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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 There,

Can you please explain the emergence of the Canadian Depositary Receipts (CDRs), how they work, under what circumstances one should buy them ie. what kind of investor how they trade, and your overall opinion on them?

Thank you!
Read Answer Asked by Robert on October 13, 2021
Q: If you held Facebook, would you be concerned with the revelations coming out now from the whistleblower? Are you concerned that FB is going to be more heavily regulated in the future, which will impact revenues, and therefore share price?

I have a small gain as most of it has been wiped out. Not sure what to do with this one.

Thanks
Read Answer Asked by Robert on October 07, 2021
Q: Markets are going through a correction the past couple of weeks, particularly today (Tuesday). Tech is being hit hard. Can we have your assessment of the situation and what you see unfolding in the next few months? Do you view this as a buying opportunity or is it too early for this? Can you provide some names that have sold off too much in your opinion and might lead the rebound, when it happens.
Read Answer Asked on September 29, 2021
Q: Hi Team,
I am currently reviewing my TFSA and the current holdings within that account. I am looking for your thoughts if any of my holdings should be adjusted or removed/trimmed, or if you had any suggestions for new buys. My focus in this account is growth for a 10yr+ period. I hold the following stocks, listed as a % of my tfsa: LSPD (32.3%), CELH (9%), Docu (5.6%), Fb (19.3%), Pltr (4.9%), SQ (12.2%), TTD (8.9%), U (7.9%). Thanks

Shane
Read Answer Asked by Shane on September 22, 2021
Q: Hi Folks,
finally breaking even with KXS - do you think it's a sell at this price or does it have more runway left in it ? Would a switch to GOOG or FB make more sense at this time?
Thanks
Read Answer Asked by JOHN on August 10, 2021
Q: I would like to start a Growth portfolio, with 60% US and 40% Canadian stocks. I have approximately $300,000 for this account and a long term view. Would appreciate some suggestions. thanks
Read Answer Asked by Joanne on August 09, 2021
Q: Hello, a great service and learning lots from the Q&A. I have a small Canadian portfolio with MG, OTEX, CNQ, BIP.UN and MFC. And also DIS from US side. I am looking to charge it up with some growth performers over the next 5 years. How do these holdings rate and any suggestions on additions? Would you replace any of these?

Thanks for the feedback. Have a great day.
Read Answer Asked by Aly on August 09, 2021
Q: All the four companies have ad revenue and three of them showed slowdown from ad and have provided weak guidance. What differentiates Alphabet from the three?

Thanks.
Read Answer Asked by Liping on August 04, 2021
Q: With recent earnings releases for the above companies completed did anything specifically surprise you or excite you about their futures more so then before? Specifically Microsoft PayPal visa and Facebook.

For Google, it’s revenue growth was massive (68%) for a company it’s size and YouTube contributing almost the same revenue this quarter as Netflix was crazy to me. With ads growth via search not going away and cloud being a big focus for them I don’t see many things stopping it…
What do you see as the biggest risk for it specifically other then the big scary Antitrust breakup?
Read Answer Asked by Michael on August 04, 2021
Q: Now that Wealthsimple is offering Fractional Share purchases does it make sense to buy the Faang?

Thanks!
Read Answer Asked by Austin on July 22, 2021
Q: Hello. How would you rank these companies and which would you be buying now (if any) and why?

Thanks in advance!!
Read Answer Asked by Robert on July 20, 2021
Q: Hello 5i,
According to RBC Global Investment outlook, their top 3 U.S. sectors are: Financial (11%), Information Technology (28%), Consumer discretionary (13%) .
In Canada: Financial (31%), Industrials (13%), Energy (12%), material (12%).
Could you recommend 2-3 stocks in each of these classes ?

Thank you for your great service,
Carlo
Read Answer Asked by Carlo on July 13, 2021
Q: For my small growth portfolio and looking to buy these 5 techs now, would you avoid or hold off on any of these with the current conditions and prices??
Read Answer Asked by Danny-boy on June 22, 2021
Q: Hi 5i
Shopify share price has had quite an increase since yesterday....can you provide some insight as to what is driving this?

I get concerned with sudden increase in a shares price, if i do not understand the reason why.....

Would you continue to hold for 2yr -3 yr period ? Road bumps ahead?
Thx

jim
Read Answer Asked by jim on June 17, 2021
Q: Do you have any concerns about the antitrust chatter and the new FTC appointment? Specifically for google Facebook Amazon and Apple. Breaking up Big Tech seems unlikely and would potentially unlock more value by selling off pieces of the companies (how much would Instagram be worth or AWS or YouTube)… but can any laws get passed that will really change the trajectory of these businesses the runway ahead of them still seems to be massive.

They all have so much cash and so much information about their customers and surely have the ability to pivot and skirt the new “rules”. I still view them as safe as any ETF out there with much better growth potential.
Read Answer Asked by Michael on June 17, 2021
Q: I already own AAPL, AMD, AMZN, CRWD, J, AND MS.
I was looking at CRM, FB, GOOG and AVGO. I would appreciate your recommendations and am looking at adding 5 companies.

Thank you.

Donna
Read Answer Asked by Donna on June 08, 2021
Q: Twitter launching a new service with a subscription fee. Any thoughts on Twitter blue and would you buy the news? I had Twitter and sold it around the 69$ mark. To give me an idea, could you please rank these in terms of a buy as of today: Twitter, Pinterest, Facebook, Snapchat, Netflix. 5+ Yr hold, Registered account.
Read Answer Asked by Michael on June 04, 2021
Q: I am planning to purchase equal amounts ($) of the above. Do you consider these companies do be reasonably safe investments over a 3-5 year period?
Would you suggest a replacement or deletion for any of these companies? I am over 80 and am hoping to have a reasonable return from this investment.
And hopefully I will still be around to spend the gains.
Read Answer Asked by ed on May 25, 2021
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