Q: Someone told me rumors about Microsoft planning to announce they are making semiconductor chips soon, and would cause the price of Nvda to drop. How reliable are those rumors and should I act on them? How do you see Nvda compared to google or Microsoft or apple, in terms of risk and long term potential?
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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.
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Apple Inc. (AAPL $248.80)
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Amazon.com Inc. (AMZN $199.34)
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Microsoft Corporation (MSFT $356.77)
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NVIDIA Corporation (NVDA $167.52)
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Constellation Software Inc. (CSU $2,358.89)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton
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Adobe Inc. (ADBE $234.84)
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Alphabet Inc. (GOOG $273.76)
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Intuit Inc. (INTU $416.44)
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Microsoft Corporation (MSFT $356.77)
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Constellation Software Inc. (CSU $2,358.89)
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Descartes Systems Group Inc. (The) (DSG $96.72)
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TMX Group Limited (X $47.80)
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Thomson Reuters Corporation (TRI $124.26)
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Copart Inc. (CPRT $32.43)
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Brookfield Corporation Class A Limited Voting Shares (BN $54.17)
Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks
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Apple Inc. (AAPL $248.80)
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Amazon.com Inc. (AMZN $199.34)
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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NVIDIA Corporation (NVDA $167.52)
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Everpure Inc. Class A (PSTG $58.98)
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Vertiv Holdings LLC Class A (VRT $251.07)
Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton
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Apple Inc. (AAPL $248.80)
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Amazon.com Inc. (AMZN $199.34)
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Meta Platforms Inc. (META $525.72)
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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Netflix Inc. (NFLX $93.43)
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NVIDIA Corporation (NVDA $167.52)
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Ford Motor Company (F $11.37)
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Oracle Corporation (ORCL $139.66)
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Tesla Inc. (TSLA $361.83)
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Advanced Micro Devices Inc. (AMD $201.99)
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NIO Inc. American depositary shares each representing one Class A (NIO $5.31)
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Many Thanks!
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Apple Inc. (AAPL $248.80)
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Amazon.com Inc. (AMZN $199.34)
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Costco Wholesale Corporation (COST $983.86)
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Alphabet Inc. (GOOGL $274.34)
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Intel Corporation (INTC $43.13)
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Microsoft Corporation (MSFT $356.77)
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NVIDIA Corporation (NVDA $167.52)
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McDonald's Corporation (MCD $305.90)
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Visa Inc. (V $295.52)
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Walmart Inc. (WMT $122.89)
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Constellation Software Inc. (CSU $2,358.89)
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Tourmaline Oil Corp. (TOU $68.37)
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WSP Global Inc. (WSP $212.73)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
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Tesla Inc. (TSLA $361.83)
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Advanced Micro Devices Inc. (AMD $201.99)
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Sprott Physical Gold Trust (PHYS $47.36)
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Baytex Energy Corp (BTE $4.33)
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Boyd Group Services Inc. (BYD $175.78)
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Topicus.com Inc. (TOI $90.84)
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Lumine Group Inc. (LMN $21.34)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
Q: Is MSFT at a good entry point for a long term position?
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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Booking Holdings Inc. (BKNG $4,062.14)
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Visa Inc. (V $295.52)
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Vanguard S&P 500 Index ETF (VFV $156.70)
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Vanguard Dividend Appreciation FTF (VIG $210.73)
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INVESCO QQQ Trust (QQQ $562.58)
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Old Dominion Freight Line Inc. (ODFL $188.34)
Q: My son is starting an FHSA account at Wealthsimple. With the goal of contributing monthly and maximizing the limit over 5 to 7 years before needing funds. What combination of ETF's and blue chip stocks would you recommend that combines steady/increasing dividends, capital appreciation and minimal downside risk. Looking for a manageable # and combination of stock/Etf
Thank you
Thank you
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Amazon.com Inc. (AMZN $199.34)
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Meta Platforms Inc. (META $525.72)
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Alphabet Inc. (GOOGL $274.34)
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Microsoft Corporation (MSFT $356.77)
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Tesla Inc. (TSLA $361.83)
Q: Hello Peter,
In order of preference for long term, can you please rank the names? Much appreciated.
In order of preference for long term, can you please rank the names? Much appreciated.
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Apple Inc. (AAPL $248.80)
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Costco Wholesale Corporation (COST $983.86)
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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NVIDIA Corporation (NVDA $167.52)
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JPMorgan Chase & Co. (JPM $282.84)
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Visa Inc. (V $295.52)
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Vanguard FTSE Developed All Cap ex North America Index ETF (CAD-Hedged) (VI $47.97)
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Berkshire Hathaway Inc. (BRK.B $468.49)
Q: Hello 5i Team,
I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.
Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.
Would you recommend adding a global ETF for geographical diversity? If so, what?
Feel free to subtract as many credits as you see fit.
Thanks, as always, for your helpful advice.
I'm creating TFSAs for my two children, and I would like to purchase a basket of 15-20 Canadian stocks and CIBC CDRs, since their accounts are commission-free.
Could you please recommend some names for me to consider with a focus on growth while maintaining some sector diversity.
Would you recommend adding a global ETF for geographical diversity? If so, what?
Feel free to subtract as many credits as you see fit.
Thanks, as always, for your helpful advice.
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Microsoft Corporation (MSFT $356.77)
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SentinelOne Inc. Class A (S $12.58)
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CrowdStrike Holdings Inc. (CRWD $369.58)
Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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NVIDIA Corporation (NVDA $167.52)
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GLOBAL X FDS (BOTZ $32.46)
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Super Micro Computer Inc. (SMCI $21.97)
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iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
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Vertiv Holdings LLC Class A (VRT $251.07)
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ARK Autonomous Technology & Robotics ETF (ARKQ $110.22)
Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
Would you please either provide the names in your reply or send me another link with a valid url.
Cheers,
H
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Amazon.com Inc. (AMZN $199.34)
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Costco Wholesale Corporation (COST $983.86)
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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NVIDIA Corporation (NVDA $167.52)
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PepsiCo Inc. (PEP $153.04)
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Vanguard S&P 500 Index ETF (VFV $156.70)
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Vanguard S&P 500 ETF (VOO $582.96)
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INVESCO QQQ Trust (QQQ $562.58)
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Copart Inc. (CPRT $32.43)
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Hilton Worldwide Holdings Inc. (HLT $294.04)
Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?
Thanks,
Thanks,
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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NVIDIA Corporation (NVDA $167.52)
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Super Micro Computer Inc. (SMCI $21.97)
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Vertiv Holdings LLC Class A (VRT $251.07)
Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.
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Adobe Inc. (ADBE $234.84)
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Amazon.com Inc. (AMZN $199.34)
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Meta Platforms Inc. (META $525.72)
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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Elastic N.V. (ESTC $48.52)
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Snowflake Inc. (SNOW $152.80)
Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.
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Apple Inc. (AAPL $248.80)
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Amazon.com Inc. (AMZN $199.34)
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Microsoft Corporation (MSFT $356.77)
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NVIDIA Corporation (NVDA $167.52)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
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Roku Inc. (ROKU $87.15)
Q: AAPL has had a great run.
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
This is probably a non-obvious question what any leads on what would be an AAPL-like stock circa pre-iPhone?
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Apple Inc. (AAPL $248.80)
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Microsoft Corporation (MSFT $356.77)
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Salesforce Inc. (CRM $179.31)
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Home Depot Inc. (The) (HD $321.65)
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UnitedHealth Group Incorporated (DE) (UNH $259.02)
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Visa Inc. (V $295.52)
Q: The media occasionally references buying "Dogs of the Dow". Do you know if any comparative analysis has been done of the better Dow stocks which may be termed "Stars of the Dow"? If so, is there any guidance to be suggested? I think 5i favours buying "winners" rather than "losers". Thank you for your always well-reasoned comments.
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Apple Inc. (AAPL $248.80)
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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Constellation Software Inc. (CSU $2,358.89)
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Algonquin Power & Utilities Corp. (AQN $8.57)
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Brookfield Infrastructure Partners L.P. (BIP.UN $48.49)
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Fortis Inc. (FTS $55.66)
Q: Hi Folks,
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks
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Microsoft Corporation (MSFT $356.77)
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Miscellaneous (MISC)
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Fortinet Inc. (FTNT $78.20)
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Palo Alto Networks Inc. (PANW $147.02)
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Check Point Software Technologies Ltd. (CHKP $138.84)
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Zscaler Inc. (ZS $133.16)
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Qualys Inc. (QLYS $85.63)
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CrowdStrike Holdings Inc. (CRWD $369.58)
Q: Hi 5i Team - Could you suggest a few cyber security stocks, Canadian and U.S., including established companies that are profitable as well as two or three newer ones that show some promise but may or may not be profitable yet. Any market cap is fine. Thanks.
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Alphabet Inc. (GOOG $273.76)
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Microsoft Corporation (MSFT $356.77)
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Berkshire Hathaway Inc. (BRK.B $468.49)
Q: Which of the NEO-listed CDR’s do you see as having the best current valuations (top 3 picks) along with the likelihood of having the greatest share price appreciation over the next 12-18 months? Thanks.