skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Dear 5i,
If I were interested in starting a position in Alphabet (assuming it fit with my sector allocation) would it make sense that I should go for the C class rather than the A class of shares? I would get a moderate discount and still share in the (potential) company's fortunes. The only draw back is that I would have no voting power.
Is my thinking correct? May I have your thoughts?
Thank you for your time.
Read Answer Asked by Francesco on August 29, 2018
Q: Could you name your top 5 'forever' stocks? a Mix of US and CAD would be great. I already own CAD Banks and CSU
Read Answer Asked by Kuldar on August 27, 2018
Q: Hi Team,
When I took a position on Google in early 2013, it represented in C$ about 5% of my portfolio. Now with stock price appreciation over the years and a much weaker C$, my GOOGL holding now accounts for 14% of my portfolio.
I would like to get your advice on if I should take some money off the table or just sit tight and hang on to my current position given that my risk tolerance level is high.
Cheers
Read Answer Asked by Harry on August 22, 2018
Q: Hi 5i, thank you for your service , the Q&A alone is worth every dollar.

I have big gains in (NFLX – 8%, NVDA – 8%, FB – 8%, GOOGL – 8%, AMZN – 7%) and I have already sold some of these companies previously but they keep rising! Some may say I have let these ride for too long already BUT… based on the Q&A I get a sense you think all of these “tech” stocks are market leaders and have lots of room for earnings growth, so part of me wants to keep them going as I can see them continuing to rise and rise until of course there is eventually a recession or market crash, but again I think a few years after that event they will still be dominant companies, but please give me a good reason to sell these stocks, because I am struggling to justify selling some of them again. I do not need this money for a min 20 years and do not shy from risk.

Also, I have cash available even if I don't sell anything, any recommendations for 2-3 stocks to finish the portfolio ? TD or BNS or both would be adequate? I don’t have an appetite for an energy/oil company, or mining at this time..
Here are the rest of my stocks (SHOP – 5%, BRK – 5%, XYL – 5%, GSY – 5%,TOY – 5%, SIS – 5%, PBH – 5%, PHO – 4%, KXS – 3%, TSGI – 2.5%, GC – 2.5%, SPOT – 2.5%, RHT – 3%, COV – 3%).

Thank you!
Mike
Read Answer Asked by Michael on July 23, 2018
Q: Good Morning, my question is regarding the reclassification of the telecommunication sector and technology sector. What is your opinion on how reclassification will effect the stocks mentioned above. I have read that these stocks will be negatively effected due to repositioning of holdings within funds. Thank you.
Read Answer Asked by Heather on June 21, 2018
Q: Facebook has had a good run in the past 12 months and there is a good mix of analysts who rate it as a buy. However Pivotal Research rates it as a sell and calls for a 24% drop in the current price. What is your opinion of FB? Is Googl a better stock at this juncture or would you recommend I look at another stock in this sector.
Read Answer Asked by Greg on January 09, 2018
Q: I hold googl cgi full positions over longer term recently added csu nvda shopify sis gud half positions all doing good

nvda did best l for the shortterm.i held . AS s its likely the most volatile should I trim it?
my real question is should I add facebook Microsoft amazon as they all appear to have steady runway. if it makes sense I could add two half positions (which two ?}
or buy an fang etf ?if I buy etf that has googl I will sell half my current googl.
hope you can make sense out of this-
Read Answer Asked by thambirajah on November 20, 2017
Q: I own Apple, Amazon, Facebook and Google plus others. The four stocks have done extremely well for me. I have reviewed the charts for each stock and they go from bottom left to top right; the 200 day moving average looks great, the stocks touch the line and then moves higher; the top line and eps are getting better all the time; they are all spending significantly on RD for the next AI or AR or self driving cars or whatever; and they are dominate in their respective industries to name a few comments.
What gets in their way to make them stumble? Is this or these event(s) soon?

I can’t see a reason to sell or trim.

Thanks as always.

Clayton.
Read Answer Asked by Clayton on November 13, 2017
Q: Apologies in advance for the length of this question. I am working my way through a report by Bank of America Merrill Lynch on the medium to long term prospects of VR, AR and MR, (Virtual reality, Augmented Reality and Mixed Reality). The upshot is basically that they see very large growth in this sector with applications far and wide. Here is a link for anyone interested https://www.bofaml.com/content/dam/boamlimages/documents/articles/ID16_1099/virtual_reality_primer_short.pdf. There are established large tech companies (FB, AAPL and GOOGL) who are buying up companies in this area and there are smaller companies already working in this space. My question is twofold. Is it, in your estimation a good time to step into these large cap tech stocks if I currently have no position? And are there any companies that are directly in this space that you would recommend? Thank-you in advance.
Read Answer Asked by Alex on November 09, 2017
Q: I intend to reduce my equity holdings for two reasons – I need to free up some cash for other projects and, secondly, I am concerned about the current risk in the equity markets and want to discharge an investment loan I have against my house. I am happy with the securities I own and their % in the portfolio. Consequently, my plan is to generally reduce across the board.

I own both ENB and ENF. Should I sell one and keep the other or reduce both?

I also own ESP. It has been a wild ride and I am presently down about 25%. What is your outlook on this stock over the next couple of years? Given my plans for portfolio restructuring should I sell and book the loss or continue to hold?

In the US portion of my portfolio I own GOOGL, AMZN and FB among others. If the market enters a severe correction do you see these as more risky than the US market in general?
Read Answer Asked by Ross on October 31, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!