Investment Q&A

Q: In late January Tim Cook came to Toronto for his first ever visit to Canada as Apple CEO to advocate for a focus on coding education for children. He also sat in the lower bowl of the ACC, not a box, to watch the Leafs in a very low key appearance. As part of his trip I understand he also visited the Shopify offices. Why would such a high profile individual make such an under the radar stop at 'Canada's tech darling'? Is there anything to read into here? Your thoughts please.

Q: Hi, I have 2500 Oracle shares, Would you sell half to buy APPL.

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: Tim Cook recenting made a planned stop in Toronto with Shopify CEO Tobias Lütke to look at Shopify's AR product. Should investors of Shopify read into any of this? Apple's largest aquistion of Beats $3 billion in 2014 would look small as the current market cap of Shopify is $12 Billion USD.
Maybe Apple is not looking to acquire Shopify, but it is a really great endorsement of what is to come from Shopify and that they will be a player in AR.
https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Apple

Q: I have some U S Dollars to invest. What 5 U S Companies would you recommend for Capital Appreciation over next two years. ?
RAK

Q: Hi,

I have 2 questions:

1) What is your opinion on Apple and Amazon's current stock price? Is it too overvalued (to buy)?

2) What do you think the impact of the new $14 minimum wage in Ontario will be on the food industry, particularly, on Premium Brand Holdings?

Thank you

Q: Hi !
Any suggestion for a US growth stock with a good dividend to put in my RRIF ?
I am looking at Royal Dutch Shell (rds), Chevron (cvx), LyondellBasell (lyb), Diageo (deo), Global X NASDAQ China Technology (qqqc); any views on theses ? Please deduct the number of questions you deemed appropriate.
Thankfully yours,

Jacques

Q: I hold the above companies in my US portfolio. I would like your opinion on large cap US tech stocks in general.

Many thanks for your service!

Q: Morning 5iResearch Team,
How would the law suits launched against AAPL in connection with older iPhones being rigged to slow their operations, affect your assessment of AAPL? Is it a buy, hold or sell now?
Cheers,

Q: Hello 5i. I owe the above noted stocks. Weightings= amzn-8%, goog-6%, avgo-4% and apple-12%. Please advise how would you adjust weightings going forward in 2018 and 2ndly, would you substitute any of these tech stocks with any other ones you deem better plays?

Q: Good afternoon 5i. I own the following stocks. Today there`s been talk about possible sector rotation of funds going from tech to financials. The Nasdaq is down 1.3% today. My portfolio stands as of right now at 22% tech and 15% financials. Would you recommend I leave my portfolio as is or should I lean more towards financials going forward?

Thx/Rob

Q: I own Apple, Amazon, Facebook and Google plus others. The four stocks have done extremely well for me. I have reviewed the charts for each stock and they go from bottom left to top right; the 200 day moving average looks great, the stocks touch the line and then moves higher; the top line and eps are getting better all the time; they are all spending significantly on RD for the next AI or AR or self driving cars or whatever; and they are dominate in their respective industries to name a few comments.
What gets in their way to make them stumble? Is this or these event(s) soon?

I can’t see a reason to sell or trim.

Thanks as always.

Clayton.

Q: From the list of us growth play, which 5 would you pick for your rrsp with 10-15 yrs time frame ? Or any other us stocks that stands out in your mind.

Q: Apologies in advance for the length of this question. I am working my way through a report by Bank of America Merrill Lynch on the medium to long term prospects of VR, AR and MR, (Virtual reality, Augmented Reality and Mixed Reality). The upshot is basically that they see very large growth in this sector with applications far and wide. Here is a link for anyone interested https://www.bofaml.com/content/dam/boamlimages/documents/articles/ID16_1099/virtual_reality_primer_short.pdf. There are established large tech companies (FB, AAPL and GOOGL) who are buying up companies in this area and there are smaller companies already working in this space. My question is twofold. Is it, in your estimation a good time to step into these large cap tech stocks if I currently have no position? And are there any companies that are directly in this space that you would recommend? Thank-you in advance.

Q: Hi,

I have a few questions:

1) What is your comment on the current price of JKHY? Is it too expensive or overvalued?

2) Amazon's price rose almost by $130 this week. Is it too expensive now? Should I wait for pullback to add more or sell half position?

3) What do you think Apple's growth prospects are? Is it worth it to buy now?

4) What is your comment on OCLR?

5) I still have a number of question credits left in my account for this year's membership, will they carry over into my next year of membership (I have already purchased next year's membership)?

Thank you!

Q: Hi 5i Team.
Apple has grown to be twenty percent of my portfolio.
What percentage would you suggest to hold, and which fast growing US stocks to add for diversity.
I currently own half positions in:
NFLX, AMZN, GOOG, STMP, NVDA, BRK.B, CGNX.
Full positions in:
FB, DIS, MCD, WMT, V.

Thanks for the service I am always learning something new.

Q: Hi Folks,

I'm interested in purchasing 1 or 2 of the FAANG stocks for a long term hold. How would you rank them at this time? Do you consider all to be good buys at today's prices?

Thanks as always...

Dennis

Q: Hello Peter, Ryan and 5i team,

I recently sold my position in BYD.un and would like to instead deploy the funds to add another one of the FAANG stocks?
The ytd return on BYD.un is just about 10% and would like a growth stock for a 5+year hold. I own half postions in FB, GOOG and would like to know which would you add and have most conviction with for a long term (forever?) hold? I was leaning towards AMZN, BABA or APPL? Or would you suggest a half position in a two of these?

Thank you as always for your valued opinion,
Regards,
Romeo

Q: From 1-5, how would you rank the FAANG stocks on growth prospects over the next 5 years? How would you rank them on risk profile over the same 5 year period?
Great website.
Thanks

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