Q: I've recently come across this ETF on the NEO exchange. It has a collection of US stocks, boasts a 35% annual return, and has an unusually high MER. Could you give me your opinion on it, please? It's not listed on your site.
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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.
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Apple Inc. (AAPL)
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Intel Corporation (INTC)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: On semi-conductor chips, I already own NVDA (since 2023). Considering adding another with your help.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?
THX.
I really don't see chip demand letting up anytime soon (Ai, robotics, autonomous vehicles, cellphones, IoT, etc).
With TSMC opening mfg plants in Arizona, maybe some of the geopolitical risk is tempered now.
Is QComm the dark horse?
THX.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Welltower Inc. (WELL)
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JPMorgan Chase & Co. (JPM)
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Visa Inc. (V)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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Celestica Inc. (CLS)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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Toronto Dominion Bank (The) (TD)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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RTX Corporation (RTX)
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Cellebrite DI Ltd. (CLBT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
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TransMedics Group Inc. (TMDX)
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Costco CDR (CAD Hedged) (COST)
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
Q: I have held Telus for 10+ years and have been fine with the results but for the last year or so I have been wondering if they could be in risk of someone providing a product to compete with them for cell and internet coverage over satellite. I am aware of a few products for internet over satellite now. I read an article about perhaps Apple of going this route for their cell phones. With the recent announcement of the increased spend for Telus how likely do you see them in the position of shrinking revenue and earnings. Has the risk of the company increased.
Q: Seems a bit weak lately. I wish to buy in. What are your thoughts on weakness and a reasonable price to pay. P.S. I want it for the dividend safety and growth.
Thanks, Stephen S
Thanks, Stephen S
Q: I have had a nice run over the last 5 owning 5 of the mag 7 stocks. I have a small % of the portfolio dedicate to canadian teck. I am looking at Appel's potential headwinds with the current US administration position on trade and thinking of selling 1/2 my position and adding DSG as a replacement for a long term hold. does this make any sense to you guys?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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United Rentals Inc. (URI)
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Tesla Inc. (TSLA)
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KKR & Co. Inc. (KKR)
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Advanced Micro Devices Inc. (AMD)
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Arista Networks Inc. (ANET)
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ASML Holding N.V. (ASML)
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Powell Industries Inc. (POWL)
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CrowdStrike Holdings Inc. (CRWD)
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Cellebrite DI Ltd. (CLBT)
Q: Good morning!
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
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Apple Inc. (AAPL)
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Broadcom Inc. (AVGO)
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QUALCOMM Incorporated (QCOM)
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Texas Instruments Incorporated (TXN)
Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?
Q: Hello 5i,
GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?
Thank you
D&J
GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?
Thank you
D&J
Q: Are you considering this recent drop in GOOG today a buying opportunity for the long term?You mentioned in a previous question that the news today is not new n’or great for the company.. Would you pounce on this opportunity or wait it out?
Thanks again
Thanks
Thanks again
Thanks
Q: Why the fall today?
Q: May I have your opinion of Amazon and Apple’s earnings this quarter and future outlook please.
Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.
Thank you.
Not sure this really applies to these two, but I’ve heard that the tariffs won’t truly impact companies’ earnings until next quarter (with some companies stockpiling 3-6 months worth of inventory to try to ride this out and customers doing the same). Mind you, we could wake up tomorrow and everything has changed again.
Thank you.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Prudential Financial Inc. (PRU)
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Berkshire Hathaway Inc. (BRK.B)
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RTX Corporation (RTX)
Q: We are down about 15% from the peak of the S&P 500. I have about 5% of my portfolio in USD cash to deploy. Would you advise going a fifth of my cash for every 3% further fall in the S&P 500? I have enough Google and Meta, but was looking at JPM and Apple. Any other US names you can suggest?
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Meta CDR (CAD Hedged) (META)
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Microsoft CDR (CAD Hedged) (MSFT)
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Amazon.com CDR (CAD Hedged) (AMZN)
Q: Hi 5i,
Most of the MAG7's charts show a "Death Cross" pattern. Please rank which would be the most attractive to purchase for a 5+ year hold. Your answer can also include other companies that have exhibited this pattern. Looking for big caps, mostly US. Thx.
Most of the MAG7's charts show a "Death Cross" pattern. Please rank which would be the most attractive to purchase for a 5+ year hold. Your answer can also include other companies that have exhibited this pattern. Looking for big caps, mostly US. Thx.
Q: Apple is right in the middle of the tariff wars from many angles and moving manufacturing the US would be costly. I’ve always considered it but and hold stock. Given its significant declines, along with the other mag 7, would you consider it a hold or with high risk time to sell?
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Apple Inc. (AAPL)
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NVIDIA Corporation (NVDA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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RH (RH)
Q: Hi,
Assuming that this trade war comes to a quick end…… what would be the best picks at this time ?
Any thoughts on Apple or nvdea
Assuming that this trade war comes to a quick end…… what would be the best picks at this time ?
Any thoughts on Apple or nvdea
Q: I notice that Tim Cook has sold 24 million of his APPL shares the other day. Maybe he has personal reasons, of course, but the timing seems ominous. Any thoughts?
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Apple Inc. (AAPL)
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Marriott International (MAR)
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Texas Instruments Incorporated (TXN)
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JPMorgan Chase & Co. (JPM)
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Nike Inc. (NKE)
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Canadian Natural Resources Limited (CNQ)
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Fortinet Inc. (FTNT)
Q: Thinking of adding to my holdings which have been hit today. Could you place the following in order, most attractive first? TXN, MAR, NKE, AAPL, FTNT, CNQ, JPM,
Q: Hi,
Is MDA Space’s purchase of SatixFy Communications sounding like a good deal? Stock is off 5% this morning, maybe on the news….
Thank you, Michael
Is MDA Space’s purchase of SatixFy Communications sounding like a good deal? Stock is off 5% this morning, maybe on the news….
Thank you, Michael