Q: How seriously should investors be taking the recent European data privacy decision? How will it impact their business model? How similar is it to FB in terms of the decision and will Google also need to spend extraordinary time and money to satisfy regulators.
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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.
- Amazon.com Inc. (AMZN)
- Biogen Inc. (BIIB)
- Alphabet Inc. (GOOGL)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Home Depot Inc. (The) (HD)
- Visa Inc. (V)
Q: I have some US funds I'd like to put to work in one or two of the mentioned names taking them from a half weight to a full 5% position. Regardless of sector weightings, which 2 do you like the most at current market valuations for capital appreciation over the next 5 to 8 years in a growth oriented portfolio? Thanks!
Greg
Greg
- Photon Control Inc. (PHO)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Boyd Group Income Fund (BYD.UN)
- Kinaxis Inc. (KXS)
- BMO MSCI China ESG Leaders Index ETF (ZCH)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Baidu Inc. (BIDU)
Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios
We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?
Cheers
Jerry and Debbie
Thanks for the great service Peter and Ryan. It is trying times for portfolios
We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?
Cheers
Jerry and Debbie
Q: Both stocks down after earnings. How do the results look to you?
I find it odd that Amazon can earn $2.88 billion or $5.75 per share which is over 80% higher than estimates of $3.14 per share, but sales were $500 million lower then estimates ($56.6 billion vs $57.1 billion)... less then 1% miss... with concerns over high valuations in tech stocks, Amazon in particular trading at a high P/E ratio, to crush earnings and go down seems like an overeaction.
I find it odd that Amazon can earn $2.88 billion or $5.75 per share which is over 80% higher than estimates of $3.14 per share, but sales were $500 million lower then estimates ($56.6 billion vs $57.1 billion)... less then 1% miss... with concerns over high valuations in tech stocks, Amazon in particular trading at a high P/E ratio, to crush earnings and go down seems like an overeaction.
Q: Hi Peter, Ryan,
Is it more beneficial to have stocks such as Amazon or Google inside a TFSA or in an RRSP?
Cheers,
Jerry and Debbie
Is it more beneficial to have stocks such as Amazon or Google inside a TFSA or in an RRSP?
Cheers,
Jerry and Debbie
Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria
Q: Hi 5i
Would you please rank the above stocks for growth in the next 2 years.
Thanks
Would you please rank the above stocks for growth in the next 2 years.
Thanks
Q: I know that 5i does not cover US companies, however I read Peter's recent article in the FP on US tech companies and the need to have some tech exposure. That being said, for long term growth do you recommend buying into these companies at today's valuations or has that train left the station?
Q: Dear 5i,
If I were interested in starting a position in Alphabet (assuming it fit with my sector allocation) would it make sense that I should go for the C class rather than the A class of shares? I would get a moderate discount and still share in the (potential) company's fortunes. The only draw back is that I would have no voting power.
Is my thinking correct? May I have your thoughts?
Thank you for your time.
If I were interested in starting a position in Alphabet (assuming it fit with my sector allocation) would it make sense that I should go for the C class rather than the A class of shares? I would get a moderate discount and still share in the (potential) company's fortunes. The only draw back is that I would have no voting power.
Is my thinking correct? May I have your thoughts?
Thank you for your time.
- Alphabet Inc. (GOOGL)
- Illumina Inc. (ILMN)
- Intuitive Surgical Inc. (ISRG)
- Kinaxis Inc. (KXS)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
Q: Could you name your top 5 'forever' stocks? a Mix of US and CAD would be great. I already own CAD Banks and CSU
Q: Hi Team,
When I took a position on Google in early 2013, it represented in C$ about 5% of my portfolio. Now with stock price appreciation over the years and a much weaker C$, my GOOGL holding now accounts for 14% of my portfolio.
I would like to get your advice on if I should take some money off the table or just sit tight and hang on to my current position given that my risk tolerance level is high.
Cheers
When I took a position on Google in early 2013, it represented in C$ about 5% of my portfolio. Now with stock price appreciation over the years and a much weaker C$, my GOOGL holding now accounts for 14% of my portfolio.
I would like to get your advice on if I should take some money off the table or just sit tight and hang on to my current position given that my risk tolerance level is high.
Cheers
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
Q: Hi 5i, thank you for your service , the Q&A alone is worth every dollar.
I have big gains in (NFLX 8%, NVDA 8%, FB 8%, GOOGL 8%, AMZN 7%) and I have already sold some of these companies previously but they keep rising! Some may say I have let these ride for too long already BUT based on the Q&A I get a sense you think all of these tech stocks are market leaders and have lots of room for earnings growth, so part of me wants to keep them going as I can see them continuing to rise and rise until of course there is eventually a recession or market crash, but again I think a few years after that event they will still be dominant companies, but please give me a good reason to sell these stocks, because I am struggling to justify selling some of them again. I do not need this money for a min 20 years and do not shy from risk.
Also, I have cash available even if I don't sell anything, any recommendations for 2-3 stocks to finish the portfolio ? TD or BNS or both would be adequate? I dont have an appetite for an energy/oil company, or mining at this time..
Here are the rest of my stocks (SHOP 5%, BRK 5%, XYL 5%, GSY 5%,TOY 5%, SIS 5%, PBH 5%, PHO 4%, KXS 3%, TSGI 2.5%, GC 2.5%, SPOT 2.5%, RHT 3%, COV 3%).
Thank you!
Mike
I have big gains in (NFLX 8%, NVDA 8%, FB 8%, GOOGL 8%, AMZN 7%) and I have already sold some of these companies previously but they keep rising! Some may say I have let these ride for too long already BUT based on the Q&A I get a sense you think all of these tech stocks are market leaders and have lots of room for earnings growth, so part of me wants to keep them going as I can see them continuing to rise and rise until of course there is eventually a recession or market crash, but again I think a few years after that event they will still be dominant companies, but please give me a good reason to sell these stocks, because I am struggling to justify selling some of them again. I do not need this money for a min 20 years and do not shy from risk.
Also, I have cash available even if I don't sell anything, any recommendations for 2-3 stocks to finish the portfolio ? TD or BNS or both would be adequate? I dont have an appetite for an energy/oil company, or mining at this time..
Here are the rest of my stocks (SHOP 5%, BRK 5%, XYL 5%, GSY 5%,TOY 5%, SIS 5%, PBH 5%, PHO 4%, KXS 3%, TSGI 2.5%, GC 2.5%, SPOT 2.5%, RHT 3%, COV 3%).
Thank you!
Mike
Q: what is your current opinion on goog ? I have a small holding but has advanced to 1200 today I am in at 790
Q: Good Morning, my question is regarding the reclassification of the telecommunication sector and technology sector. What is your opinion on how reclassification will effect the stocks mentioned above. I have read that these stocks will be negatively effected due to repositioning of holdings within funds. Thank you.
Q: Hi 5iReserch,
Would you please comment on why Alphabet's shares are pulling back so much this morning in spite of the strong earnings beat.
Cheers
Would you please comment on why Alphabet's shares are pulling back so much this morning in spite of the strong earnings beat.
Cheers
Q: I am thinking of replacing my full position in Alphabet with a position in Qualcomm. What is your opinion of such a change. Thank you for this great service.
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: Facebook has had a good run in the past 12 months and there is a good mix of analysts who rate it as a buy. However Pivotal Research rates it as a sell and calls for a 24% drop in the current price. What is your opinion of FB? Is Googl a better stock at this juncture or would you recommend I look at another stock in this sector.
Q: I hold the above companies in my US portfolio. I would like your opinion on large cap US tech stocks in general.
Many thanks for your service!
Many thanks for your service!
Q: Which stocks seem to have good momentom in Ai sector?.