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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: Hi 5i,
I noticed that your recent answer to a question on Tencent came up under the TCEHY symbol for over the counter trading. The company is now trading on the NYSE under the symbol TME, which should make a better market for it in North America and free it up from the warnings about RSP suitability that usually come up with the over the counter stuff. Cheers!
Read Answer Asked by Lance on December 13, 2018
Q: Dear 5i Research,
I enjoy reading your watchlist questions. I am 67 years old, semi retired and enjoy doing my own investing through a discount brokerage over many years. I do have a high risk tolerance. My retirement income is CPP, OAS and my stock portfolio in 7 figures divided amongst 6 stocks. I am a very “concentrated” investor having gone from 30 plus stocks and ETF’s to only 6 stocks – Constellation Software (CSU), Alphabet (GOOG), Berkshire Hathaway (BRK-B), Amazon (AMZN), Alibaba (BABA), and Tencent (TCEHY). I follow them all closely. Should I be concerned about my high tech component and rather concentrated portfolio? What type of diversification if any would you recommend?
Read Answer Asked by Chris on August 27, 2018
Q: I currently hold these stocks with a good profit in the American companies and a slight loss in the Chinese companies. While I know your focus is Canadian stocks I would appreciate comments on any or all of these holdings and, in particular, should any be sold if I plan to hold for a three to five years.
Please charge my account appropriately for the multiple stocks in my question.
With appreciation!
Read Answer Asked by Ed on August 27, 2018
Q: Interesting article in Globe re Softbank. I am looking for some international growth prospects (especially outside of US). I hold Alibaba (which Softbank invested in recently according to article) and Tencent, the competition to Alibaba.
Would you add Softbank at this juncture given its current price?
Hold or sell Tencent?
Hold or sell Alibaba?
Thank you.
Read Answer Asked by Wendy on August 17, 2018
Q: Hi 5i Team,
I had to dump TCEHY for a 15% loss today after riding it down from the highs based on continued negative volatility with the stock. I am thinking of buying some of your favorites to replace it, with stable growth in mind. I am looking for companies that have also pulled back recently, and that you consider a good buying opp today. I am looking at initiating a position in CSU, COV, PBH, and possible ADDING to TSGI as I am now down 20% on that one and am thinking that averaging down may be the thing to do here soon. Do you have any other better suggestions or top picks you can suggest? ( I already own TOY, PHO, GSY, FB, BABA, ENB, RHT, HD) Thanks for you input.
Shane.
Read Answer Asked by Shane on August 16, 2018
Q: I just read an article about the future of Esports by B Carlson and he concludes that Esports is (will be) very big. Any ideas how to invest in this growing trend? Not sure that players bet on outcomes, so TSGI may not be relevant. Apparently Bezos owns a piece of the action, so maybe Amazon?
Thanks for helping with this rather difficult question.
Read Answer Asked by Gordon on July 10, 2018
Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?
Read Answer Asked by Jerry on June 14, 2018
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