Investment Q&A

Q: Hi Peter can you provide opinion on TDV etf. What are your thoughts of it price and quality?

Q: I like ATS but am down a bit over the past couple of years. PA suggests I boost my US positions. Im not optimistic about Canada's medium term growth prospects when compared to the US so this might be a good time to make some portfolio adjustments. I'm considering selling ATS and buying a US industrial, perhaps URI. Your thoughts, please. In the same vein, I am looking at Canada's telecom sector and I'm down in both BCE and T. Of course, both pay hopefully sustainable dividends. The US telco sector doesn't look much better. I'm considering bailing on the telcos and adding QCOM as a quasi-surrogate. I know it's rated as tech but telco's are all giving me headaches. Your thoughts please. Al

Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.

Donna

Q: Can you suggest US companies with safe, high dividends? Other than Financial or Energy. I'm considering GIS but am open to other ideas. thank you

Q: QCOM Could you please comment on results and what kind of growth expectations you might see for the coming year.
Many thanks as always.

Q: I am not specifically asking about these 4 equities, rather they are representative of some tech stocks that have been increasing dramatically in the last few weeks / months. Are we looking at a bubble in tech? Where is all the momentum coming from? Many thanks.

Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.

Cheers, Chris

All the best for the new year to staff and members

Q: In my US denominatedm growth-focused TFSA, I own CRM, PYPL, TOL, AAPL, GOOG, ADBE, QCOM, and NVDA. It is time for me to make my annual contribution.

I am underweight PYPL; should I add to it or replace PYPL with something else? If I should replace it, please suggest two or three good candidates for long-term growth, US-based, sector/cap size unimportant, risk profile somewhere between that of your growth and balanced portfolios. If I remove PYPL, I'd rather add a new position than add to one of my current positions.

In your answer, please do not include MSFT, IBM, PFE or MDT, since I have full positions in these in my other accounts.

I've been a 5i member since 2016 and have been served well by your service; thanks for a great seven years. I remember starting a position in CSU at around $600 and thinking I was 'too late'.

Wishing 5i and all its members all the best for a prosperous 2024.

Q: good afternoon,

Can I have your view on this company. Looked at a few reports on it and it doesn't look to compelling. Something else to look at ?

Thanks,

Happy Holidays to the Crew,

Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks

Q: If you did a US version of the 5i Balanced/Income/Growth portfolio setup, to which of the three portfolios would you assign the above stocks ? At approximately what weighting ? Are there any that you wouldn't consider ? Please ignore sector diversification.
Many thanks, as always.

Q: I have a strong cash position in my RRIF and wish to reinvest in good growth/Dividend stocks for the long term. Could you suggest 3 CDN and 3 USD companies for todays market and holding long term.
Thanks
Peter

Q: Hi 5i
I'm currently overweight Tech (according to PA) but not overly concerned about it. In order to free up some cash which of QCOM and CSCO would you reduce first/eliminate completely ? The purpose being to have ready funds for bulking up smaller positions in other sectors before year end (maybe).
Do nothing is always an option as well as each have their merits.
Thanks

Q: I would appreciate your help with an investment decision.

I own Qcom and I’m down about 40%.

As you pointed out in answering a recent question the PE makes it look cheap. It’s got a decent dividend Howe.

However, it doesn’t seem to be or have any momentum,

Would I be better off selling QCOM and adding to either or both NVDA or Adobe both of which are up nicely.

Alternatively, would I be better off just buying an ETF for safety and diversification.

Thank you for your help.

Q: On BNN Kim Bolton chose it as a top pick saying it is coming out with chips which will compete with NVDA, and will use less power. Do you have any information regarding this? What do you think of INTC

Q: Hi 5I
Thoughts on QCOM and its recent negative momentum please.

Q: I’ve been holding qualacom at a loss for 2 years or so and am now considering moving on after the earnings release tonight as I don’t want to ride it back to the lows. Is there a stock that is down after today’s big drop that you would suggest on a trade? I was considering either sedg or PAyc. Thank you!

Jason

Q: Looking to buy Qualcom & BWX Thechnology. For this I need to sell some slight losers. DIS, MP, INFY, IBKR, CVX, SCHW, BABA, KBM . Please place these in order of those you would sell first , and maybe some you would not sell at all. And , also what do you think of my two choices to buy ? Thanks.

Q: I currently hold these 9 stocks with the noted weight in my portfolio: ADBE (4%); AMZBN (3.5%); CRM (2%); CSU (4.5%); CRWD (1.5%); NVDA (1,5%); QCOM (1.5%); SHOP (2.5%); GOOG (4%).

This adds up to about 25%, and to make matters worse, I recently reduced NVDA from 4% for a temporary wait on the sidelines and I intend to restore that in the next while.

So although most are all fairly different, there is too heavy a concentration in tech and reduction is in order. If you were me, which of these holdings would you sell? Trimming across the board is not impossible but as I wish to add some new ideas and already have more stocks than is probably efficient, so selling one (or more) is somewhat more preferred.

FYI, my goals are mostly growth and capital preservation, dividends are less important.

Thanks for your excellent assistance.

Q: QCOM is not expensive and their financials look OK but it has been going sideways for some time and has not participated in the most recent rally. Would you consider letting it go and can you suggest another US company with momentum?

Thank you,

Mike