Investment Q&A

Q: Could I please get your top 3 USA consumer discretionary (mid-large caps) and top 3 health care names (mid caps). All with a growth tilt. Thanks as always.

Q: I have some US funds I'd like to put to work in one or two of the mentioned names taking them from a half weight to a full 5% position. Regardless of sector weightings, which 2 do you like the most at current market valuations for capital appreciation over the next 5 to 8 years in a growth oriented portfolio? Thanks!
Greg

Q: Hi 5i team,
All these four stocks have come down in value to different degrees. Based on projected earning growth, balance sheets, and value, which two of the four above should have the strongest rebound next year? Which two will be your preference for a 2 year hold? Would now be a good time to pick up these stocks? Thanks.

Q: I am trying to consolidate my U.S. TFSA into ETF's. On the tech side I own AMZN( nice profit) NVDA ( down 38%) and SPOT (down 4%) I am thinking of selling them and buying QQQ ETF instead.
On the financial side I own JPM (down 2.7%) V (down 1%) and SQ (down 6%) Thinking of selling these and buying DGRO ETF.
Your thoughts on this? Also if there are other ETF's that you think would be better for tech and financials, please let me know. Please deduct two credits if you deem it necessary.
Thanks for your great advice,
Jen

Q: Moving your money from Regular acct to TFSAs

I am at a quandary as the market starts to lurge from the grave on a strategy moving capital from my regular account to my tfsa.

I'm letting my energy stocks ride ( i know i know, it's madness, but there's so little left there).

My real question is between my so so stocks which have regained and and are showing signs of going positive, down 30% to 3% and my winners in tech which some have done very well while some are plodding along. I'm thinking of moving one of more successful ones like SHOP AMZN ADBE or would GOOG MFST ( a recent buy) be a better choice.

I suppose the question I'm asking is more of a strategy first question rather than a specific stock. I feel no real need to buy something new, so is shifting one of my winners to the TFSA sound?

Any insight would be helpful. Deduct what is necessary.

Q: Hi 5i team,
Given the current market, which one of these two stocks has a higher stock price growth potential for a 2 to 3 years hold and why? Thanks.

Q: I have some cash to deploy. Can you state your order of preference please.
Thanks a lot.

Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios

We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?

Cheers
Jerry and Debbie

Q: Both stocks down after earnings. How do the results look to you?

I find it odd that Amazon can earn $2.88 billion or $5.75 per share which is over 80% higher than estimates of $3.14 per share, but sales were $500 million lower then estimates ($56.6 billion vs $57.1 billion)... less then 1% miss... with concerns over high valuations in tech stocks, Amazon in particular trading at a high P/E ratio, to crush earnings and go down seems like an overeaction.

Q: I own NVDA, FB, BOX, AMZN and GOOG in my son's RESP and he is still in the green. Would you briefly comment on each stock's potential rebound and rate them? Thanks.

Q: Hi Peter, Ryan,

Is it more beneficial to have stocks such as Amazon or Google inside a TFSA or in an RRSP?

Cheers,
Jerry and Debbie

Q: Artificial intelligence is a trendy topic. What recommendations do you have for a senior who wants to participate in this space?

Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?

AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN

Thanks for your thoughts.

Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria

Q: I've been to the AmazonGo cashierless store in Seattle and it is very cool. (This is the cashierless variety store where you just put stuff in your bag and walk out). It is the future. I saw yesterday that someone was mentioning or leaking that they plan 3000 stores in the near future. https://www.bloomberg.com/news/articles/2018-09-19/amazon-is-said-to-plan-up-to-3-000-cashierless-stores-by-2021 .
There are several companies working on this cashierless technology including Microsoft for Walmart.
Should ATD.B be worried about this? Or I am thinking that Cashierless technology will be an adopted technology by all and will simply be a monthly software bill to the retail business.
I own Amazon and bought more after returning from visiting the AmazonGo.
Any thoughts?

Q: I am thinking of selling off my profit in those companies. What do you suggest that are safer for the next year.
margita

Q: Thanks to good advice from 5i, my tech stocks have done well enough to make up close to 40% of my holdings! Within the sector, these are my waitings:
CSU - 12%, KXS - 12%, SHOP - 11%, CLS - 5%, GOOGL - 9%, SQ - 11 %, AAPL - 10 %, NVDA - 9%, AMZN - 15%, and SPOT - 6%.
Some of these are broadly spaced within the sector, and I hate to let any of them go, but I’m getting a bit nervous about vulnerability to a general tech turndown. Do you have suggestions for me?

Q: Dear 5i Research,
I enjoy reading your watchlist questions. I am 67 years old, semi retired and enjoy doing my own investing through a discount brokerage over many years. I do have a high risk tolerance. My retirement income is CPP, OAS and my stock portfolio in 7 figures divided amongst 6 stocks. I am a very “concentrated” investor having gone from 30 plus stocks and ETF’s to only 6 stocks – Constellation Software (CSU), Alphabet (GOOG), Berkshire Hathaway (BRK-B), Amazon (AMZN), Alibaba (BABA), and Tencent (TCEHY). I follow them all closely. Should I be concerned about my high tech component and rather concentrated portfolio? What type of diversification if any would you recommend?

Q: Which of the above two securities would yo recommend for a 5 year hold and your reasons. Thank You.

Q: Hi 5i. I trust your summer is going along swimmingly well. I
In my Info Tech I own; NVDA, CSU, GRUB, GOOG, FB, KXS, SYZ, SHOP, ADBE. and RHT. I am looking to sell and or shave one or more to purchase TEAM and SPOT. Can you suggest which please. Or would one add to my existing. My Weights are good and in line.
Thanks again ahead of time..I'm still very happy with all you do for us.