Investment Q&A

Q: Do you still prefer Google over Csu at this time?

Thx

Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.

Q: Hi 5i Research team,

I have a brokerage account where I get Analyst Rating change Notice about the stocks I hold. One of my holding is GOOGL:Q and today there was an analyst rating change from Mizuho Securities for the current price target to US$205 from previous price target of US$295. Normally this kind of downgrading gives weakness in stock price.

My question is "do this kind of large price decrease targets are normal and do these people have inside information what normal investor have no clue"?

Your thoughts about the company will be appreciated.

Piyush

Q: Hello, of these 4 , which ones would you buy today for a 5 year time frame, and why?
Thank you
Carlo

Q: Would you buy GOOGL today for 3 - 5 years hold or wait for better purchase price? Thank you

Q: Hi Folks,
I trimmed some of my NVDA and now
looking to add to CSU, MSFT, AAPL or GOOGL. May I have your opinion as to which two you would recommend I add to today.
Thanks

Q: I have a longstanding position in Alphabet (GOOG) in a corporate account, and I am planning to crystalize this position prior to the June 24, 2024 deadline (to qualify for the lower capital gains tax rate). Here is my question: I plan to rebuy my position in Alphabet, but I am wondering if I should take the opportunity to repurchase the GOOGL--rather than the GOOG--shares. Right now, these two classes of shares trade at similar prices, but there is a possibility that the voting shares (GOOGL) could trade at a premium in the future. What would you do if you were faced with this decision?

Ted

Q: Hi 5i Team,

I'm trying to clean up my US Portfolio so that I'm at 20-25 equities total. Please advise which 20-25 companies you would keep for a 5-10+ hold with balance/diversification but also some growth in mind.

Q: Hello,
Thank you for all your great information.
I am heavily weighted, between LIRA, CASH, TFSA in some of the magnificent 7.
NVDA - 10.6%, MSFT 8.73%, APPL 7.59%, GOOG 7.44, AMZN 4.15%
ETF's - VFV 4.97%, XLK 4.94, ZQQ 3.84
the remaining of my portfolio is split between banks, Brookfield co's and smaller growth stock.
My horizon is decent - and, as you can see, I consider myself an aggressive investor.
My question - I wonder if I should sell and move and if yes, where to move to? Some thoughts.
Thank you for your assistance. I appreciate it.

Q: hi, can I get your picks ( 5 or so?) of US large cap (and/or larger mid-cap) growth stocks that you like for longer term buys with equal or better prospects than GOOGL and META. cheers, Chris

Q: Hello,
For a 25 year old passive investor with 20K US available , which of the above would you suggest for a long term hold? or would you suggest alternative(s)
Thanks
Carlo

Q: Why it keeps going down?

Thanks,
Milan

Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris

Q: Hello 5i,

We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.

Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?

Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?

Thank you for your advice

D&J

Q: Hi Peter,

From a risk-return perspective over the next five years, which is the better investment option? Purchasing an equal weighted investment in the magnificent seven, SPY, or QQQ? Please explain your rationale.

Thanks George

Q: Everyone, what is the rate of return for the large cap tech stocks vs the Nasdaq 100. For the large cap I would classify: AAPL, AMZN, GOOG, MSFT and NVDA ( you can add more to the list). Please use a time period that you have good stats for but or a 5 year or 10 year return period. I would like to know if it is worthwhile only investing in the big tech stocks overall. Clayton.

Q: Can you provide a list of top companies to play the AI phenom.

Q: Hi Folks,

My RRSP portfolio consists of the above stocks all with relatively the same weighing. Can you suggest 5 names or so, (CDN and U.S) that I take a look at that would complement the above? I am looking for a company that would be a good buy today for both income and capital appreciation - total return.
Thanks

Q: I am currently conducting research on Exchange Traded Funds (ETFs) and I am particularly interested in those that include Google (Alphabet Inc.), Microsoft, Apple, and Amazon.

Based on my initial research, I have identified the following ETFs:

1. **Vanguard Mega Cap Growth (MGK)**
2. **iShares Edge MSCI USA Momentum Factor (MTUM)**
3. **BetaShares NASDAQ 100 ETF**
4. **S&P North American Technology Sector Index Fund (IGM)**, **Technology Select Sector SPDR**, **PowerShares QQQ**, and **iShares Dow Jones US Technology (IYW)**
5. **Evolve FANGMA Index ETF, TECH ETF**

I would appreciate if you could provide me with more detailed information if you prefer these ETFs which one 5i would recommend, or for that matter an alternative suggestion if you have another choice.
Thanks in advance
Rick

Q: I know you like all of the above for a TFSA - so do I - but need to raise some cash and am struggling with what to sell - is there one you would sell first? or maybe trim 2?
Thanks,
Terry

put as private but make public if you wish