Investment Q&A

Q: I am looking to start a position in the semiconductor sector given the recent pull back. What stocks would you favour today and why or would you suggest an ETF? Please rank them from best to least.

Thanks.

Q: About 25% of our portfolio is in US stocks - very tech heavy (APPS, CRWD, MSFT, MTTR, NVDA, QCOM, TEAM, U) with only XYL as a non-tech holding. I would like to add GOOG, BKNG but would prefer not to transfer more CD$ to US just at the moment. Would appreciate your thoughts on cashing my XYL (down about 10%) in order to buy GOOG ?
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.

Q: Given the increasing implied VOL in options, what are your favourite names in CAD and USD for covered call strategies?

Looking for stocks that you already like that have reasonably liquid options (I know harder in CAD) and you think have excellent bounce back potential and wouldn't mind owning for 2-3 years. Thanks

Q: Both these stocks are down. I am thinking of selling both and buying SHOP. Do you think it is a good move. Your Comments please. Thanks for the valuable guidance you always provide.

Q: Hi,

Have some cash to put to work. What would be in your top 5-10 CDN and US stocks that fit the descriptions below. Can be value or growth. Long term investor. Thanks!

“stocks with fair valuations that are at great price points and have taken a hit during this market volatility”

“high-quality stocks with sustainable growth, solid valuation frameworks, robust profits, positive earnings revisions, and strong momentum compared to peers.”

“wonderful company at a fair price”

“Bargains are the holy grail of the true stock picker. We see the latest correction not as a disaster, but as an opportunity to acquire more shares at low prices. This is how great fortunes are made over time,”

Q: in my non taxable accounts I have:
U.S. Side
AUDC 5%
NUE 8%
QCOM 23%
ROK 18%
CRM 8%
PHYS 6%
VCR 27%
Canadian Side:
CSU.db 33%
BIP.un 22%
BEP.un 8%
BEPC 2%
KL 28%
My question is, for this account what or how would you change the securities held to be better positioned going forward? Thank you for your assistance.

Q: Your Opinion on QUALCOMM'S quarterly report please.

Q: What are your recommendations for 5 Canadian Stocks and 5 US Stocks for an RRSP Account?

Q: Hello 5i
I know that it is a good idea to either have a certain number of US stocks that are not represented in Canada, or an etf for the US market, in order to have a balanced portfolio. Fortunatly, or unfortunatly, I have both. And I am wondering whether I should either get rid of my stocks or get rid of my etf's. The above are the US stocks I hold. in pretty good percentages. If i were to hold only stocks what might you suggest to supplement these? I know that I am probably heavy in tech to really represent the US market and will probably have to trim here, maybe in percentages. any other suggestions appreciated. Most of these are held in tax sheltered accounts, so taxes shouldnt matter too much.
thanks as always

Q: Hello Peter,
I think of your investment style as growth oriented long-term investor. But at the same time, you have been a portfolio manager and adjusted portfolios to manage yearly returns as well. You have experienced and managed similar downturns as they go through corrections in a rising rate environment. I would appreciate your opinion on how to adjust the portfolio in the current environment.
With the US (and Canada) central bank expected to raise rates about 4 times, the dollar index should be strong? That should not be good for commodities, particularly for gold and silver. But then inflation is going to be high too. What does it mean for gold/silver stocks and how would you adjust the portfolio weight as of now; and the bias between large (AEM, FNV,PAAS) and small caps such as KRR, MMX and WDO.
And the growth stocks, in particular technology stocks- FAANNGS (including NVDA) and other very high valued stocks such as AFRM,UPST,CRWD, DOCU,ROKU,TTD etc. I feel they will rebound but not much. Would you hold them through to the year end or rotate into traditional financials, commodities, and cyclicals in the near term. If rotating, would you do it immediately? Would be grateful if you could include your suggestion for the individual stocks too.
Finally, the persistent downward drift of ATVI – am I missing something? Did we learn anything from the microsoft call yesterday?
I know this has multiple questions and you deduct credits accordingly. I am very interested in learning from you - how you would go about portfolio adjustments and beat the market come December 2022.
Regards
Rajiv

Q: for a RRIF and LIRA, what 5 names, both Cdn or US names would you suggest considering at this time. for the RRIF, more conservative suggestions as the funds will be withdrawn over the next 5 years and for the LIRA, a balanced approach with a tilt to growth, but excluding cyclical positions, that will be held for the long-term without active trading....thanks....Tom

Q: Can I get 4-5 Canadian and US large cap names from different sectors that look good here. Thanks

Q: Do you see any opportunities that are amazing at this point? Just seeing if there is anything out there that is super misspriced.
Thanks

Q: With the Nasdaq now down more than 15%, what would be your top 5 picks in the tech sector (both Canada and US) for growth given at least a 5+ year hold period?

I'm looking for stocks with great fundamentals that have just taken an unfair beating due to sector rotation and fear selling.

Q: At this time, what are your top picks (5 CDN, 5 US) for a 3-5 year hold in a registered account for an investor willing to take on an above average level of risk (but not high)? Sector does not matter. Thanks.

Q: Happy New Year to everyone at 5i!!!! All the best in 2022.

Qualcomm vs Broadcom??

Which company would be your choice for a long term hold? Could you please provide your reasons why?

If not these companies, do you have any other favourites in this space?

Thanks

Dave.

Q: please list your 5 favourite GARP.companies (growth at a reasonable price). please show their 1. peg. 2.p/e. 3.price to sales ratio. 4 debt to equity. thanks Richard

Q: Conventional wisdom seems to be that growth stocks, esp. pricey hi-tech names, are being hit due to fears of interest rate increases. But some of these names don't seem to be directly vulnerable, with low/no debt, strong balance sheets to fund growth without borrowing, and products that wouldn't be especially vulnerable to rate increases for consumers (e.g. retail like shop or lspd). So what am I missing? Could you suggest 2 or 3 growth names that should be relatively safe, or at least bounce back quickly?

Q: hello 5i:
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L

Q: I have some extra USD money from a small US pension that is used for going to Florida in the winters. Since we have not gone in the last two years, I would like to put some of it in our TFSA. My questions are, if I buy say TD on the NY stock exchange would the dividend in US dollars be subject to 15% withholding tax. Could you please give me several companies I could buy into if this is true. Could you also give me several US companies or ETF's that would give me a dividend and hopefully growth for a long term hold. Thank you for all the help I get for being a member. Gary