Investment Q&A

Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks

Q: For 3 years horizon, considering stability, valuation and growth potential, in which order will you rank them. In which order will you purchase them and why? Thanks
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Q: For my TFSA which would you pick between Pepsico or Apple?

Q: I currently own GOOG, MSFT and NVDA and want to round out my tech holdings with a 3% investment in one last stock. Can you please provide three options - in order of preference - that you believe would make strong additions to my existing portfolio? I would also be interested in the rationale for each of your picks. Thank you.

Q:
Any thoughts on BYD time to add more or sell/hold.

What do you like in finance space looking at COF, FFH, BLK, VISA...I already own GSY. TD,RBC...do i add to existing names or buy something new?

Do you think a commodities bull market is imminent with China opening back up. If you believe the sector will have legs going fwd do you preferer single stocks or an ETF (plse list you picks)

What do you think about Natural gas prices Presently i own 1,000ARC in the space and am still up 5% is it time to cash in ?

Lastly i am sitting on 40% cash expecting another test of the last OCT lows but looking at the recent strength am staring to get a little nervous (FOMO) your thought's please is it time to start to nibble at CSU,BYD,MSFT,APPL,AMAZ ATZ, GOOG

Q: I recently heard a podcast which said that buybacks generally benefit insiders and were actually illegal prior to the Clinton administration. I do notice myself that the stock price does not seem to rise much on the announcement of big buybacks and that companies seem to do it when the price is higher rather than times like these when it would seem most worthwhile.

What is your take on this?

Q: I hold CRWD (1.5%) and APPL (1.45%). My choices are: sell them both and purchase CSU; sell CRWD and buy more APPL; sell APPL and buy more CRWD. Which option would you recommend? Moderate risk; five year timeframe. Thank you.

Q: I want to invest in 5 or 6 of the above companies, using CDRs on the NEO exchange. I know you like them all, but I need to narrow it down a bit, based on available funds. Although it will be in a non-registered account, the goal is very long term growth. My wife and I will not need the money, so essentially I suppose I'm investing for my children. If two of the stocks are roughly equal in growth potential, then I would choose the one that adds a bit of diversification. But I don't mind if they are correlated and all move up together. It is probably easiest for you to answer this question by rank ordering them, and I will pick the first 5 or 6. Thank you for such great service over the years.

Q: I have about 2% ish in AAPL and GOOG, how comfortable should I be to increase that % on those companies at these rates? Increase to maximum of 5%? Increase to a maximum of 8%? Increase to a maximal of 10%? AAPL and GOOG are long term holdings. Clayton

Q: In many cases buying the top 3-5 stocks of an index gives a better end result than the whole index since you don't have to drag the less performing.
1-Do see the same apply to the S&P500?
2-In a 3% (normal?) fed rate what is the normal multiple for the S&P500?
3-What is the current forward PE for the S&P500?
4-How does this apply when the top 5 holdings are technology with higher multiples than the banks and oil companies?
Many questions but one goal, trying to put the dry powder in an optimal manner.

Thank you

Yves

Q: Would you recommend using investment money to help pay off a line of credit? That money would be coming from a tfsa. If so, from the list provided, please list the top 5 stocks in order that you would sell?

APPLE and MSFT would be sold at a loss.

Thanks for everything

Q: Q1: What 3 to 5 stocks if added would work well with the existing 17 stocks below?

Q2: Are there any already in this list that you would say (like Jack Armstrong) "Get that garbage out of here" or are they all okay?

AAPL, ABCL, AMD, APPS, ATZ, COST, CRWD, DDOG, DOO, ECN, GOOG, GSY, NVDA, SHOP, TD, TOI, WELL

Q: Does your view on Broadcom change with the announcement of Apple plans to take back some of the manufacturing done by AVGO? Is AVGO a stock worth holding or are there others to consider with less risk?

Q: It's time to add to my TFSA. I own ADBE, GOOG, AAPL, NVDA, PYPL, QCOM, CRM and TOL in this account, where longterm growth is the investment objective. Should any of these be switched? Please recommend replacements if so and ignore sector/market cap considerations. I wish to add to either NVDA or PYPL, which of these should I add to? Deduct as many credits as required. Thanks, and wishing you all the best for 2023.

Q: Peter; Does the Broadcom deal impact other chip companies, like NVDA? Is it a “ big”: deal in the chip market? Thanks
Rod

Q: Hi,
I know this is a very very "personal' question! If Peter et al don't feel like answering this personal question. I would understand it totally!

How is this team employing or planning to invest their 6500 $ TFSA contribution this year?!

Sorry about the tease.....

Mano

Q: Hi and Happy New Year!
question 1: We've managed to get through 2022 with about 25% cash on hand and are starting to deploy it now. Mostly choosing dividend paying stocks that are in the favoured industries (defense and industrial) at the moment, but also looking at some long term holdings that are below water in registered accounts, such as GOOG. I know you're not fans of adding just because a stock is down, but would GOOG be an exception, given it's moat, cash flow, etc? I am guessing it needs to confirm a double bottom, possibly get back above 95.00 in order to look like it might be turning. Would that be a plan, or is it time to just buy it now? Growth investor, able to withstand higher risk. Own AAPL, MSFT, and sadly still holding CRWD.

Question 2: is the recent downgrade on MSFT reflected accurately in the price, or has that been overdone, do you think? The downgrade by UBS indicated a shift to neutral with a target to 250 or so, I think.

Thanks for the infinite patience you exhibited over the past, very difficult year!

Dawn

Q: I've been looking at investing in one of the FAANG's + Microsoft. Some I don't find attractive despite their fairly attractive valuations:

Amazon - poor outlook

Apple - China production

Google -perhaps lower ad revenue near term, and it's such a large part of their business model.

Meta - uncertain future after change in business model.

I guess the above are cheaper for a reason. Would you see reason for optimism on any of the above?

I like MSFT and NVDA but can't get past current valuations. NVDA in particular looks attractive. AI seems to be a major disruptor going forward and it appears to me that NVDA has a moat in some parts of the AI world. Would you feel that it has the most avenues for growth too compared to the others ? How quickly can it grow into its current P/E, P/C and P/B valuations? They seemed so much more reasonable 10 years ago.

Q: At its current price …..do you consider Apple fundamentally attractive versus its historical trading metrics?

Q: Hello 5i Team
I have a very small total combined position in the above 4 stocks , I have no concerns at this time.
Would there be better risk reward in so other stocks in 2023 ? Let me know your thoughts?
Thanks