Investment Q&A

Q: Good afternoon Peter, Ryan and others in 5i
Right now my wife's TFSA is down 20%, trailing 12 months return. In her account, she has BCE 11.19%, ENGH 26.04%, NFI 15.53%, SIS 9.41%, TOY 32.49% and MU 4.71%. TOY is down over 9%. And ENGH, NFI and SIS have all dropped from 33% to 81% from their highs. But she bought these three stocks early. As a result, unlike TOY, they are still in positive positions (unrealized gains). She thinks that in TFSA there should not be any stocks going down so much for quite some time. She is thinking of selling or trimming some of them. What is your option on these stocks? Which stocks should she trim or sell? We are seniors at age of 67 and 69, and we don't need to take money out of TFSA for a long time. Could you recommend a few U.S. and Canadian solid growth stocks for her TFSA? We do need to have some consumer discretionary stocks. Could you also suggest Canadian and U.S. stocks in this sector? Maybe three each?
Thank you very much for your excellent advice all eight years since we jointed 5i.
Jim

Q: Do you think Veev is a buy or sell at this point? I have a small profit and don’t know whether to take it or hold on and risk losing it on a pull back. I can’t decide whether to sell it or buy more. Thanks.

Q: Recently the stock price has dropped, is there a underlying reason for this?

Q: Looking to add a US growth company . Sector is not a concern. Lyft seems interesting since it is now 20 percent below its ipo... Would you wait a bit longer for shares to find a bottom or buy half now and see where it goes from there? Uber IPO is coming up as well do you see that having any affect on the stock price?

Q: I have been wondering about Boeing's stock price being able to be bulletproof to this point ( other companies would have been footnotes in history at this point).

I had begun to think that maybe, everyone would forget and their progress higher would reset in a few months, as many pundits have suggested.

But then I came across this post on quora suggesting boeing's possible path to bankruptcy.

https://www.quora.com/How-long-do-you-think-the-Boeing-737-MAX-will-be-out-of-operation-in-the-world

Your thoughts

Q: What is your favorite USA mid cap growth ETFs for a long term hold. Looking for something with little overlap between IWO and QQQ but same growth features. Thanks as always

Q: Good morning people. Can you tell me if this is a decent investment. Looking at in an unregistered account for a long term hold 5 plus years. Does it contain Square, PayPal, Shop, Visa. Or should I bypass same and start nibbling at the actual stocks?

Q: Hi Gang,

Can you rate the growth of the following going out 12-24 months. Would like to buy a call on one of the above.

Thank You
Anthony

Q: If you were starting a new portfolio, what are some of the Canadian and US stocks you would consider at todays levels to hold as core holdings?

Q: Hello , could you give me your opinion on AIG?

I have owned the stock for a couple years now but it has disappointed qtr-over-qtr, year-over- year.
In your view is the future brighter?

Thank you
Stephane

Q: Is this an excellent company to invest in?

Q: What do you think about BMY at this time? Debt going to be a problem? Recent actions re Celgene positive in your opinion? Thanks

Q: Please provide your top 10 us eqiities for a BE portfolio. Irrespective of sector
Thanks
I’m 33 and these would be for my resp. So maybe mid risk.

Q: Any thoughts on this one - i am looking for relatively safe dividend income utility play in the US. I am trying to understand how the fund pays such a high dividend when the underlying assets do not. Can you explain. It certainly has been a consistent payer over a long period of time.

Thanks

Q: Can you provide any info on this NYSE company? Small penny stock company promoting a new insulin device.

Appreciate your insight.

Paul F.

Q: Would you recommend this US company?

Q: Would you take a short term trade position on XPO with the "gambling" portion of your account? If not, do you have a better idea? I own NVDA and MU already, MU is a shorter term idea, NVDA will have to be trimmed soon due to size in my portfolio, but plan to keep a full weight for years.

Q: Hi team,

Can I get your thoughts on Workiva (WK)?
(I did a search prior to submitting but could not find any questions asked on this company).
From your Companies page, most of their Profitability Ratios are negative, they have a 3 year/5 year growth of 16% and 18% resp. Their ROE is 385%... which got my attention.
How do they stack up to their peers in the same industry (cloud computing)?
Assuming a well diversified portfolio, would this be a good initial buy at a 1/2 position?
Their 3 month, 52 weeks and YTD has had impressive % gains so it seems like momentum is on their side here.
From their last reporting period, forward guidance seemed quite positive.

Cheers,
Steve

Q: my total weigh in DIS is 6% should I sell to keep weight at 5% What would be the maximum weight for DIS that you would recommend.
Thanks

Q: Hi all. Sorry..did you mean NVDA OR NVTA for a swing trade possibility?
Thanks