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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: Dear Peter:

I have a small sum, about 10 k USD from locking in some profits. I can only write covered calls in my Registered accounts. No cash secured puts! Any candidate that you may want to suggest for writing covered calls? (can only be in 100 shares lot, right?) The ones that have attractive premiums are very expensive!

Many thanks.
Read Answer Asked by Savalai on July 10, 2024
Q: What US Dividend ETf's would you recommend that are focused on quality companies, and still pays a decent dividend? Would you be buying now or wait for a pullback? Thank you.
Read Answer Asked by Pat on July 09, 2024
Q: I'm reviewing my American holdings, looking for long-term (5-10 year++) hold. I like about half of what I have, but I'm looking to - possibly - replace positions in Intel (full position), Verizon (full position), IBM (full position), and Roku (half position). Is that a good idea? My only limits are that I'd like to keep things American, I already own full positions in Google, Costco, and Intuitive Surgical, and I'd like to avoid more healthcare.
Read Answer Asked by Sam on July 09, 2024
Q: I am considering adding Unitedhealth Group (UNG) to my portfolio and, before doing so, I would like to know your thoughts on this company. My only other holding in the health sector is ISRG and I would like to bring this sector up to 8% of my portfolio which normally would be 2 stocks. Do you think this would be a good addition? Or, do you have other suggestions?

Thanks, J
Read Answer Asked by John on July 09, 2024
Q: Hi 5i, for a 3-5 years hold, today , in which order would you add (full position).
Thank you
Read Answer Asked by Fernando on July 09, 2024
Q: Does Applied Digital Coorporation (APLD; not listed as such in 5i database) seem like a somewhat less recognized and thus potentially more profitable stock to play the AI data storage theme?
Read Answer Asked by John on July 09, 2024
Q: My portfolio is 35 per cent technology. I own 600 shares of Nvidia which comprise close to 10 per cent of my holdings. I also own Goog Amazon Microsoft and Apple but no Meta. Does it make sense to sell 200 shares of Nvidia to buy into Meta at this time or do I not interfere with the Nvidia momentum.
Read Answer Asked by Dennis on July 09, 2024
Q: Everyone, CSU is the best stock in Canada, what is the best stock in the US? Clayton
Read Answer Asked by Clayton on July 08, 2024
Q: There are some really beaten down stocks that have been known as "blue chip" investments over the years. Which of these stocks do you feel represent the best opportunity in order of priority buy.
Read Answer Asked by Jeff on July 08, 2024
Q: Morning 5i team,
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?
Read Answer Asked by Joe on July 08, 2024
Q: Hi. I currently own ABBV, AMZN, AXON, COST, GOOG, LLY, MSFT, NVDA, VRT in a cash account and have money for one more new stock with medium risk tolerance focused on growth. Your top 5 suggestions, regardless of sector would be appreciated.
Read Answer Asked by Dona on July 08, 2024
Q: Dear 5i, can you please provide some Canadian and US listed stocks that you consider best of breed related to the Cyber Security theme. Many thanks!
Read Answer Asked by Ian on July 08, 2024
Q: Hi 5i Team - In your answer to a previous question you mentioned First Solar and Next Tracker as two of your preferred companies in the solar energy field. Are there any others in Canada or the U.S. including small and mid-caps that you think have potential. They don't have to be profitable at this point but should have decent fundamentals. Thanks.
Read Answer Asked by Rob on July 08, 2024
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