Investment Q&A

Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks

Q: Good morning 5i
You seem to have a lot of confidence in Google. I wonder, though, what unexpected developments could come along and derail Google? For instance Search is a big component for selling advertisement. But, since Chat gp has been developed, I generally direct any questions I have to it, rather than to Google. It does the searching for me. If something like that became widespread I imagine it could be very bad for Google. There may be other detrimental developments, too. I don’t imagine you have a magic answer for this other than just to keep an eye open. But I was wondering whether things like this would dampen your enthusiasm for Google and move you to hold less?

Q: Would like to increase my Google holdings, I have the problem in buying goog outright in a tfsa or buying cdr . I have never bought a cdr and ask would this be good idea or should I just buy the US Google . What are the pros and cons of cdr and what are the best way to buy cdr? I have goog in a cash account but my tfsa would require selling existing securities .
Doug

Q: How do you buy cdr for Google?

Q: I am trying to decide if I should start a small position in NVDA.NE or top up my GOOG.NE for my 2025 TFSA contribution. I don't have any NVDA other than what is in my HXS ETF. I know you like both companies. GOOG might be best because it is kind of diversified within itself. However, NVDA might offer better growth without the antitrust issues, but it might be overpriced compared to GOOG. I'm leaning slightly toward GOOG, but a smaller position in NVDA would diversify my portfolio a bit more. My hesitation with NVDA is that it seems a bit like a cult stock, not exactly like TESLA but similar. I won't have enough funds to do both, It may ultimately be a coin flip, but which way would you nudge on these two.

Q: I currently hold the above investments in my non-registered account and will invest some additional funds before the end of the year. My plan is to top up my investments in approximately 8 stocks and 1 ETF. The investments will be a 5 to 10 year hold. Please provide a ranking for the top 10 stocks in my non-registered account. Which ETF fund do you suggest topping up for a 5 to 10 year hold? Thank you 5i

Q: Hello Peter,

In the US, where would you go for the Santa rally? Would it be momentum stocks? Undervalued? Specific sectors -Industrials, AI related? or Crypto?
I am thinking crypto - the backers of the new govt. Add dollar tariffs to the mix. Crypto heads higher.
How would you play the Canadian market end of the year? I am going to dabble in short term trading this year.

Regards

Rajiv

Q: Hi there, I’m curious to know what you look for in a true compounder. What are the key metrics that catch your eye when analyzing a company and how they make use of their cash.

Q: Which stocks or ETFs would you recommend for long term to a 25 year old with contribution room of $60K in the TFSA and $8k in First Home Savings account?

Q: Hi, I’m looking for your five top CDR ideas for a TFSA. The criteria I’m interested in is share price growth, capital preservation and valuation. A brief summary regarding each choice would be much appreciated. Happy Holidays!!

Q: Good Morning

We own the above US stocks and would like to add one more

Looking at adding either wallmart or celistica

Which would you choose of these two?

What other US stock or stocks do you find interesting for 2025?

Thks
Marcel

Q: What company do you expect would do better from a pure growth perspective in the short term and long term?

Q: The existing investments for my other grandson are shown above. Please rank his investments for long term growth. Best wishes for the Holiday Season.

Q: Good morning; I had asked a question the other day about RGTI-Q. I do appreciate the response. One of my questions was as follows regarding the quantum space;

"Is this space one to watch, and if so which companies should be on the radar (in order of preference please)?"

Could you please provide some insight into this; thank you.

Dave

Q: May I have your thoughts on RGTI (NASDAQ)? No income and losses I would expect. It charts volatility for sure. Is there anything positive about the company?
Thanks,
Jim

Q: Most of my TFSA is in Canadian stocks (plus some US CDRs GOOGL, MSFT, AMZN). Now I'm thinking of adding 2 ETFs to my unregistered account. So far, my first choice is VFV, because I know you like it. But you mentioned another one that broadens out from the S&P 500. Not sure about that one: thoughts? But I want one more, particularly with dividend and some growth. If there is a USA one that, like VFV, trades in Canada TSX but pays dividends in US dollars, that might work nicely. Alternatively, maybe a Canadian one that is not too focused on Financials and Energy, one with which I could get dividend tax credit, may work. Between dividend and growth, I would lean toward growth and sacrifice some dividend. Between Canada and USA, I'd like USA, but only if I can buy on TSX. I'd like to stick to just two, but maybe three would work best? What say you? Thank you, yet again, for such a fabulous service.

Q: Hi Peter,

Can you please give your initial take the impact of Willow developed by Alphabet on the stock price of NVDA.
The stock price takes into account the future growth of the company, its market share in the growing AI and Quantum computing marketplace with the expectation the earnings will grow significantly to bring down the P/E ratio.
With Willow coming into the market a few years from now, what is the impact on NVDA's dollar price today; in your view?
Regards
Rajiv

Q: Pardon the abruptness but It sure would be nice if members could start behaving g alittle more independently and USE THE SEARCH BAR FUNCTION !! Asking the moderator to confirm when a respective dividend date and amount is going to be paid AND Asking about all the Canadian public equities that pay a USD Dividend... BOTH QUESTIONS have been REPEATEDLY ASKED FOR 5 yrs ! Considering the vast amount of hi level expertise our moderator has too offer everyone these very basic administrative requests are serious waste of the moderators and other members time ! Perhaps implementing some better auto populate drop down functions or some How to Video s could be created to combat this ?!? This saved time for the moderator could in fact add value and time for the moderator to reallocate research report time for some USA Equities since PA subscribers are encouraged to hold a 40% USD portfolio allocation !! My estimate is nearly 25% of some daily question volume is really just laziness of the author not using the platforms software search functions. JMHO !! You can deduct 2x the credits for the abrasive tone of my request :) and wasting everyone s time having to read this. Have a nice day

Q: At this time and for a long term hold, what 5 US large capital stocks or so would think would be a worthwhile investment?.....Tom

Q: What have they done that has the Feds are looking at them . This caused the shares to drop $ 7.00 today,

Should I buy it RAK