Investment Q&A

Q: Please provide your analysis for Microsoft? What will drive this company forward relative to competitors. Can you advise re: growth and valuation over next 1-3 years? Do you own it yourself! Thank you.

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-

Q: I have a recollection that about a month or two ago you suggested a company engaged in artificial intelligence that would be a cheaper alternative to Nvidia. Can you remind me of the name of this company? Thanks.

Q: Hi David,
I'm looking to add three positions to my business passive account -- i'm up 15% year to date.
I have equal weight in each stock and am looking to add more diversity. A combination of income and growth US or Canadian -- minimum $1 billion market cap.

What would you recommend here.
Thanks,
Raymond

Q: I bought QCOM a couple of months ago with the intention of holding this longterm for the dividend. In light of the potential takeover by Broadcom, what should I do now and/or if/when it gets taken over? If I have to find a replacement, which US tech-sector stock would you endorse for a generous, stable dividend (preferably >3% if possible) and modest growth, for a longterm hold?

Q: Hi,

My question is regarding their recent offer for convertible debentures and I would appreciate any thoughts you might have on them. The cd's will bear 7% interest paid semi annually, with a conversion price of 2.20. There is also the chance THCX would force the conversion of all of the principal amount of the outstanding cd's on 30 days' notice if the average trading price of the common shares be greater than 3.15 for any 10 consecutive trading days. I do agree with your skepticism of this sector, but can't help but wonder about this one partly because of it's location and partly because we have a government that seems to be willing to move forward with setting standards that might help this industry to become more established.
On the other hand, it also occurs to me that with the recent rise in the US dollar, I should just buy MSFT, INTC or more NVDA, the latter which thank you - I bought on your recommendation some time ago.

Dawn

Q: I would like to add one of these companies to my US RRSP.How would you rank them for growth and stability ?
Thanks,
Sharon

Q: Hi 5i Research team, Can you please provide your analysis regarding the relative growth and competitiveness of Microsoft w/ cloud based computing. What is your opinion regarding the stocks performance for 2018? Is there one tech stock that you expect will outperform Microsoft over the next year and why? Thank you, Linda

Q: I have never owned amazon, apple, google.microsoft, Facebook. I owned intel, Cisco and nvdia (sold way too soon) over the years. Could you rank which you would buy first in order of safety for five years. Thanks.

Q: Dear 5i
I1m considering investing in the named companies primarily as my US stock allocation. I currently own appl , fb , and nvda along with the etc`s vfv , vgg , and zwh.
Do these stocks seem like a good addition at this time
Thanks
Bill C

Q: Hi there. I have accumulated about 4K in cash in my TFSA that I am looking to place in either 1 or 2 growth options. This is would represent about 15% of portfolio. I'm 35 so risk tolerance is fine.

Currently have GUD, AQN, KXs, LNR, VEE, and FIRE

Would US exposure be a good plan given the current exchange rate and diversification?

Thanks

Q: Hello 5i.

I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.

I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.

Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?

Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.

Thank you for taking the time to answer my question.

Q: I'm thinking of taking some profits from shopify
And buying msft for the long term.
What do you think.
Thank you.

Q: Hi 5i: I've been holding Amazon for a while and have done quite well, but I'm getting nervous. I am thinking of selling and switching into Microsoft. This way I still have some "cloud" exposure and lower risk. What do you think of this move?

Q: Good afternoon,
I hold the following stocks in my business account that have a weight of between 6.2% and 8.3%. This account was started in DEC/16 and has increased by 6.7% YTD not including dividends. I want to add six more stocks to further diversify while reducing the percentage per equity down to between 4 and 5%.

My goal is to generate income equal to the amount of corporate tax payable annually. I looks like this can be achievable!

Let me know if I need to share dollar values to help access.


--

Thanks,
Raymond

Q: I have room for one more Teck stock in my portfolio. Would you recommend Open Text or Microsoft and your comments please. Brian

Q: U.S companies you like for long term growth. I currently hold MDT C BAC APPL FB GOOG

Thank you

Q: Good afternoon.
I've been doing a little research on the growth of artificial intelligence in Canada and I would appreciate any insight/ recommendations you may have for investment knowing that there could be a high level of risk involved. This would probably be for a TFSA account with a 1-5 year frame. Might there be an IPO(s)on the horizon worth investigating?
Thanks.

Q: How much does Microsoft stand to benefit if the taxation is substantially lowered in respect to the repatriation of money they hold outside of the U.S. ? I've been a subscriber since 2012 and I'm looking forward to another wonderful year with 5i Research. Thank you.

Q: Hello 5i
I am looking to find an individual investment or etf offering cloud storage securities. I prefer to invest with c$ due to currency exchange fees but if the best companies at good valuation are in US$, then so be it.

Would you please suggest a few options and comment on valuation or other significant indicator to consider before entry today?

Thank you
Dave