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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: I currently hold a full position in NFLX. But competitors, like DIS. with stronger balance sheets are or likely to undercut Netflix’s prices. NFLX shares are down in the past three months after falling short of subscriber growth targets in the second quarter. With this change in business circumstances for NFLX, should I continue to hold NFLZ long term or switch to DIS or take a half position in both..........thanks for your take..........Tom
Read Answer Asked by Tom on October 15, 2019
Q: Cons Disc [CD] portfolio target is 9%; current holdings 1.5% ea AMZN, SHOP [technically IT, but now more similar to AMZN? if not, then only 3% allocated], and CMCSA. 5+ yrs growth goal. To add and/ or new buys?
1. e-commerce: AMZN, SHOP, others?
2. retail watch list [WList]: advise re LULU, NKE, SBUX, others?
3. TV/ connected WList: DIS, ROKU & TLRA [both IT, but ultimately tied to Consumer spending]
4. Or, XLY and/ or TDB 424 Fund [Entertainment & Communication holds some Cons Disc, but not 100%] or other.
This is a mix but would appreciate your advice with sector allocation.
Thx
Read Answer Asked by sam on October 01, 2019
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Q: Looking for some safety if we have a serious downturn. Like others, I appreciate growing dividends and some growth. Looking to add DIS, T, WMT, OR HD to my American holdings. Do you have any major concerns with any of these companies and would you please rate them best to worst based on my investment criteria.
Have yourselves a great weekend.
Read Answer Asked by Les on August 06, 2019
Q: Hi Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen

Read Answer Asked by Yiwen on July 29, 2019
Q: these 4 holdings are held in equal weight in a RRSP account and have some US cash and wonder what you think the best ETF would be to complement what is currently owned?
Thanks
Read Answer Asked on July 15, 2019
Q: Hi Folks

your opinion please on the above - looking to start 1/2 positions in my TFSA which I have structured for dividend growth and income. Okay to start a position in each at this time or can you suggest others I can take a look at ? Your opinion is greatly appreciated.
Thanks
Read Answer Asked by JOHN on July 15, 2019
Q: I am very fortunate to be a member of 5I,Thanks
I wish you were actively advising on US stocks meanwhile however
for me to start please suggest some US stocks or etf for not very aggressive
stocks with high volatility but something like BNS,SLF,td in Canada Income is not my priority but steady growth is in my mind not stocks like canabis?
I appreciate your sugestion and has always benefited from them
Nizar
Read Answer Asked by Nizar on March 19, 2019
Q: Hi team,

Several years ago, I started moving money to the U.S. side for greater growth opportunities. I am now at 80% U.S. and with the weak Canadian dollar outlook, I won’t be going back soon. So, I appreciate your advice on the U.S. side, which I find to be very insightful, even though it is not your primary focus area.

To offset my tech risks, I like big cap and/or Dow stocks. DIS intrigues me for their many growth arms. I was not following closely all the wheeling and dealing among DIS, Comcast and others last year for Fox and other companies. DIS bought FOX and/or its entertainment assets and the deal closes early Wednesday morning. DIS was the worst Dow performer today (aside from BA). Did DIS overpay for FOX or is this just arbitrage on the stock before deal closes? DIS has a ton of content already so what does Fox add? I believe DIS now gets a bigger share of Hulu. Will Hulu become their primary streaming service or is something else planned by DIS to compete with NFLX?

I am just trying to better understand the outlook for DIS once the FOX deal closes.
Thanks for the insight.

Dave
Read Answer Asked by Dave on March 19, 2019
Q: Hi 5I team.

Other than XUS (15%) I really do not have much exposure to US Stocks. Would you please recommend a few US stocks or Sector based ETFs to invest about 10% of new cash. I have a few options based on Mad Money and Market Call. Any preferences of the stocks I've listed or other ETF suggestions would be helpful. My horizon is for 5+ years.

Thanks


Read Answer Asked by Abhishek on March 06, 2019
Q: Hopefully, you can give me guidance regarding these three American companies. With a focus on their future prospects and how they have positioned themselves for growth, would you be cautious about investing in any of them? Which of the 3 seems to have the best opportunity for sustainable growth going forward? Thanks again for your appreciated guidance.
Read Answer Asked by Les on December 03, 2018
Q: Looking to add some US companies to my non-registered portfolio. Can you suggest 5 US companies that you consider to have some Growth and Value. No Tech companies.
Thanks
Read Answer Asked by JOHN on September 18, 2018
Q: My apologies - I forgot to say that I was looking to invest in that thesis with US stocks. I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?
Read Answer Asked by Rick on June 05, 2018
Q: Dear 5i
How does the earnings growth look for DIS , NFLX , ATVI , EA and CAT over the next 2 years ? Is the gaming space a good place to be . This seems to be a popular and growing area .
Thanks
Bill C.

Read Answer Asked by Bill on February 13, 2018
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