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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: Greetings 5i,

My portfolio is well diversified across all Canadian sectors, but lacking in American holdings. I am therefore making an effort to increase my US exposure, and am considering adding one of the FAANG stocks to augment my Canadian tech holdings of OTEX and PHO. Currently. I am leaning towards AMZN (as I view it as a great mix of established market dominance and growth potential based on its diversification into brick and mortar), or APPL (due to its massive cash position and what appears to be excellent stability going forward).

I am 36, fairly conservative (although not totally opposed to risk), and am looking for something to hold for the long-term.

Do either of these choices sound like a reasonable course of action to you? Do you favour one over the other at this time? Is there another large American tech holding that you feel would be more appropriate?

Thank you.
Read Answer Asked by Lucas on September 06, 2017
Q: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques
Read Answer Asked by Jacques on August 08, 2017
Q: Hello Folks:
I have owned GE in our portfolio for a number of years however am disenchanted with it's performance, and have limited hope of a shorter term fix, because of it's complexity and size. I do not own any teck stocks and considering google or microsoft. Allowing I am 70 years of age would I be foolish to go with google, even with it not having a dividend. I feel google has much more upside.
Thanks for everything
brian
Read Answer Asked by Brian on August 03, 2017
Q: what is your favourite ETF or growth stock that is outside Canada. Is it a good time to buy it now?
Read Answer Asked by Helen on July 19, 2017
Q: I currently do not have any tech holdings. I feel like I might be late to the game here. Looking for you to convince me otherwise! I was looking at goog, kxs, orcl or if you have any suggestions as all of these have had big runs lately. thanks.
Read Answer Asked by David on June 29, 2017
Q: I have owned the GOOG class "C" shares for many years and it trades with a minor discount to the class A GOOGL shares. On Market Call today the guest indicated "you should always buy the GOOGL shares. What is your opinion and if you agree should I sell to then acquire the GOOGL shares? That said, is this a reasonable time to bring this from a 3.4% weighting up to a 5%? Appreciate your insight.
Read Answer Asked by Don on June 14, 2017
Q: Hi,
I currently don't hold any tech. With the drop last week almost sector wide would you think this is a good entry point? I'm long term (at least 3-5 years), fairly comfortable with risk. What would you recommend? Any drips available will be utilized as well.

THanks!
Read Answer Asked by david on June 12, 2017
Q: Good morning gentlemen,

I have fairly large gains in the fang stocks as well as with Apple. With the Nasdaq taking its second consecutive beat down today, Would you be inclined to take profits. With Apple being down close to 8 percent in two days ( due to downgrades, ostensibly), in your experience. Does a stock like this rebound the following day? Also, do you think the sector shift away from tech could be an enduring trend?

All of the aforementioned positions are at 5-6 percent holdings.

What I'm getting down to is : sell today, or wait for a rebound ? I understand the former involves a degree of market timing, but surely with your many years in the industry, you must have some flair for such events.

With much appreciation,
Karim Rahim
Read Answer Asked by Karim on June 12, 2017
Q: I have sold my shares of GE, and would like to replace it with something that is growing a bit faster. Could you suggest such a company for me. Thank you! Dot
Read Answer Asked by Dorthy on May 30, 2017
Q: HELP, I am a confused investor trying to sort out the world of Technology stocks. What I would like is a meaningful way to categorize technology companies, particularly US tech. co's. For example:
PFPT is a security provider.
TSM and AVGO are semiconductor co's.
NVDA does graphics
IBM is an IT co.
5iR Team help.....could you breakdown internet tech into some subcategories and perhaps give me a US stock name for each that would allow me to do some research. In other words I see the forest but help me name the trees.
Thanks team. Chris



Read Answer Asked by Chris on May 24, 2017
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