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: Good morning, 5i team,

I know you don't usually give advice on US stocks. I wonder if you can provide your opinion if Amazon is a buy at the current price! What do you think of the valuation n growth in the next three years? What would be the greatest risk?

Do you think it's better to buy a Healthcare stock instead? If yes, can you provide a name or two mainly for growth?

Thanks a lot! Rossana.




Read Answer Asked by Rossana on June 05, 2017
Q: The accelerating economic trend towards online commerce is one I feel is woefully underrepresented in my current portfolio. How would you suggest I address this today? Buy AMZN? Buy SHOP? Would half positions make sense given the strong runs these stocks have had?
Read Answer Asked by Patrick on May 04, 2017
Q: Hi. I have two companies in the consumer discretionary portion of my portfolio; Canadian Tire and Walmart, each comprising 5% of my total portfolio. My stock portfolio consists of 18 companies spread over most of the TSX sectors. I am contemplating gradually replacing Walmart with Amazon and would like your opinion. Thanks.

JR
Read Answer Asked by John on February 21, 2017
Q: In Today's answer to a question by Peter,
5i wrote:
"Certainly AmazonGo is something that needs to be watched, as it reduces costs and time for the customer, thus it could be very popular. But others will follow if the techology works well, and Loblaw has already started a big online push."

Is this the technology that Shopify supplies ? Is there further opportunity to invest in this type of technology .
Read Answer Asked by Leonard on February 08, 2017
Q: Hello, above are the list of us securities i hold. Can you give me your top 5 US conviction names, mid to large cap, preferably not financials as I am already overweight this sector. Your choices do not have to be sector specific. Thank you!

MSFT (Microsoft),CVS (CVS Health),IBB (iShares Nasdaq Biotechnology ETF),AMZN (Amazon Com),RIO (Rio Tinto PLC),PG (Procter and Gamble),LULU (Lululemon Athletica Inc.),DIS (Walt Disney),NFLX (Netflix),DY (Dycom Industries),RTN (Raytheon 'B'),CVX (Chevron),TWX (Time Warner),JPM (JP Morgan Chase and Company),BAC (Bank of America)

KR
Read Answer Asked by Karim on January 04, 2017
Q: Hello Peter,
I have not seen any news (yahoo, google etc) to account for a big drop today on ACQ. Any idea please? Also, can you comment on why Amazon given their release last night why their stock hardly got hit, yet DH Corp and others take a huge loss if they miss earnings, etc . Do you think it has to do with forward guidance which may lessen the losses. Thank you.
Read Answer Asked by umedali on October 28, 2016
Q: Hey team, I've decided to add these two stocks to my portfolio as long-term investments. My one hesitation is with timing. As both are sitting around all time highs right now, would you suggest holding off for a couple months to see if they decline, or would you go ahead and pull the trigger? In a perfect world I'd like to pick these up around $700/share.
Read Answer Asked by Mark on September 23, 2016
Q: I had purchased both Amazon and Netflix in equal weighting for my US holdings, at 2.5% each. I rode the wave of Netflix to top $130 only to see it tumbling down right to where I started. No harm, no foul. The question is, though, is the long-term growth of Netflix intact, notwithstanding its recent slowdown? I tend to have faith in these behemoths re-inventing themselves, but it doesn't always work out. Would it make sense to move this money to Amazon, or does it make good investment sense to hang on. (The other position I was thinking of adding to instead of Amazon is NVDA, now held at 2.5%, roughly.) Thanks, as ever, for your sound advice.
Read Answer Asked by Sylvia on July 22, 2016
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!