Investment Q&A

Q: hi
assuming further downside in the markets, and potential longer term effects on global economy from most recent unprovoked Israel/USA attacks on Iran/Middle East, can I get your response for these 8 equities. please provide a buy/sell/hold recommendation, and a price to BUY for each. if your price to BUY is today's price, can you add another BUY price target that is lower than todays price, that considers the chart and fundamentals.
cheers, Chris

Q: I have done well with GOOG and will continue to hold it. MSFT is down 27% from its high. Would you sell some GOOG to purchase MSFT now?

Thanks for all your help,

Mike

Q: Can you rank the listed stocks for a long term hold please. Thank you

Q: I know that you (I assume Peter) aren't a fan of averaging down, but would GOOG be an exception? I feel that the stock has been unfairly punished, especially when considering its latest (excellent?) results.

As always, your comments are valued.

Q: I've owned Google since just after last split and up substantially, is it maybe time to sell and move on, bought as growth stock only to generate cash to invest in dividend paying stock, have enjoyed the ride and want to keep the huge increase since split, I know you don't provide details on specific portfolios, interested in your views on growth potential going forward.

Q: Hello 5i Team,

Given the current pull-back in the market, could you please provide your 6 highest conviction Canadian or US stocks (ranked in order) for (i) small-cap, (ii) mid-cap, and (iii) large-cap companies considering a 3+ year hold.

Thanks in advance for your always helpful advice!

Q: Are you still very positive on Google after earnings? Big tech getting negative press with some calling to boycott due to connection to ICE. Do you think this can have any effect on Google? Thank you!

Q: Hi Group took some profits on Google (still hold 6%) any have some cash would like to pick 3 from the above list and start 3 new positions . Please give me you 3 to add to as well suggestions in 3 new positions Amazon Apple Meta i no longer have maybe they qualify

Better to add or start new positions is the question please list in order of preference in both Growth and value are the target thanks

Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please

Q: Thinking of trimming GOOG (10% weighting) and adding to MSFT (3% weighting) or trimming MSFT and start a position in AMZN. Lastly trim GOOG and but more CSU started position last week ($3250) and now taking a bath

What's you thoughts on selling some winners or losers and buy into MSFT or CSU ,NVDA, CSU (see list of holdings below and pick highest / conviction

Presently own MSFT SHOP TFII FFH WSP TOU ARX WMT COST NRGI NVDA GSY GE CLS BN BAM


AM

Q: Which stock will have more growth going forward: GOOG or ISRG. I understand they are in different sectors and I am not concerned about volatility?

Thank you for your service!

Q: Which stock FSV or GOOG will have more growth going forward? I understand they are in different sectors.

Thanks for your service!

Q: Tax issues aside, is there a clear favourite here for an in kind contribution to our TFSA's come January 1?

Thanks,
Terry
Best of the Season

Q: Hi 5i team,

Among the tech giants, I own NVDA, GOOG, and AMZN. I have a high level of confidence in NVDA and Google, but not the same level for AMZN. My reasoning for owning AMZN is its upside potential, I think, driven by operational efficiency improvements and advertising revenue growth, despite cloud competition. I belive MSFT has the most resilient business model for compounding with diversified revenue streams and a clear path to AI monetization. The case for AAPL is its business and ecosystem, and it is a potential winner if AI doesn’t pan out as expected.
All of them are buyable and ownable, and I would appreciate your input on which three stocks you are more confident in for a long-term hold and why.

Best,
Matt

Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?

Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor

Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much

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: I have a portfolio of 25 individual stocks (diversified among most sectors) with no ETFs. Within this portfolio I own companies that trade in CAD and the US but have operations and/or varying degrees of revenue in other countries such as CLBT, AXON, TOI, VHI, UBER, BKNG, WSP, TRI, BN and some of the MAG 7 with their worldwide reach such as GOOG. I often wonder if this is adequate international exposure for a healthy portfolio or should I have a specific international ETF?
I have not been a fan of ETFs due to the often wide exposure that can include "the best along with less than the best" (and they are boring, :), haha). But for long term growth and healthy diversification I often consider opening a position in an international ETF such as VIU.
But then I face my conundrum. In the past 5 years the return on VIU has been 41.4% (Yahoo Finance). Perhaps my expectations are out of line, but I would not be happy (and I would be bored, :), ) with the same return from VIU in the next 5 years. Even a conservative Canadian bank with some international operations such as RY has done 90% in the past 5 years (Yahoo Finance). It seems to me that I must give up too much possible growth in order to achieve a healthy level of international diversification through the instrument of an international ETF.
Perhaps this is a conundrum that need not be solved, but do you have any thoughts that may lead to a wiser investment perspective or a needed tempering of my expectations?
As always, thank you for your excellent service.
Cal