Investment Q&A

Q: Hello folks,
I am interested in knowing your 1 year price target for GOOG, MSFT, AMZN and META.
I currently own all 4 stocks, and looking to add.
In your opinion which two would have have the higer probabilities of better returns over a 3-5 year time frame?
Secondly, is there any difference stock price appreciation buying them on the US market vs NEO? Any tax difference on what exchange you buy these stocks.
I understand I will be be using up more credits as there is more than one question asked here.
Thank you

Q: Why is NBIS down almost 8% today? Is this something to be concerned about?

Q: Hi 5i, please provide thoughts on this new deal between Amazon and OpenAI. Is there a downside to Microsoft? Thx

Q: My goal is to have $1,000,000 TFSA, currently at $320,000 (CAD) but have $40,000 USD cash in there from trims to CRWD (ty from 2018 <3) and PLTR. For US stocks I own SOFI, CELH, AMD, GOOG, META, AMZN. My plan for my TFSA is put new contributions in CAD and put in your CAD recommendations. But for the USD I have, can you recommend some US stocks WITH buy prices (willing to wait for drops to pick up stocks at a lower price)

Q: Hi 5i, What technology companies are likely to be in business in 20 years from today.
Of the above ?
Thanks

Q: I am looking at the growth of EPS at Amazon since the beginning of 2020. It has grown tremendously, especially since it bottomed in Q4 2022 but the stock price does not appear to followed suit. Amazon is trading at a much lower P/E than in the past and the stock price is slightly down YTD, with the S&P up in the low double digits YTD (alongside most other Mag7 stocks (aside from Apple) being up in the high signal or double digits YTD). Any reason why Amazon is trailing the other Mag7? Is this a good time to buy Amazon? Their R&D investments are mind boggling. I have to believe that the stock price will eventually turn around? Would you be a buyer? Thoughts? (Putting aside the AWS disappointment last quarter, is it also possible that Amazon is being repriced so that its P/E and forward P/E better align with some of the other Mag7 stocks.)

Q: Hi 5i,

Many thanks for your very helpful and thorough reply to my question on covered call ETFs.

I realize that I still lack some financial education to become a better investor. Since I work full-time, could you suggest practical ways to build up this knowledge? For example, would you recommend evening classes in Montreal, online courses, or perhaps a good reading list?

Thank you in advance for your suggestions.

With gratitude,

Jacques IDS

Q: Got my first 10 bagger today!! Thank you to everyone at 5i bringing us such good stock ideas and portfolio analysis. Thought Nvidia was going to be my 10 bagger but Galaxy Digital has been on a tear and takes the prize. Now that I have to trim them both(again) what stocks might be worth looking at in Communication services(US or Canadian) as I am presently low in that sector.
Thanks again.
Perry

Q: Hi 5i,

MELI has had a sharp decline in its share price the past two days and I can't seem to find any news that would explain it.

I know.... I cringe when I see a question about "why did this stock price drop" and usually the answer is "because the market is crazy and doesn't have to make sense short term".

I am asking this question because when I take a look at what I would consider MELI's competitors/similiar business, like AMZN and SHOP, their stock prices are moving in a positive or at least stable direction. Can't help but feel as though I am missing some key info.

I have held the stock for over 5 years and intend to hold it for at least another 2-3years. Still have confidence in the Business model going forward.

Maybe I'm just letting the market noise finally get to me.

Would appreciate your thoughts.

Thank you,

Greg C.

Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian

Q: For arguments sake, let’s say AI does start to eat Constellation’s lunch. How could a person hedge their position in Constellation? A company like Palantir?
Thanks

Q: With the the huge future revenues announced from Oracle yesterday what are some other companies in similar space or competitors that could also benefit?

Thx

Q: Oracle's outlook seems to have reverberated through adjacent companies with VRT, MOD, etc., etc., all popping. Ellison has made some pretty remarkable statements about expected growth over the next 4 years, and he does not appear, to me anyway, to be overselling.

My question is about three areas to look at:
1) Other cloud service providers.
2) The nuts and bolts builders of the data centers.
3) Companies in the electrical storage areas that might service the above.

However I have one main caveat, I am only interested in companies that have not had a 1,000% gain in the last 5 years. I know that might seem like a ridiculous criterion, but I keep imagining MOD or STRL investors running for the hills on a serious market pullback.

Thank-you again.

Q: I have owned MRVL since the early days of the tech growth story. I felt it would be one firm that could grow their business exponentially as the tech story evolved. That has not been the case.

I would appreciate your opinion on MRVL as a future growth story, or should it fail to hold up to scrutiny, what 2 firms would fit my involvement in the story (if any). I hold NVDA, AMD, CLS, ASML, MSFT and PWR as representative of the buildout of the AI/Datacenter environment.

Thanks, as always, for your comments.

Q: If I hold NBIS and NVDA am I concentrating the same sector? My understanding is that NBIS owns hardware and "rents" or sells the use of that hardware. Who completes with NBIS? Is it Amazon and Google?

These seem, individually, as great companies but if AI sentiment shifts or another game-changing breakthrough happens it could be painful. Thoughts?

Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much

Q: Hello Folks:
We currently own Microsoft, Navidia and Amazon in the tech. sector. You have confidence in both Google and Navidia.
Would you think it prudent to switch Amazon for Google AND/ OR CSU.
What are your thoughts of holding Google, Navidia and CSU as my three primary tech. investments, or do you have other suggestions.
Thank you for your clear analysis of the markets.
brian

Q: What are your thoughts/comments about market concentration in the Mag 7 stocks?

Seems to be around 32% of the total market cap of the S&P500 are in just those 7 stocks, which is around levels last seen in the .com bubble. While these companies have real revenues and profits, valuations are high (relative to historical averages), and it certainly seems somewhat concerning. I would appreciate your thoughts. Thanks.

Q: Trump tariffs... impact on e commerce with non US countries. I see US analysts starting to reduce profit targets. I do hold the stock and I see 5i staff also hold the stock. What is your recommended course of action at this point... should I reduce my exposure? What would you do if you owned the stock? I do own GOOG and MSFT considering reducing my AMZN position and allocating it to MFST. Your thoughts would be appreciated. Thank you.

Q: Your thoughts please on the Marvell earnings after hours Thursday? If it could be bought for $70 tomorrow would it be an add for you in a hypothetical portfolio with a 12 month window? Please provide a high level analysis and whether you rate it as a buy, sell or hold based on the results.