Investment Q&A

Q: My I please have your thoughts on the Lennox quarterly release?
Do you feel that after the jump in price today that it is still a good entry point for long term investment?
Any other thoughts/comments on the company would be appreciated.
Thanks.

Q: Hello,

Can I please get your opinion of Gibraltar Industries (ROCK). Thanks

Dave

Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

Q: I have been holding HPQ for years. The company does not seem to go anywhwere. What are your thoughts on this company?

Q: Your opinion please. Thanks!

Q: Peter; I read the earnings, forecasts etc - looked good- what doesn’t the street like to dump it? Thanks
Rod

Q: I am planning to start a 1-3 year position in one of these two companies. Which company has the best upside.

Thank-you.

Q: Looking at BRK.B or UNH to add to a TFSA for a minimum 5 year hold. Any preference?

Q: Should I purchase ESRT as a recovery. When you go to New York you have to go to top of empire State Building a tourist destination. I understand a 90 % occupancy now Is it prestige address RAK

Q: Hi 5i!

Can you comment Roku earnings and forecast?

Thanks,

Frank

Q: Enphase ENPH - Buy / Sell / Hold?

Q: How do you guys think about an ETF like this that uses FCF as its screener ? Is this just another fad to avoid ?

Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You

Q: I'd be curious to hear your opinion on $SYM. For a high growth high risk account.

Q: Good morning,

I recently asked a question about Equinix - thank you for your response. I also own Pure Storage, which is in a different sector from Equinix but seems related in that they both offer data storage - at least, that is how it seems to a non-techie like myself. Do you think these two are different enough to own both? My portfolio has too many small positions so I'm looking to concentrate and am wondering of one of these could be sold. Would you hold both? If you were to sell one, which would you choose?

Thank you,

Q: 1) TMO or DHR for a long term hold, which do you think is best for growth with minimal volatility?
2) Why are so many experts predicting oil and gas will do well in the next two years, and do you agree?

Q: Looking to buy Qualcom & BWX Thechnology. For this I need to sell some slight losers. DIS, MP, INFY, IBKR, CVX, SCHW, BABA, KBM . Please place these in order of those you would sell first , and maybe some you would not sell at all. And , also what do you think of my two choices to buy ? Thanks.

Q: Hi,
Just wondering what is 5i's view about this. Does it have a good potential? Looking for a 3-5 years holding.
Thanks.

Q: down 14% after good earnings release... buying opportunity or is there something else going on?
I am tempted to buy.

Q: I currently hold these 9 stocks with the noted weight in my portfolio: ADBE (4%); AMZBN (3.5%); CRM (2%); CSU (4.5%); CRWD (1.5%); NVDA (1,5%); QCOM (1.5%); SHOP (2.5%); GOOG (4%).

This adds up to about 25%, and to make matters worse, I recently reduced NVDA from 4% for a temporary wait on the sidelines and I intend to restore that in the next while.

So although most are all fairly different, there is too heavy a concentration in tech and reduction is in order. If you were me, which of these holdings would you sell? Trimming across the board is not impossible but as I wish to add some new ideas and already have more stocks than is probably efficient, so selling one (or more) is somewhat more preferred.

FYI, my goals are mostly growth and capital preservation, dividends are less important.

Thanks for your excellent assistance.