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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: What order would you add these stocks to the tech part of a portfolio at the current time?
Read Answer Asked by Gary on February 25, 2022
Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
Read Answer Asked by joseph on February 25, 2022
Q: I have 20K in my TFSA that needs to be invested. Looking for growth stocks which should be at a bargain these days. Which would be your 5 top Canadian stocks at the moment. I do realize that this is a repetitive question so one more time for old times sake.
Many thanks for your guidance over the years.
Regards
Read Answer Asked by Loretta on February 25, 2022
Q: Further to my question from feb 16, 2022
Thank you for trying to help me transform from dividend investor to a bit of growth.
5I mentionned P/E, P/S, ROE ratios.
What are the present ratio values for these 3 companies right now. ( I understand this is a snapshot in time).
A. what is considered a "good" / buy cutoff for these ratios
B. how would you priorize or rank these ratios in terms of importance (from a buying perspective)
C. a rising dividend is sometimes a warning signal of a falling price (catching the knife concept) should I be wary of looking at these ratios like a % dividend; rising dividend not necessarily a good sign OR sometimes a good buy if really / fundamentally a good company (which I believe all 3 to be.)



Ernie
Read Answer Asked by Ernest on February 25, 2022
Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??
Read Answer Asked by Timothy on February 24, 2022
Q: I own both of these companies, and would like to add more to my current positions. I know you like them both as long term investments. Do you prefer one over the other?

My other question is: What is your opinion about selling puts to add to these positions? Volatility is very high on both, so I would get a decent premium, and I (possibly)get to buy them at a much lower price. This just seems like win-win to me. Are there any risks in doing this that I'm not aware of? I am not using any margin for these purchases.

Thanks for all that you do
Read Answer Asked by Ed on February 24, 2022
Q: I know you follow and like both adtech companies APPS and TTD but there have been no questions on applovin which seems to be a big player in this market as well + recent purchase of mopub. I was wondering your thoughts on this company and its outlook how would you compare it to apps and ttd and where would you rank it for growth potential?
Read Answer Asked by Michael on February 24, 2022
Q: Would you be agreeable to selling BABA for tax loss and replacing it with PINTEREST? Baba is cheap but the China problem does not look like ending any time soon and Pinterest also looks attractive. Thankyou If you have a better tech idea feel free to mention it.
Read Answer Asked by John on February 24, 2022
Q: What do you think of twilio's downside from here? Is it a company that that you like once the tech market's calm down. Where do you think the long term upside potential for this company is? What are the pros and cons of this stock, concerning the market they are in and where they rank in it, the financial ratios, insider buying/selling ? Would you consider it a buy, hold or sell at this time? Is this and will this be a dominant player? Thanks
Read Answer Asked by James on February 23, 2022
Q: Portfolio Analysis is suggesting I need more Tech and was going to purchase more in my RRSP. Right now I have a full position in KXS,ET and ABST. Half position in LSPD,APPS, AT, MSFT and ENGH. Quarter position in TOI and CSU. I was looking to add SYZ or any other stock you think. Maybe add to my 1/2 or 1/4 positions. Is there any overlap within this sector. Looking for some stability and some growth.

Thanks Greg
Read Answer Asked by Greg on February 23, 2022
Q: Happy Family Day to everyone at 5i! I am a firm believer that technology is our way in the future and holds great potential for growth. From all the research that you have done, which two technology stocks, either US or Canadian hold the greatest potential for future growth and why. Cheers, Tamara
Read Answer Asked by Tamara on February 23, 2022
Q: In view of multiple technology stocks decline would you be in favor of gradually add such ETF to a portfolio to achieve desired technology sector and US geographic diversification percentage in someone portfolio ? Eventually such large technology stocks will be again dominating force in the economy growth. Do you have a different view for such approach?
Read Answer Asked by Miroslaw on February 23, 2022
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