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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: Hello Peter,
In addition to my core portfolio built around the 5i Balanced, I have a margin borrowed portfolio that started with the idea of swing trades but has become the size of the core one as I stayed with the momentum. It is built on 3 pillars. Tech growth – (ZM, CRWD, VEEV, AVLR, LSPD, PHO, XLNX, ROKU), precious metals – (AEM, FNV, PAAS, MMX, WDO, KRR) and yield stocks -(ABBV, CU, CPX, ENB, PPL, FSZ) that help pay the interest. Two others not classified are DXCM and Visa. None of these started out as a long term holding for more than a year, but am willing to hold on in the current low interest environment. In fact, am willing to borrow more if opportunity shows up. Have my eye on NVDA, ADBE and TTD.
In case of heightened volatility which of the 3 pillars would you focus on holding and any suggestions on which ones would you exit sequentially?
Look forward to your suggestions. Thank you for your advice in advance.
Regards.
Rajiv
Read Answer Asked by Rajiv on October 07, 2020
Q: Hello Folks:
What is your opinion of these companies:
Caterpillar, cummins, cosco, walmart
I currently own caterpillar, cummins and cosco. Cummins and cosco have turned out very well. while caterpillar has struggled. Do you think industrials have much upside?
I am interested in what consumer staple businesses or others you may recommend such as cosco, walmart, touche card etc. to see us through these strange times.
Thank you very much
brian
Read Answer Asked by Brian on October 07, 2020
Q: Dear Peter and Ryan.
I have held AYX for a while. I realized the software company booked revenue/profit ahead of earning after last ER. Since then the stock was down significant from all time high of $185. It is up today. I think I should sell it. I like to get your advice on this from a long term investment perspective.
Read Answer Asked by Yiwen on October 06, 2020
Q: Hello Folks:
I have 200,000 cash in my account and wondering where best to invest.
I currently own amazon and apple in my tech. sector and considering adding shopify or tesla. Do you have an opinion as to the potential of each of these, or do you have other suggestions? I prefer larger cap companies.
Thanks for everything
brian



Read Answer Asked by Brian on October 06, 2020
Q: Hi gang, any suggestions on this two company’s . Is one better than the other. Or any other suggestions? Or Maybe couple of ETFS . Thanks. Alnoor
Read Answer Asked by Alnoor on October 06, 2020
Q: I currently have PFE, GILD, MDT and ABBV in my Healthcare sector. I am looking to add a couple of names - I have been looking at MRK and BMY - your opinion please on these AND can you provide some other US healthcare companies that might be of interest to you at this time. Greatly appreciate your comments.
Thanks
Read Answer Asked by JOHN on October 06, 2020
Q: Please rank them according to the potential. TWLO move up so much on Friday. Should I wait for a pull back . Thanks a lot.
Read Answer Asked by Lai Kuen on October 06, 2020
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