-
Descartes Systems Group Inc. (The) (DSG $91.25)
-
TerraVest Industries Inc. (TVK $154.35)
-
Amazon.com CDR (CAD Hedged) (AMZN $24.42)
-
Alphabet CDR (CAD Hedged) (GOOG $52.28)
Q: We're taking some profits from my wife's position in TVK, and I'm looking to establish a new position for her.
For what might qualify as tech/AI, she has DSG, AMZN.ca and Goog.ca. On the AI theme, I'm considering Avgo.ne (I'm overweight Nvidia), ASML.ne or AMD.to. She also lacks in Communications and tech generally, so I'm also thinking NFLX.ne. and Uber.ne.
This is intended to be a long-term holding with growth in mind, so can you rank the five companies -- AVGO, ASML, AMD, NFLX and UBER in order of preference please in terms of long-term growth.
And thank you for your service over the last decade-plus, because retirement certainly wouldn't be in sight without 5I's help.
Pete, Calgary.
For what might qualify as tech/AI, she has DSG, AMZN.ca and Goog.ca. On the AI theme, I'm considering Avgo.ne (I'm overweight Nvidia), ASML.ne or AMD.to. She also lacks in Communications and tech generally, so I'm also thinking NFLX.ne. and Uber.ne.
This is intended to be a long-term holding with growth in mind, so can you rank the five companies -- AVGO, ASML, AMD, NFLX and UBER in order of preference please in terms of long-term growth.
And thank you for your service over the last decade-plus, because retirement certainly wouldn't be in sight without 5I's help.
Pete, Calgary.
5i Research Answer:
Thank you for your kinds words.
We would be quite comfortable with any of the stocks noted,...