Investment Q&A

Q: Please deduct number of credits that you deem appropriate. I essentially follow and hold your balanced equity portfolio. It is supplemented with the following US stocks. JPM, STZ, SPOT, NVDA, GOOG, TEAM, UTX, HXL, BIIB and WYNN.

I originally bought WYNN for a trade on the recent dip caused by the Steve Wynn situation. Should I keep it as a long term position or take my profits and look elsewhere.

I have funds for one more position. Do you have any suggestions or should I add to some of the stocks I have.

Are there any of these stocks that you would sell and if so what would you suggest for a replacement.

Thank you for your service! I am sure someone else will ask but please let us know about your thoughts on SIS earnings release. It looked like a miss.

Q: I would like to purchase either Microsoft or Google. I am looking at a five year or more time period. Which of the two would you recommend purchasing and your reasons and comments would be appreciated. Thanks

Q: Can you provide a few names that would benefit from the rise of autonomous vehicles? I'm a bit leery of TSLA because Elon Musk seems to have gone off the deep-end lately. I also think companies like ACQ could be in trouble because fewer cars will purchased in the long-term.

Q: If you were to start a growth and balanced portfolio in the USA tomorrow, what would be your top 5-8 picks for both portfolios. Also, based on your experience, what management teams do you regard as top allocators of capital, USA firms. Thanks for your great service.

Q: Your thoughts on swapping goog out for msft OR 1/2 a position of goog to msft.

Thanks

Q: Which do you think are the best companies in both Canada and the US to invest in for artificial intelligence and robotics.

Q: Which FAANG stock(s) would be most attractive today for long-term growth? I plan to hold longer than Trump will be President.

Q: To what extent do you see Alphabet being caught upon the same issues surrounding Facebook at the present and in the near future? Would you recommend lightening a 4.6% GOOGL position for the near term, similar to your FB comments to Brian on March 19?

Q: Hi 5i: I'm still on my quest to reduce the number of stocks in my RIF in the most defensive way possible. In my IT sector I hold:
AIF (or is that in Real Estate?); GIB.A; KXS;
FB; GOOG; RYT (ETF).
Could you suggest the best way to reduce this to 3, say? Any suggestions on how to proceed given the current sell-off? Thanks Roland

Q: I want to add one of these two names to my portfolio for a five year time frame. Which of these two securities would you recommend and why? Thank You

Q: I have virtually no direct exposure to the US market at the moment and wish to rectify that. My risk tolerance is moderate with a minimum hold of 5+ years.
I am considering adding IWO and MTUM to my RRSP plus 2 or 3 other stocks for diversified exposure. What are your thoughts with this strategy and can you provide a couple stock suggestions, your reasoning behind them, and perhaps how best to allocate the funds?
Thanks for the great service.

Q: Here it is again same old question in case something came up. I have room for 4 US stocks in either disc or tech tilted towards growth.
What would you favor ?
Thanks and health, prosperity and happiness to the team and families for the new year!

Q: Can you provide assistance with 2-3 US names you would consider "balanced equity" and 2-3 for "growth".

Thanks.

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?

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.

Q: Hi Peter and Staff
Do you suggest GOOG or GOOGL
Thanks for all you do
Dennis

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.

Q: Hi 5i team, what's ur thoughts on AI/AR/VR stocks. would you recommend any ?is there any canadian companies in this category to consider for my TFSA.

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

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?