Investment Q&A

Q: Could you please give me your opinion on what the best plays are in regards to virtual reality. I have a long term high risk tolerance. I don't have a preference if it's Canadian or US companies.

Q: Trying to get closer to 30 stocks in portfolio from 42. Which one from communication and one from consumer cyclical might you sell first? Thanks

Q: Hi there,

Could you please provide 8-10 companies, preferably in the US that are in the AI and machine learning category and that you think have great technology and a large potential market? No need for in depth analysis so you can keep it brief. I'm looking for a place to start more in depth research. Much appreciated!

PS - I sent a question in awhile back that is probably still in queue as it asked for info on 6 companies that are not mainstream. No rush but please let me know if you didn't get it.

Q: Portfolio Analytics suggests I need to increase my U.S. holdings and communication services allocations as it current says I have no comm. services. 2 part question to help address this gap in my portfolio (feel free to take 2 credits):
1) I currently hold TTD. Do you consider TTD a communication service? Your platform labels it as technology (software) whereas BMO Investorline labels it a comm. service.
2) Can you please provide me with your favorite 3-5 U.S. names in communication services (in order) that you would start a position in today. This would be bought in either my TFSA or RRSP. I am a younger investor that has 20+ years until retirement (defined benefits pension) so would be focusing on growth. A dividend is not a requirement.

I have scanned past answers to look for names you have mentioned recently (somen noted above) but there was never a focused question on just communication services.

Thanks for the fantastic service! I cannot understate how much I have learnt since becoming a member.

Q: I'm wondering if you have strong feelings about the prospects of any of these or similar mega cap tech stocks, in terms of their values against each other or others similar. I own most of these but on their own they are fairly small holdings. Could you please rank, and which would be worth trading up for the others? Also how many would you recommend holding?

Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks

Q: HI 5i Team. I really appreciate your comments that speak to opportunities/areas or perhaps "themes" where you currently see good growth opportunities now and in the coming years. Some commentators have pointed to themes such as EV and materials that support EV, clean tech generally, changes in healthcare, etc. What would you consider to be some of the better investing themes right now (say 3 or 4?) and what would some of your suggestions right now for some good Canadian and good US stock selections within each, with growth in mind over a roughly 5 year horizon in a TFSA. I already have positions in LSPD, WELL, XBC and QST, and I plan to acquire AZT next. So I would be interested in hearing about your ideas and suggestions that might provide some additional diversification into other areas. Thanks very much - take as many question credits as necessary.

Q: Hi,
Your opinion on GIB.A, CNR, LAC and FB Please.
Thank you.

Q: Can you think of any companies that would be potential buyers of Sprout?

Q: Question 1: Considering buying a few hundred shares of ADTX (NASDAQ). There seems to have been significant growth over the last year and since the company launched (2017), and I like the biotechnology space and don't have any positions here yet. Can anyone provide some insight for a beginner investor on this company? I have a 2-3 year timeline and am looking for growth, okay with some risk. Feel free to suggest some alternatives to ADTX if you have some.

Question 2: I'm interested in adding some clean / renewable energy stocks to my portfolio, specifically US companies but also open to Canadian. I've been watching AQN and BEP.UN, but perhaps I'm missing some interesting ones that will benefit from the US being back in the Paris Agreement (!!). What are your favourites in this space right now?

Question 3: I currently work in A.I., and I like NVDA as a clear leader in this space. Do you think their stock is over-priced currently? It's one of the most expensive stocks in the A.I. technology space and seems too high when compared to MSFT or other players. Can you rank your favourites in the A.I. space?

Thanks 5i Team, and happy new year to everyone!

Q: hey guys,
i know there is a lot of talk about the biden administration hurting the big tech in the futur but this is not going to happen next week... What does happen next week is Facebook q1 earnings. After seing what netflix's share did after q1 earnings, do you like FB chancse to get a bump up as well ?

Q: Am interested in Biotechnology, 5G and AI, can you recommend some of the leaders in the US?
Art

Q: Thanks 5i Team - what an excellent service!! May I have your comments on my TFSA strategy and an ETF recommendation. My TFSA is almost fully funded and divided into 3 notional "buckets". Roughly 1/3 is comprised of growth securities, selected from the 5i Growth Portfolio, with my current positions being KXS, XBC, WELL and LSPD; Roughly 1/3 is comprised of about 10 Canadian "dividend growers", about half of which are among the 5i Balanced Equity or Income Portfolios such as ENB, EIF, PBH, BIP.UN and BEP.UN and the other half well known blue-chips like T, CNR, CNQ and RY; and the final 1/3 is a single, conservative diversified ETF, currently Vanguard Conservative Portfolio VCNS, which I refer to as the "anchor". I prefer to limit the total number of securities to no more than about 20 (I am a few short of that right now) so I can adequately manage things, and I add to VCNS while awaiting opportunities to purchase positions in the other securities I own, or to sell from if cash is needed so I can continue to hold the individual growth and dividend securities. I am looking for reasonable growth in my TFSA over a 5-10 year period, and I can tolerate some risk but prefer to avoid excessive volatility or risk. My questions are: (1) are these 3 roughly 1/3 buckets a sensible approach for reasonable growth over a 5-10 year horizon or would you recommend different weightings or approaches, (2) could you recommend 1 other diversified ETF that I might consider for the "anchor" portion, and (3) could you recommend 2-3 other securities for the growth portion, to add a bit more diversification. Thanks very much.

Q: Please rate goog, msft, fb and amzn.....in terms of upside/downside.
Which would be 1, 2, 3 and 4 on your list if you had to choose between these 4.
Thanks

Q: My SHOP and LSPD positions have grown to 7% and 6% of my portfolio, looking to trim the positions slightly and add to some smaller weights in my portfolio with long term high growth. How would you rank as the best to add to currently out of NVEI, FB, AMZN, VEEV, CSU, DOCU or AT? This would be for TFSA.

Also for smaller caps like WELL and XBC, would would you consider as full positions? In the 3-5% range depending on one's risk tolerance? Thanks!

Q: I would like to use my $10,000 in my TSFA for a technology stock, either software, hardware. I am balanced in my account, so I would like a growth even speculative stock. It can be either Canadian or US

Q: I already have positions in Nuan and Fang stocks. What other small/medium sized AI focused stocks would you suggest I look at for additional AI investments?

Thanks, Tim.

Q: I own these stocks in my RRSP and would like to sell two,using the proceeds to buy them back in a US$ TFSA.Which two would you advise to make this switch? I could utilize DLR.U and DLR to do this and pay the required tax using cash in my C$ TFSA .Can this switch be done directly with the tax being paid separately?

Q: Greetings All:
The only tech name I own is MSFT, and I should have added to this sector long ago. Would you please do a comparison between apple and facebook including the following metrics: Expected growth,volatility,fundamentals including strength of the balance sheet, cash on hand. Finally, your recommendation or perhaps other more favourable companies.
Thanks,
Ben.

Q: Hi Team,
I am looking to raise cash to buy CRWD. I need to sell/ trim something to raise cash to do this. Out of the following stocks, which would you recommend selling to do this: KXS, DSG, FB, Docu? Or...would you recommend this at all? Note that I currently hold KXS/ FB / Docu in 2 seperate accounts so I would probably only sell half positions in those ones. Thanks for your help!