Investment Q&A

Q: Good morning,

If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?

Thanks,

Brad

Q: Please ignore if other have asked. Your thoughts on NVDA's earnings and conference call. Thank-you.

Q: My tech component of my portfolio is 43% and want to rebalance my portfolio so tech is about 33%. In tech CSU is 33% NVDA 20% Shop 15% Rest are about 6% to 8%. Is there 1 or 2 I should sell due to overlap? What should I do?
Also is there an argument that shopify fits into the consumer discretionary space?
Also am I missing a tech name?
Thanks take more credits if needed

Q: Good Afternoon
I am attempting to diversify away from NVDA due to its large percentage of my holdings. I also have good gains in both NBIS and VRT although I am comfortable with their current weighting and both have room to grow. Assuming all 3 will somewhat move in unison does it make more sense to pick a non AI related stock rather than add to NBIS and VRT? If that is the case can you give me suggestions on what to add?
Thank you

Q: I want to consolidate some small positions. I am interested in best growth opportunity. Can tolerate higher risk. To this end can you help me choose between:

ATS or PNG, ATS or GLXY, PNG or GLXY and finally between GLXY and NVDA:CA

I appreciate your opinion. Thanks.
David

Q: For a TFSA how would you rate this group. Willing to accept risk - looking for high return over 3-5 year period. Not tied to any If any not suitable, please suggest others. Bottom line - please advise your high conviction list of 7. Thank you.

Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles

Q: Hello all,

I am helping aid my young adult children in developing a portfolio of strong companies that pay a dividend. They were not comfortable buying during the VIX 30-50 range so they have not benefited from the recent rebound.

They are looking at holding any of these positions for 5 years (when they may need to liquidate a bit for a down payment on a property)

Please note, the American equities would be CDRs and hedged.


Here are my questions:

What entry point/range would you be comfortable buying any of these securities listed?

Do you recommend half positions in any of them at this time? Please list.

Taking into account the time frame, are there any companies you would recommend not buying?

Are there any sectors (with a particular security) which perhaps I should consider that is not on my list?

Please mention if there are other securities that might be better in satisfying the stated objective.

Do you forsee any problems with this approach and do you recommend something else to help offset anything?

I know that you don't have a crystal ball but your opinion is appreciated.

Please take as many credits as required.

Respectfully,
Arturo

Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff

Q: There are two stocks for this company NVDA.to and NVDA. One is on the US stock exchange and the other is the TSX. The difference in the stock price is more than just the US and Canadian exchange rate. Why is that? Is the stock on the TSX a B non voting share? Do you recommend buying this company and on which exchange?

Q: I have 200 shares of NVDA at an Average Cost of $30/US. AS it drops does it make sense to buy more? Would your answer apply to ANY stock?
Thanks!

Q: Are there any US stocks that are getting hit right now that would be good buys for long term growth holds?

Q: What are your thoughts on Nividia's investments in:
- WeRide -WRD
- Nebius Group - NBIS

- Would you agree and add to a portfolio ?

- Which of the two would you prefer over the other, Or Both...

Thanks,
M

Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?