skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: would appreciate your view on AIP arteris on nasdaq.
thank you
Read Answer Asked by howard on February 05, 2024
Q: If I have to trim Tech to get more diversification, what would be your top three picks in each of Basic Materials, Utilities and Industrials. They can be either Cdn or US companies or a combination thereof. Thanks
Read Answer Asked by Dennis on February 05, 2024
Q: My investment club was looking at buying into Triton International only to realize that it was acquired by Brookfield but still has preferred shares listed from the original company.

The original intent was that we are a buy-and-hold type group and were looking for a reliable dividend payer in the shipping industry. We are interested in still going through with purchasing the preferred A shares but the group is all pretty new to DIY and do not have experience with this type of holding.

Are there any additional unknowns that we should be watching out for here? Do these preferred shares have an expiry or carry any additional risk?

Thanks
Read Answer Asked by Daniel on February 05, 2024
Q: I am trying to purchase 5 american companies to hold in an AI-focussed portfolio, probably for 5 years or so through this next bull market. I already own the megacaps and so I am specifying less than $200 billion market cap for each of these. Can you give me your top AI-related plays with these criteria? Thanks.
Read Answer Asked by Michael on February 05, 2024
Q: NVDA now compromises 9% of my total portfolio. What's the maximum weight YOU would be comfortable with? Alternatively, would you consider selling - say - 2% of NVDA and buying VRT? If yes, can you please compare potential risk/reward for both NVDA and VRT over the next two years on a scale of 1-10? Thank you.
Read Answer Asked by Maureen on February 02, 2024
Q: Can you explain why American Tower had a sharp increase in share price recently and now seems to be in a steady decline. Has there been material changes to the company that I'm not aware of. Also could you advise on what its current and forward PE is and would you consider it a buy at these levels. Thanks for your help.
Read Answer Asked by Ian on February 02, 2024
Q: Is a crunch coming again to Regional Banks with exposure to commercial Property.

A lot of empty space and people are not coming back to offices. I BM said come back or find another job. How bad is it. Is it wise to avoid all Banks fir the next few months.

* heard that South Korean Pension Funds ate deeply exposed to U S Commercial Buildings as are Regional Banks

New York and California are a disaster

Avoid or start to accumulate on weakness

What banks look good to you ?

RAK

RAK
Read Answer Asked by bob on February 02, 2024
Q: Hi,
Kicking myself in the butt for not buying SMCI a few months back after humming and hawing about it. I guess because I have a large NVDA and GOOG position already so didn’t want too much AI exposure.

For some of these names that have run hard over the last 3-6 months, would you add or initiate new positions? I own NVDA, HPS.A and TVK and have nice gains but want to slightly add for long term. I’m reluctant now to buy these new daily highs in SMCI and VRT, afraid of a sharp pullback. How would you proceed? For all the stocks mentioned, what inning do you think we’re in for each? Still long runways? And I know it’s hard, but what would be good price targets to buy if they pulled back? Thanks!
Read Answer Asked by Keith on February 02, 2024
Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT
Read Answer Asked by Gregory on February 02, 2024
Q: Hi Folks,
In my TFSA, I am looking to add to my position in one of AAPL, AMZN or VISA.
May I have your opinion which one would be best at this time.
Thanks
Read Answer Asked by JOHN on February 02, 2024
Q: Hi 5i
Regarding your answer to my earlier question about BMO....
"Overall, we would stay away from financial institutions with a weak capital base and questionable loan book quality. In a loss scenario, as we saw last year in the regional banking crisis, equity can at times be eroded quickly."
Is BMO in a situation where this is a similiar issue for them?
thx
Read Answer Asked by jim on February 01, 2024
Q: If you had to put together a portfolio to hold for at least one year for max gain what would they be? No concern for risk or the size of the company. Must be traded on a USA exchange although not necessarily a USA company. I’m guessing you will include smci, vrt, google and amazon. Part two of the question is whether I should sell some smci to lock in a gain? I’ve never in my life enjoyed such a large gain so quick. Thanks.
Read Answer Asked by Jason on February 01, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!