Investment Q&A

Q: I am planning on transferring 2 of these stocks in kind from my RRIF to TFSA- NVDA,MSFT,or AAPL. Which two would you recommend for a TFSA?
Thank You for your help

Q: How do I determine Berkshire's earnings for 2023?

Q: This is a general market question. I hold too many companies in my equity accounts and would like to reduce the number. On the other hand, my overall portfolio is up more than 11% over he past 3 months. I am overweight financials but I see them as benefitting from potential rate drop. Most of my holdings are growth oriented. I do hold approximately 15% fixed income, short and longer term bonds.

What would be your overall approach given potential rate drop and anticipated slow economic growth? 90% of my holdings are for long term. 10% are trades.

Take as many credits as required.

Thanks for all your help.

Mike

Q: Any particular reason for KXS price drop today? Is this a good buying opportunity?

Q: I’d like to know your opinion on Wayfair (W) please.

Q: Hi 5i,
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?

Q: Does GTLB look more interesting now relative to the uncertainty as a new IPO in 2021?

Q: Regarding CASH and similar etfs:
Couldn’t the price fall if/when interest rates decrease?
I realize that in such a scenario the price may fall below NAV, but potential buyers may not care until the price falls low enough for the yield to be attractive. In this way, it seems as if they could trade similar to a long bond. If so they could hardly be considered cash alternatives. Your help in understanding this, please.

Q: Can you compare Crowdstrike’s valuation to Topicus for me? I know they are in different sectors but I am thinking about deploying long term money into one or the other.

Q: Please explain the uptick of the stock with the big miss of the quarter.

Thank you for the great service.

Q: Which would be your preference in a US RRIF , Chesapeake Energy or Sunoco?
Thank you

Q: Happy New Year
Could you rank in order which of the three has the most growth potential going forward and why.
Thanks
Jeff

Q: Your opinion

Q: Happy Holidays everyone! By the time you read this the Holidays should be over and we'll be in 2024 (Question submitted after the closing bell on Friday the 29th). I wish everyone a happy, healthy and richer year.
This question concerns an actively managed Invesco US ETF not available for consultation on your website: SPGP per Invesco's literature is based on the S&P 500 Growth at a Reasonable Price Index (?). It has no holding surpassing 2.1% or lower than .85% and is re-balanced twice a year. It's performance over the last 5 and 10 years is superior to the S&P500.
It seems more favorable to long term holding and sector movements (semi-annual if any) can be quite important. Can you give us your thoughts on this etf and if it has a place in a portfolio risk wise ?
Thank you!

Q: Would you own both of these 2 ETF's or only 1 is needed? If 1 only needed which one is preferred?

Thanks

Q: Is this the best instrument for taking advantage of AI for those of us who lack the interest/expertise to determine which stock(s) are superior in this sector? Your suggestions re:alternatives are very welcome… Thanks

Q: What are your thoughts on Lincoln National (LNC)?

Q: I’d appreciate your thoughts on the healthcare company Certara (CERT).

Q: Last year I chose my bank investment by choosing the worst performer from the prior year. I di that wih CM and had a retun of almost 16%.

For 2024 it seems like a nose to nose rate for the worst performing Canadian bank between BNS and TD.

Can you confirm that as of December 29th which was the worst performer?

With Thanks and Happy New Year.


Sheldon

Q: In my US denominatedm growth-focused TFSA, I own CRM, PYPL, TOL, AAPL, GOOG, ADBE, QCOM, and NVDA. It is time for me to make my annual contribution.

I am underweight PYPL; should I add to it or replace PYPL with something else? If I should replace it, please suggest two or three good candidates for long-term growth, US-based, sector/cap size unimportant, risk profile somewhere between that of your growth and balanced portfolios. If I remove PYPL, I'd rather add a new position than add to one of my current positions.

In your answer, please do not include MSFT, IBM, PFE or MDT, since I have full positions in these in my other accounts.

I've been a 5i member since 2016 and have been served well by your service; thanks for a great seven years. I remember starting a position in CSU at around $600 and thinking I was 'too late'.

Wishing 5i and all its members all the best for a prosperous 2024.