Investment Q&A

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: I have a CCP corp (10-year time line) with the following holdings (high to low mrt value + $60K cash): ENB, AQN, ATD, SU, BAM, GC, LSPD, XBC, REAL, GUD, BEPC, CAE, BNS, CSU, ENGH, SLF, PHO, XGD, WELL, GOOS, QST, AC, BEP.UN, KXS, DOC.VN, MITK, ATZ, SYZ, DOO. To reduce tax liabilities, I plan to slowly sell off any high yielding stocks (eg ENB) and only hold buy-and-forget stocks with very low or no dividend or buy corp class ETFs like HXT, HXS, HXQ. Can you please recommend what current stocks you see as long term "keepers" and suggest any new CAN or US stocks or ETFs. Many thanks for your help!!!!

Q: Hi Peter and Team,
I am constructing $40K TFSA account. My time horizon is for 5+ years holding. Can you suggest diversified ETFs and Stocks (US and Canadian) that are a good buy at this time and a have potential to grow in the future.
Thanks,

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: Recently in response to questions, 5iR provided  target sector weightings for a dividend conservative portfolio and also for a balanced portfolio.
For my income portfolio, with a target sector weight of 10% for Communications, I have a position of 3.50% in BCE and, for health care, with a target sector weight of 10%, I have no positions. What are some Cdn and US stocks and ETF, even in Cdn dollars, would you suggest I consider.

When it comes to the balance portfolio, the communication target sector weight of 5%, I have at position of 3.00% in Telus and in the case of health care, with a target sector weighting of 10% (say in US stocks), I hold no positions. Again, what are some US stocks and ETF, even in Cdn dollars, would you suggest I consider.

Yes this is two questions in one...so please deduct two credits............Again, Thanks........Tom

Q: What is your opinion in MSFT and GOOG ...... Looking for some safe bets with potential for upside over 1-2 year period.... I have some money sitting in a savings account doing nothing, wanted to park that in Safer stocks with potential for some gains.....any other stocks in your opinion which would be good candidates..?

Also what is the difference between GOOG and GOOGL

Q: Hi Folks,

I am an income investor whose portfolio has fallen out of balance.

I need to increase weights in Basic Materials, Consumer Cyclical, Consumer Defensive, Healthcare, Industrials and Tech..

I am also light on U.S and International holdings.

Please provide some income suggestions for these industries and within these regions.

Thanks very much.

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 am looking to put my money into 2-5 stocks/Mutual funds.
Investment Horizon is 10 Yrs, i am a high risk taker, looking for High growth.
But, I am not very active in the stockmarket, I want to put my money in 2-5 holdings and then forget about it..... and then sell them after 10-15 years.

Please suggest 2-5 stocks/Mutualfunds etc...
I friend suggested BAM, BRK.B and Mauer Mutual funds.....Please advice

Q: Would you please suggest 2 US and 2 Canadian stocks that hold promise in short to medium term for my daughter's RESP ? Thanks.

Q: Hi, My respected 5i team
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?

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: With a Democratic win in the US and with that a possibility of increased tech regulation would you be OK buying Alphabet now or waiting to see what happens? I already own shares but would like to increase my position. Thank you

Q: I own full positions (5%) in GOOG and AMZN.
Would you sell either or both to buy SHOP?
I'm not a huge fan of partial positions but would consider turning two into three if you recommended.
If the answer is both, what would the other full position be?
Thanks for the great service, Just gave a gift membership for Christmas.

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: Hello,
I have been reading about FaaS (function as a service) and from my readings it is predicted this will grow in the next 5-10 years. Which current companies would be ones to invest in now in hopes for growth in the future?

Q: Early in December 2020, you recommended the following stocks as long term keepers: SHOP, CSU, ENGH, BYD, ATD.B, GSY. Could you please recommended 5 or 6 US stocks that are long term keepers?
Thanks!

Q: Please rank them based on their moat, starting with the widest moat. Thanks.

Q: I am thinking of buying Intel for my grandchildren's account. Do you see any potential for growth in the near future? Please provide recommendations that you see have a good entry price at this time. As well would this be a good time to buy US funds? Thank you.
Stella