Investment Q&A

Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?

Q: Hi Folks,
In my RRSP account, I am looking to add to MSFT, which I currently hold or start a new position in VISA. May I have your opinion as to which one would be best at this time.
Thanks

Q: Hello may I have your thoughts on VRT

Q: Would you give me 5 of your TOP picks CANADA and USA Thank you RAK

Q: Hello Peter & team,

Microsoft reports in 4 days. Can you please tell us what the expectations are, and if you think there will be a beat or a miss? And how you think the stock will perform over the coming 3 - 5 years.

Thanks for all you do

gm

Q: Could you please give me your opinion on DRX upsharply but still trading at a low multiple. Is this a long term investment or possibly becoming overvalued. Thanks for your analysis,

Q: Hi folks, how significant is the announced partnership between Nuvei & Adobe...markets liked the news with 6% pop...is this a "new" partnership for Nuvei??, and if so, what future potential could come the way to Nuvei...I believe they recently hooked up with Microsoft in similar payments process (albeit relatively small)...after disasterous Q2...is there light at the end of the tunnel????....thanks as always for great service, jb Piedmont QC

Q: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,

Q: With the launch of bitcoin ETFs what "crystal ball prognostications" can you have for such companies as Galaxy, Riot?

Bail? Hold? Buy?

The last week has given them a proper lathering, and I'm wondering if there is more (pain) to come or if it's a good time to add to the position?

Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M

Q: 5i has given our family some very good investment ideas. Among the good ones that have benefitted our accounts lately are LMN and HPS.A. Thank you for these. Using your crystal ball what would be your best suggestion for a couple of other similar stocks that might replicate these growth stories over the next year. Thank you.

Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?

Q: I was expecting the bircoin etf news to have a positive result to the share price. Market is not re-acting positively. Can I have your thoughts.
Thanks
John

Q: Hello, BKNG looks like a company that continues to outperform with low capex spending and high cash flows. What would be a good entry point ?

Q: Interested in Aritzia, can you provide a good thesis as to why this investment is worthy of a buy or hold? Capital IQ estimates revenue growth for 2024 to be only 4.6%, how come this is so low? Is the increase SG&A expenses a result of the recent inventory surplus and do you think it will resolve itself within the next couple of months? Lastly, how many shares were issued after initial IPO offering compared to now and with low ownership from management, why do you like the company?

-Thanks

Q: I have recently received $100,000 and as I have maxed out my TFSA, RRSP and RESP contributions for 2024 I will be depositing this into my cash/taxable account. I am looking for tax-efficient growth stocks. As capital gains are taxed lower I am looking for growth with no or low dividend.

Can you suggest 5 - 6 companies?

Thanks for your help,

Mike

Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason

Q: Have the following in a basket. Closely weighted. Looking to add a new similar weighting equity, want to buy and leave for 10 years. Can you provide top 3 suggestions please. As always, thank you.

Q: Would you kindly pick 4 stocks (at least 1 of which is a Canadian stock) that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.

Q: Hi team,
Since it's been a little while since LMN announced it's acquisition of some Nokia assets, has there been any more information found on perhaps more of the financial details of this acquisition? I was thinking that somebody must know some details? Perhaps analysts that had been familiar with Nokia might know the revenue estimates of the assets that were sold to LMN? The stock moved up dramatically since the acquisition; almost like someone was in the "know" . Just curious here. Also...at what point would you consider LMN a "buy" again (I had thought it was previously mentioned that the shares might pullback some after the quick run up). The shares have pulled back some in the new year...should I be patient before adding or just buy now? I was debating on either buying either LMN or BN for a long term tfsa contribution and cannot decide which one,

Thanks,
Shane.