Investment Q&A

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 don’t 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: A recent downgrade has hit the stock. In your last 3 comments on the stock 2 have been positive and 1 has been neutral.

What is your position on this stock now? Buy, sell or hold and rationale please.
Thanks
Sheldon

Q: I am currently overweight in tech (now pushing 23%). I have just retired (with a generous defined benefit pension) and am trying to adopt a more conservative approach to investing. Given this new focus:
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.

Q: Good Morning 5i,

Just wondering if these two stocks are still a hold or should be replaced?
Intel seems to be having problems with its 10mm process, insider trading and competition from Nvidia and AMD. As for Cisco a report last week claiming that Amazon Web Services plans to start selling network switches to other businesses and other major networking companies could impact Cisco down the road. Should we anticipate that though times are ahead for this network giant?

Thx
Marco

Q: Hi Peter, Ryan, and Team,

I manage my daughter-in-laws small portfolio, and the sector balances are now out of whack due to her recent cashing out of her TFSA for a major purchase.

She now has almost zero in the Technology sector. After I reallocate some funds from over-exposed sectors in her LIRA and RRSP, I'd appreciate knowing what Technology stock(s) you'd recommend at this time that provide a measure of safety and growth (preferably from the stocks covered by 5i. Thanks as always for your valued insight.

Q: Are you familiar with HEAR. If so, can I have your thoughts on it and would you consider it a buy now. Thanks

Q: Facebook reports in a week - Any guess about earnings?? Thanks Jim

Q: Are these two companies similar and if not, which one would you choose for growth. Or could both be owned at a 2% weighing?

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: Could you please provide more details with regards to the 120 million tax assessment by the IRS? Is this a concern?

Thanks

Dave.

Q: I bought Intel some time ago and thought of keeping it for a long time. But it seems to go just one way...down. Is there any competitor to Intel that I should look at instead?
Thanks
Margita

Q: Hi there,
Do you have an opinion on these 2 blockchain ETF's from Reality Shares:
BLCN, BCNA?

Thanks

Q: In your answer to a question today where the member had a higher risk tolerance you suggested BOX was a good American choice. I've noted you have done this in the past. Please explain to me why you are so positive on the potential of this company and give me a bit more detail regarding exactly what services the company provides. Once again I can't thank you enough for your services.

Q: I should no better than to get 'hungry' for a stock i've been eyeballing for a while the week it announces its earnings but we probably wouldn't have a market if we ALL acted rationally.

I am tempted to buy before they announce. Your thoughts on my irrational needs ( and anything else to inform the cause).

Much thanks,
Mark

Q: Could I get your thoughts on Broadcom’s recent acquisition? The stock is taking a hit, would you hang on for the long term or sell to avoid further loss?

Q: Your thoughts on the reason for the gains and is this a strong company. Tks

Q: please comment on Firan's Q2 including how it stacked up against expectations.

Q: Hi Ryan
I have been trying to formulate an investment thesis regarding the impending roll out of 5G and am wondering if 5i has developed any ideas as how to invest in this technology. Noticed a few commentators have indicated that the best way would not necessarily be with the telcos but rather with the "picks and shovels" providers like chip makers or contract manufacturers.

Also, read an interesting piece the other day on SA regarding CCI in the US positioning itself for 5G.

Thanks for your insight

Brad

Q: Good Morning!
Please provide your analysis of Open Text for 2-3 year investment period. Is this a buy or hold at current valuations? Thank you.

Q: I notice that DBX is declining today while most tech companies are doing well. I’m wondering what the reason is for the relative weakness and if that’s a bad sign. What’s the valuation like after the drop?

Also, in a recent answer you referred to BOX and DBX as the two best in their sector. Did you mean “cloud computing” as a sector? Perhaps you could name a few of their rivals to give me a better idea of what you meant. Thanks.