Investment Q&A

Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.

Q: Hi would you buy at the current price or wait for a pull back ? Thanks

Q: Portfolio Cleanup Part 6:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Q: I am a long-term dividend growth investor. I bought CGNX because it is debt-free and a leader in machine vision technology. I expected it to benefit from growth in the industrial automation sector. I also thought there was some possibility of it being acquired by a larger player in the IA sector. However I have been disappointed in its performance over the last twelve months as its growth seems to have stalled. I am considering switching to CNR, still in the industrial sector, but benefitting from overall industrial growth with less volatility. Would you hang in with CGNX for the long term or would you switch to CNR? I am also considering a sector switch to GOOGL which seems to have much better growth and ROIC than either of these companies. Which is the better long term investment?

Q: Entry point for AXON please? Wait for a pull back ? Thanks

Q: SPHQ ETF seems to have a good long term total return performance compared to SPY. When I looked in more detail it looks like Invesco changed the index 3 times since it's December 6, 2005 inception date. I'm trying to validate the active strategy but it's seems difficult to make any assumptions. Is it common for ETF providers to change underlying indexes? I looked at other Invesco ETF's and it seems like they in particular do it for some of there other ETF's as well. I would appreciate your thoughts.

Q: Hello 5i
Could I have your current assessment of Belden? It has done very well over the last 18 months. Can the growth continue? Any red flags?
Thank you
Dave

Q: Hello, can you please share your top 3 names ideally in the tech or industrials/manufacturing sector that most closely resemble Axon of 2-3 years ago:
- Lots of growth opportunities
- Business model with high recurring revenue
- Potential to be industry leaders
- Expensive for good reason
- Chance at doubling over the next 5 years
Are there others you think could grow into that type of business?
Thank you!

Q: HI Team,
I was wanting your updated take on TTD. I have held it for a long time in my tfsa and am up nicely on it. Currently it's touched near it's 2021 high. Is it still among your favorite growth companies and worthy of continuing holding in a tfsa for the next 5 years? Do you see big growth from the company continuing going forward? IF not; please suggest a couple names in which you would confidently see as outperforming TTD over the next few years in which I would replace it with.

Thanks,
Shane.

Q: Hi, can i get your opinion on US hotel Reits and if you have to own 1, which one will it be and why?

Thank You

Q: Hello Peter and Staff

A few years ago I asked for a sector breakdown for Amazon . At the time you suggested 35% tech and 65% CD . Is that still appropriate and if not , what would you suggest now ?

Thanks for all you do
Dennis

Q: My question on the (former?) ETF XOUT. I held it not too long ago, but sold it. I've made the decision to re-invest in this ETF for the long term, but see that it seems to no longer exists. Do you know what happened to it?

It invested in the US large cap index subtracting any companies that would not do well in a future of disruption. If it no longer exists, is there any type of ETF like this available out there?

Q: Hi 5iTeam,

What would your top 3 U.S. banks be and please provide rationales supporting your choices.

Thanks,
H

Q: In the company profile of Broadcom (AVGO), we see a Dividend yield of 12.92%. Is that really 12.92% annually? Such a dividend is certainly not common in the tech industry. Why is it so high compared to other tech companies? Thank you

Q: Hi,
Knowing you don't give personal advice, what is the highest weight YOU would be comfortable holding VRT ?
Thanks

Q: Hi looking for US company suggestions. Growth focussed. 5-10 years

I currently hold GOOG, NVDA, ISRG, LLY, AMZN, CROX.

I have room for 2 full positions and 1 half.
I’d appreciate your top 5 stocks in order based on my current holdings. Thank you

Q: Hi folks, received shares from the spin-off, what are your thoughts on the company? Add or sell the position? Thanks.

Q: My husband mainly holds ETF's in his TFSA - ZLB, VXC, ZNQ, and some BRK. ZNQ accounts for around 5% with the others split about evenly. Which one would you add new cash to today? Another option we have been looking at is adding VUG. I think there is a lot of overlap between VXC, ZNQ, and VUG. Of the three, which one or two do you like best? Thanks!

Q: Ignoring the stock chart, do you see a good path forward for WOLF ? They are a leader in SiC devices, and I like the segment that they are in - Solar and Energy Storage. Is the balance sheet okay?

Q: On July 19/24, you indicated buying IWM before the election would be risky. So, does one wait until the elections are completely over, or gradually start buying now. I appreciate your insight on this matter. Is their website for seasonality that you would recommend. Thank very much appreciate your good service.