skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In my well diversified portfolio, ignoring taxes and cash requirements, which of the above equities would it prudent to be sell or add to currently? Thank you.
Read Answer Asked by Harold on January 22, 2020
Q: I started following the 5i balanced equity portfolio in my LIRA a couple of months ago, but to change it up I am thinking about taking a 5% portfolio position in one of these companies. I have a 25-year investment time horizon for my LIRA. If I wanted to replace one of the 5i balanced equity portfolio funds with one of SHOP, APPL, TSLA, GOOG or AMZN, what would you recommend (both the one I would sell and the one to replace it with)?
Read Answer Asked by Keith on January 21, 2020
Q: Hi,

Is there an ETF that focuses on the streaming wars - Disney, Amazon, Apple, Netflix, etc.

Read Answer Asked by Graeme on January 07, 2020
Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
Read Answer Asked by Dave on November 21, 2019
Q: Can you please name a US company best positioned to provide AI, preferably one with a dividend, even a modest one.

Thanks
Read Answer Asked by Joanne on November 20, 2019
Q: A first question on this Discovery, which has a fairly stale chart over five years. However, they have some significantly subscribed to channels including Discovery, Animal Planet, TLC and HGTV. With Apple, Amazon, Netflix and Disney vying for space and content, how would you rate DISCK as a takeover target? With a $15B market cap, I know APPL and AMZN could afford it, what about the others?

Thanks.
Read Answer Asked by Cameron on November 20, 2019
Q: I've been active in DIY investing for 7 years. Have chosen only CDN listed stocks and, with 5i's help, have been reasonably satisfied with returns over that period. However, despite my stubborn resistance to the US, I cannot continue to ignore that market. So I have 5 forced-choice questions for you. I will invest in 5 of the 11 listed. I'd like your opinion about which one in each group to invest. These are LT holds (5+ years). I'm not expecting a detailed rationale, but would appreciate knowing if your preferences are strong. Or not. Thanks!
GOOG vs. AMZN
HD vs. LOW
AMD vs. NVDA
AAPL vs. MSFT
AYX vs. TTD vs. TEAM
Read Answer Asked by RANDALL on November 11, 2019
Q: For an angreswive investor, where would you put new money. Can you rank them in terms of how compelling they are at their current prices ?
Thanks
Read Answer Asked by Karim on November 06, 2019
Q: Google is trading close to January 2018 levels. Amazon is above March 2018 values but not dramatically. How much better are these companies then 20 and 17 months ago respectively on key metrics?
Are they as good a bet as you are going to get to beat the S&P 500 over the next 5 to 10 years? (I know a lot can happen over that time frame, but that is the same with every company)
Read Answer Asked by Steve on October 07, 2019
Q: Cons Disc [CD] portfolio target is 9%; current holdings 1.5% ea AMZN, SHOP [technically IT, but now more similar to AMZN? if not, then only 3% allocated], and CMCSA. 5+ yrs growth goal. To add and/ or new buys?
1. e-commerce: AMZN, SHOP, others?
2. retail watch list [WList]: advise re LULU, NKE, SBUX, others?
3. TV/ connected WList: DIS, ROKU & TLRA [both IT, but ultimately tied to Consumer spending]
4. Or, XLY and/ or TDB 424 Fund [Entertainment & Communication holds some Cons Disc, but not 100%] or other.
This is a mix but would appreciate your advice with sector allocation.
Thx
Read Answer Asked by sam on October 01, 2019
Q: Hello 5i,
I've done well with Shopify and Amazon with SHOP being up over 1000%. Lucky me!
They now collectively make up a little under 10% of my holdings. Everything I see says "better days ahead" so I don't mind holding on to them being a long term holder.
What do you think, is my exposure too concentrated?
Thanks in advance.
Read Answer Asked by Gregory on September 16, 2019
Q: AMZN has been pretty flat for the last year. I've held BABA for a while now and am around the break even point. Would you advise selling BABA and buying Amazon?
Read Answer Asked by Bruce on September 12, 2019
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Q: When trying to find the next stock with great returns like, Shopify or Beyond Meat what or where should one look.
I'm guessing something disruptive with greater than 30% revenue growth.
I have been cruising news articles and used stock screeners and haven't found anything recently. I'm guessing that a vegan fast food restaurant chain would take off similar to Chipotle and Noodle Co. did years ago.
Any companies or thoughts?
Read Answer Asked by Terry on August 22, 2019
Q: I would like to start a position in both Googl and Amzn, but I wondering if I should wait for a better entry point. I realize its impossible to pick the perfect entry point, but I wondering what your thoughts would be on just taking the plunge now, and not worrying to much about what price I get in at, since this is a longer term hold min. 5 years, or should I stay on sidelines until all of this Trade Business settles down?
Read Answer Asked by John on August 20, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!