Investment Q&A

Q: Hi 5i

I own most of BE along with AAPL,GOOGL,DIS, TD, BEP.UN and a few others. Want to add 2 of the above soon. Which 2 would you recommend now?

Also, I would like to know your thoughts on PEG/PEGY ratios. Do you use them and if so, how?

Thanks, Greg

Q: Hello folks:
Do you have an opinion on Phillip Morris (U.PM)?
Thanks so much
brian

Q: What are your thoughts about CLH?

Thank you

Q: CSRA has apparently been awarded a multi billion dollar govt contract. This would be pretty significant to a 5b dollar company wouldn't it? What are your thoughts?

Q: Good morning from the West Coast.
What is your opinion of this stock as a long term hold in an income portfolio ?
Thanks
Rick

Q: Trimble Inc. TRMB
Could you give me an opinion this US company. Things like cash flow, balance sheet, debt, % of insider ownership and whatever else you think might be important.
Thankyou
Bob

Q: Hello, I would like to take a position in the growing field of AI. I was wondering if there is an ETF specializing in AI Companies or if there are any you could suggest? Any US or CDN companies? but I would consider any outside of North America as well.

Q: Please provide the names of a couple quality US big pharma ETF's. Thanks

Q: I am down 73% on CBI after holding it for a number of years now. I read your Sept 11 answer. Would you advise I continue to hang tough or should I sell and move on.

Thanks for all you do

gm

Q: Can you tell me about this company, and would you consider it a momentum stock?

Q: Hi folks:
I am a a long time holder of a block of GM shares and have no idea whether to hold or move on. I also own Boeing, United Technologies, Cummins and Rayethon in this sector.
Thanks for everything
brian

Q: I have some new money to deploy in a non registered account. I am considering a new portfolio of 10 canadian dividend stocks, 5 canadian growth stocks and 4 US stocks.
The goal here is income with some growth. Keeping in mind that I am also concerned about being diversified what would be your top reccomendation here.

Q: I have room for an Industrial holding, and looking at either Boeing or Argan. PE on AGX better than BA, although I have read your recent comments about BA. If you folks wanted to buy only one, which one would it be, and perhaps a little justification?

Q: Thanks to 5i I have a well diversified Canadian portfolio. I have been augmenting it with Large Cap US stocks that expose me to markets that are not available to me through the TSX and most of these US names have done very well for me. I am comfortable with being more concentrated in my US holdings as my Cdn investments make up 75-80% of my total portfolio and are well diversified across sectors. My US holdings are in a non-resgistered account and break down as follows:
AAPL - 35%
AGN/REGN/BIIB - 15%
BAC/MS - 27%
LYB - 3%
PYPL - 8%
SWKS - 7%
WBA - 5%

AAPL has done so well for me over the past few years that it is now a large part of my US exposure. My microchip stock (SWKS) has also done extremely well, but it is closely tied to AAPL. My question is given the current announcement by AAPL and its strong recent performance would you be inclined to take some profits off the table or let the "winners continue to run"? I have a reasonably high risk tolerance but do not want to be unduly foolish/greedy. Would you suggest any other changes to what I am holding? What would be your top 3 or 4 US stocks to augment this portfolio?

I value and appreciate your guidance.

Many Thanks
Scott

Q: Can you tell me anything about the news released recently? It seems good to me but the stock is dropping.

Q: Recently recommended on BNN. What do you think? How high is it's debt, and will servicing it be an issue? I understand it's much cheaper than Cineplex. Nice dividend. Is it sustainable? Any other comments would be appreciated. Thanks for your great service.

Q: A few of your employees own this. It has dropped off a few per cent in the last few days. Any reason? Also, before I logged in I think on Sept. 11 you were talking about two stocks that had a rating change - one up - one down and basically when I logged in I could not find this. Where do I go to find rating changes? Sorry Ryan for asking a lot of questions at the Money Show - but I really appreciated your presentation. Dennis

Q: Good afternoon,
Happy to have met part of the team at the money show. Thinking of buying UPS for exposure to increased online purchasing, nice dividend,large cap. Anything else you can suggest ?
UTX is the Rockwell deal a problem or opportunity ? This would be a nice replacement for GE that I sold .

Q: My previous question asked your advice on an offer received for my NXPI shares. I tendered them shortly afterward.
Since then there have been more extensions and I'm concerned about the lack of closure.Because I am unfamiliar with the process I would appreciate your opinion on the options. A recommendation on the course to follow would be welcome.

Q: I own approx an equal $ amt of the above,both are up considerably NVDA especially but it has a PEG of 3.5 and YY PEG 0.5. Projected earnings are strong.
Should I sell nvda to purchase the cheaper yy or just stay the course. nvda has been extraordinary but is it too expensive now. Thank you.