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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: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton
Read Answer Asked by Clayton on October 03, 2023
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Read Answer Asked by Austin on September 28, 2023
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
Read Answer Asked by Terence on September 28, 2023
Q: Lots has been made of Buy with Prime on Shopify. Markets certainly liked it. I came across the attached article that is quite revealing, if all is factual (no reason to believe not). Can we get your thoughts on how things unfolded? Are there any negatives, or things to be wary, for Shop getting more involved with Amazon. How important is Buy with Prime to SHOP?

https://www.businessinsider.com/inside-clash-between-amazon-shopify-over-buy-with-prime-2023-9
Read Answer Asked on September 05, 2023
Q: Morning 5i team,
I bough URI back in May 2023 and have done quite well over a short period of time. It's close to it's all time high and although it might have some more upside potential, it may be limited.
I'm thinking of switching from URI to AMZN for a possible better return.
What are your thoughts on the switch or should I stay the course or would you suggest a different stock to switch to.
I currently hold AAPL, GOOG, MSFT and NVDA in that account.
Your thoughts and reasons for your suggestions are appreciated.

Have a great day.

Joe
Read Answer Asked by Joe on August 31, 2023
Q: If you had $20,000 to invest today for and Income with some growth investor in an otherwise well diversified portfolio, what would you pick or just add to?
Read Answer Asked by Martin on August 28, 2023
Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?

Thanks,
Read Answer Asked by Cam on August 27, 2023
Q: Can I please have your opinion on whether these two businesses have long term growth potential? Have been losers in my portfolio and wondering if it’s time to move on or if patience is needed. Thanks
Read Answer Asked by Curtis on August 22, 2023
Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks
Read Answer Asked by Marco on August 22, 2023
Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.
Read Answer Asked by sam on August 22, 2023
Q: Hi 5i,

I want to add 1 of the following consumer related US companies to an income portfolio with some growth:

COST (good growth, very small dividend)
WMT (good growth, small dividend)
AMZN (Good growth, No dividend)
KVUE (good products, good dividend, not as much growth)

Please review them, rank them in order of preference for a long term hold. If you have a better alternative, please include it.

Please deduct 5 credits, 1 for each company and 1 for the other possibility.

I look forward to your review.
John
Read Answer Asked by John on August 21, 2023
Q: AAPL has had a great run.

This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
Read Answer Asked by Eugene on August 16, 2023
Q: Seth Klarman's fund reported a recent trimming of Alphabet and a new purchase of Amazon. Since he is a renowned value investor how would you explain that trade from a value investor's perch? Could it be that a company like Amazon which operates many global businesses and that may be poised to move into several others meaningfully (healthcare, etc) and potentially dominate in those cannot be traditionally valued because it provides future growth opportunities like no other company can and because of that isn't able to be predictably valued? Could it be that someone like Mr Klarman is investing in Amazon for the long term because he sees no company that compares with its potential, not even an Alphabet? Could it actually be reasonably priced as a "one-of-one" company? Would like your opinion on this "analysis" of Amazon. Thank you.
Read Answer Asked by Ken on August 16, 2023
Q: please identify top consumer discretionary stocks that meet criterion you recently identified for industrials - strong competitive advantage, growth runway, strong management, value creation and high ROE that are currently buyable
Read Answer Asked by sam on August 15, 2023
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