Investment Q&A

Q: hello 5i:
I'm looking for a consumer stock, the portfolio being weak in that area. I've gone over past questions on the 2 noted stocks. I find BABA very intriguing from a risk/reward perspective. Morningstar has both undervalued, BABA moreso and a 5 year chart favours BABA as its hitting the bottom of its trendline. I'd appreciate your take on it, knowing that Chinese stocks are not your focus. There are a huge number of analysts following both stocks, so I'm indirectly asking you to decipher their opinions for me. For the sake of this excercise, lets assume a "medium" risk investor (whatever that is).

Q: Do you have any concerns about the antitrust chatter and the new FTC appointment? Specifically for google Facebook Amazon and Apple. Breaking up Big Tech seems unlikely and would potentially unlock more value by selling off pieces of the companies (how much would Instagram be worth or AWS or YouTube)… but can any laws get passed that will really change the trajectory of these businesses the runway ahead of them still seems to be massive.

They all have so much cash and so much information about their customers and surely have the ability to pivot and skirt the new “rules”. I still view them as safe as any ETF out there with much better growth potential.

Q: US Compounding machine stocks - please list and rank.
Thanks

Q: What are you thoughts on using broad based ETFs as "cash" in a portfolio? It seems like that's how the ARKK funds operate, except they are using stocks (I think GOOG and AMZN). To give you some context, my portfolio is mainly VGRO/VEQT, with some 5i stock suggestions for growth mixed in. I dollar cost average into the ETFs every two weeks but I'm wondering how I should approach adding to some of my stock positions and/or start a new position. Thanks as always.
Marc

Q: Could you list your 2 favourite Canadian and 2 favourite US Communication names right now and give your reasons. Also, could you then rank these in preference?

Growth investor, 10+ year timeframe. TFSA.

Thank you!

Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.

thanks

Jim

Q: hello 5i:
back to the "best of breed". Would you put AMZN at the top of the heap of the Consumer Discretionary sector? If not, then who?
thanks and interesting webinar
Paul L

Q: Could you please rank these US stocks in terms of expected growth and safety for both the short term (1-2 years) and the long term (5-10 years)

Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!

Q: Friday messy fun question, please take it lightly. I would like to start reducing the oil companies I bought in April last year. They've done incredibly well, but now I would like to increase my tech growth stocks by opening 1 or 2 new positions. I currently own GOOG, DND, U, CRWD, RDFN, ROKU, VEEV, PINS, and SQ. They have done well under your recommendations even with the recent pullbacks. As no one can time the markets, I am not willing to wait for a surprise interest hike as it is part of a locked-in RSP. It would be a 10+ hold. 1) Without considering size, could you please rank your favourite top 5 companies addressed in this question as of today in terms of strong balance sheet & steady growth potential over time (even in an interest hike environment). 2) Could you please give a brief explanation for the #1 pick only. Thank you very much as always!

Q: I am planning to purchase equal amounts ($) of the above. Do you consider these companies do be reasonably safe investments over a 3-5 year period?
Would you suggest a replacement or deletion for any of these companies? I am over 80 and am hoping to have a reasonable return from this investment.
And hopefully I will still be around to spend the gains.

Q: Hello 5i,

We have GOOGL and AMZN are in our TFSA's but they are too expensive to add and we do not want to sell. We are retiring and will not have excess funds to add to these positions in a TFSA.

Can you recommend an ETF that has high content of Goog (15%+) and AMZN 10%+) that can be purchased in an RRSP? We do not need AAPL and MSFT as we have VGT?

The other option is may be to purchase GOOGL and AMZN in our USD RRSP though we would prefer an ETF for diversification.

Thank you for you help.

Debbie and Jerry

Q: Hi 5 i
Any thoughts on this new etf
Thx
Gerry

Q: Hello 5i,

Can you recommend an ETF with GOOG and AMZN as the main stocks (minimum 12%-15% of each) and lower amounts of other FAANG stocks (no more than 5%) as we have VGT.

Thank you.

Cheers,

Debbie and Jerry

Q: Could you elaborate on the implications of their announcement of the partnering with GOOGL?

Q: Hello Peter, here's a twist on one of your readers' favourite questions.

What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)

Q: Looking at CJT's financials (Morningstar), I notice a huge loss for derivatives, in fact the 150 million accounts for the poor earnings result in 2020. Did management royally mess up, what's your take on it?

Thanks for everything you do.

Q: TECH Just came across this new ETF. Can you give me your opinion on investing now or wait. Don't see how it can't succeed with these names.

Q: Hello Team,
How would you rank AMZN, GOOG and NFLX, given their current prices and a reopening world and why?
Thank You,
Barry

Q: Where would you consider adding to positions of Microsoft and or Amazon price wise.