Investment Q&A

Q: My average cost 62.50 and I am down quite a bit since the last quarterly report. Reading through your comments on this stock, you feel that the stock has lost its momentum. The company reports next on April 30. Do you see any reversal in the next 6 - 12, should one continue to hold or should one just sell now and replace it with a better choice. Regardless, if I should decide to sell now, could you suggest a couple of US replacements with some growth prospects that have positive momentum. (I was thinking of businesses like Visa or Mcdonalds or something you may consider more appropriate with similar moats). This security is being held in my wife's RRSP and she also holds: AT&T, MSFT, FB, MS, AMTD, JNJ & MO. I am more interested in preservation as my wife will have to begin withdrawing in a couple of years.

Thanks,
Joseph

Q: Good Morning Peter & Team,

Because of personal rules, I was forced to sell CGNX today when it dipped below -10% capital loss in my portfolio. I now have a chunk of U$ cash sitting in my acct and was wondering if you had any suggestions?

My current US Portfolio has
- Visa
- Wells Fargo
- Time Warner
- BP

Thanks for all you do

gm

Q: Buy Sell or Hold? Thank you, Gerry

Q: For an investment in the technology/industrial sector in the U.S., which would you choose at this time between Cognex and MKS Instruments ?

Thanks,

Tim

Q: Please rank your preference for these 3 stocks for a growth investor considering establishing a new position today after trimming Shopify position, with a brief explanation of why you prefer one over another.

Q: Comments please on their latest quarter, is it still one of you favourites in the US?

Q: Happy Valentines to all.
Cognex has been dropping and or rocky over the last few months. I know they report tomorrow. I own it and like it but would like your suggestions on buying more, shaving, or just holding for know? Do you have more insight as to their reporting tomorrow? I have a full weight but am not adverse to going a bit higher.
Thanks for keeping us on track during this volatile time. cheers

Q: Hi 5i
Not so much a question as a request for reassurance about the volatility of the previous week. I've been picking up additional shares of cgnx (and others across both US / Canada ) and could do with hearing that I haven't missed obvious signs that the world is ending !

I've taken for granted the volatility-free markets we've had for some time but remember past panics where I watched without participating in, with hindsight, so called bargains.

Thanks
Mike

Q: Hello,

I realize that you don’t focus on the US market but I have cash to deploy and would appreciate your opinion.
I am looking for 4-5 stocks regardless of sector to buy into this market dip. What would you suggest?

Thank you!

Q: Hello Peter and team,
I know that you don't generally deal with U.S. stocks, but I would greatly appreciate it if you would identify your top 2 recommendations for each of the following sectors: Industrials, Materials and Technology. Thank you for your excellent service.

Q: Thanks for your recent reply -- but I think my question was misunderstood.

While I thank you for the recommendations on SQ, CGNX and ALGN, they are all in the Technology sector, which is something I would like to move away from at this time.

Even if I retain a 5% position in Netflix, Nvda and Shopify, that would bring me to a 15% in my portfolio, which I think 5I suggests should be a good enough weighting at this time.

Could you please provide a few names, with good growth, outside of tech? Your favourites?

Please deduct as many points as is required -- as I've got lots in store. : ) Sorry for being such a pest, but I suppose my first question was misunderstood?

Thank you!

Q: Here it is again same old question in case something came up. I have room for 4 US stocks in either disc or tech tilted towards growth.
What would you favor ?
Thanks and health, prosperity and happiness to the team and families for the new year!

Q: Hello 5i: I am hoping to add one or two growth US companies to my TSFA and best with no dividend. I know this is not your focus but would appreciate advice if possible. Thank you Barb

Q: I am considering tax loss harvesting in these companies from my non registered acct.
FIH.UN down 18%
CVE down 22%
CGNX down 13 %
SQ down 24%
Are these companies sells? Which companies would you recommend replacing them with so I don't miss any possible rebounds. OR is it time to move the money to different sectors with better opportunities for 2018. OR these stocks are poised for a quicker rebound and should be held onto?
Looking for guidance here and greatly appreciate your help.

Q: Can you provide assistance with 2-3 US names you would consider "balanced equity" and 2-3 for "growth".

Thanks.

Q: I would appreciate your opinion of the value, or lack thereof, that the shares of Atlassian Corporation (TEAM) might currently offer? I'm seeking investments that might reasonably be able to provide me with a 10% or better, total return over the next 12 months.

Regardless of your opinion of Atlassian; any suggestions you might have for other firms which one might reasonably be able to expect a 10% total return or better from, over the coming year, would also be welcome.

Wishing you and yours a very Merry Christmas! Cheers and thank you!

Q: Cognex has been very weak of late, any concerns?
Thank you

Q: Hello 5i!
Can you explain the Cognex stock split to me?
Specifically: "Cognex Corp - ‍board approved a two-for-one split of company’s common stock, payable in form of a stock dividend"
I understand the usual two for one but what about the "payable in the form of a dividend"?
Thank you
Dave​

Q: Morning 5i

I'm surprised there aren't any recent questions about CGNX. Any reasons for the recent slide? Does the split have anything to do it? And what do you think we can look forward to moving forward? Is it a sell, hold or buy in your opinion?

Thanks for all you do

gm

Q: I'm increasing some sector weightings in my RRIF portfolio, and wish to use up some US$. Could you suggest a couple of industrial names - and perhaps an industrial ETF? Thanks, Roland