Investment Q&A

Q: I understand CRM, a software company, is getting into AI via software. Does 5iR know any other S&P 500 software companies doing the same thing???.....Happy New Year ......Tom

Q: Happy New Year to 5i and members, wishing all a prosperous investing year ahead.

It's time to make my annual TFSA contribution. I own AAPL, ADBE CRM, GOOG, NVDA, PYPL, QCOM, and TOL in my TFSA.

I would like to add to one position, which do you recommend? I am overweight NVDA so do not wish to add to that one.

Does 5i consider any of these positions in the 'do not need to own' category? If so, please recommend a replacement (not LLY, MDT, IBM, or MSFT; I own full positions of these in another account). The focus of this account is US equities with a risk profile somewhere between that of the 5i Balanced and Growth portfolios, and the objective is long-term capital appreciation.

Thank you very much.

Q: Peter, our one true source of help in this investment purgatory, thank you for your response to David yesterday regarding covered calls. Moving forward, could you please provide us with some companies that you use in this endeavor?

Merry Christmas, everyone!

Q: I have two questions re: tax loss selling. I have a three year old gain that I can offset by selling the above holdings.

1. First please help me with the math. If I buy a stock for $100, sell it for $90, I have a loss of $10 which would mean I can expect a $2.50 tax loss at a 25% rate. Does this mean that if I wanted to buy the stock back after 30 days, I would only be better off if I buy it back at less than 92.50 per share? Do you have a threshold whereby you must be down by a certain amount to justify a tax loss sale? e.g. 20%? Unless of course you are walking away from a company.

2. Which of the companies listed would you consider buying back after 30 days? I have too many holdings as it is so may just let them all go unless something is particularly interesting. I am overweight technology, underweight everything else but otherwise have a broad mix of funds and stocks.

Q: With the recent drop in price would you view it as a buying opportunity and if so can you see it going back to the $600 mark?

Q: Thoughts on the results?

Q: Given that water is quickly becoming a commodity, do you think that Xylem is well positioned and considered a buy at current prices?

Would you consider Adobe, Palo Alto and Nextera buys at current prices or are there other names you prefer?

Regards
Tim

Q: Has 5i screened for US-listed shares that are likely to be candidates for tax-loss selling now to end of year 2024? Has 5i done a blog or magazine article or other post identifying US-companies that you would consider attractive to buy? I assume that such a screen would exclude US companies that are being sold off for reasons other than tax-loss harvesting. Thank you. :ao:sab

Q: Hello 5i
My patience is running low on CELH LULU ADBE. I'm considering switch to KKR APP SFM. I'm looking for growth with a fairly high risk tolerance.
Could I have your opinion on the growth prospects on all six of these and which would be your favourites please?
Thank you
Dave

Q: I am currently doing my quarterly rebalancing and need to up my US holdings. My current US holdings include in APPL, BRK.B, XOM, JPM, MCD, MSFT, and V. What are your current favorite longer term buys in the US ?

Q: ADBE seems to be struggling right now what's your latest thoughts going forward any thing to worry about.

Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.

Q: In May 2024 you answered a question rewarding building a portfolio of US stock: Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.

Would your answer be the same today. If not, what would be your list today? Thanks

Q: Please comment on latest Q results,company & going forward.A 9% haircut in after hours in response to Q results.Add,Hold or sell?Txs for U usual great services & views

Q: Can you please provide your top 10 US Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.

Much appreciated

Deduct credits accordingly.

Q: Hello 5i
Can you please give me the expected growth rate for these companies over the next 1-2 years.
Secondly, if you had to raise cash which order would you trim or sell outright?
Thank you so much for all your help!
Dave

Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).

Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.

Q: Could this stock be a good play on AI over the next 10 years?

Q: Which two companies would you suggest look most attractive on a long term basis?
Thanks