Investment Q&A

Q: My thoughts and prays are with the people of Los Angles. They are going to have to re build. Is there any forestry companies that could see a increase in sales. I presume it would be west coast forestry companies. US or Canadian compaines.

Q: I own APO, BX and KKR in TFSA & Cash accounts = Mistake??? Should be in RIF??? Thinking of selling all and buying BIZD in my RIF. Does this make sense? Thanks!

Q: Can you please provide your analysis on the above two companies and whether they are investable.

Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.

Q: I am up ~800% on NVDA and plan is to hold for 10+ years. Curious to get your thoughts on this strategy vs splitting the position with AMD. Plan will always be a 10+ year hold.

Q: Good day, Adobe has taken a big hit in the couple of months. Revenue forecast for 2025 is below analysts' consensus. Is this a good technology stock to still hold or can one move to something better. Thanks

Q: Happy New year 5i!

It's been an interesting start to the year, and I've been watching/reading things that seem to be leaning towards or preparing for a 'fearful' period. Thoughts on this? With deployable cash, would you be getting it in the market quickly, or not be in any rush?

That being said, AXON and CSU have all seemed to back up more significantly than they ever have, and CRWD as well with the exception of the update failure event. IESC, PSN, and MU as well trending lower.

I hold none of these and have some USD free for 2 half, or 1 full position. Would paying the FX to get CSU on sale be your top pick? of the ones mentioned, would you rank them in terms of expected growth over the next 1 - 5 years? please add a 3 or 4 more options in there as well if you have other top picks. Small caps are good too.

I currently hold GOOG NVDA AMZN MSFT POWL ISRG CLBT VRT on the US side.

I don't mind managing holdings in a shorter period of time if needed, but aim to find those long term compounders and let them continue to win.

Thanks for everything!

Q: I am curious what you think about Centrus (LEU) I believe the only US company capable of enriching uranium while supply from Russia is suspended. The company's history appears dubious.

Peter

Q: Your thoughts on big drop today? Buying opportunity?

Q: Hello 5i,


What would be your top 3 US Finance picks (best being 1st) in light of Trump's incoming presidency with reasons on your proposed selections. Thanks as always!

j,

Q: Yesterday, you gave me your top 4 conservative growth. Could you please give me your top 4 non-conservative growth in order please. Thanks Steve

Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Q: Would you consider KLA and/or ASML as "core" IT/AI holdings for 3-5 years, apart from current M 7 holdings. Among IT/AI opportunities available, how would you rank one or both, given current valuations, and taking into account vulnerabilities [China]. Or, would you suggest 3 others instead.
Thanks

Q: Share price of LLY is down again this morning (January 14) after the company reported results below analysts’ expectations. For the longer term the company’s forward guidance (just-issued) is slightly above expectations. What do you have as PEG please? Given the firm's latest results and fwd guidance, what would you say is a reasonable price range to buy at :
(1) for a longer-term hold ; and
(2) what would be reasonable price range for a parent aged 75 whose portfolios is tilted towards high growth companies— or would you avoid LLY in the latter case? :ao:sab

Q: Can I get a valuation/ outlook on this name

Q: Can you give suggestions for your three best Canadian and us quality value, largecap stocks ?
Similarly your three best Canadian and US quality growth large cap stocks?
Pls give a compelling entry point and rank best first
Appreciate all your advice

Q: Hello, is this a good entry point for this stock ? It seems to have high multiples using any metric. They seem to have no debt on the books.

Q: Hello, which company would you have a higher conviction for if industry was of no concern for a long term hold ?

Q: In the US Consumer Discretionary sector, what would be your top 5 companies? Thank you

Q: Hi team, Amazon DSP.. I think people just assume it’s always going to be a two-way race between Google and TTD. Can I get your take
on Amazon’s DSP and if it *could* become the 2nd most dominant player after Google? I have a 3% position and looking to make it 5%. Are you a buyer today? I have a 3.4% position in Apple which I’m considering selling completely to fund this.