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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: 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?
Read Answer Asked by Doug on May 27, 2025
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.
Read Answer Asked by Adam on May 20, 2025
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?
Read Answer Asked by David on May 14, 2025
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
Read Answer Asked by Jerry on May 12, 2025
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.
Read Answer Asked by Sandra on May 02, 2025
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!
Read Answer Asked by Keith on May 01, 2025
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?
Read Answer Asked by Andrew on April 22, 2025
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.
Read Answer Asked by Christopher on April 21, 2025
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?
Read Answer Asked by Gerry on April 09, 2025
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
Read Answer Asked by HARRY on April 07, 2025
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,
Read Answer Asked by Andrew on April 04, 2025
Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
Read Answer Asked by JOHN on March 20, 2025
Q: Of these four companies, which one has the strongest overall position in the AI space? Why?

Please rank these four companies in general based based on a three year outlook. Why?

GOOGL: Why does GOOGL carry such low debt relative to its equity?

Read Answer Asked by John on March 17, 2025
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