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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: Hi team,

I am watching WATCH. Cramer keeps coming up with new acronyms. I think he coined FANG several years ago. Cramer likes large cap consumer names with scale. So do I. I am looking for a new name in that sector to offset my large tech holdings. I already own a full Walmart position. While I like Amazon, I still view it as trading with tech sentiment, despite its classification, and I have more than enough tech. I am not sure it should be in this grouping, but I guess Cramer needed an A. I am considering Target, which I think is back on track after its foray into Canada a few years ago. I think I missed the big run in Costco. I don’t mind buying expensive tech stocks for growth, but I am more reluctant to overpay for consumer stocks. Lastly is Home Depot and it still looks relatively attractive to me here. What is your view on adding either Target or Home Depot for growth or are there other large cap consumer names that I should consider?

Thanks again.
Dave
Read Answer Asked by Dave on July 17, 2019
Q: Hi, I currently have $11,500 to add to my TFSA with a long term horizon. I currently hold CNR (2.53%), NTR (2.88%), PLC (5.04%) PPL (2.98%), TD (4.21%), V (4.71), WCN (6.15%), XLV (3.31%) MAW 104 (25.11%). I am wondering if I should add to the current companies or might you have any other suggestions?
Read Answer Asked by Penny on July 11, 2019
Q: Interesting news from Shopify re: opening fulfillment centers in the U.S. ($1 Billion over 5 years). I see this as more directly competing with AMZN, whom I thought they were friendly with.

I own SHOP but I'm honestly not too sure how dependant they are on AMZN for their business. Here on 5i it's been mentioned that they have a serious relationship, but I've never seen it quantified...are you able to share how much of SHOPs business is from AMZN (based on revenue, EPS or other) and what specifically their partnership is?

With this news and within a year or two I'm guessing SHOP will either be dropped by AMZN or bought out.
Read Answer Asked by Cameron on June 20, 2019
Q: I’m certainly not complaining but Shopify has be so strong this year, can you provide any insight? Do you see this momentum continuing? Amazon seems now to be limiting the number of smaller sized vendors, is this a big plus for Shop?
Thank you
Read Answer Asked by Marty on May 28, 2019
Q: Hello 5i,

We are looking for advice on stocks that should be held in a US account rather than a CDN account. Our RBC RRSP has both CDN and US funds available. After reading several questions and answers it is clear that we are very confused about this topic. We are hoping questions below can help us grasp a general rule of thumb on which currency should we purchase and hold stocks for our RRSP's.
e.g.
1. should stocks that pay dividends in US funds be held in the US account or CDN account if they can be purchased in either currency? i.e. AQN, BAM
2. if we buy a stock such as Google (no dividend) to hold for a long time should this be purchased with US funds or CDN funds. Is this a stock that should be in a TFSA instead of an RRSP?
3. if we buy and sell lows and highs on stocks without dividends such as AMZN, and BABA, (2-3 transactions per year) should this be purchased on the US or CDN side of our RRSP.
4. if we are to purchase an ETF that pays a dividend in US funds should this be purchased and held in US funds?

Thank you for your help.
Debbie and Jerry




Read Answer Asked by Jerry on May 27, 2019
Q: Today Gigi asked you a question:
watched---active Amazon.com Inc. (AMZN)
watched---active Boyd Group Income Fund (BYD.UN)
watched---active Alteryx Inc. Class A (AYX)
Add to favourite
Q: What would be your top 3 picks as of today to invest in for a 5 year timeframe. Assuming a diversified portfolio already exists.

Asked by Gigi on May 23, 2019
5I RESEARCH ANSWER:
BYD.UN, TEAM and AMZN

your answer was:BYD.UN, TEAM and AMZN but on top of her question you display
AMZN, BYD.UN,& AYX . Which answer is proper the one with TEAM or one with AYX and what is order of preference .
Andrew
Read Answer Asked by Andrzej on May 23, 2019
Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald
Read Answer Asked by Ronald on May 21, 2019
Q: Good morning,

If you had to keep 3 of the 6 listed companies, which ones would you choose. The goal is for pure growth over next 10 years assuming all companies continue to grow and execute on their existing business and outlooks etc. No sector concerns but I want to keep 1 Canadian and 2 US companies. Thank you for the continued advice!
Read Answer Asked by Michael on May 17, 2019
Q: What makes Shopify , 3 yr. gain 800%, 1 yr gain 75%, Amazon 3 yr. gain 180%, 1 yr gain 20%. Is the market telling us that Shop is a more valuable co. than Amazon? I just don't see how you can you can compare the two, at this growth Shop will be larger than Amazon in 3 yrs.
Read Answer Asked by eugene on May 02, 2019
Q: What are you're thoughts on WBA's earnings. Given the recent selloff would you still hold it for the long term or sell. I do not mind volatility. If it is a sell what US stock would you replace it with for growth. Thanks Chris
Read Answer Asked by chris on April 25, 2019
Q: Hi There,
I am currently looking at adding one US stock to my RRSP account. I currently have JPM, VTI and IWO in the account. Of the above listed stocks or any others you feel would be a better fit, which would you recommend? Timeframe is 10 plus years.
Thank You,
Read Answer Asked by Kevin on April 18, 2019
Q: Hi,
Looking to decrease the number of holdings in the above listed stocks. Which 2 would you sell?
Thank you,
Brent
Read Answer Asked by Brent on April 18, 2019
Q: I am very fortunate to be a member of 5I,Thanks
I wish you were actively advising on US stocks meanwhile however
for me to start please suggest some US stocks or etf for not very aggressive
stocks with high volatility but something like BNS,SLF,td in Canada Income is not my priority but steady growth is in my mind not stocks like canabis?
I appreciate your sugestion and has always benefited from them
Nizar
Read Answer Asked by Nizar on March 19, 2019
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