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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: In response to a question about a subscriber's portfolio you said “KO and JNJ we would consider less attractive for various reasons. We might add VZ and PFE instead.”. I am holding JNJ in a non-registered account with a cost base of $58.36/share. JNJ is 2.5% of a diversified portfolio. Is it still worth making the switch for PFE? Over the years, JNJ seemed to be a much better managed company than PFE. What has changed?
Read Answer Asked by David on March 15, 2019
Q: Hello Peter, Ryan and 5i Team:
Would you recommend to hang on to my half position in AAPL OR switch to one of the following: NVDA, XLNX or OLED for a 6-12 month hold? If the latter which one is your favourite given current market place environment and cap appreciation prospects?

Thank you kindly,
Romeo
Read Answer Asked by Romeo on March 15, 2019
Q: I have owned JPM, TD and BNS for a few years. The thinking was it would enable me to spread my investments outside of Canada. Given the lacklustre performance of JPM and the fact that TD has significant US assets and BNS is international, I am thinking of swapping JPM for VISA (or MC if you think that is better) to get financial assets that may act just a bit differently than the banks. Does this thesis make sense?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 15, 2019
Q: ALA,LNR,MG,KXS,SIS,TOY,TSGI,TCL,TH,ZZZ
Of this which one in your opinion I should get read of?
Read Answer Asked by Nizar on March 15, 2019
Q: Hi 5i, I need some guidance, I need to sell some of my stocks.
In my cash account I have 25 stocks , 15 of them are doing OK (some are doing great), and around 10 are in the red (with 3 or 4 bad -at least temporarily ) , the question is, would you sell the top ones, would you shave off some from the top stocks, would you sell the ones that are not doing so well. I understand your respond would be a suggestion only. I'm inclined to shave from my top gainers and sell the bottom ones.
Thanks
Read Answer Asked by Fernando on March 15, 2019
Q: Hi 5i, please comment on my international div. group for global income or your own top 5 picks, thanks.
Read Answer Asked by Peter on March 15, 2019
Q: Hi 5i, As a mid 70's couple our portfolio must be changed to be more div. focused to match our monthly RRIF's. The noted positions and portfolio weight are all under 2% yld. Please suggest some or all to be sold or reduced, in what order, while still having some growth intact.
Thanks.
ATD.B 6.5,IYT 3.7,DIS 2,INCO 1.4,L .8,GUD .8,PHO .6,COV.5,TSGI.3,ZUH5.4,VUN 4.7,VXC 4.6,VGG 1.1,XHC .9
Read Answer Asked by Peter on March 15, 2019
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