Investment Q&A

Q: What is up with SMCI today. Just bought it Dec.19/2023. Let it ride or take the profit?
+$100.00 a share.

Q: Hello 5i
Could I have your assessment of GigaCloud Technologies please? I don’t see any previous questions on this company nor a ticker symbol.
Thank you
Dave

Q: Hi. After reading your ETF newsletter, I was considering this ETF as a good way to buy into many of the larger companies that are higher performers on the US market. I already have a full market ETF. What is your opinion?

Q: Understanding that portfolio weights are personal, what weight would YOU be comfortable holding SMCI?
Thanks

Q: Would like your thoughts on this "tanker stock" that Paul Sankey is bullish on?

I know it trades in the US but is closely tied to the oil industry.

thnx

Q: May I get your updated view on this company? Is there any added clarity over the last ~5 months since you last gave your thoughts? Thanks.

Q: Good morning,

I currently hold VIG ETF in my Non Registered US$ account and VGG in my Non Registered Cdn$ account. Both of these ETFs have the same holdings but the VIG appears to be cheaper in terms of MER and perhaps more tax efficient if held in a RRSP.

Given that both VIG and VGG hold the same holdings and taxation not a consideration, I was thinking of selling the VGG ETF and purchasing some additional VIG ETF.

However, I just stumbled across another ETF (DGRW ETF) that I would appreciate your thoughts on as a potential replacement for VIG ETF. Although a bit more expensive in terms of MER, the annual performance over the last 10 years appears to be much better.


Thank you and I'll await your response.

Francesco

Q: Hi 5i
CVS is down over 5% today and over 10 % since Jan4...What do you think is going on and is this an opportunity to start a position? Looking out 1-2 years......What would be attractive price?
Thanks
jim

Q: Hi 5i
Could not find this company in your data base....Looking for opinion on this company...Held shares for a while and see now that share price jumped and then dropped on speculation of potentially being acquired by novartis or amgen ect...

Can you provide any insight into whats is happening with this companies stock and if its worth hanging on...current small position but 2% now with current price increase.

jim

Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?

Q: Hello 5i,
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks

Q: Is Mi Homes safe as Door ? Which has more growth potential?

Q: Good Morning
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you

Q: HXS has has a management fee of .10 but as they state this does not include a swap fee of approximately 30 bps. Is the actual management fee .40? Is the swap fee related to the total return nature of this ETF? I’m looking for an S&P ETF to hold in my TFSA and HXS seems like a great option as I wouldn’t be subject to withholding taxes. Do you feel HXS is a better choice then VFV for a 10+ year hold inside a TFSA due to the savings on withholding taxes?

Q: Which sector will perform the best in 2024 ? Based on this answer , which fund should be purchased among the ones mentioned (or a fund representing another sector not mentioned in my question) ?

Q: How is this company doing? Has your opinion changed since 2019? Is it a buy hold or sell in your opinion.

Thank you

Steve

Q: Hi Folks,
May I have your opinion on AMAZON. Would it be a buy today. It has been on a pretty good run. I would like to add to my current holdings to bring me up to a full (4%) weighing.
Thanks

Q: Hello 5i,

I'm looking to consolidate my adtech holdings. I currently own The Trade Desk, Perion and Magnite. My main goal is to maximize growth over the next couple of years and I'm concerned about Magnite's slowing/declining future revenue growth.
My possible options are:

1) Sell all MGNI, buy more TTD
2) Sell all MGNI, buy more PERI
3) Sell all MGNI, allocate 50% of proceeds to TTD and 50% to PERI
3) Sell all MGNI and PERI, buy more TTD
4) Do nothing

Which option do you suggest? My current allocation to all three is approximately equal.

Thanks!

Q: Can you recommend 3 US ETFs for a long-term hold.

Thanks as always.

Q: May I have your thoughts on SNPS and their acquisition of ANSYS? Since some shares are being issued to finance the purchase should I wait to see if the stock declines before taking the plunge? The market seems to like the purchase as SNPS's shares went up instead of declining when the deal was announced. The stock price was fairly steady until 2016 when it began a steep climb up, what changed? Or was it us, the buyers, whose attitude to their business changed? Is their business model very similar to NVDA or in a different niche?
Any thoughts you have would be appreciated.
Regards,
Jim