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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: I own AMD but not NVDA. I believe that NVDA has a better growth profile and was thinking of a straight-up switch. I hold AMD in an RRSP account so there wouldn't be any tax consequences. Does this make sense?
Read Answer Asked by Brendan on February 09, 2024
Q: With today's jump in ARM and current valuation, would you suggest selling and buying back when things settle ? I was tempted to sell when it hit $120+, but did not...

- I love many facts about the company and thought buying at $78 was expensive, but realistically what are the 5i Crystal ball suggestions and recommendations ...

Happy Spring in February!
Thanks
Read Answer Asked by michael on February 09, 2024
Q: Hi, Could you please comment on Affirm earnings. Thank you
Read Answer Asked by francis on February 09, 2024
Q: Thoughts on the PINS quarter and potential. Buy, sell or hold?

thx, M
Read Answer Asked by Mark on February 09, 2024
Q: My 22 year old son received a $100,000 gift from his grandfather on his birthday. His TFSA and FHSA are fully funded so this money will go to funding his first unregistered account. The S&P 500 has shown an average annual return in excess of 13% over the past 15 years and over 20% in 2023. As such, it is tempting to just put the full amount in an S&P ETF, but having come off a 20% year gives one pause. What is your recommendation in this case?
Read Answer Asked by John on February 08, 2024
Q: Hello 5i
Do you have any recent information or feelings about Novavax. I don't know if they have other exciting things in their vaccine pipeline or if they just missed the boat? Fortunately I'm "asking for a friend" looking at the chart NVAX has made money disappear for 3 years at an extraordinary pace.
Thanks as always! You have been a great resource !
Richard
Read Answer Asked by Richard on February 08, 2024
Q: Thoughts about the earning release? Also, can you provide the % of short positions there are? I recall a lot of discussion in various investing forums about the demise of the mouse over the past 6 months, but things seem to be turning around. Do you think this is just a bounce or is this a good long term investment?
Read Answer Asked by Mike on February 08, 2024
Q: Hi,
You may have seen an article in The Globe about KSS. It linked Stephen Harper chaired Hedge fund with a connection to Carl Ichan's protege and such. It is trading around 26 USD. It apparently rejected an offer of 64$. They wanted 70 $ which didn't materialize. I scanned the Q&A section and I don't see anything recently.

There seems to be a decent risk reward trade here.

What is the downside risk and if not KSS what are your other choices? Do you think KSS will be taken over by Stephen Harper's Hedge fund? Your guess is a lot better than mine!!

Many thanks.
Read Answer Asked by Savalai on February 08, 2024
Q: I’m currently a momentum/swing trader, but running out of names to hop on with everything up. Can you provide 5 US growth names that you might enter based on their current momentum? Either a bounce or continued rise in the next month?

Read Answer Asked by Michael on February 08, 2024
Q: I hold a U.S.$ portfolio of 9 stocks geared to growth - all of which are doing well, in large measure to 5i questions/answers/ comments/suggestions. Thank you for providing such a beneficial service. I have just lightened up on Crowd and would like to add the proceeds to one of the other existing stocks that are at lower percentage holdings (CELH @ 1% , CROX @ 1.5%, Amazon @ 2.2%) . Your thoughts would be appreciated.
Read Answer Asked by Alexandra on February 08, 2024
Q: From the media: “ Amgen stock slouched Wednesday after a Lilly exec called the company's early-stage test results for a weight-loss drug "a bit underwhelming."

Huh? What did they expect a competitor to say? I thought the quarterly results were good and the new drug seems quite promising.

What is 5i's take on the AMGN recent quarter (which beat) and future prospects? Wouldn’t it be better to buy AMGN after the sell-off than pay the overhyped price commanded by LLY?
Read Answer Asked by David on February 08, 2024
Q: Held Cisco,Oracle,Pfizer,intel,for many years now. is it time to cut the umbilical cord? i am 82 but still continue to invest.What U.S. stocks should i consider replacing them with?
Read Answer Asked by Sy on February 08, 2024
Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks
Read Answer Asked by RUPINDER on February 08, 2024
Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.
Read Answer Asked by Trevor on February 08, 2024
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