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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: Hello,

After GOOG does their split - do you think the demand/trading volume for the CDR will dry up?

And in a worst case scenario that likely will never happen - if the CDR winds up and liquidates....would the holders get cash returned or would they receive proportional equivalent of US listed GOOG?

thank you and have a great weekend.
Read Answer Asked by Brad on March 14, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
Q: At this time, which stock would be a better investment for a 3 to 5 year hold? I understand that both will be splitting in the near future. As well, if Google is the choice, would it be Goog.us or Googl.us that should be bought? Would you buy before the split or after? Thank you for your guidance.
Read Answer Asked by Stella on March 10, 2022
Q: Read all u recent comments on ITP .Have some in my TSFA. Closed today @$39.30,which is just $1.20 off T.O. price of $40.50,expected closing in May 2022.Thinking of selling soon to buy better potential in GOOG, AMZN(20-1 split) & BAM.A,& u possible suggestions. Please provide u opinion .Also when is the 20-1 split for GOOG. Txs for u usual great services & opinion
Read Answer Asked by Peter on March 10, 2022
Q: Would you have a good proxy for U:US, DND and GH:US to capture tax losses, I do not need them but I would use them at for the future? If there is no equivalent, please state that as well and I can wait until markets return, whenever that will be.

Thanks for your service!
Read Answer Asked by Ozzie on March 10, 2022
Q: would you describe these companies now more as GARP? what are there current P/E ratios P/S ratios and PEG ratios for the last 3 years what has been the lowest p/e. lowest p/s. and lowest PEG. please show how you calculate current PEG and why it can be a useful tool when determine value. many thanks Richard
Read Answer Asked by richard on March 09, 2022
Q: Hello Peter,
Thank you for your suggestion to have some silver in the portfolio. It got life just when I was considering an exit . This question is also somewhat related.
I am beginning to think that Energy and Commodities have got significant room to run this summer. I am overweight technology and overweight semiconductors within. All my favorite growth stocks besides UPST.
To increase my portfolio in energy and commodities I need to reduce technology including names like NVDA AMAT GOOG etc. I am thinking that the tech sector will not react violently to the upside and there will be sufficient time to rotate back from energy and commodities.
However, I also feel that just when I throw in the towel, the market will find support and bounce back. I do believe in their long term future but perhaps not a bad idea to trade the trend for now. I am on the fence with financials too at the moment, what with the war, asset freezes, bans and Powell tempering his tone.
What would you suggest to me.
Regards
Rajiv
Read Answer Asked by Rajiv on March 09, 2022
Q: Hi group would like your opinion on Gold / silver in general good time to buy or little late to the party?

Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in

What% of my portfolio should be in energy going fwd

I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points

Realize more than one question here so deduct as necessary thanks for your help
Read Answer Asked by Terence on March 09, 2022
Q: Hi 5i We have $65000.00 in cash in an RRESP account. The funds will not be used for 7 years. We are looking to get back into the market. May we have 5 Canadian and 5 US suggestions. Thanks



Read Answer Asked by Gordon on March 07, 2022
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
Read Answer Asked by Ken on March 04, 2022
Q: Hi!
My question is around what to do with high growth, unprofitable technology companies that were once huge winners. If one has a small portion allocated to these companies, does it make sense to hold and one day things could turn and these stocks can gain again. There is so much talk to switch to value/cyclical/materials and that trade can last for a very long time. My guess is you favour diversification which I have, but of course wonder if these unprofitable tech names can go down another 50 percent and will they ever recover?? Which of the high growth unprofitable tech names would you be adding to or would you only add to profitable tech like Meta, Amazon, Google, etc...
Thank you!
Read Answer Asked by Neil on March 04, 2022
Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks
Read Answer Asked by Angus on March 04, 2022
Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?
Read Answer Asked by Timothy on March 02, 2022
Q: Hi 5i,
In a recent question on Apple’s new privacy policy on iOS, you said that FB will be impacted as it is an App on the iphone, but GOOG is largely unaffected as most of its ad revenue is derived from its search engine. In another question, you mentioned that GOOG is also implementing similar changes to its Android system. With the big guns tightening their privacy settings, will the smaller players, such as MGNI and AT, see a significant drag on their revenues? MGNI and AT are off big time but it may be more the market backdrop.
Thanks again.
Read Answer Asked by Dave on March 01, 2022
Q: In response to a question from Grant on Feb 24 you said "...we think GOOG is one of the easier stocks to buy right now" (re initiating a full position). 25 year-old looking to contribute $6000 to a TFSA, long-term time horizon. Given GOOG is currently trading at around $2700USD (approx $3500CAD) and with only $6k to work with, what do you think of using the CDR alternative (GOOG.NE at about $23CAD) instead, if looking to invest as much as possible of the $6k into GOOG? Was also considering BAM.A (already has some in the portfolio). I know they're both good companies but which of the two would you side with long-term if only choosing one? Thanks.
Read Answer Asked by Bruce on February 28, 2022
Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks
Read Answer Asked by joseph on February 25, 2022
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