Investment Q&A

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

Q: Happy New Year from Panama!

I will be receiving RRIF payments at the end of each month going forward.
My question to the team is could you please give me a couple of US and CDN stock ideas? looking for safety of principal, with some growth,and monthly payouts? or quarterly?

Thanking you in advance

Stephen

Q: Hello,
Are you able to rank these companies (best to worst) for entry today for long term hold.
Thank you

Q: Hi 5i and Happy New Year!

I hold the above noted stocks/ETF in a TFSA.
The only 2 that are above water are Nanoxplore (GRA:CA) and PayPal (PYPL:US).
Question 1). Which would you recommend keeping?
Question 2). Which would you recommend selling?
Question 3). With ESG values in mind, what would be your top 3 CAD stocks and top 3 US stocks for this year's $6000 TFSA contribution?

Thanks for all that you do!

Q: Thank you for your rapid response! Followup question (feel free to deduct extra credits as needed), If I were to replace SLQT, FIVE, and PAYC with three new US positions, which would you recommend? Please exclude these equities as I already have positions in them: MSFT, PFE, IBM, MDT, ADBE, PYPL, GOOG, NVDA, TOL.

Again, for longterm growth in my US dollar TFSA, risk profile in-between 5i Growth and Balanced Portfolios, disregard sector/market cap considerations.

Thanks again!

Q: For my unregistered account I am looking for your top 5 dividend stocks in Canada and 5 top US dividend stocks if purchased today. Understand that US stocks will be subject to withholding but expect the growth to compensate. Thank you and Happy New Year.

Q: QCOM, AVGO, TXN

Your thoughts on which of these would be best in the new year.

Thanks

Q: Please list around 5 TECH stocks that you like in US or CAD that are not 'expensive' when compared to the high fliers with little to no earnings. Please exclude the FB, GOOG, APPL, AMZN, NVDA and MSFT.
Thank you.

Q: Hello 5i Research Team
Looking forward to next year 2022, what strategy would you recommend with the likelihood of higher interest rates.Which area of the market are going to perform better and going to be hit hard. An example of a few stocks that you may recommend that should perform well next year.
I would like to thank everyone on the 5i research team for great advice and wishing you and your family a Happy and blessed Holiday Season.

Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.

Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,

Q: At what % of a total portfolio would you feel it is reasonable to let these two stocks run to before starting to pare back ? A range for low-med-high risk would be useful.
Also, any opinion on what you see in the year ahead for them ?
Many Thanks.

Q: I would like to build a more concentrated techy portfolio of our holdings with a 3 year time horizon by concentrating funds on stronger names and selling those you have less confidence in 3 years. Please rank names for
A. new funds to add with a short blurb about
1. growth potential and profit margins
2. risk/ debt, particularly at a time of rising rates
3. competitive advantage
4. management
B. selling with comment about reasons.
Appreciate service you provide - thanks

Q: Hi Team, We hold CNR and BIP.UN in our TFSA accounts and would like to free up space for other holdings from our non-registered account. We hold AMZN, BAM'A, CSU, GOOG, and QCOM in a non-registered account. If we switch out CNR and BIP.UN before Dec. 31 will we be able to transfer in some of the non-registered holdings in 2022? If so, in which order would you rank the non-registered holdings to take advantage of the TFSA account?
Would it be better to replace BIP.UN with BIPC in the non-registered account?
Thanks

Q: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?

Q: hello 5i:
We recently sold U: 50% gain and a bit too high valuation for us. To quote Peter: we would reduce very expensive growth stock exposure. Current tech holdings are CSU, PANW, AVGO, OTEX, TOI and DND; the latter 2 being about 1% positions. We would like to replace U with something "less" exciting and are considering TCS, APPS and QCOM as you seem to favour these stocks (like others, I read the questions/answers daily). TCS is very appealing as it looks to have a moat within the health care sector, but we also own VEEV and WELL. Is there too much overlap here? APPS is a volatile trader and not really in our wheelhouse, but is of interest. Can you make a suggestion as to how you'd replace U?
thanks
Paul L