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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: Was happy to see DOCU's small rebound and the relatively positive report you gave them in your answer to a previous question.

My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.

Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.

Read Answer Asked by Kevin on December 15, 2022
Q: I hold the above stocks in my Unregistered,TFSA,and RRIF accounts. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell US stocks. Does this rule apply to sell any of the above mentioned my stocks ?

2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?
Read Answer Asked by Andrzej on December 13, 2022
Q: I am looking recommendation for a solid long term Canadian growth stock, that one can largely purchase and forget it. This is for my grandchildren's portfolios which currently have a core holding of VEQT and small satellite positions in MICROSOFT, COSTCO and Visa. The portfolios are expected to be held for a very long time. I do monitor the positions currently on a quarterly basis.

Any thoughts on this approach and possible securities that would fit the bill?
Read Answer Asked by Terry on December 12, 2022
Q: What is the best ETF to obtain the highest possible exposure to MSFT. GOOG. AMZN. NTFX and what are the respective portfolio percentages for each company held in this ETF? thanks Richard
Read Answer Asked by richard on December 01, 2022
Q: What options would you consider, as a moderate risk-tolerant investor for maximum return on an unexpected $40K windfall? This would be for at least a 2-3 year period in a non-registered account. Interest-paying vehicles are not preferred. Please provide your preferred strategy, specific names, and reasons.

Thanks so much for the invaluable service provided by 5i.
Read Answer Asked by Alvin on November 22, 2022
Q: I’ve trimmed some winners and stocks that have run up in the reverb rally and I’ve had some good energy names. Can you suggest any laggards that might come up on your screens? They could be growth , cyclical or value, etc but just some names that have upside but might play catch up.
Read Answer Asked by Bruce on November 15, 2022
Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.
Read Answer Asked by HARRY on November 11, 2022
Q: For a long term hold would you prefer DOL or ATD or is there another Consumer Defensive company you would recommend?
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.
Read Answer Asked by David on November 10, 2022
Q: Hi group i would like to add to the above names. In what order /why would you recommend. Would you do it now or wait for further clarity in the market I am sitting on 35% cash Thanks for your help with this.
Read Answer Asked by Terence on November 08, 2022
Q: YTD: CSU -20%, NVDA -52%, MSFT - 33%, AMD -57%, AAPL - 22%.

These five were a big part of my best year in '21 and they're a big part of my worst ever year ion '22. So it goes. Having stubbornly ridden them down, not wanting to have locked in a loss, do I assume correctly that you still like all these names and would advise hanging in for the rebound?
Read Answer Asked by Kim on November 08, 2022
Q: What are your thoughts on IGV? Buy, sell or hold. Is it worth holding a basket of software stocks or just sticking with Microsoft which is owned? If you were to recommend selling IGV what sector would you suggest? Tempted by energy but know late to the game. However, looking at PEs of energy companies they are still relatively cheap compared to other names. Look forward to your thoughts.
Read Answer Asked by Neil on November 07, 2022
Q: Down approx 25% in each of Goog, Msft and Amzn. Down 45% in Meta. I have a 5 year window and am looking for total return and less volatility. I am inclined to keep the first 3 and switch Meta for Cost or Aapl. Please critique my plan. Thank you
Read Answer Asked by Richard on November 01, 2022
Q: With all the megacap tech names earnings being released, and seeing the pullbacks and future estimate adjustments etc. If you had to chose one of the above to invest in, which would it be and why? Thx
Read Answer Asked by Adam on November 01, 2022
Q: With the above four big tech companies above disappointing on earnings and being beaten up for it, is this the beginning of the tech earnings recession going forward? And do you think the stock market will begin to move more on earnings now and less on the actions or potential actions of the Fed? ie. if we want to buy these names would it be smart to sit on the sidelines now and let this play out for a while? Thanks.
Read Answer Asked by Michael on October 28, 2022
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