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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: Can you recommend a US Industrial REIT
Thank You
Craig
Read Answer Asked by Craig on March 05, 2018
Q: This is to add to a member query about attending the AGM in Omaha. I went about 20 years ago and the event was huge. Too large for the one hockey sized arena. There were over 20,000 people then, and it was like attending a religious revival. Most of Berkshire's companies have product displays at the event, which 20 years ago was split between at least two large venues. There usually is a Q&A with Charlie and Warren but good luck asking a question. There are shareholder events, like attending the minor league baseball game, the team Warren owns personally.
Read Answer Asked by Daniel on March 02, 2018
Q: This may fall into the category of a question that can't be specifically answered, but can you tell me why Micron Technologies P/E is so low at 7.5? Currently Apple trades at 18, NVDA is at 48 and Google is at 59. MU has good income growth and profitability but seems to trade at a much lower multiple than its peers.
Read Answer Asked by Mark on March 02, 2018
Q: Hi,
I would like to own amazon. Do you think it will be negatively affected by nafta / potential trade issues? With the volatility in the markets I am thinking about putting in a stink bid before going away on holiday for a couple weeks. I have enough enough money for 4 shares. I was thinking about a bid for 2 shares at around $1350 and a second bid around $1200. Does this sound reasonable? different numbers? Bad idea?
Thanks
Kerri
Read Answer Asked by KERRI on March 02, 2018
Q: Hi, do you see anything alarming in BOX's recent release?
The market has shaved close to 20% off the stock price today. Would this be a good time to take an initial position (I generally buy in 1/3's for initial positions), assuming it is still a good representative in the cloud space.
I have reviewed the prior questions on this company and it was deemed as favourable in recent comments wrt to the cloud companies.

Cheers,
Steve
Read Answer Asked by Stephen on March 01, 2018
Q: Hi Team, any thoughts of Fortive (FTV) . Is it an industrial or a tech company. Interested for my wife's U.S. TFSA. Thank-you in advance. Sam
Read Answer Asked by sam on March 01, 2018
Q: XNET, CGNX, OLED - These stocks are wake up in the morning stocks to find them down between 10 and 20%. They continue to underperform the market but they all looked wonderful when I bought them. Some I became aware of on BNN and some on your question and answer section - people writing in about them. I was wondering about 2 stocks that have looked great for quite some time being - NTLA and MYOK - your opinion: if I were to sell one of the underperformers listed above (which one above would you suggest) and replace it with NTLA or MYOK which one would you pick or do you have something better to replace it with? I know you do not deal with the US but hopefully you will start a US version up like you started an ETF letter up as a lot of people are always asking about US stocks. Thank you, Dennis
Read Answer Asked by Dennis on March 01, 2018
Q: I'm looking for an assortment of US stocks to build a balanced equity porfolio similar to your Canadian version. Does the 5i team have a list 15-25 stocks that would fit this? Thanks
Read Answer Asked by Amber on February 28, 2018
Q: I want to invest 20 K USD into my TFSA portion of US stocks.
I already have FB 3.6%,SHOP 6.1%,CGNX 5.1%,AMZN 3.3%,NVDA 4.7%, SQ 4.7%.
Im thinking of buying MA & NFLX. Please provide me with an idea of 2 or 3 additonal
US stocks with growing trend like the one I mentioned in my portfolio. What is your
opinion of adding MA & NFLX in contest of my existing US portfolio.

THANKS ANDREW.
Read Answer Asked by Andrzej on February 28, 2018
Q: Hi 5i:

Two questions: (1) I think you said in response to a recent query that AMZN could be put in the consumer cyclical category. Is that correct?
(2) Paychex has been mentioned several times recently on BNN. What is your assessment of this company for the next two years, say. How robust to a downturn would it likely be?

Many thanks RT
Read Answer Asked by Roland on February 28, 2018