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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: Please deduct number of credits that you deem appropriate. I essentially follow and hold your balanced equity portfolio. It is supplemented with the following US stocks. JPM, STZ, SPOT, NVDA, GOOG, TEAM, UTX, HXL, BIIB and WYNN.

I originally bought WYNN for a trade on the recent dip caused by the Steve Wynn situation. Should I keep it as a long term position or take my profits and look elsewhere.

I have funds for one more position. Do you have any suggestions or should I add to some of the stocks I have.

Are there any of these stocks that you would sell and if so what would you suggest for a replacement.

Thank you for your service! I am sure someone else will ask but please let us know about your thoughts on SIS earnings release. It looked like a miss.
Read Answer Asked by Paul on May 14, 2018
Q: Your opinion on the best 8-10 US stocks going forward (based on the metrics that you consider when choosing a company) as well as recognizing the TRUMP effect. I have been holding off on the US since February but now believe there is at least 12 -20 months of positive growth available before the next recession. Thank you.
Read Answer Asked by Robert on May 10, 2018
Q: Can you provide a few names that would benefit from the rise of autonomous vehicles? I'm a bit leery of TSLA because Elon Musk seems to have gone off the deep-end lately. I also think companies like ACQ could be in trouble because fewer cars will purchased in the long-term.
Read Answer Asked by Mike on May 08, 2018
Q: If you were to start a growth and balanced portfolio in the USA tomorrow, what would be your top 5-8 picks for both portfolios. Also, based on your experience, what management teams do you regard as top allocators of capital, USA firms. Thanks for your great service.
Read Answer Asked by Aaron on May 04, 2018
Q: Please suggest 2 companies in Canada and 2 companies in the USA you would buy today. No need to worry about portfolio diversity, or sector weighting. Just your 2 favorites in each country and let's say with a 5 year time frame before I would want to access the funds or switch them to income stocks.
Read Answer Asked by Paul on April 30, 2018
Q: I am largely an extremely long term buy and hold investor. With respect to tech stocks over the next three decades I see the usual suspects alphabet, amazon, facebook and apple as fairly certain bets over that time frame notwithstanding potential government intervention causing breakups. That said, what other US tech companies would you feel have similar potential staying power for the extremely long term aside from Cognex ? Which 4-5 others would you select ?
I continue to spread the good word about this site. You do solid work.
Read Answer Asked by Vicki L on April 27, 2018
Q: I've held GOOGL for a while in my TFSA and it has performed well for me. I'm concerned about GOOGL being impacted by the FB data issue so I'm looking to sell and replace with something else in the tech sector. Something with good cash flow - maybe a MSFT or ADBE? My other tech holdings consist of full positions in AAPL, CSU, OTEX, and ACN. Any recommendations from the team? Thanks in advance!!
Read Answer Asked by Richard on March 29, 2018
Q: Good Morning Peter & Team,

Because of personal rules, I was forced to sell CGNX today when it dipped below -10% capital loss in my portfolio. I now have a chunk of U$ cash sitting in my acct and was wondering if you had any suggestions?

My current US Portfolio has
- Visa
- Wells Fargo
- Time Warner
- BP

Thanks for all you do

gm
Read Answer Asked by Gord on March 29, 2018
Q: Hello Peter/5I Research
Please give me your 5 top large US company that has the most potential for growth with no other consideration.
Thank for your excellent service and advice.
Claudio
Read Answer Asked by claudio on March 21, 2018
Q: I have a well diversified CND and US portfolio. I have some US cash to deploy and currently own BAC, BIIB, GOOGL, AAPL, DWDP, FLIR, MS, SWKS and PYPL. I have a high risk tolerance and am looking for growth vs income. What would you top 3 US names be in order and what is your rational for the 3 picks. Thank you - Your advice has helped me become a better investor, GREAT service.
Scott
Read Answer Asked by Scott on March 12, 2018
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