Investment Q&A

Q: Favorite 5 names to add to a TFSA for long term appreciation with the recent sell off. Agnostic of sector and can stomach high degree of volatility

Q: What would your market call top 3 picks today

Q: Please suggest a few names that are a good buying opportunity ( and at what price) in this voilatile market….. something that we can buy and hold for 5 yrs.

I am not looking for a quick profit….. but something to buy at a good price in this volatility and hold.

Thanks
Harry

Q: Hi there. Can you comment what the impact of GOOG, MFST and AMZN and their creation of their own Quantum chips is on companies like RGTI and IONQ? Are RGTI and IONQ trying to do the same things as the bigger companies but from a weaker position or are they complimentary or poised to benefit from innovations of these larger companies? Obviously RGTI trying to beat GOOG at R&D if they are racing the same race seems like a long shot.

Q: I apologize in advance for this question because I'm sure it has been asked before. I wish to purchase either GOOG or GOOGL in my USD, NonReg account. I plan to hold for a long time. Which one is likely to have the best total return or does it make any difference. Please help explain. Many thanks.

Q: Good afternoon,

I know they are two very different companies, but if you had to pick one for a 2-3 year time horizon, would you go with BN or GOOG.

Thanks as always.

Q: In January you suggested a portfolio for 2025 could look like the one noted below. I’m 90% invested. position size is a high of 5% (full position) and 2.5% (half position) depending on my perception of size/risk. Based on the current climate, I lowered Nvidia is down to 3.5% - anything you would modify today? 5i - a mix of quality Cdn. and US stocks, with a lean to growth: GOOG, NVDA, VRT, CLBT, AXON, JPM, RTX, CRM, NBIS, ISRG, BKNG. CSU, TRI, BN, WSP, WELL, GLXY, CLS, ENB, TD, SLF, V, BAM, COST and CRWD. Calling out I also have a 4% position in Amazon and 2% Shopify.

Q: In process of rebalancing growth leaning portfolios, so for the Communications sector, what would be your top five or six "must own" holdings, any market in this sector. Currently I have a notional 6% allocation to sector and small positions in GOOG, SIXG (FIVG), NBIS, and Telus. At a 3.6% position I have room to grow and looking for ideas.

Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?

Q: Hello 5i team, I am a young investor looking for the top 5 growth stocks you’d recommend for long term hold currently.

Thank you!

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Q: I want to buy a CDR or a Canadian company that is not CSU.

My Question: what is your highest conviction stock that will most likely go up the most this year?

I know you don’t have a magic ball, but best guess.

Thanks.

Q: Can you give me 3 US strong conviction growth stocks in tech?
Thank You

Q: Relate to my earlier question on BCE, to fund a single lot buy of GOOG after selling BCE, to fund the gap I need to trim or sell one or some of my existing USD holdings: BN, BAM, BEP, BIPC, BIP, SHOP, VGT, PLTR, ICLN, PRMB. I like them all. What order would YOU consider in selling/trimming? Most have some tax implications due to lengthy holding periods.

Q: For a RRSP account in which money will need to converted to a RIF in 6 years which technology stock would you buy today. Please list 2 names.

Thanks

Q: Hi can you please comment on earnings and possible reason for the reaction in after hours trading? as down almost 20% at one point, today looks like it's recovered almost back to yesterday's levels.
and
Seems like not many questions/discussions on 5i about this stock? surprising given it's performance and growth potential.

Q: Hello 5i
I'm hearing noise about a rotation away from the Mag7 type companies. Could I have your perspective please?
Also what are the expected EPS growth for each of the MAG7 for 2025?
Thank you so much!
Dave

Q: Hi Team,
TTD is plunging after earnings so far this afternoon. What's your take? Has the outlook here soured that quickly? Would you be a buyer, seller, or hold into this extreme weakness?

Thanks,
Shane.

Q: Quantum Computing.

Is there a Quantum Computing stock that you would be interested in buying?

Thank you.

Q: Hi 5i Team,

I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?

I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?

I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.

Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.

Lisa

P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.