Investment Q&A

Q: This question is about diversification and percentage of stocks vs ETFs. In my overall portfolio (combined tfsa, rrsp, and non-registered), I have roughly 37% VFV/ZSP, and the rest fairly equally weighted across ENB, KXS, SHOP, VGH, AQN, BEP.UN/C, BIP.UN/C, BNS, CPX, GDI, NVDA, RY, TEAM, VGG, TRP, BAM.A. I'm in my mid 30s and have a long time frame, but would prefer to position for short term performance as much as possible. So, with some cash to allocate, can you please recommend a couple US and CAN stocks to add to this mix (or recommend just adding to what I hold)? Also, given your recent market update on covid vs sector performance, what would you do with the VFV/ZSP allocation? I am open to moving that allocation to stocks instead of an ETF, and am wondering if I should take that path, and how best to position there given the big tech names/top holdings in the ETFs, vs some holdings across sectors that are currently down. Thanks!

Q: What would be your top picks today as a growth 3-5 plus years.
I have done well and held back 30% in cash after adding In a fair bit with the top picks you mentioned in the March /April special report (thank you )and I feel comfortable to add another 15 % To 20 % in.
Thanks for your great advice/ideas.
Paul

Q: I have a very overweight position in Bam.a .I would like to diversity into other Canadian or US names as I think think near term for Brookfield will be at least challenged given their real estate exposure and the sentiment around that.What are a few of my the highest conviction US names you would favour?

Q: Somewhere in my past I read an article that proposed the idea that an investor should develop a list of 10 companies that are so well managed and poised for long-term growth that they could become a 'hold forever' portfolio. I guess you could call them the 'best of the best companies'. I'm 75 years old which seriously limits the amount of time for my investments to grow, so I have begun to think of my investments as ones that my children would benefit from inheriting.
Keeping all this in mind, I would greatly appreciate it if you would provide me with what you consider to be the absolute best 5 Canadian companies to buy AND although I realize you don't deal directly with American companies, the best 5 American companies to include in the portfolio.
Thank-you for your continued support and I would appreciate any suggestions you can give me.

Q: Hi 5i Team!
Based on your opinion back in Feb 2020, I have included growth names like KXS, REAL, DOO, QST, GSY and LSPD in my TFSA. Although these stocks were added prior Pandemic, all of them recovered except QST and I made over 5-7% already. Thanks for your valuable advise.
While in RRSP, I have ACB, CAE and LNR at 5% position, ENB at 20% position and CNQ over 60% position. I am down ~35% on average on these stocks. Is the correct thing to do is sell and balance out my RRSP portfolio or should I be waiting for recovery period for these down stocks. I would appreciate your counsel on this. I have ~25K room left on RRSP. Can you give me 5 names that you feel are good to have for next 3-5 years in. What companies would you suggest are the best positioned to take advantage of projected growth both US and Canadian.

Thanks for your help!

Q: Hi guys, what a day for Roku. Thanks for recommending that one. I currently hold roku, square, nvda, and docu. I was contemplating taking profits on a few of those winners and moving into other USA growth stocks. Can you give me your top pics at this time? I have a long term timeframe in mind. Thanks as always for your valuable advice.

Jason

Q: wondering what your thoughts are on NVDA latest quarter and if you would be comfortable taking a position today? If so, would you buy a full position or build over the next few months?
Thanks
Mike

Q: I would like to invest in one of these companies,
for a 5 years hold. Which one is has more upside momentum going forward, and why?
Thanks

Q: Hello:
I have another $10k to deploy in my TFSA with a goal of maximum long term growth without the tax man taking a chunk of those returns. What would be your top CDN pick today as well as top US pick? (Moderate risk is fine but no desire for gambling.)
Thanks!

Q: Good day,

Looking for growth stocks with good momentum, Canadian or US. What would you suggest ?
Any views on the above mentionned stocks ?

Gratefully yours,

Jacques IDS

Q: When you list the us stocks that you like you never mention microsoft, is there a reason you don't like microsoft as much of the other stocks.

Q: What are 10 best picks in USA for next 2 years. What is your view on CAT & FDX

RAK

Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.

Q: What are you current top picks for growth oriented names in the US?
Are there disadvantages of holding US securities in TFSA?

Many thanks!

Q: Hi Guys,

I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?

thanks
Jim

Q: Hi Team,
What is your outlook for Intel after today's earning?
Thanks.

Q: What companies would you consider recommending as plays on Taas.

Q: I need some advice on this fund and industry sector as a whole. I was intrigued to hear there was indeed a fund or a strategy around egaming. Frankly I had not given it any consideration other than it drives me crazy how much my kid plays and the explosion of online egaming. Its gotten to the level that this industry can sell-out Madison Square Gardens for a competition or the launch of a new game. NCAA colleges have progressively moved into this sector as well where faculties are being built around the theme. So its becoming hard to ignore.

What do you see as a strategy to be exposed to this market? Is the above ETF a good start or do I look elsewhere? What sector would you assign the eGaming industry too? Consumer Discretionary?

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.

Q: I rode this up and now it seems I’m riding it back down. I am planning on holding it but would like to hear your thoughts on it at this time. Should I cut losses and avoid more significant losses or hold for the ride? Thanks.