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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,
Could you get your crystal ball out to help with this decision. I bought facebook on the dip at $159. Now its bouncing around $190. For a two month return thats pretty great. Do you think its a good value "forever" type stock because of their user numbers? Or do you think its looking like a good time to move that money into something else offering greater upside? Im not into chasing gains and moving money around alot, I prefer value investing. However, since its hovering around its highest high is it likely to slow down to maybe just a few percent growth per year? Its growth has been very consistent since the end of 2012, but if that was to slow down and not offer a dividend it would lose some attractiveness for sure. Any thoughts on this would be appreciated.

Thanks
Read Answer Asked by david on June 11, 2018
Q: 5-I,
I am looking to create some guidelines for investing in an RESP. Specifically what % of equities you would consider for a child, assuming a 4 year university program. It is my opinion to look at 100% equities up to a certain age. Assume for this example the student begins post secondary at age 18.

1) At what age do you think it is reasonable to start reducing exposure to equities?
2) What percentage of equities is reasonable for the period the youth is 15-18?
3) Assuming the payments will be paid out over a four year period do you think it makes any sense to have any equity exposure during the post secondary years?

Thank you,

Paul
Read Answer Asked by paul on June 11, 2018
Q: Hi there, I watched an interview this evening with David Rosenberg who was predicting a recession in 2019. My first question is what is your thoughts on this and do you agree with his perspective and second - while I know you are not in favour of timing the market, how would you approach/adjust your portfolio if you believe we were heading into a recession? For a person no fixed income portion, would you stay 100% invested in equities or move into a partial cash position - if so, how much cash? This bull market seems like its in extended innings, however the economy seems to be doing well overall and earnings seem strong. What do you think the best approach for ones portfolio heading into the 2019 or 2020?

Thanks!
Read Answer Asked by Michael on June 11, 2018
Q: In what order would you rate the following U.S. equities
I am considering adding to a well-diversified portfolio?
IHI IWO XLK XLF KRE VISA
Thank you.
Read Answer Asked by Harold on June 11, 2018
Q: In addition to your response to Umed's question " Why Spotify keeps going higher everyday ", Spotify has received few upgrades, last week, most recent as follows:
* June 7, 2018 : Buckingham Research raises price target to $195 from $175 *
RBC Capital Market also has a $210 price target, re-iterated recently by Mark Mahaney, a prominent Tech Analyst.
Read Answer Asked by rajeev on June 11, 2018
Q: Good afternoon guys:
The following names are in my portfolio and am looking to add a couple more.
Savaria,ccl, cargojet, Td, new flyer, Crh , knight, couche tard, mty food, great Canadian gaming, people, Stella jones.
Could you provide me with 2 more names to add. I am looking at Dollarama, premium brands, pollard banknote, kinexis. Could you please provide me with your professional and honest opinion with 2 more names and your opinion on my present portfolio. I am in this long term for 3 to 5 year hold on these names.
Thank you for the great work you folks do
Mark
Read Answer Asked by Mark on June 11, 2018
Q: Hi 5iResearch Team,
I have a full position on both SHOP and CRM for a while and doing quite well on both. Since these companies are in similar business, I am just wondering if I should reduce my holdings in either one (which one?) or both to limit my risk exposure.
Cheers,

Read Answer Asked by Harry on June 11, 2018
Q: I have a large holding of WFS.PR.A. I have done reasonably well on it, with 5.25% return on capital distribution and a stable price, it was much better than any other fixed income I held.
Here is my dilemma, I have to either redeem it now or hold until 2025. Expecting interest rate to go up, I am not sure it will hold its value. My thinking is to redeem it now and perhaps buy it later at a lower price, or just move to other investment. I know this decision is mine, but I highly value your opinion on what you think my best option would be.

Thanks
Read Answer Asked by Saad on June 08, 2018
Q: Sold FB and have some US$ to spend, can you provide 3 of your current favorites that may provide short term upside from down south please - higher risk is fine? Of the two I provided, which would you choose and why?
Read Answer Asked by Charles on June 08, 2018
Q: Hello team,

There is a lot of debate about how AMD may actually, not in so distant a future, steal the show from NVDA by beating them in their GPU technology as well as other areas such AI technology. So which one do you side with NVDA or AMD? NVDA is a leader for now but would you invest in AMD if you were looking or even faster growth for a similar risk?

Have a wonderful weekend!
Read Answer Asked by Saeed on June 08, 2018
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