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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: I hold the following technology companies for a 31.66% weighting in my portfolio. I need to reduce this to a maximum weighting of 20%. Given the holdings are long term, and I wish a balance between stability and aggressive growth in this sector, which of the above companies would you cut down or eliminate to achieve this goal? Current individual weights are; CSU 4.88%, GOOGL 4.94%, AAPL 4.8%,GIB.A 3.2%, SHOP 2.57%, PHO 2.56%,MU 3.27%, NVDA 3.22%, KXS 2.21%.
Read Answer Asked by Terry on March 18, 2019
Q: Hello Peter, Ryan and 5i Team:
Would you recommend to hang on to my half position in AAPL OR switch to one of the following: NVDA, XLNX or OLED for a 6-12 month hold? If the latter which one is your favourite given current market place environment and cap appreciation prospects?

Thank you kindly,
Romeo
Read Answer Asked by Romeo on March 15, 2019
Q: This new Horizons Industry 4.0 Index ETF addresses a sub-sector that intersects manufacturing and technology. While the MER is high and it is new ETF, the AUM is impressive over a short period. Would you advise for a long-term hold for growth?. Or, alternatives?
Read Answer Asked by sam on March 15, 2019
Q: What do you think of this company - just recently IPO'd. in Canada. Don't normally jump right in after an IPO - usually wait until it settles down - worked well for me on Shopify - I know these companies start trading on "potential" and not on "fundamentals" but just would like your opinion - you have given me a lot of good ideas over the years and I know that no one has a crystal ball but appreciate your expertise on smaller cap companies.
Read Answer Asked by Karen on March 15, 2019
Q: Could you please rank these 4 stocks. Looking for growth and willing to hold for at least 5+years. This would be for a TFSA with a growth tilt to it. Do you see all these companies as a good investment? Thanks as always.
Read Answer Asked by Aaron on March 14, 2019
Q: 5i Please correct:
Not sure why you have a negative tone on ITC? You have misread the financial statements. Revenues and EBITDA are up in materially in 2018 and are also up in Q4 too! Also the write down on the Stream TV Investments has no impact on operations and Company indicated on the CC that may need to increase the value of Stream investment in the coming quarters.
Read Answer Asked by Charles on March 14, 2019
Q: May I please have your latest view on GRUB? I note DoorDash has very recently surpassed it as the top on-demand food delivery service in terms of dollars spent, and its increase in share seems to have come almost entirely at GRUB's expense. I have only a very small position, made much smaller over the past few months. Time to move onto one of the many better (or better behaving!) opportunities out there?
Read Answer Asked by Peter on March 14, 2019
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