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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: Yesterday you said that you would pick (TOI, LSPD, BAMA, CUS, GSY, WELL, WSP) as your 7 Cdn stocks to hold for 5-10 years without selling. What would you choose as your 7 U.S. stocks? Thank you.
Read Answer Asked by Stephen on August 17, 2021
Q: Hello Peter

I sold recently almost 50% of my US stocks:ADBE,AMZN,TEAM,NFLX,MA & MSFT from my unregstr. acct. and I do not want to keep cash and I do not want to buy US stocks.

Please provide me with idea of 5 Canadian stocks that are reasonably safe and be kept for 2 to 3 years, or 2 Canadian stocks very safe with little growth.
Read Answer Asked by Andrzej on August 11, 2021
Q: I have small holdings (1 1/2% to 2 1/2% of APTV (+24%)&TSLA(+12.6%) in my TFSA and DOCU(+18.6%), IDRV(+7.77%) & NVDA(+47.29%) in my cash ac over 7 month hold. Looking at adding some more USD and wondering if I should be adding to some of these or buying others. This would be a 3-5 year hold.
Take as many credits as you see fit.
PS: Thanks to you I am up 235% on shopify! Thanks for all you do.
Read Answer Asked by Bonnie on June 21, 2021
Q: Hi 5i,

I know you like TEAM and have been holding for a while (Thanks!). However, I'm beginning to worry that with CRM bulking up and trying to compete with MSFT in the enterprise collaboration space, that TEAM will start falling behind. Especially, as the other two do more and more acquisitions and bundling. Do you think that will be the case or do you think TEAM has still got good growth? I currently hold TEAM and MSFT. Should I continue to hold TEAM or maybe swap it out for CRM? (I also have ADBE and VEEV if that make any difference).

TIA!
Wayne
Read Answer Asked by Wayne on May 21, 2021
Q: Good day, I’m thinking with the better exchange rate of late, it would be a good time to buy more US shares inside a tfsa. We are very diversified across all accounts. Looking for some ideas. What are some growth names you would buy today? Already own most big tech, but would have no problem adding to them. Thanks so much as always




Read Answer Asked by Darby on May 12, 2021
Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?
Read Answer Asked by Larry M. on May 06, 2021
Q: Hi there,

What are your current favourite 15 US growth stocks, regardless of section concentration risks?

Thanks!
Read Answer Asked by Michael on February 19, 2021
Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.
Read Answer Asked by Neil on February 09, 2021
Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.
Read Answer Asked by Jason on February 09, 2021
Q: I'm wondering if you have strong feelings about the prospects of any of these or similar mega cap tech stocks, in terms of their values against each other or others similar. I own most of these but on their own they are fairly small holdings. Could you please rank, and which would be worth trading up for the others? Also how many would you recommend holding?
Read Answer Asked by Peter on February 05, 2021
Q: I want to consolidate my smallest 5 holdings into 2. Using long term share appreciation as the only factor which two would you choose.

Read Answer Asked by stephen on February 03, 2021
Q: Hi 5i team,
With the current market volatility, I want to review my tech holdings and dispose of weaker ones. The review criteria are: 1. Profitable 2. Double digit revenue growth forecast 3. Healthy balance sheets. From the listed companies above, which do NOT meet these criteria? Many thanks.
Read Answer Asked by Willie on February 01, 2021
Q: I want to purchase one of the above stocks for this years TFSA. Could you rank based on upside out a couple years.
thanks Dave
Read Answer Asked by Dave on January 07, 2021
Q: Thinking of doing something new - Add US stocks to TFSA.
As of now, this account has a balance/growth Cdn stock tilt, like the ones in the 5iR portfolios. Read on 5iR, best to include no dividend or low dividend US stocks. Question - is there a rule of thumb or range for holding US stocks in TFSA or is it all just personal? 
Another question - for longer term holds in TFSA, what US stocks would you consider?
High 5 for the guidance!!!....Tom
Read Answer Asked by Tom on January 05, 2021
Q: Hi. On the above six stocks, I am down today alone (Dec 28) more than 6% on half of them and down 4% on the other half. On a day when the 3 major markets are up. The question is, is this a theme of investors thinking these are stay at home stocks with a view to normality returning and therefore more downside on these type of stocks to come as the virus wanes, or more just tech, growth, high flier stocks having their usual ebbs and flows.
Read Answer Asked by William on December 29, 2020
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