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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: Hi Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen

Read Answer Asked by Yiwen on July 29, 2019
Q: I hold the above positions in the Information Technology sector of my US dollar portfolio that is balanced and well diversified. I am now able to add 1 or 2 Information Technology sector positions. Please provide me with your suggestions including weightings.
Also if you think that the above positions overlap one another, please let me know......Many thanks.....Tom
Read Answer Asked by Tom on July 05, 2019
Q: 5i,
Question: Which of these three companies are preferred going forward for 2019? Should we hold all?
5I RESEARCH ANSWER:
We think GOOG looks best here, though we will give credit to MSFT for adjusting well to technology changes (the cloud).
FB we think will be a longer recovery, and we don't think is a must-own. We would be fine holding the other two.
DO you still feel the same ?
Thanks
Read Answer Asked by Fernando on April 25, 2019
Q: Hi,
Looking to decrease the number of holdings in the above listed stocks. Which 2 would you sell?
Thank you,
Brent
Read Answer Asked by Brent on April 18, 2019
Q: Hi 5i, please comment on my international div. group for global income or your own top 5 picks, thanks.
Read Answer Asked by Peter on March 15, 2019
Q: Hi 5I team.

Other than XUS (15%) I really do not have much exposure to US Stocks. Would you please recommend a few US stocks or Sector based ETFs to invest about 10% of new cash. I have a few options based on Mad Money and Market Call. Any preferences of the stocks I've listed or other ETF suggestions would be helpful. My horizon is for 5+ years.

Thanks


Read Answer Asked by Abhishek on March 06, 2019
Q: I have held pho for about a year and thinking of selling pho and buying nvda as they are down the same thus increasing the quality of my semi conductor exposure. Also I have made a lot of money from csu and kxs and have sold them and bought a small exposure to msft for the same reason. Does this make sense to you....thanks for the great service
Read Answer Asked by gene on February 13, 2019
Q: I would like to add another tech stock or ETF to my portfolio.I have 10% total in KXS,MSFT, & AAPL. I have been looking at SYZ,ENGH, CSU and Intel.I would like to know which of these stocks held up well during the recent correction.
Thank you for your invaluable service.
Read Answer Asked by Allen on January 14, 2019
Q: I have been watching BA, UNH, V and MSFT for well over a year, they have all been growing their stock price at an impressive rate for over 5 years or more, and now wonder whether they have finally come down to a point where one could look to buy them with a margin of safety?
Read Answer Asked by Mike on January 02, 2019
Q: Moving your money from Regular acct to TFSAs

I am at a quandary as the market starts to lurge from the grave on a strategy moving capital from my regular account to my tfsa.

I'm letting my energy stocks ride ( i know i know, it's madness, but there's so little left there).

My real question is between my so so stocks which have regained and and are showing signs of going positive, down 30% to 3% and my winners in tech which some have done very well while some are plodding along. I'm thinking of moving one of more successful ones like SHOP AMZN ADBE or would GOOG MFST ( a recent buy) be a better choice.

I suppose the question I'm asking is more of a strategy first question rather than a specific stock. I feel no real need to buy something new, so is shifting one of my winners to the TFSA sound?

Any insight would be helpful. Deduct what is necessary.


Read Answer Asked by Mark on December 04, 2018
Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios

We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?

Cheers
Jerry and Debbie
Read Answer Asked by Jerry on November 15, 2018
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