Investment Q&A

Q: Can I please have your thoughts and analysis on CGI's recently announced earnings. Your thoughtswould be appteciated and do you see this as a buying opportunity?

Q: I currently hold these 9 stocks with the noted weight in my portfolio: ADBE (4%); AMZBN (3.5%); CRM (2%); CSU (4.5%); CRWD (1.5%); NVDA (1,5%); QCOM (1.5%); SHOP (2.5%); GOOG (4%).

This adds up to about 25%, and to make matters worse, I recently reduced NVDA from 4% for a temporary wait on the sidelines and I intend to restore that in the next while.

So although most are all fairly different, there is too heavy a concentration in tech and reduction is in order. If you were me, which of these holdings would you sell? Trimming across the board is not impossible but as I wish to add some new ideas and already have more stocks than is probably efficient, so selling one (or more) is somewhat more preferred.

FYI, my goals are mostly growth and capital preservation, dividends are less important.

Thanks for your excellent assistance.

Q: Did the SIMO deal get approved? Any thoughts on what to do with my position?

Q: Could you comment on what has happened with VRT to go from having too much debt to consider in April 2022 to now one of your top picks for US mid cap?

Thanks

Q: Hi 5i,

I would like to get back into MSFT, what would be a good entry point? Was looking at selling puts @ $325.

Q: any particular reason for the relatively large decline today?

Q: Good buying opportunity for the long term?

Q: CGO: what is going on with this company? Shares been sliding for a while. They do seem to carry a lot of debt. Buy?

Q: Good afternoon?

What are your thoughts on HIVE? It had a crazy run up and since pulled back a touch. I have a small position and I am prepared to be in it for the long haul. Also are they getting into artificial intelligence? Those latest few press releases confused me a bit.

Thanks Jimmy

Q: Please provide your opinion on Indie Semiconductor Inc (INDI) as an investment.

Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,

Q: Hi team,

Is there any change to your opinion on this company after the large moves?

Q: Tencent Holdings Ltd OTCM: TCEHY

Should I buy this company for the game industry or would you recommend something else?

Thank you.

Q: Stock was down almost 10% after earning release. Could you please comment on earning and its future for the next 2-3 years. Thanks

Q: Would you be able to tell me the adjusted cost base of the shares when the dividend from Constellation Software was declared?

Thanks for your great service!!

Q: I was wondering what companies in Canada might be in a position to benefit from the AI technology? Would SHOPIFY be on your list? Thank you.

Q: Please comment.Is it buyable? Txs for U usual great services & views

Q: Hi Folks,
I currently hold CSU and MSFT in my otherwise conservative RRSP. I am looking at adding either AAPL or GOOG for a little more growth. Can you suggest which one would be better to add today.
Thanks

Q: I'm heavily weighted in the Qs.

Would you see a swap from ADBE or GOOG into LILY a good move?

Thanks

Q: Why did NVEI go down 10% on July 20th? Is it worth investing in this company now?