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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,

You have mentioned that "Anything 'growthy' and on the smaller side has been unloved for the last one to two months." So the Hi Tech stock seem to be the worst sector now. Do you think the tech sector is over? How many months or years will the tech stocks come back by your experiences. I have no income, but can still survive for 2 years.
Read Answer Asked by ma on March 31, 2021
Q: Hello Folks:
It appears technology stocks are moving opposite direction to industrials such as Deere, Caterpillar, Cummins etc. which have been very quiet for a number of years.
Is this a normal situation?

Does this mean there is more confidence in this sector and less in technology; or is it because technology has been the go to in times of uncertainty; although I would think these Covid times would have produced more uncertainty with the opposite effect.

Do you feel this trend will continue empowering industrials at the expense of technology such as Amazon, Apple, Microsoft, Google etc.

My specific question is re: Veeva (on a steady downturn) and how you view it's long term prospects.

Thanks for your good work
brian
Read Answer Asked by Brian on March 31, 2021
Q: I currently have Aritzia, BRP, Magna, and Boyd Group in my consumer cyclicals. Would you replace any of them with Amazon, or do you think my current picks are better? Thanks
Read Answer Asked by Neil on March 31, 2021
Q: Would appreciate your recommendation of 5 Canadian and 5 US dividend aristocrat equities that you would purchase that you would expect some growth in both income and price appreciation.
Read Answer Asked by David on March 31, 2021
Q: I have approx 12% of my portfolio in BEP,un & BEPC of those two the $ representation is 50% of the 12%
I also own WSP BIP.un & ROK
I am considering adding NUE & MLM ..... would you change any of the above proportions before doing so?
I would like to bring up the infrastructure, industrial side of my holdings.
Any suggestions? Thank you..
Read Answer Asked by Maureen on March 31, 2021
Q: For a long term, conservative, income oriented investor what are your favourite industrial stocks. Three from each of canada and the US would be great.
Many thanks for all the help.
John

Read Answer Asked by John on March 31, 2021
Q: Thank you very much for the warning you offered in the previous question I asked about MOAT. The way I worded it, it may have sounded like I was ready to sell VOO and buy MOAT. But, that is not very likely. But, as you suggested, it may be worthwhile to buy some of this along with the other etfs. You called MOAT an innovative etf . When I look at it, though, its charistics seem to be that it is a wide moat fund. When I look at the companies held I am not sure that they seem innovative. Just that they invest in research and development. I am a little confused by what they mean by innovative. I suppose it just means more aware of a changing environment that other companies. Would that be right? How would you characterise this fund?
thanks
Read Answer Asked by joseph on March 30, 2021
Q: One thing I have noticed with my behaviour..once I have a two bagger or over I become less concerned about daily movements and thanks to you I have found a few good ones like CSU, SHOP, RH..TFII on the way to becoming one:). Thank you 5i !
Read Answer Asked by Shyam on March 30, 2021
Q: I have updated my tracking analysis and it tells me have have far too many stocks. 50 plus......Many, it details are 1 to 2%. So it will take quite a move in any to move the dial.
I have most from all your portfolios. It is a large dollar investment.

Should I pair these down? How many stocks, if diversified, (long term hold), should I aim for?
Read Answer Asked by William on March 30, 2021
Q: Its astonishing how similar the charts look alike for FTS, EMA and CU. They have had a good move. The charts on AQN and NPI look very similar to each other as well, however moving sideways. Why do you think AQN and NPI seem to be lagging FTS, EMA and CU? Best, Don
Read Answer Asked by DONALD on March 30, 2021
Q: Can you please advise which one would you consider as a value stock as of today price from your Model, Growth, Income portfolio?

Thanks for the great service.
Read Answer Asked by Hector on March 30, 2021
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