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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: I noticed in a response to a recent question that you disclosed owning Microsoft but not Alphabet when the question referenced both companies. Over the years you have been very positive on Goog and on that basis I have built a fairly large position. I am therefore interested to know if in fact you don’t actually have any ownership in this company, and if so, your reasons. Thanks.
Read Answer Asked by Donald on May 30, 2025
Q: Hi Folks,
I would like to add to my position in either CSU, GOOGL or MSFT. May I have your opinion in what order you would add too and why. This would be in my TFSA account.
Thanks
Read Answer Asked by JOHN on May 30, 2025
Q: How would you rate buying these growth stocks today for a 3 -year hold?

Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Read Answer Asked by V on May 27, 2025
Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent
Read Answer Asked by Brent on May 26, 2025
Q: General question about Microsoft. Historical data looks great, at least for the past number of years (when one looks at FCF, EPS, Share buybacks, Revenue growth, ROE, Debt - all appears to be great). Looking forward, what are your thoughts re investing in this company for the long term? My main concern is with valuation. It is trading at the high end of its average high P/E of the last number of years. What do you think are the plus, minuses and risk.
And as a secondary question, do you think there are better FAANG stocks, than MS (if yes, with a possible one sentence explanation)?

Thank You!
Read Answer Asked by Walter on May 23, 2025
Q: My grandson is graduating next month. As a gift I’m going to give him an initial deposit for a registered account, help him open it by attending a meeting with a bank, or help him set up a DIY account. I want him to choose TFSA, RRSP, or FHSA after doing some reading (he doesn’t turn 18 for a few more months so we have some prep time). I read The Wealthy Barbour in my 20’s, is it still a good choice to educate and motivate young people about savings as a lifestyle, or do you have some other suggestions? I would also love suggestions for 2-3 stocks or 1-2 etfs that would be suitable for the initial investment (that could be added to regularly to keep the process simple) if he chooses DIY. Thanks!
Read Answer Asked by Kim on May 21, 2025
Q: Good morning!

Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.

What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Read Answer Asked by Adam on May 20, 2025
Q: I hold about 15% of my holdings in Google.

What is your take on Google, do you see AI chat bots eroding its core strength in search ?

Is it time to reduce my exposure, if yes…. Which other growth stocks would you suggest, what would you be comfortable buying at these valuations after selling google
Read Answer Asked by HARRY on May 20, 2025
Q: All of these stocks I have positions in and would like to add only if the price is right. Can you give me a target number for each stock listed? CRWD, PLTR, SOFI, AMD, GOOG, IWO, META, AMZN, GSY, UBER, L, DOL. Take as many credits as you need. I'm 33 and these are for retirement so long term horizon.
Read Answer Asked by Danielle on May 16, 2025
Q: Can you please list your 5 highest conviction large cap and med cap stocks for a 5+ year hold? All US holdings please.

Also, is it fair to say the market has fully rebounded? Or is the worse still to come? I understand it’s impossible to predict, but your thoughts are much appreciated.

Thank you for everything
Read Answer Asked by Nick on May 14, 2025
Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.
Read Answer Asked by Pat on May 13, 2025
Q: Hi,

One month ago, April 4th, in an answer to a question, you listed your favorite stocks, both Canadian and U.S.

Which would they be today, for a growth investor, with a general indication of the reasons and risks of your list ?

Thankfully,

Jacques IDS
Read Answer Asked by Jacques on May 12, 2025
Q: Hello 5i,

GOOGL is often first on the list to buy long-term. With AI spreading out the base for every day questions that GOOGL once dominated, USA gov't witch hunt, and changes at Apple, does this change your view on retaining a full position of GOOGL?

Thank you
D&J
Read Answer Asked by Jerry on May 12, 2025
Q: Can you please give the breakdown of revenue to show the portion from the search engine. I understand that Google has and is spending a lot on AI but personally I have not felt their search function to change much, if at all. Whereas the new search engines like Perplexity really illustrate how much more can be done to answer queries. Am also wondering if Google is going to stun the world with new search features, or if its bogged down in technical bureaucracy or something in between. It appears not to be nimble in its response to AI market demand. Thank you for your views.
Read Answer Asked by TOM on May 07, 2025
Q: Hello, I am considered by 5i's report to be an Alpha Balanced Investor. I am 61 and planning to pull back to consult part time. I have an investment portfolio managed by a broker and have set aside $115K in non-registered funds and $11K in registered funds . Can you please recommend the ETFS and stocks that you would recommend for a. non-registered and b. registered $? Please feel free to take two questions from my balance if appropriate. Also, I am to run this thru dollar cost averaging, what would you recommend in terms of % and frequency to invest the full amount? Thx
Read Answer Asked by Kathryn on May 06, 2025
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