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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: I can't add to my RIF, I can't put more than $5,500 in my TFSA annually, so my unregistered cash account is holding shares that will mean major capital gains. I have trimmed periodically, but currently ATD.B is up 1,068 %, SQ up 119%, NVDA up 324%, SHOP up 207%, BYD.UN up 118%. I am not complaining. I offer 5i my sincere thanks for your advice over several years that has been so rewarding. I tend to hold overly long , so I am wondering whether I should in future sell when a stock has reached, say 40%, and buy another stock? What to do?
Read Answer Asked by Elaine or Gerry on February 20, 2018
Q: Hello Peter and team,
I know that you don't generally deal with U.S. stocks, but I would greatly appreciate it if you would identify your top 2 recommendations for each of the following sectors: Industrials, Materials and Technology. Thank you for your excellent service.
Read Answer Asked by Pamela on February 05, 2018
Q: Hi 5i,

I hold the above in the semiconductor space. Do you think there is too much overlap or do they all serve separate markets. Would it make sense to keep all of the above or should I swap one of them out for AMAT? Would that give me better diversification? If so, which one?

Thanks!
Read Answer Asked by Wayne on January 26, 2018
Q: Thanks for your recent reply -- but I think my question was misunderstood.

While I thank you for the recommendations on SQ, CGNX and ALGN, they are all in the Technology sector, which is something I would like to move away from at this time.

Even if I retain a 5% position in Netflix, Nvda and Shopify, that would bring me to a 15% in my portfolio, which I think 5I suggests should be a good enough weighting at this time.

Could you please provide a few names, with good growth, outside of tech? Your favourites?

Please deduct as many points as is required -- as I've got lots in store. : ) Sorry for being such a pest, but I suppose my first question was misunderstood?

Thank you!
Read Answer Asked by Sylvia on January 25, 2018
Q: I am wanting to sell partial positions in each of these. They have become dangerously overweight in my portfolio and am looking to take profits in order to reinvest in other companies/sectors -- either in Canada or US. ADRs would also be acceptable. While I see huge growth in the technology sector, I think I would like to move away from it, since my weighting in this sector is also "dangerously overweight" ... at almost 25%.

(It's hard to move away from something that's giving you such good returns!)

1. Which 3 stocks might you suggest for equal/similar torque?

2. What is a good weighting for the above stocks? All of them have reached the 7 percent range, and even to me it sounds a bit risky.

Thanks for your advice.

Read Answer Asked by Sylvia on January 25, 2018
Q: Here it is again same old question in case something came up. I have room for 4 US stocks in either disc or tech tilted towards growth.
What would you favor ?
Thanks and health, prosperity and happiness to the team and families for the new year!
Read Answer Asked by Denis on January 18, 2018
Q: Can you provide assistance with 2-3 US names you would consider "balanced equity" and 2-3 for "growth".

Thanks.
Read Answer Asked by Chris on December 20, 2017
Q: I would appreciate your opinion of the value, or lack thereof, that the shares of Atlassian Corporation (TEAM) might currently offer? I'm seeking investments that might reasonably be able to provide me with a 10% or better, total return over the next 12 months.

Regardless of your opinion of Atlassian; any suggestions you might have for other firms which one might reasonably be able to expect a 10% total return or better from, over the coming year, would also be welcome.

Wishing you and yours a very Merry Christmas! Cheers and thank you!
Read Answer Asked by Richard on December 19, 2017
Q: Hi, I'd like to invest in AI(artificial intell). Would you side with a company like NVIDIA or a company using the technology like amazon, google, tesla or other car companies? Also would you have a under the radar canadian company in this domaine. thanks.
Read Answer Asked by Dario on December 13, 2017
Q: Hi Peter,

Thank you for your new design and continued service. I have decided to sell PUR in my TFSA ($5k) and take the profit and reinvest. I was looking at growth stocks in Canada and did not like the alternatives (maybe ZCL or SHOP). My options appear to be in the USA or Asia. IF you could choose one growth stock (even a CDN one), which stock would you choose for a TFSA.
We have KXS, SYZ, AQN, FTS, FSZ, MFC, BNS, SIS

Thank you
Jerry and Debbie
Read Answer Asked by Jerry on December 13, 2017
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