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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: Hi 5i Team - Could you give a brief explanation of what VMS is. Also is this the main component of all three: CSU, Topicus and Lumine. I have some understanding of the operations of these three companies but am still somewhat confused as to their differences from each other. Are there any major competitors and if so could you name a couple. Thanks.
Read Answer Asked by Rob on April 28, 2023
Q: Hello Folks:
As many others I have been hanging onto our Tech stocks (Goog, Amazon and Apple) hopping improvement is in sight.

Currently in consumer stocks we own Costco and Johnson and Johnson and media advises are diversifying more into this segment (eg. Mendalez, P&G etc.) useful strategy.

Do you think thinning down Tech is good advice? Perhaps utilities such as Enbridge could also be good defensive play. We are seniors valuing dividends with which Tech world is parsimonious. Apple appears the best bet in Tech as they actually produce and sell real products. Everything changes, however we value your thoughts and suggestions of including specific equity options (including an ETF). Currently I do not own any ETF's as I have preferred individual companies.
Thank you very much
brian

Read Answer Asked by Brian on March 21, 2023
Q: What's your opinion on etf's that follow insider buying like the PKW
Invesco BuyBack Achievers ETF. I was trying to look up others like KNOW Direxion All Cap Insider Sentiment Shares and The Guggenheim Insider Sentiment ETF (NFO)which I can't even find the ticker in my td trading accounts for the latter two and finally the INK Canadian Insider (CIN) Index.

If there are trading vehicles/etfs that one can add to their portfolio do you recommend them or stick to using them as tools to find individual stocks such as Oracle ORCL the top holding in PKW Invesco BuyBack Achievers ETF. I'm confused by Oracle because it looks like there's more selling so I don't why it would be a top holding. Anyways just trying to educate myself please help. P.s. is there any stocks in these indexes that attract your attention? Cheers
Read Answer Asked by James on January 10, 2023
Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard
Read Answer Asked by Howard on March 16, 2022
Q: Considering the purchase of one of these two companies.
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John
Read Answer Asked by John on January 04, 2022
Q: Hi team,
I bought Verizon two years ago in expectation of a stable price and a good dividend. Two years later it is down 11% eating up the dividend and leaving me essentially where I started. Would it make sense to sell VZ and use the funds to buy IBM which has a similar dividend and perhaps some growth potential? I can also claim the tax loss on Verizon.
Read Answer Asked by Ken on October 06, 2021
Q: I have held CVS for approx. 6 months and virtually it is flat. There have been many recommendations from the street however I have 22,000.00 which seems to be dead money. Should I sell and buy some tech stock like Oracle or Taiwan semiconductor. Do you have a suggestion other than these 2?
Cheers, Doug
Read Answer Asked by Doug on April 08, 2021
Q: Hello,
I have been reading about FaaS (function as a service) and from my readings it is predicted this will grow in the next 5-10 years. Which current companies would be ones to invest in now in hopes for growth in the future?
Read Answer Asked by Sarah on December 22, 2020
Q: I want to sell my all Canadian portion of my portfolio :CSU,CCL.B,BYD.UN,KXS,PBH,NFI,SIS and replace it with similar US stocks.
Please provide mi with possible replacement my Canadian selection
with similar US stocks.
I have already In my US portfolio : TSG,ADBE,SHOP,AMZN,NVDA,SQ,NFLX,MA.

Thanks Andrew
Read Answer Asked by Andrzej on September 28, 2018
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