Investment Q&A

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

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?

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?

Q: Can you give me your thoughts on how well positioned the above noted stocks are in our current economic environment?

Q: Which of these three do you currently favour

Q: Given your answer on July 23rd, has Amazon over corrected in your view? Do you see any near term catalysts that may cause it to return to the $2,000 range? I assume Bezos’ selling as of late caused some of this fall. I am considering calls on it but am gun shy due to the prospect of getting the timing wrong. Thanks.

Q: Would you initiate a position on Amazon at this point?

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

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?

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.

Q: What would your three or four top consumer cyclical picks be for an income investor looking for a bit of growth, Canadian or US?

Lyle

Q: How significant is the US antitrust issue for Google and Amazon?

Q: Do you have any recommendations for companies in the Artificial Intelligence sector?

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

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

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

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.

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

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!

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.