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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: There is so much buzz in media about the Magnificent Seven- the latest grouping that alleges dominance from these mega cap leaders and how 2024 is likely to see them fall from grace at least in momentum rallies, or at least in contrast to others.
Don’t support this assertion, ie is there relative price and growth rate relative to others such that they are due to get leapfrogged, or worse decline? I feel like this same line has been towed for several years and look at five and ten year growth rates for any of these as examples.
If you had some chunk of change would you lean here or elsewhere, say to financials or industrials?
Read Answer Asked by Peter on January 15, 2024
Q: Hi 5i Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA
Read Answer Asked by Gary on January 11, 2024
Q: Pls give an example of the curency hedged CDRs for a rising/falling $Cdn vs $USD ? For example, if one buys the CDR for MSFT and the $USD falls by 5% vs $Cdn and MSFT stays the same value in $USD and you sell, do you get your original $Cdn funds back (less fees) ? Is it the same with a 5% drop in $Cdn vds $USD ? Thank you.
Read Answer Asked by Paul on January 08, 2024
Q: You remarked about Apple that "above average market returns will be difficult to come by in the near-to-medium term." What tech-space alternatives would you suggest, if one wanted to move some money from AAPL to a company with better medium term grown prospects?
Read Answer Asked by Martin on January 05, 2024
Q: I am planning on transferring 2 of these stocks in kind from my RRIF to TFSA- NVDA,MSFT,or AAPL. Which two would you recommend for a TFSA?
Thank You for your help
Read Answer Asked by Jane on January 02, 2024
Q: Hi 5i, I believe Microsoft and Google are going to start designing their own AI chips? And maybe sell them as well. Is this going to affect Nvidia’s business?
Read Answer Asked by Steven on December 20, 2023
Q: If the world is going to need all this power to deal with all this Artificial Intelligence that is going to be happening in the coming years, what stocks in your opinion will benefit from this need for electrification? BTW I tend to like stocks that are on the more liquid side so please push your answer in that direction please and thanks
Read Answer Asked by Martin on December 14, 2023
Q: If you did a US version of the 5i Balanced/Income/Growth portfolio setup, to which of the three portfolios would you assign the above stocks ? At approximately what weighting ? Are there any that you wouldn't consider ? Please ignore sector diversification.
Many thanks, as always.
Read Answer Asked by Alexandra on December 13, 2023
Q: As we head into 2024 and hopefully a lower interest rate environment, I have set up the following portfolio for dividend income and growth. Can you please recommend if I should add or reduce anything. Thank you

BNS BCE ENB EIF FTS H MFC NWC PPL SLF TD GOOG AMZN BRK BN CSU LMN MDA MSFT NVDA SHOP
Read Answer Asked by Vineet on December 12, 2023
Q: Interested i allocating some fuds to AI. What wou;d you recommend, stocks and or EFT
Guy R
Read Answer Asked by Guy R. on December 12, 2023
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.
Read Answer Asked by Clayton on December 07, 2023
Q: Can you provide a list of top companies to play the AI phenom.
Read Answer Asked by Kim on December 01, 2023
Q: I would like to add to my existing positions and I am asking myself about timing. Both are close to their Highs but there is momentum. It would be a long term Investment. Your opinion is valuable.
Thank You!
Albert
Read Answer Asked by ALBERT on November 30, 2023
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
Read Answer Asked by JOHN on November 29, 2023
Q: Hello,

If you had to pick 3-5 core companies for longer-term exposure to the AI space, who are they and why?

Thank you.
Read Answer Asked by Trevor on November 28, 2023
Q: Recently watched the Blackberry move and it was excellent. We know how things ended but they had a good run when they were winning but missed where the market was heading. Looking back over years there was the PC/Internet revolution followed by the mobile/smartphone revolution and now what appears to be the AI revolution. In hindsight buying and holding Microsoft, Apple, Google, Nvidia etc made sense. With AI the next frontier what stocks do you think will be the next big winners; same names as the past or are there new names we should investing in?
Read Answer Asked by Sal on November 28, 2023
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