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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: Back on June 3, this question was asked. Would you make any changes now?
"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
5I RESEARCH ANSWER:
TEAM, DOCU, ROKU, AMZN, GOOG, APPL, CRWD, QCOM, GH, FLIR
Read Answer Asked by Gordon on August 12, 2020
Q: Firstly, thank you for your outstanding guidance.
The first 3 stocks haven’t bounced back yet and are still quite a bit down. My question is -would it be better to try and recover $ in the Growth stocks listed below the 3 or reinvest with A&W, BMO, PRU and wait it out for another year.
I have positions in the growth stocks that could be deeper in BNS, Telus, Enbridge, TCP, Kinaxis, Qualcomm. And if you suggest that the growth stocks make more sense to recoup money faster, could you rank these from strongest to weakest-(Potential for growth). Thank you.
Bruce
Read Answer Asked by Bruce on July 30, 2020
Q: I have only one US Tech stock QCOM and have done well with it. However, I would like to reduce or replace it with a couple of other US Tech stocks. What do you suggest? I already have CSU and KXS in my CDN portfolio.
Read Answer Asked by Dev on July 20, 2020
Q: I have these three in my TFSA. I just read that holding QCOM in it is a potential problem due to the withholding tax. Is that also the case for MSFT and V. Can you explain the problem further and if it is an issue should I be transferring these stocks out of the TFSA and into a registered or open account? Thnks.
Read Answer Asked by Dennis on July 06, 2020
Q: Can I get your assessment on investing in ishares ETF US High Dividend (XHD) in my RRSP? If your opinion is unfavourable, do you have specifc stocks to recommend in its place?

thanks -John
Read Answer Asked by john on June 24, 2020
Q: I'm looking for a US or Canadian company to compliment American Towers and semiconductor stock, like Qualcomm because of the 5G theme. Wondering if there is a quality company with growth potential that would complement the existing positions that you would suggest I consider
.....Thanks....Tom
Read Answer Asked by Tom on June 19, 2020
Q: Good morning: could you please give me 3 to 5 names, both Canadian and US that might bode well with use of 5G technology?
Thanks
Read Answer Asked by Lesley on June 19, 2020
Q: I own IBM but not the others. Do you think the Red Hat acquisition will result in IBM significantly narrowing the performance gap between itself and the others. Respective dividend yields are not an issue.
Read Answer Asked by Stanley on June 16, 2020
Q: I raised a fair bit of cash in my RIF as the Covid madness marched on. I think I would like to buy USDollars with probably 1/2 the cash and buy some US dividend paying stocks. I need the income and I’m very concerned that this current government is going to cripple ( if not destroy) our economy..
I’m looking at stocks like Verizon, but what would you suggest?
Thanks for the great work!
Bob
Read Answer Asked by Robert on June 15, 2020
Q: In a recent response to a portfolio question you said you couldn't comment on over 40 stocks in the portfolio but could comment on a few of them. Of IBM you said: "IBM we consider 'meh' and there are better ideas."

My question is this: Couldn't IBM have a place in a diversified RRIF portfolio from the perspective that it provides a reliable income stream to help meet mandatory minimum withdrawals? If you have to withdraw say a minimum of 4% a year, then IBM's 5% dividend certainly helps. If you still don't like IBM in this context, what else would you suggest for a 20 year hold?
Read Answer Asked by David on June 10, 2020
Q: I have room for 5 or 6 more companies in my RRSP account. I am looking to add dividend paying stocks with some growth as I will not be needing this money for 10 years or so - thinking of AT&T, Pepsi, Sysco, Sylogist and OTEX - what do you think of these AND can you recommend any others that I can consider ? Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on June 03, 2020
Q: Good morning 5i, I am piggy backing off a recent question by James, but if you can disregard sector diversification and risk is also not an issue and main goal of course is capital appreciation.

"If you were starting a new account with 100k with a portfolio of 10 US equities, with a 10 year time frame, which 10 would you currently choose?"
Read Answer Asked by Michael on June 03, 2020
Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX
Read Answer Asked by Michael on May 26, 2020
Q: If a new investor had a $100, 000 to invest in Canadian & US Equities what would be the TOP 10 Stocks to invest today for the next 3 to 5 years.

Thanks Valter
Read Answer Asked by Valter on May 20, 2020
Q: Dear Sir,
Hearing a lot about the upcoming 5G system boosting economic activity. Can you suggest companies in the robotics, communications, chips manufacturer, etc. sectors that one can invest in to benefit from the 5G roll out? Alternatively, an ETF that covers this space would also be helpful. Thank you.
Regards,
Danny
Read Answer Asked by Danny on May 13, 2020
Q: Given the bounce back has been "quicker" than expected, what would be your top 5 US and CDN growth picks ranked in order with a strong management and balance sheet that would be considered "on sale" still from the Covid effects? Given I have a 5-10 year timeframe. Thanks.
Read Answer Asked by Andrew on May 04, 2020
Q: Hey 5i,

Incredible stuff here. Thank you.
Looking for some confirmation.
With relative balance between growth and dividend stocks.
US listed inside an RRSP. Longterm holding. Looking to buy slowly on this wild ride or if and when it plummets.
Could you recommend a starter bundle 8-10 stocks.

Thanks again!
Read Answer Asked by Adam on May 01, 2020
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