Q: Hi,
I already own some MA but I want to add more exposure to this sector. Which of these companies would you suggest for a long term hold with minimal volatility? (I'm not sure why why my TD webroker trading platform lumps CRM into the same category as the others but it does?)
Is there a credit card ETF you like?
Also, are there any equivalent Canadian stocks?
Q: I hold the following technology companies for a 31.66% weighting in my portfolio. I need to reduce this to a maximum weighting of 20%. Given the holdings are long term, and I wish a balance between stability and aggressive growth in this sector, which of the above companies would you cut down or eliminate to achieve this goal? Current individual weights are; CSU 4.88%, GOOGL 4.94%, AAPL 4.8%,GIB.A 3.2%, SHOP 2.57%, PHO 2.56%,MU 3.27%, NVDA 3.22%, KXS 2.21%.
Q: PLC is of interest to me but it seems to trade at a premium multiple - wondering whether there is a US listed company that would be an alternative...preferably with a dividend? Thanks as always.
Q: In response to a question about a subscriber's portfolio you said “KO and JNJ we would consider less attractive for various reasons. We might add VZ and PFE instead.”. I am holding JNJ in a non-registered account with a cost base of $58.36/share. JNJ is 2.5% of a diversified portfolio. Is it still worth making the switch for PFE? Over the years, JNJ seemed to be a much better managed company than PFE. What has changed?
Q: Hello Peter, Ryan and 5i Team:
Would you recommend to hang on to my half position in AAPL OR switch to one of the following: NVDA, XLNX or OLED for a 6-12 month hold? If the latter which one is your favourite given current market place environment and cap appreciation prospects?
Q: I have owned JPM, TD and BNS for a few years. The thinking was it would enable me to spread my investments outside of Canada. Given the lacklustre performance of JPM and the fact that TD has significant US assets and BNS is international, I am thinking of swapping JPM for VISA (or MC if you think that is better) to get financial assets that may act just a bit differently than the banks. Does this thesis make sense?
Q: Peter and His Wonder Team
I know you do not follow USA companies. However they just reported there 4th quarter results and I wondered if you could just give me your opinion about there results.
Thanks!
Q: This new Horizons Industry 4.0 Index ETF addresses a sub-sector that intersects manufacturing and technology. While the MER is high and it is new ETF, the AUM is impressive over a short period. Would you advise for a long-term hold for growth?. Or, alternatives?
Q: May I please have your latest view on GRUB? I note DoorDash has very recently surpassed it as the top on-demand food delivery service in terms of dollars spent, and its increase in share seems to have come almost entirely at GRUB's expense. I have only a very small position, made much smaller over the past few months. Time to move onto one of the many better (or better behaving!) opportunities out there?