Investment Q&A

Q: I hold googl cgi full positions over longer term recently added csu nvda shopify sis gud half positions all doing good

nvda did best l for the shortterm.i held . AS s its likely the most volatile should I trim it?
my real question is should I add facebook Microsoft amazon as they all appear to have steady runway. if it makes sense I could add two half positions (which two ?}
or buy an fang etf ?if I buy etf that has googl I will sell half my current googl.
hope you can make sense out of this-

Q: Hi 5i,
United Utilities Group PLC is the water business, how does it compare to VEOEY.

Q: i currently hold ba and td . i alike them both esp td as my dtr works there!
assuming financials will do well over next few years i like to add another. i gather JPM is good (how diff are they from BA? ) Or an insurance like Manu for their asian exposure.
i am open to other suggestiins

Q: Considering a tax loss sale of TJX Cos. and a move into Ross Stores instead. What do you think?

Q: Do you know of anything regarding this company? Looks to be moving quite steadily higher.

Q: Greetings 5i,

Apollo just announced a div cut. Any reason why?

Cheers!

Q: Hi,

I would like your opinion about ISDR! I am long since march 2017.

Thanks
Stéphane

Q: My position in PYPL has increased 38% in a relatively short time period. Would it be advisable, for this stock in particular, and for any stock in general, to sell a portion in these circumstances to take at least some of the profit? Keep up the good work, by the way.

Q: Hi Team
In an RRSP, for another Tech addition to compliment Microsoft, which would be your choice between Intel and Texas Instruments. I hold NVDA in my TFSA. Thank-you in advance. Sam

Q: Dear 5i
I`ve read a few times that you`ve mentioned EBIX as one of your favourite US stocks . I`ve looked at it in some detail and agree that it looks impressive . My only concern is its debt level and a relatively high short position. Do these metrics concern you at all ?
I`m considering FLIR and GRMN as well and was wondering if you could rate these three stocks best to worst .
Thanks
Bill C.

Q: Good Morning
I will appreciate your comments with respect to these two ETFs.
At today's prices are they a buy, hold or sell?
Thanks

Q: Hello 5i,
I sold off NVDA when valuations exploded and didn’t like all the hype around the stock.
I’m guessing with SQ mentioning crypto-currency the stock will pop today. If anyone can make sense of crypto it’s probably Dorsey with his calm approach to building businesses (I’m still gettting my head around hash 256!)
Even with Dorsey as bench strength for Square should I sell some of this one off and top up ICHR where I’m down about 20%? Or sell ICHR and consolidate my SQ position? Both positions are held in a sheltered account.
Many thanks,
Ps great job yesterday Ryan! I really appreciate your frank approach to investing- it’s great that you don’t pull any punches - so refreshing.

Q: If you were to buy one of these today, what would be your preference and why?
Could you please rank them?

Thanks,
Milan

Q: Good morning from the West Coast.
I have the full model portfolio for Income.
I would like to add a REIT.
What is you analysis for VTR for a long term hold in Income?
Thanks
Rick

Q: Hi team,
I have about a 5% position in SQ (my full is about 7% or so). I watched the earnings closely. They were good. The stock wavered a bit, held and is now moving higher. Yesterday, SQ announced they were accepting bitcoin as a payment option for certain customers. I have not jumped on the bitcoin bandwagon but have not dismissed it either. Is this an indication, albeit a small one, that bitcoin may be starting to go mainstream. Would you add to SQ here?
Thanks again
dave

Q: I hold CVS in my wifes RRSP account for US$ exposure. Would you suggest AET might be a better choice? Or some other alternative to get US exposure in the healthcare field?

Q: In view of the PROBABLE acquisition by AT&T (T.us) of Time Warner, would AT&T now appear more pretty in your eyes now than it seems to have been in the past? (I am unable to see some past responses) . OR do you believe that political and regulatory uncertainty over the AT&T proposal is such that T.us is still not attractive enough to hold, notwithstanding the Time Warner possibility. AT&T's attractive dividend is all very well but not if growth is unlikley.

I have both Vodafone VOD.us and AT&T (T.us) in a registered account. VOD gives me Europe and India exposure. VOD has also been strong past couple of days, but I am not clear why.
Given my comments above , which one (IF ANY) would you sell and PLEASE your reasoning would be greatly appreciated. Thanks


PS: Previously on your site there was a link to questions one has asked oneself. Is that feature still available? Not critical for me, but was handy when I didn’t get émail that my question had been answered.

Q: Hi 5i Team.
Please recommend your best non-tech US growth stocks.
Thanks for your time.

Q: Hi, I am coming to you after reading Market Masters. Thank you for your trustworthy work and this wonderful website. I have some US funds, and am looking at two stocks: Sociedad Quimica Y Minera De Chile SA ADR  (SQM) and Aerojet Rocketdyne Holdings Inc  (AJRD). Specifically, I am looking for something that has a lot of room to grow, but as always, want to consider safety first! Thank you for any input!

Q: What is the payout ratio for this company? Sustainable? Thanks.