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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: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Read Answer Asked by Neil on March 18, 2024
Q: I have 4 stocks doing very well in my TFSA, MSFT, BRK.B, VI and APPL. Recently I noted that COSTCO is doing very well and I am considering adding it to my TFSA but am out of space. 1) do you think that adding Costco to my TFSA is a good idea and 2) if so which of the my current stocks above should I replace?
Many thanks. Jane
Read Answer Asked by Jane on March 18, 2024
Q: When I retired at age 60, I was told that I should drawdown my RRSP as much as possible before I started to collect CPP and OAS at 70. I have been doing this, but because my highest growth stocks (MSFT and COST) are in my RRSP, there has been no drawdown.

I know the general rule of thumb is to place your US dividend stocks in your RRSP. However, in my case I think I would be better off holding MSFT in my TFSA, and COST in either my TFSA and/or taxable account.

I would lose 15% of the MSFT dividend in my TFSA, but the dividend is so small, it doesn't matter.

COST is a little different because of the special dividend. If I put COST in a taxable account, I could recover the withholding tax when I file the following year although I would have to submit a T1135 if over 100K. But given that I anticipate most of the returns to be from price appreciation rather than dividends, it would be better in my TFSA up to my limit, with the remainder going into my taxable account.

Does this make sense? Thank you!

Read Answer Asked by Greg on March 15, 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: Buffet likes to invest in companies with a moat and hold long term. He has a position in SNOW. Some analysts are calling into question the moat of SNOW. Do you know if SNOW has a decent moat or are they in what is essentially a commodity type business, in which case their margins will be eroded over time?

Thanks.
Read Answer Asked by Joel on March 08, 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
Q: I have these companies on my cash account , they all are doing good, but now I'm looking to sell 3 of them, so I can buy some BRK.B.
Which 3 would you let go. thank you.
Read Answer Asked by Fernando on February 28, 2024
Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.
Read Answer Asked by Paul on February 23, 2024
Q: Hi team,

Which of Netflix and all in the Magnificent Seven do you forecast to have the best growth this year and in which order ?
Would you at the same time risk to forecast the % of growth ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on February 22, 2024
Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.
Read Answer Asked by Esther on February 21, 2024
Q: Good Morning
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel

Read Answer Asked by Marcel on February 21, 2024
Q: How would you rank these four in terms of 1) current valuation 2) safety of invested funds (kind of related to current valuation I guess) 3) anticipated investment return over the next couple of years and overall quality of investment - ie. if you were to select only 1 or 2, in what order would you invest considering the overall quality/valuation of these companies? Thanks.
Read Answer Asked by Bruce on February 21, 2024
Q: I own 3 of the big 7, Apple, Amazon and Nvda and manage the positions for weighting. I would like to own Microsoft and/or Google. Please suggest if you think it's necessary to expand to one or both of these, and if better to have a half position in both, or full position in one or both considering the other holdings. Thanks!
Read Answer Asked by Kim on February 21, 2024
Q: Dear Peter,

This is a very light hearted "question"!

Enjoyed watching your Stock market stories!

SMCI hit 1000 $ yesterday! I was at home watching Chris interviewing Peter!

Where was Peter when AAPL/MSFT/TSLA and others hit (split adjusted) 1000 $
More importantly where are you planning to be when NVDA hits 1000 $

There is an article begging to be written about 1000$ stocks and their history!!

Happy Family Day!
Read Answer Asked by Savalai on February 16, 2024
Q: Hi 5i,

There's been a lot of buzz lately about OpenAI/ChatGPT developing a new search engine that will compete with Googles. Also this will be partly functional inside Bing. Given the Google relies on highly Ad revenue, expecting users to scroll through searches, while this new engine would potentially by-pass this Ad revenue clicking, do you see this a game changing to Google?

Thx
Read Answer Asked by Christopher on February 16, 2024