Investment Q&A

Q: I'm thinking of a Covered Call strategy on dividend paying US stocks. I know the dividends are treated differently in Canada, but I wanted stocks that offered weekly call options.

Are there any suggestions you have?

Q: Hi Team,
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane

Q: I have a large position n nvda and think I should try to pair it down but it is very difficult to find fault with it going fwd. qcom is in a reasonable position. My question what would u suggest to replace a portion of nvda should I decide to sell some. Thanks as always.0

Q: Hi Peter,

Thanks for great service.
Which one has more potential in the next five years and beyond and why?
Will be held in RRSP with 20+ horizon.

Best,
Matt

Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.

Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.

Thank you

Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?

Q: Hi 5i Team,

Given the recent pull back in the markets, would you please recommend 3 or 4 US stocks with most upside in each of these sectors:

1) tech sector (excluding FAANG stocks)

2) all sectors other than tech

Cheers,
H

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: good evening,

I have tax losses that I can harvest on these 2 companies but, I don't want to miss the boat if the market turns. What are the best proxies you can recommend or should I hold?

Thanks!

Q: Hi, we are trying reduce our Technology exposure in US stocks. These are the companies held in our portfolio, in this sector, with weighting in descending order as follows: AAPL,MSFT,AMZN,MA,V,GOOG,PYPL,NVDA and ISRG.

How would you rank them, Today, based on the current valuation, growth prospects and risk ?

Also, should MA,V and PYPL be considered different than others ?

Thank You

Q: With the recent market correction, there are a lot of stocks are deep in red. Which stocks are the compelling buys, after the market settle a bit?

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: Hi Team,
I am an aggressive investor, which paid off lovely in 2020, but now am being crushed. I hold the following stocks (with weightings in brackets) in total in my brokerage accounts. Could you have a quick look and tell me how this basket looks "In general"? And if you see this basket doing well over the longer term (say 5-10yr hold), pointing out any suggested changes you would make, if any are "sells" or worth switching out. Note that if I sell any GSY it would incur tax (the weighting is large because the position has grown and have been a firm believer in the company as its valuation still looks cheap and am collecting a nice div off it as well). I am 42yrs old so retirement is a ways away and my goal is maximum returns with reasonable risk until retirement. Please deduct credits as required. Thanks
ATZ(3.2%)DOO(1.3%),GSY(24.7%),NVEI(6.3%),TOI(8.6%),WCP(2.8%),SQ(3.5%),APPS(2.5%),RBLX(2.7%),BAM.A(1.7%),LSPD(3%),FB(8.2%),TTD(2.9%),U(2.2%),ABNB(2.4%),CRWD(2.4%),NVDA(6%),PINS(1.7%),CRM(2.9%),NOW(2.7%),SWKS(1.7%),TWLO(2.4%),VEEV(1.4%)WELL(2.5%).

Q: I get that there is money moving out of growth (tech) and into other areas of the market. However, all the mentioned names here have CAGR of > 25% amongst other great fundamentals (free cash flow, equity,...). So long as fundamentals don't change, I can't see any reason to sell - only to add to these names on this opportunity. So long as business grows (and >25% is huge!) all these should be winners in the long term, no?

I've experienced significant whiplash with most of these stocks but am optimistic that with a longer timeline I should be okay.

I'm hoping for two things in your response:
1. Giving me comfort that my thinking is correct and if I hold on I should be okay, and;
2. Of the list, the one stock you would add to today.

Thx for the comfort,

Cam.

Q: I have $20000 to invest in an resp account.

Given the ongoing fall in tech stock prices, I would like invest $10,000 to buy tech stocks low and hopefully sell high in 3 years.

Can you provide 5 Canadian stocks and 5 US stocks.

I also want to invest the other $10,000 in less volatile. Companies with a total return of 15% or more. (e.g. Energy, banks, insurance, etc...)

Can you provide 5 Canadian stocks and 5 US stocks

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

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: Earlier this year I transferred my Magna shares from my non registered Canadian Account to my non registered US account in order to avoid money exchange charges. I am interested in selling the shares and would like to know if the same shares can be sold through my US account so I can use the US funds to purchase some beaten up ADSK and CRM shares this month.
Thanks for all the support in 2021.

Kevin

Q: Thoughts on CRM earnings and market's reaction?

Thanks Rick