Investment Q&A

Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS

Q: With the West’s pullback from Huawei products what are the chances of China banning Apple ( or other firms ) citing security issues ?
How do you factor something like this when analyzing a company?

Q: I recall 5i stating in 2020 that DSG, KXS and PHO, all have no debt and significant cash reserves. Can you recommend 3 other good Canadian and 3 American growth stocks in a similar position.
Thanks you.

Q: Dear Amazing 5i Team: I would like to take a small position in one more growth stock in my TFSA. Currently own KXS, WELL, APPL and TSLA in TFSA. Took your advice to hold growth stocks in TFS and doing v well with KKS and WELL thanks to your picks.

Q: As a general preamble, I notice that, given the recent dip, a surprising number of companies have stalled over a 2, 3 or 4 month periods. SHOP has done nothing since late June, AAPL since early August. Aside from gyrating do you consider this sideways movement the equivalent of a re-valuation? Would you recommend buying companies such as these, that also have good recent earnings reports and outlooks? And can you comment on these two specifically? If you can add any other names to this list I would appreciate it. Thank-you.

Q: With the market cap up having doubled in less than a year, with the stock going down for the last 2 weeks and earnings to be reported coming Thursday, how likely is it for the stock to fall - say 10% or more in the immediate future.

Q: With all these lawsuits, tariffs and inquisitions going on these companies due to their overall dominance / killing competition etc..How much is it affecting their ability to conduct business.. or the costs are so small, it is just a cost of doing business for these companies? Is it really impacting their revenues, profits etc..I can see it affects their ability to buy new businesses.. Thanks. Regards, Shyam

Q: Good morning 5i,
I notice that you give lists of stocks. So, I will ask a similar question but perhaps more difficult. If one were interested in building a socially responsible portfolio, I hear that 15 to 20 stocks would do, what would you choose, given the need for domestic, US and International?
thanks

Q: What are your best HIGH Growth ideas in Canadian and US stocks.
I'm willing to accept high volatility and RISK.

Thanks

Q: I have a 100 post split in my TFSA and Dividend stocks are not recommended for TFSA. But the AAPL dividend is so very small so does it matter?
Thanks.

Q: If I was going to buy one of these three which would you recommend please? Or are they not a BUY at this time. Thanks for your valued thoughts. Dam Dan

Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.

Q: What's your opinion of these ETFs as income generators?

Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,

Q: hi,
apple is about 14% of my portfolios is good to increase at 20% after the split
thanks Jean guy

Q: "Hello 5i team,

As we approach election season and Q4, the markets look to be taking a bit of a downturn that is reminiscent of earlier this year in Feb/Mar.

What are your thoughts on what's ahead for Q4 in terms of buying? Are there any industries and/or names that you would suggest to focus on?

Specifically, I am considering AAPL, MA, SHOP, SQ and AMZN on the current correction, given the upcoming holiday and gift buying season is likely to have a lot of ecommerce action and new apple toys, with payment processing being a natural fit.

If you could suggest your views on which industries and names have typical strength Q4 that would be appreciated.

Thanks very much! "

Q: I am looking to add to my Tech Sector - I currently have AAPL, MSFT, CSCO ( in RRSP ) and OTEX - I am thinking about buying some GOOG ( in our TFSA accounts ) to complement the above - would that be something you would do OR would you add to the existing positions. Appreciate you comment.
Thanks

Q: Good afternoon,

The technology portion of my portfolio has grown too large (about 37%) and I’m trying to figure out how to get it back to about 25%? My issue is that I’m interested in too many tech options (I.e., the ones that I own plus others I’d like to buy). I’m looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I’m interested in buying REAL, DOCU and GOOG. I’d like to own what are viewed as solid tech companies for future innovation and growth and I’m willing to add, remove or replace any of these companies.

I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I’ll use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.

Many thanks for all the great work and suggestions you provide,
Lisa

Q: Good morning. I am reading a JP Morgan report on Apple and they have EPS estimates for 2021 at $4.50. Which is 36% expected growth from their 2020 projection of 3.29. Do you have projections further out to 2022 or 2023? Thanks

Q: Over the years Apple has been pursuing an aggressive buyback program and now with the split it has increased the share count. Does the split undue the benefits of the buy back and if so why do the split outside of getting more retail investor to buy into the name?

Thanks