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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: From what i see in the comments of the last months, these 8 companies seems to be among your US favorite stocks.
1- am I right about those 8?
2- would you like to add a few US names, could be in any sectors
3- I buy companies with a 10 year + timeline. A lot of companies i'm interest in are in the technology sector and I tend to be overweighted in that sector. Its hard for me to imagine technology not directly corrolated to industrial or consumer staples growth for exemple. Does it make senses to you to balance a technology overweight (30-40%) portfolio by diversifying among the technology sub-sectors?
4- I understand that you focus on Canadian companies. I also understand that your are conflicting free and that you mostly invest in US stocks. However, I'm pretty sure that a significant proportions of 5i members would be willing to pay for some form of US stocks advices. Maybe a US portfolio or a US favorise stock list. (maybe with a minimum market cap limit so your decisions would still be conflict free) Your services are unique and are a benediction for small investors. It would be a great opportunity for us to have them for the US market too. I'm sure a survey among members would prove me right.

thanks again for your amazing services
Read Answer Asked by Olivier on October 30, 2017
Q: Hi,

I have a few questions:

1) What is your comment on the current price of JKHY? Is it too expensive or overvalued?

2) Amazon's price rose almost by $130 this week. Is it too expensive now? Should I wait for pullback to add more or sell half position?

3) What do you think Apple's growth prospects are? Is it worth it to buy now?

4) What is your comment on OCLR?

5) I still have a number of question credits left in my account for this year's membership, will they carry over into my next year of membership (I have already purchased next year's membership)?

Thank you!
Read Answer Asked by Lai Kuen on October 30, 2017
Q: I have small position in CELG (about 2%). With the recent weakness in the last week, would you suggest holding onto it, or even buying more? If I were to sell is there another healthcare stock you would suggest?
Read Answer Asked by Curtis on October 30, 2017
Q: I am comparing FDN, IGV, VGT,and BST - all hi tech ETFs . BST has performed the best this year and pays a healthy dividend . Aside from some Apple and Google I am barely into the US Tech sector . 1. Should I just buy "something" and hope for the best ? 2. Do you have a favourite tech ETF ? 3. Am I too late for the party ?.
Read Answer Asked by Thomas on October 30, 2017
Q: Good Morning Team

I presently own the Industrial companies in your Balanced Equity Portfolio bar CAE and I owe ITW and HON in the US. would like to add another industrial to bring my total weight in Industrials to 16%. Thinking of either CAT or CSL (Carlisle Companies). which would you recommend in terms of valuation and growth, or would you side with CAE.Thank-you in advance and have a great week-end! Sam
Read Answer Asked by sam on October 27, 2017
Q: Hi 5i Research team, Can you please provide your analysis regarding the relative growth and competitiveness of Microsoft w/ cloud based computing. What is your opinion regarding the stocks performance for 2018? Is there one tech stock that you expect will outperform Microsoft over the next year and why? Thank you, Linda
Read Answer Asked by Linda on October 27, 2017
Q: Thanks for answering my question on Dowdupont. You say you are concerned about its huge size and say possible lack of fireworks. I understood the company planned to split into three in the next year or so. Possible fireworks?? Also can you suggest a few companies (any sector except tech) that you might predict fireworks? I like the word!
Read Answer Asked by Elaine or Gerry on October 27, 2017
Q: I picked up half a position on this stock on your suggestion. It ran up and away from me and I never got the gumption to buy the other half. It has been a nonstop mess of news/deals/upgrades right up into today. What do you think of it after today? That money I've set aside is burning a hole in my pocket!
Read Answer Asked by Gerald on October 27, 2017
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