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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Read Answer Asked by Gregory on January 29, 2024
Q: Hello 5i,
I own the following in a non registered account: SHOP TTD GSY HPS NVDA WELL KXS. I'm thinking of adding SCMI VRT AMD.
Could rank these ten stocks for growth over the next two-three years for an above average risk tolerance.
Thanks
Dave
Read Answer Asked by Dave on January 25, 2024
Q: Dear 5i
Are smci and vrt different enough to own both in a TFSA ?
Also i was thinking of buying NVDA for one TFSA and AMD for the other TFSA as a way of not betting just on one or the other . Would you agree with this line of thinking or not ?
Thanks
Bill C
Read Answer Asked by Bill on January 24, 2024
Q: I sold SMCI in my TFSA the other day after the initial 30% boost, intending to buy it in my RRSP but got sidetracked and it has shot up some more. Still buyable? Or wait for a pull back? I’m also wondering if CELH is a hold or a buy. Thanks.
Read Answer Asked by Kim on January 24, 2024
Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M
Read Answer Asked by michael on January 23, 2024
Q: In answer to a question regarding the noted company you suggest the PE is still just 22 times even after the almost 35% increase on Friday. In the same answer you suggest 2023 earnings could be as high is $5.50 and 2024 earnings are projected to increase by 70%. Can you explain further please how you get a PE of 22? Thank you so much since I feel like I missed this one but if PE is that low perhaps not. John
Read Answer Asked by John on January 22, 2024
Q: Good Day,
You have identified the above stocks as all having high growth prospects. Can you please rank them in the order of what you would purchase first today, and risk level associated with each one.
Thank you,
Read Answer Asked by Kevin on January 22, 2024
Q: Good Morning
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you
Read Answer Asked by Marty on January 19, 2024
Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on January 15, 2024
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason
Read Answer Asked by Jason on January 08, 2024
Q: If you could only own one of these, which of these would you prefer? Please explain you reasoning. Happy New Year
Read Answer Asked by Martin on January 04, 2024
Q: I HAVE LOST ABOUT 50% OF THE VALUE IN SQ. SHOULD I HOLD IT OR SELL IT. IF YOU SUGGEST TO SELL IT , THEN WHICH ONE WOULD BE BETTER NVDA OR SMCI.
THANKS FOR YOUR CONTINUED GOOD ADVICE.
Read Answer Asked by Vinod on January 03, 2024
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
Read Answer Asked on December 19, 2023
Q: I am looking to set up an RESP for grandchildren aged 8 and 6 with about $40k that will be added to annually. I am thinking of purchasing 8 stocks in roughly equal amounts - ISRG, CROX, GOOG, NVDA, BN, LMN, SMCI, HPS.A

Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?

Anything you see here that raises a red flag or are there other stocks I should consider?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 15, 2023
Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks
Read Answer Asked by Martin on December 14, 2023
Q: Hi, can you please give me your top 3 or 4 individual stock picks for an RESP with 12 to 15 years before withdrawals? I would like to avoid the expense of currency exchanges but CDR's are welcome. Current holdings are GOOG-ne, XCG & XIT.

Thank you.
David
Read Answer Asked by David on December 14, 2023
Q: If you did a US version of the 5i Balanced/Income/Growth portfolio setup, to which of the three portfolios would you assign the above stocks ? At approximately what weighting ? Are there any that you wouldn't consider ? Please ignore sector diversification.
Many thanks, as always.
Read Answer Asked by Alexandra on December 13, 2023
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