Investment Q&A

Q: for a 5 year hold what are your favorite 5 stocks to purchase at the current price level

Q: Would you agree that an investor has to buy things that are speculative in order to find multi baggers early on? People who were early to the AI market likely had several go to zero and don't care if they hit on Nvidia as an example. I'm asking because I know that Google is in the Quantum field but should an investor consider a basket of stocks like IONQ, D-Wave, Quantum Emotion and BTQ knowing that some will be worthless and some may sky rocket? If an investor was willing to effectively gamble on $10,000 would you concentrate your bet or spread it around? Lastly, which are your three best bets among those I listed?

Thanks

Q: Hi there, your updated thoughts on SNAP?

Thanks!

Q: These are my current holdings. Can you suggest 2 usa names to add to this list which might be complementary? I was thinking about NXT but it's jumped today. I would like to add two names that are not at 52 week highs but yet, are also "growthy." Maybe something that has pulled back irrationally like a NXT or UNH (prior to the big gains today). Thank you,

Jason

Q: I hold these 3 stocks for income and have seen capital erosion in recent years with weakness in the telecom sector. In terms of industry concentration, how much overlap is there between the three (Telus has held up best), would you recommend letting one or two of them go, which one(s), and what would you recommend in the general sector as a replacement (US or Cdn)?

In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.

Q: WULF Please comment on the company and your thoughts on GOOGL stake/partnership with them.

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: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.

Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.

Q: Dear Peter et al:

What do you make of Perplexity's offer of "buying" Chrome for 34.5 B ! Perplexity itself is worth only 18 B according to one report that I read! Some bloggers say that this is to rattle Alphabet and give the antitrust government lawyers ammunition to break it up. Without Alphabet, Chrome becomes very weak which is good for Perplexity. If Alphabet sells Chrome to Perplexity then it it becomes huge in Search domain! A win-win for Perplexity and a lose-lose for Alphabet. So, the reasoning goes!

I couldn't help thinking that a contrarian view might emerge. Alphabet might spin off Gemini and Chrome together!! Or make an offer for Perplexity!


Anyway, does this affect your strong endorsement of GOOG? I know you are a fan. Me too!

Q: Hello 5i
I am starting to move from a strong growth approach to a defensive position. I still want growth but a little less risk. I have a more less balanced portfolio and am in my mid seventies. I don’t need the cash and want to avoid dividends. Capital gains instead. I am thinking about increasing my holdings in the stocks mentioned above. What i am trying to figure out is what percentage of total port can I go up to with these. I already hold about 5 % of each. I keep thinking of your recommendation of holding only 5% in each stock. I would like to have more in these stocks for safety reasons. But, is it a good idea to do so? And up to what levels
Thanks as always for your excellent service
I asked a question earlier about percentages of a portfolio some big, stable companies could take. I neglected to add csu to the list. Possible to add it in ? Also, implicid in the previous question, if not clearly stated, is the question of what happens to the percentages of all the other companies, if these take 10 or more percent each?

Q: I’m looking at adding a position in one of the above.
Your opinion on the best growth for the next 5 - 10 years.
Thank you for your valuable service.

Q: I'm going through some portfolio trimming. If restricted to 10 growth stocks today, what would be your choices?

Q: Hello,
I am thinking of investing in the rare earths segment. If i had to invest, would you suggest half and half or is Neo better than MP? Also, do you think i have missed the boat on investing in this area ? With regards to quantum computing, is IONQ considered one of the better companies to invest in? My concern is NVDA could get into this space as well. Thanks very much

Q: Remote Driving Cars. Are they the new Apple iPhone or a dud?

What company's would be the pick & shovel company's to invest in.

Is something else the new Apple iPhone?

Thank you.

Q: good afternoon - I have positions in both AMZN and GOOG, with modest gains in GOOG and good gains in AMZN. I'm looking at the respective P/E's and wondering if this is a good time to sell AMZN and increase GOOG. Taxes not an issue for two thirds of my AMZN. Do you think that GOOG will increase in value at a greater rate than AMZN in the coming years? I like both companies but this looks like an opportunity to high grade a portion of my portfolio. Thanks. Al

Many thanks

Q: Which is a better buy after recent earnings?

Q: If Google was forced to break up the company,typically how is this done would you get some shares of You Tube and Waymo etc or what would that possibly look like if it occurs….Thanks

Q: Could you please explain the inter-relationship between these two stocks? I realize one is incorporated etc but I am interested in their holdings, especially because 1. BEPC is outperforming and 2. There are large US contracts that are shaping their business. It was my understanding that each had their own different contracts but they were essentially the same company at a high level. Are they impacted differently by their contracts with Google and Microsoft or will they both benefit equally? Are their operational strategies any different?
Thanks.

Q: For a TFSA how would you rate this group. Willing to accept risk - looking for high return over 3-5 year period. Not tied to any If any not suitable, please suggest others. Bottom line - please advise your high conviction list of 7. Thank you.