Investment Q&A

Q: Hello, if you had to choose between these 3 companies for US technology exposure, which one would you select? This is for the long term (>3 years). Thank you, Gervais

Q: In 2016 I had significant realized capital gains as I sold off shares to re-balance my portfolio. Currently I am in a loss position with the above mentioned companies. I was thinking of selling shares in these six companies to help offset the realized capital gains. Which of these shares do you think I should buy back after 30 days to avoid the superficial capital loss? Normally I would not be selling them, but for tax purposes I am contemplating doing so. AAPL makes up a significant part of my Info Technology sector and GILD is my only exposure to the health care sector. If I do not buy back the other four companies it will not impact my asset mix in my portfolio significantly. Is this the right time of year to do tax loss selling for these companies?

Thank you

Q: I feel as if I have owned Apple forever! I am now down 20% on the stock and just about ready to throw in the towel. Can you suggest a replacement in the same space with more growth potential? SIMO perhaps, which you have recommended before?

Q: I'm concerned that aapl will become another blackberry with ever declining revenues and earnings disappointments. Do you think growth catalysts are on the horizon?

Q: I am wondering if you know of any companies to invest in that are involved in "wearable Technologies".

Q: Are there any companies/organizations in the Artificial Intelligence sector that 5i believes are good long-term investment opportunities; perhaps focusing application to diagnostic medicine. (Not so interested in driver-less cars, but believe that there must be tremendous long-term plays for companies perfecting diagnostic tools, for example.)
Thanks for your excellent investment analysis.

Q: Hello, I'm looking to take a full position with Apple, how low do you think Apple's stock price will go without some kind of catalyst to move it forward? Do you think it's best to buy it in increments or do you think we are at bottom now?
thanks,

Q: Hi there. May I get your opinion on "APPLE". Thanks!

Q: Hello Peter and Team
Some success in writing covered calls on US stocks in you last article. What would be your advice if the stock price drops significantly below the original buy price after the option expires. AAPL down over 10% last week.
Would you still consider writing a call option at a strike price well below your original cost?
Would it be a better strategy to stick to less volatile companies?
Thanks for the advice
Peter

Q: Hi Team,
What's your take on the medium to long-term future of Apple? Do you think it is a buy, hold or sell after today's expected decline?
Thank you, Michael

Q: Is an RRSP the BEST place to hold these large US DIVIDEND paying Stocks? I know they should NOT b held in a TFSA.

Thanks! Austin

Q: Which one of these technology stocks do you feel has the greater opportunity for capital appreciation over the next 3 -6 month period. Could not decide so I chose to purchase shares in both ... Thank you for your valued opinion.

Q: Would comment on AAPL's & Netflix'x latest earnings and where you see the stocks going from here.
Tks

Q: Hi

What are your thoughts regarding the planned 7 for 1 split in AAPL. If you were to give AAPL a rating what would it be and why?

Thanks
Hersh

Q: I have a well balanced 5I style portfolio, Thanks. Regarding my US holdings I have SPY, EFA, IBB, IWO, VIG, TAL, YUM, XLY, AAPL and a little US cash. Apple is flat, the rest have been fantastic. What do you think about selling Apple and buying something tech like such as QQQ with about 4% of my US portfolio? If you think this is a good idea is QQQ the choice or something else in any sector?

Q: Hi Peter - any thoughts on Carl Ichan's push to have Apple (AAPL) accelerate the buyback of stock?

Q: Hi what is your opinion on Apple stock now ?
What is your bottom price target and high price target ?
Thanks for your input .
John .

Q: Good afternoon,
I am considering liquidating a position in either Cisco or Intel and investing the proceeds in Apple. Would you endorse this strategy, and, if so, which company would you sell?
Thank you for your assistance.

Q: I lost a lot of money on Apple when it fell from $640 but I sold at $540 and bought back in at $490 on the way back up. I think it is a GREAT company with solid earnings growth and a low P/E but the market has a hard time giving it the same kind of respect that it gives Google, Amazon, Twitter etc.
What do you think about the stock for the next year and what would make you sell it?
Thanks,
Ken

Q: Hi 5i team,

I have held Apple for about a year. What's your thoughts on the stock within the next 2-3 years for growth potential? The company needs some sort of catalyst to get it going again, which seems like just a matter of time. Would you recommend being patient and continuing to hold this one? If not, is there another name in the sector that you would recommend switching into?

Thanks as always,