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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 currently own GOOG, MSFT and NVDA and want to round out my tech holdings with a 3% investment in one last stock. Can you please provide three options - in order of preference - that you believe would make strong additions to my existing portfolio? I would also be interested in the rationale for each of your picks. Thank you.
Read Answer Asked by Maureen on January 30, 2023
Q: Hi, and thanks for all the advice.

I own the following in a unregistered account.
I'm in the red for all of them, BMBL down 59%, ETSY down 30% and PINS down 58%. They have all moved quite nicely in the last month so not sure to hang or or sell.
Do you think that these stocks will recover within 2 years or should I be looking to sell some or all and replace them with something else.
Please list what I should be selling and what I should be replacing them with.
Also your reasons for the swap and a good entry point.

Thanks
Joe
Read Answer Asked by Joe on January 30, 2023
Q: Hi 5i, recently Aurinia's patent challenge has been resolved. The stock price has doubled and then some off the lows which is nice but not where it was before this challenge began. The big deal now is sales for the company. What do you think of the current sales and what kind of a buy out value could be put on this company. I realize this would be a guesstimate but your experience in such matters is much greater than mine!
Read Answer Asked by Mark on January 30, 2023
Q: What do you think about L-T Buy and Holds on the above 6 stocks (ADSK, CSU, ATD, BRK.B, INMD, CNR)? Are there any that you would not buy at the present time? Purchases would be funded by new $ and selling DDOG and APPS? Would you be okay with parting with them as part of adding to the above?
Read Answer Asked by Stephen on January 30, 2023
Q: Hi 5i:
I'm down in all of these , what are your recommendations for each one
HOLD SELL BUY ? for the next 12 - 18 months.
Thank you !!!
Read Answer Asked by Fernando on January 27, 2023
Q: Can you please elaborate on the above
Thanks in advance
Rick
Read Answer Asked by Rick on January 27, 2023
Q: I'm looking to add a US dividend company into my portfolio with some growth.
Can you rank the best, in your view, of these 5 companies VNO, BMY, ABBV, BAC and T? Any suggestions to add to the list?

Thank you,
Read Answer Asked by Stephan on January 27, 2023
Q: I hold CRWD (1.5%) and APPL (1.45%). My choices are: sell them both and purchase CSU; sell CRWD and buy more APPL; sell APPL and buy more CRWD. Which option would you recommend? Moderate risk; five year timeframe. Thank you.
Read Answer Asked by Maureen on January 27, 2023
Q: Hi Team,

ENB, CNQ, SU are about 7.5% of my CAD portfolio. Is it ok to hold both CNQ and SU or are they too similar? If they are too similar then which other stock should replace one of these? My investments lean towards growth and dividend growth.

I have held Visa for over two years. I was hoping it will benefit from post panademic opening. So far it has done little. On valuations it appears overvalued. So do other payment stocks. Any suggestions?

Thanks
RR
Read Answer Asked by Rajinder on January 27, 2023
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