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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 currently hold a half postion in Google, Mircrosoft and Meta. Im looking starting a half position in Intel. What is your thought on Intel for a least a 5 year hold.
Read Answer Asked by Greg on April 11, 2024
Q: I have some USD cash sitting in my RRSP. What would be your most compelling buys today for an agressive investor for an RRSP, irregardless of sector. Kindly rank if possible. (with the caveat that tax loss selling isn’t possible)

I was considering FCX or EXP as I am light on materials. Would either of these fit in an RRSP, and which of these two would be your preference at this time?

Thank you
Please deduct as you deem fit.
Read Answer Asked by Karim on April 11, 2024
Q: NVDA has been dropping for the past month,but still above its 50 Day Moving Average.
I like to see positive momentum before buying a stock.
Would you buy now if you had no position?
Read Answer Asked by Allen on April 09, 2024
Q: At current valuations what would be your top 3 picks, regardless of sector, amongst the available CDR's for a long term hold within the TFSA of a 26 year-old (top 4 picks if NVDA happens to be one of your top 3 choices). If you then also throw LMN, CSU, BA and ATD into the mix what would your ranking be (best to worst) along with your conviction/confidence level (10 = most confident, 0 = least confident) for each choice and a brief statement as to why. Many thanks.
Read Answer Asked by Bruce on April 08, 2024
Q: Hello 5i,

Could you please share your thoughts regarding the TSLA robotaxies announcement.

Also do you think there are downsides in owning TSLA via the CDR as opposed to the US stock directly? Is $16 CAD a good entry point for the TSLA CDR?

Thank you
Read Answer Asked by Anna on April 08, 2024
Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!
Read Answer Asked by Greg on April 08, 2024
Q: Banks both CA and US have been some of my best long term holds ( 10 Yrs + )
Not compared to Tech . Stocks .... 5 year returns have been stagnate on TD especially
What is outlook on Banks in general ? or would you like elsewhere ? ie Change TD for GOOG

Thanks

Greg
Read Answer Asked by Greg on April 05, 2024
Q: Thank you for answering my earlier question on the screening criteria for Options. Your customary comprehensive and measured answer has an inbuilt framework for an article by itself! Your words of caution is appreciated.

Using the criteria that you have outlined in that answer i.e. Mkt cap 10 B+, Good cash position and sales and earnings growth, positive cash flow and reasonable volatility and momentum, can you give me 5 stocks for writing covered calls?

Where I get stumped is that some good companies give paltry premiums! Hence this question!

Always appreciate your insight.
Read Answer Asked by Savalai on April 02, 2024
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
Read Answer Asked by Ahmed on April 01, 2024
Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?

Thank you.
David
Read Answer Asked by David on March 27, 2024
Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?

2) Same as previous question, but the 10 names can be any security, Canadian or U.S.

Thank you!

(Public question)

Read Answer Asked by Trevor on March 25, 2024
Q: Having very little in technology in a pf and limited new funds are mag7 cdr’s a reasonable means of entering the sector?

If so what would be a reasonable buy point for each
Read Answer Asked by Barrie on March 08, 2024
Q: Hi 5i, and would welcome your review of the Quarterly results from illumin Holdings. Do you see any red flags or concerns with the recent performance and future business prospects conveyed? At a past point in time they had a large cash cushion that presumably provided a floor for the stock price, hence can you please comment on how they're using that cash recently. All things considered, do you see any rays of sunshine, and could you consider it a hold or a little better?
Read Answer Asked by Michael on March 08, 2024
Q: Is the drop in these 3 is a buying opportunity or is it something more concerning regarding the business and outlook. Would you be OK to stay put or add or sell some. Thanks
Read Answer Asked by RUPINDER on March 07, 2024
Q: Hi 5i, according to my math Goog is trading at 19.6 FY24 and 17.2 FY25 pe's. At what point do you consider this too irresistible? I put on a half position a few months back and looking to bring it upto a full position. I know you guys ❤️ momentum, but there seems to be a new floor daily. Thx.
Read Answer Asked by Christopher on March 04, 2024
Q: Looking to sell some Amazon and add Google.

Do you think Google can rebound in the short to medium term? Is there any indication that suggest an improvement in AI offerings? Do you think it's a buy given current valuations or do you think the stock has further to drop?
Read Answer Asked by Shawn on March 04, 2024
Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?
Read Answer Asked by Neil on March 04, 2024
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