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: What would be a good entry point for these three high quality companies ?

Q: What would be a good way to invest in AI? Reasonable risk level with 5 yr hold.

Q: Juste a note that Shane was asking if you would endorse a buy based on the drop. Your answer was thorough but did not state what you would advise at todays price:

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane

Q: Would you buy into the price weakness resulting from the future capital spend guidance? At what price? A similar sentiment relating to the metaverse capital spend guidance in 2021 lead to a large price decline followed by a reversal by Zuckerberg and a huge price recovery.

Q: What do you think of the result ?
Meta’s Q3 free cash flow was only $10.62 billion.
CapEx hit $19.37 billion.

Q: Hi Folks,
Realizing stock weighings are a personal decision - GOOG is now 11% of my total portfolio. I would like to bring it down to 7% or so ( may I ask what you have it at in your 5i portfolio). I am thinking of buying META. May I have your opinion as to whether this would be prudent at this time with stocks at all time highs or should I continue to let GOOG ride for now?
Thanks

Q: Please list in order your 3 favorite American companies in the communications sector for steady growth and available as a CDR. Thank you

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 Peter and 5i,
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.

"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."

Q: Noticed, while many magnificent names are making new highs in recent stock market run, but Meta, what’s the reason behind this? Is Meta a buy, hold or sell?

Thank,

Q: PPL popped over 5% around 2 pm today on heavy volume, but i can't find any news (as of yet). Do you know why the jump in the share price?

Q: Hi 5i
What is your outlook for rddt today going forward, and who are the competitors for them With the current SP decline would this be an opportunity to start small position? At what price would 5i be interested.
Thx

Q: I own the above listed US Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating.

Q: Hi Team,

What are your thoughts on Fidelity Global Innovators ETF (FNN-T)?
Would you consider it a buy at the moment?

Are there any similar funds in the same category or style that you would recommend instead?

Thanks very much for your insights,

Jacques IDS

Q: Hi there, your updated thoughts on SNAP?

Thanks!

Q: Please name your top 4 companies that are into ART. Intelligence A/I. Brief reason for each pick. Take as many credits as necessary. Thanks. Helen

Q: good morning 5i,
I know that your usual response to selling when capital gains tax is involved is to sell down until you can sleep at night. Well, when I pay taxes I cannot sleep at night? What is the solution? Currently, with Shopify, Nividia, Meta etc, I have very high capital gains. Some are up to 10 or 12 percent of my portfolio. Should I just bite the bullet and sell down to a reasonable holding? or, just sell up through the end of my next tax bracket? I know these are impossible questions to answer. I had a worker going up on my roof the other day and I was surprised to see him having a very lively conversation with himself about how he should or shouldn't place the ladder. At first I thought this odd. But realising the danger of going straight up 30 feet in the air on a bouncy ladder, I thought it maybe not too stupid. Sometimes I feel that these are not the right questions to be asking you, as they are practically impossible to answer. But, maybe we are talking to ourselves like the ladder guy. You always end up having something useful to say, though, none the less.
thanks

Q: My son currently has Meta (META), Nebius (NBIS), Amazon (AMZN), and EIF Corp (EIF) in his TFSA, plus an ETF (ZSP) for some diversity. It’s a small portfolio but he really wanted to hold some individual stocks and not just ETFs. Would you be comfortable adding Nvidia (NVDA) and Axon (AXON) at current prices? They are two of my favorite stocks in my non-registered account but I know the prices have really run up. Would you have any better suggestions? Thanks.