Q: Hi There. Please correct me if I am wrong but I understand that Google, Microsoft and Amazon are stake holders of Anthropic. Can you please tell how much % ownership they have in Anthropic? Do you think this is a reasonable way of getting exposure to Anthropic? If yes, which stock if any would you purchase? Many thanks.
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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 have 8% cash in my portfolio after I sold all my CSU in December. I would like some suggestions as to what AI related stocks to purchase.
Q: I have 16.6% of my RRSP currently sitting in cash, from accumulated dividends and some contributions I never got around to deploying into the equities markets. Can you give me two names (US or Canadian equities) that I could spit this amount between, to purchase? Many thanks.
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Alphabet Inc. (GOOG $294.90)
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NVIDIA Corporation (NVDA $175.75)
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Constellation Software Inc. (CSU $2,444.57)
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Robinhood Markets Inc. (HOOD $70.11)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.61)
Q: Hi 5i,
In the event of a sharp pullback in the markets, what would be your top 5 stocks that would be on your radar to purchase?
Putting aside sector/industry/US or CAD markets and with the mindset of a 5+ year hold.
Thank you,
Greg C.
In the event of a sharp pullback in the markets, what would be your top 5 stocks that would be on your radar to purchase?
Putting aside sector/industry/US or CAD markets and with the mindset of a 5+ year hold.
Thank you,
Greg C.
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Alphabet Inc. (GOOG $294.90)
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Micron Technology Inc. (MU $367.85)
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Celestica Inc. (CLS $400.29)
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Tesla Inc. (TSLA $381.26)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $123.73)
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GLOBAL X FDS (AIQ $47.34)
Q: Hello Team,
Could I have three robotic names(Canadian and US, ETFs) you recommend please.
Many thanks!
Could I have three robotic names(Canadian and US, ETFs) you recommend please.
Many thanks!
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Alphabet Inc. (GOOG $294.90)
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Alphabet Inc. (GOOGL $297.39)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.72)
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goeasy Ltd. (GSY $37.36)
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Boyd Group Services Inc. (BYD $170.49)
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VanEck Junior Gold Miners ETF (GDXJ $125.25)
Q: Hi Group looking at selling FFH+ GSY+BYD ( While I still have some profits in BYD and FFH...GSY seems like dead money down 20% and use funds to start positions in CLS And GDXJ Both would would be in my TSFA) what do you think? looking for Max growth in my TSFA...Also what would your top 3 picks be using this same criteria ....PS am 74 years old
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Alphabet Inc. (GOOG $294.90)
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Micron Technology Inc. (MU $367.85)
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Celestica Inc. (CLS $400.29)
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iShares Russell 2000 Growth ETF (IWO $316.16)
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Kraken Robotics Inc. (PNG $8.29)
Q: Hi 5i team, Thanks for the amazing work you do !
I have an 18 and 20 year old. Would like your recommendations for sticks to invest in for Growth. They invested in SBET last year but SBET went down drastically. Would you recommending selling, holding SBET? They both have 7K to invest in their TFSa’s . What stocks and proportion do you suggest? Thank you, please as many credits as needed.
I have an 18 and 20 year old. Would like your recommendations for sticks to invest in for Growth. They invested in SBET last year but SBET went down drastically. Would you recommending selling, holding SBET? They both have 7K to invest in their TFSa’s . What stocks and proportion do you suggest? Thank you, please as many credits as needed.
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Alphabet Inc. (GOOG $294.90)
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Micron Technology Inc. (MU $367.85)
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RTX Corporation (RTX $194.72)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.61)
Q: Hi,
In October ’24 I asked 5i to identify:
A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.
The answer was:
A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG
B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG
If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )
Thank you.
In October ’24 I asked 5i to identify:
A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.
The answer was:
A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG
B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG
If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )
Thank you.
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Amazon.com Inc. (AMZN $210.57)
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Alphabet Inc. (GOOG $294.90)
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Intuitive Surgical Inc. (ISRG $464.45)
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Booking Holdings Inc. (BKNG $4,184.56)
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JPMorgan Chase & Co. (JPM $295.38)
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Eli Lilly and Company (LLY $954.52)
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United Rentals Inc. (URI $731.54)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $45.33)
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RTX Corporation (RTX $194.72)
Q: I have a LIRA account and don’t plan to make any withdrawals for the next 15 years. I’m looking for “buy-and-hold” stock and/or ETF investment ideas that would suit this long-term timeframe.
I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.
Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.
Thank you
I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.
Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.
Thank you
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Alphabet Inc. (GOOG $294.90)
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Microsoft Corporation (MSFT $369.37)
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Micron Technology Inc. (MU $367.85)
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NVIDIA Corporation (NVDA $175.75)
Q: I only hold MSFT for technology sector. What 2or 3 more technology stock would you recommend for a RRSP which will be converted into a RRIF in 5 years?
Thanks
Thanks
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Alphabet Inc. (GOOG $294.90)
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International Business Machines Corporation (IBM $243.14)
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IonQ Inc. (IONQ $27.79)
Q: Hello,
What do you think of IONQ's purchase of Skywater for $1.8 Billion. Also, would you consider IONQ as the go to name for quantum computing .. much appreciate it.
What do you think of IONQ's purchase of Skywater for $1.8 Billion. Also, would you consider IONQ as the go to name for quantum computing .. much appreciate it.
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Apple Inc. (AAPL $255.63)
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Amazon.com Inc. (AMZN $210.57)
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Broadcom Inc. (AVGO $313.49)
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Meta Platforms Inc. (META $579.23)
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Alphabet Inc. (GOOG $294.90)
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Microsoft Corporation (MSFT $369.37)
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NVIDIA Corporation (NVDA $175.75)
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Advanced Micro Devices Inc. (AMD $210.21)
Q: Could I please have you rank the above stocks in terms of must have in a portfolio constructed today for the long term.
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Costco Wholesale Corporation (COST $996.56)
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Alphabet Inc. (GOOG $294.90)
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Microsoft Corporation (MSFT $369.37)
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NVIDIA Corporation (NVDA $175.75)
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Mastercard Incorporated (MA $491.65)
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Visa Inc. (V $298.51)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.58)
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State Street SPDR S&P 500 ETF Trust (SPY $655.24)
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INVESCO QQQ Trust (QQQ $584.31)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $107.76)
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Palantir Technologies Inc. (PLTR $146.49)
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ASYMmetric Smart Alpha S&P 500 ETF (ZSPY $27.50)
Q: I have just started an RESP for my grandson and will be contributing the max $2500 per year. What would you recommend as my first stock purchases.
Thank you
Thank you
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Alphabet Inc. (GOOG $294.90)
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Intuitive Surgical Inc. (ISRG $464.45)
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Tantalus Systems Holding Inc. (GRID $4.60)
Q: Which company ISRG, GOOG or GRID has the most growth going forward? Sector/risk is not an issue.
Thank you for your service!
Thank you for your service!
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Alphabet Inc. (GOOG $294.90)
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Aritzia Inc. Subordinate Voting Shares (ATZ $115.81)
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Kraken Robotics Inc. (PNG $8.29)
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Zedcor Inc. (ZDC $4.81)
Q: Hello, I know 5i like the above and they have some good momentum lately, can you rate these going out for the next 3 years. Thanks as always,
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Amazon.com Inc. (AMZN $210.57)
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Broadcom Inc. (AVGO $313.49)
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Meta Platforms Inc. (META $579.23)
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Alphabet Inc. (GOOG $294.90)
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Microsoft Corporation (MSFT $369.37)
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Micron Technology Inc. (MU $367.85)
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NVIDIA Corporation (NVDA $175.75)
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Arista Networks Inc. (ANET $124.85)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $341.49)
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VanEck Vectors Semiconductor ETF (SMH $391.97)
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Vertiv Holdings LLC Class A (VRT $259.37)
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Palantir Technologies Inc. (PLTR $146.49)
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Tortoise AI Infrastructure (TCAI $35.94)
Q: Hello Team 5i & Everyone,
With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?
Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.
I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?
Thank you for your help!
Sandra
With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?
Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.
I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?
Thank you for your help!
Sandra
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Alphabet Inc. (GOOG $294.90)
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Vanguard Balanced ETF Portfolio (VBAL $36.93)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.61)
Q: My daughter is starting a TFSA and as a full time student she doesn't have a lot of time. I have suggested a couch potato based strategy with rebalancing. I believe there are now ETF's that incorporate the whole strategy and the rebalancing and I am wondering if you have a few options to suggest with Canadian equity, international equity and a smaller bond component. Also if she wanted a buy once and hold forever type stock, what might be a few stocks to look at?
Hopefully this question goes through - I wrote up a similar one and even though it said success after submission the credits have not reduced and I don't see anything. I think this may have happened twice.
Hopefully this question goes through - I wrote up a similar one and even though it said success after submission the credits have not reduced and I don't see anything. I think this may have happened twice.
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Broadcom Inc. (AVGO $313.49)
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Alphabet Inc. (GOOG $294.90)
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KLA Corporation (KLAC $1,519.84)
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Lam Research Corporation (LRCX $222.01)
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Microsoft Corporation (MSFT $369.37)
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NVIDIA Corporation (NVDA $175.75)
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Amphenol Corporation (APH $127.70)
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Rockwell Automation Inc. (ROK $368.92)
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Arista Networks Inc. (ANET $124.85)
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Vertiv Holdings LLC Class A (VRT $259.37)
Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX
THX
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Alphabet Inc. (GOOG $294.90)
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Nike Inc. (NKE $44.63)
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Shopify Inc. (SHOP $118.52)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.61)
Q: Hi 5i. My son owns some Shop and Nike in his small RRSP account. What would you recommend as 1 or 2 stocks to add, and 1 ETF to add. This is for the long term as he is 32. Thx
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Alphabet Inc. (GOOG $294.90)
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Constellation Software Inc. (CSU $2,444.57)
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Celestica Inc. (CLS $400.29)
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Thomson Reuters Corporation (TRI $122.42)
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Kraken Robotics Inc. (PNG $8.29)
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WELL Health Technologies Corp. (WELL $3.89)
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EnerSys (ENS $177.86)
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Ondas Inc (ONDS $8.81)
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Topicus.com Inc. (TOI $94.49)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.61)
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Lumine Group Inc. (LMN $22.37)
Q: These continue to be beat down with crushing depreciation in Market Cap. Would you step into any one of these right now or any other names CDN or US that appear to be a screaming buy long term. If so,, what order would that be.