Investment Q&A

Q: I plan to own above 4 ETF is there an overlap on these ETF. If there is an overlap which one would you recommend as a buy for long term hold.

Thanks for the great service

Q: Could I please get your thoughts on Apple’s recent announcement that they will start using their own inhouse developed modem to replace the presently used Qualcomm modem. I presently have a 50% gain. At this time would you recommend Sell, Hold or Buy. Thanks … Cal

Q: Would you consider apple a buy at its current price

Q: My question is on trimming winning stocks. You will often comment on this question that it is about the size of the stock in relation to your portfolio. I have a number of stocks that are half positions which are up 100-200% so now are almost full positions so I don't "need" to trim them. But I'm often tempted to trim at a new high to take some profits with the idea of re-buying on a pullback. I realize this is market timing so I hesitate, but I've also seen thousands of dollars disappear on a downturn. I have bought some stocks I think of as longer term trades so I have sold them after a profit and it has felt good to cement that profit so to speak. But some stocks like Apple, or BN that I see as more core holdings -with these type of stocks do I trim or just leave them, let them run and buy more on a pullback with new money presuming I have more. Any further articles on this would be appreciated as well. Thank you!

Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...

- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...

- The Trump Factor is also a concern...

1. How do you see this playing out for these tech companies playing out ? Short/Long Term

2. Which are the best in class to weather the storm ?

3. Who is the Most Vulnerable To successful lawsuits against or breakup?

4. Best Pick/Picks To Buy and Hold Going Forward??

Thanks,
M

Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Q: My top holdings right now are (these are all primarily in an open account, but small portion in registered)
MSFT @ 9.18% of the equity portfolio (up 487%)
AAPL @ 7.47% of the equity portfolio (up 496%)
BCE @ 4.89% of the equity portfolio (down 16.52%)
Thinking of selling some of MSFT to rebalance and possibly AAPL to rebalance and selling some BCE for tax loss to offset some of the gains.
In the present market does this seem like good options? What could be purchased instead? I do rely on the BCE dividend for some income and might want to replace this. Will also be looking to transfer cash and/or stocks to TFSA's in the new year.
Are there better options in my situation? (the rest of the equity portfolio is fairly balanced except an over amount in financials)
Thanks,
Steve

Q: I keep hearing that Buffett has gone to cash. Do you have a sense of his actual cash position as a percentage and what his rationale is? Thank-you.

Q: Everyone, what is your opinion on US large tech going forward. Apple, Amazon,, Google, Microsoft, Nvda etc. Clayton

Q: Hello 5i
I wonder whether you could provide some clarity on the question of sectors. According to 5i my sectors are out of whack. But, I am not buying real estate because I consider my house to represent that. My financials don't include any banks but BrK.B, CSU, etc. and it is overweight. But, I don't really see these companies as primary financial companies. Anything that you could add to this that would clarify the situation? Also, I was wondering whether you break down eft's into sectors or stocks on your portfolio tracking and analysis tool?
thanks

Q: Hello team,

I'm considering selling Apple at a large profit and deploying elsewhere.
I want to offset some gains with some losses.
Losers in order are:
DRX
SGY
BCE (small amount held in my non-reg)
Selling all is fine with me so I can balance out my Apple gains. What do you think about selling these names and what are a couple of your favourite US and CAD stock for new money?

Q: Hi. My wife and I are in the process of rebalancing our portfolio. We're in our 70s and our portfolio has treated us well. Unfortunately our winners have grown to create a portfolio that is now 70% tech and 30% cash.

We'd like to bring our Nvidia and Apple holdings from just over 20% for each to around 10 or 12%.

Where would you reinvest the proceeds of the sale outside of the tech sector?
What 5 top US companies and 5 Canadian companies would be your favourites and why?

Thanks
Frank

Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Q: 1. Please Rate As a "Buy Today" that you would hold for 5 years or more...
- GOOG, MSFT, AMZN, META, APPL
- 1-11, 10 being Good, 11- Must Buy/Own and Hold...

2. Which on the List is Cheap or Over Valued at this Stage...

Thanks,
M

Q: BRK.B What did you think of the quarterly earnings and what would you consider a good entry price?

Q: I've never been inclined to invest in Tesla. Mostly because the stock price is largely influenced by what comes out of Elon's mouth. But there is no question the man is an innovator. And his new announcement of the Pi Phone looks like a game changer . I doubt if Apple or Samsung can pop up a satellite network anytime soon ..... Not to mention a low price point and solar charging. And for the youth that drives this market the damn thing just plain looks sexy ..... And of course at $250 it is light years below both Apple and Samsung price points.......Thus for the first time I am considering an investment in Tesla. What does 5i think of doing that solely based on this new product ? .... And is Tesla the company that owns the product or is it another of Elon's companies ? ....... Thanks for your terrific service ......

Q: Hello 5i:
I want to add to my AI exposure with a 3 – 5 year horizon.
I already have sufficient TSLA and AAPL, and moderate positions in NVDA and MSFT, and a starting position in PLTR.
What would be your choice(s) for adding to any of these, and/or starting new positions such as AVGO, DELL , TSM, or others? I have avoided GOOG due to possible breakup legislation.
Many thanks for your ongoing great service.

Q: Hello 5i,

NVDA is our largest position. GOOGL is 2nd and AAPL is 5th . With potential headwinds for GOOGL (except for Waymo) and AAPL (lower sales and China bs), would it be prudent to trim a full position of GOOGL and/or AAPL to a ¾ or ½ position and reallocate funds to other stocks?

We have a few options for those funds. Sector allocation is not important.

Increase positions in 1 or 2 of: CROX, ASPN, TMDX, CLBT, UBER, AMD, AVGO
Add new positions in 1 or 2 of: CECO, CRM, SMCI, VRT, SNOW, AAON, BKNG


Thank you

D&J

Q: Hi folks,
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks

Q: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?