to increase my US exposure, and am considering adding one of the FAANG stocks to augment my Canadian tech holdings of OTEX and PHO. Currently. I am leaning towards AMZN (as I view it as a great mix of established market dominance and growth potential based on its diversification into brick and mortar), or APPL (due to its massive cash position and what appears to be excellent stability going forward).

I am 36, fairly conservative (although not totally opposed to risk), and am looking for something to hold for the long-term.

Do either of these choices sound like a reasonable course of action to you? Do you favour one over the other at this time? Is there another large American tech holding that you feel would be more appropriate?

Thank you.
Read Answer Asked by Lucas on September 06, 2017
Q: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques
Read Answer Asked by Jacques on August 08, 2017
Q: Hello Folks:
I have owned GE in our portfolio for a number of years however am disenchanted with it's performance, and have limited hope of a shorter term fix, because of it's complexity and size. I do not own any teck stocks and considering google or microsoft. Allowing I am 70 years of age would I be foolish to go with google, even with it not having a dividend. I feel google has much more upside.
Thanks for everything
brian
Read Answer Asked by Brian on August 03, 2017
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