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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 have Cisco in my RRSP account - down 13% since I bought it in June - looking to sell it - can you give me a couple of names that I could substitute in its place - US or CDN ? Looking for growth but with some safety.
Thanks
Read Answer Asked by JOHN on January 05, 2021
Q: Hi 5i,
In a US dollar account (non-reg) I have about 1.25% of my overall portfolio sitting in cash.
My approach with this account is to buy stocks that I don't have to sell for a long period of time and therefore have capital gains.

In my overall portfolio I already own Alphabet (4%),Apple (4%), Amazon (2.5%), Disney (2%), Facebook (1.5%), Microsoft (2.5%), Paypal (0.5%), Tesla (7% soon to be trimmed) Visa (4%).
Given what I already own (and that I would like a stock that is a long term 5-10 year hold) would you add to anything from the above list? Or would you invest in something else such as Costco or Pinterest?

A suggested order of preference would be greatly appreciated.

Thanks.

Read Answer Asked by Brian on January 05, 2021
Q: Thinking of doing something new - Add US stocks to TFSA.
As of now, this account has a balance/growth Cdn stock tilt, like the ones in the 5iR portfolios. Read on 5iR, best to include no dividend or low dividend US stocks. Question - is there a rule of thumb or range for holding US stocks in TFSA or is it all just personal? 
Another question - for longer term holds in TFSA, what US stocks would you consider?
High 5 for the guidance!!!....Tom
Read Answer Asked by Tom on January 05, 2021
Q: What ETFs would you recommend that cover the cyber security sector and might include CRWD?
Thanks,
Murray
Read Answer Asked by Murray on January 05, 2021
Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.
Read Answer Asked by Roy on January 05, 2021
Q: Can you please recommend the best cyclical-value stocks to buy now? If possible, 5 Canadian and 5 US stocks.
Thank you!
Read Answer Asked by Grant on January 05, 2021
Q: Hi Peter, Ryan and Team,

Do you think a swap of TEAM for MFST or CRWD inside a TFSA for a long term hold is a good idea?

Thanks.
Read Answer Asked by Marvin on January 05, 2021
Q: 5i
I've held snow for a little while and was originally up about 20% but it has dropped back about 20% , so i am essentially at the point where i started . The earnings forecast for 2021 is only about 7-8% . At least from what i can find . Would you agree with this forecast ? Do you like the stock ? Would you keep it or look for something better.
Thanks for all your guidance throughout the past year .
Bill C
Read Answer Asked by Bill on January 04, 2021
Q: Hennessy Advisors, Inc (HNNA on NASDAQ)

I've been watching this one for more than a year. Some of its fundamentals look consistently good. But the longer I watch it, the more I feel it's a value trap. Your thoughts? (Also, it doesn't seem to be in your database.)

Best wishes for the new year.

Marc.
Read Answer Asked by Marc on January 04, 2021
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