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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: The media occasionally references buying "Dogs of the Dow". Do you know if any comparative analysis has been done of the better Dow stocks which may be termed "Stars of the Dow"? If so, is there any guidance to be suggested? I think 5i favours buying "winners" rather than "losers". Thank you for your always well-reasoned comments.
Read Answer Asked by Pat & Cyril on August 15, 2023
Q: Hi Folks,
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
Read Answer Asked by JOHN on August 08, 2023
Q: Hi Folks,
I currently hold CSU and MSFT in my otherwise conservative RRSP. I am looking at adding either AAPL or GOOG for a little more growth. Can you suggest which one would be better to add today.
Thanks
Read Answer Asked by JOHN on July 24, 2023
Q: Hi,

I have had Heico on my watchlist for quite some time but never purchased any because of the premium valuation. Everything I read about it (including the questions/answers on 5i) is positive so I'm wondering if it is one of those stocks that warrants a premium valuation, ie. will always be expensive?

I do own some Ferrari (RACE) shares which have done well for me and are also at a premium valuation, but it seems (at least so far) that it deserves the premium. Same story for my Tesla shares. So I am wondering if Heico is similar to RACE and Tesla in that way? Would you consider a purchase of Heico for a growth investor with a long time frame?

Thank you,
Read Answer Asked by Doris on July 20, 2023
Q: Hi group I just sold NVDA @ $425. The plan was to wait for a pullback so i could repurchase. Looking like that will not work out. So should I buy AMD or ADBE Or? ...or just wait for a market adjustment broad based

2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L

Thanks for your help with these decisions deduct credits as required
Read Answer Asked by Terence on July 10, 2023
Q: Hi 5i.

Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
Read Answer Asked by William on July 04, 2023
Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your top 3 recommendations at this time that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,
Read Answer Asked by JOHN on July 04, 2023
Q: Will partially liquidate Dis (at a loss) balance hold for recovery. Am debating deploying to one or two of the above. For a 3 to 5 yr hold (registered acct), with capital appreciation/total return in mind, which is favoured?
Read Answer Asked by Harry on June 26, 2023
Q: Hi Peter and company,

What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?

Thanks for the great service,
Angelo
Read Answer Asked by Angelo on June 23, 2023
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.

THANK YOU for all your help.
Read Answer Asked by Fernando on June 15, 2023
Q: I have held disney now for 2 and half years and i have been in the red since can you please advice me if i sell it what would be a good replacement for it in my rrsp. And the same goes for cvs it has put me in the red as well is there a better replacement for this that pay a good yield as well. Thank you for all the support
Read Answer Asked by wilson on June 15, 2023
Q: Since AI become news I have been following with interest, however a little reluctant to put my feet into the water, as I am thinking this could be another bubble.
I have reviewed all question on AI companies, and wonder if 5i is going to consider an AI stock for the growth portfolio.
I did own Microsoft, and Apple however sold when the market crashed 2 years ago..
I look forward to reviewing your answer.
Thanks
Rick
Read Answer Asked by Rick on June 15, 2023
Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.
Read Answer Asked by Donna on June 13, 2023
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