Q: The Markets. When you look at your experienced crystal ball we’re do you see the TSX, DOW and Nasdaq by the end of the year. Clayton
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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 $261.73)
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Costco Wholesale Corporation (COST $998.86)
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Alphabet Inc. (GOOG $309.37)
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Intel Corporation (INTC $46.48)
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Microsoft Corporation (MSFT $401.84)
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International Business Machines Corporation (IBM $259.52)
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Coca-Cola Company (The) (KO $79.00)
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Procter & Gamble Company (The) (PG $161.21)
Q: Hi 5i.
Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
Could you give five recommendations for 'hold forever' US stocks? I'm thinking the sort of companies you would never sell, and even pass the shares on through your estate, ideally.
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Apple Inc. (AAPL $261.73)
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Amazon.com Inc. (AMZN $199.60)
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
Q: Is US large cap tech too expensive to buy here, or does the AI theme make it have room to run up further?
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Apple Inc. (AAPL $261.73)
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
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Visa Inc. (V $324.18)
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Constellation Software Inc. (CSU $2,300.49)
Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your top 3 recommendations at this time that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your top 3 recommendations at this time that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,
Q: What are your 2 favorite and well priced large cap US stocks that will benefit from the AI movement? Thank you
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Adobe Inc. (ADBE $262.50)
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Amazon.com Inc. (AMZN $199.60)
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Meta Platforms Inc. (META $649.81)
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Alphabet Inc. (GOOG $309.37)
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Intuitive Surgical Inc. (ISRG $478.60)
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Microsoft Corporation (MSFT $401.84)
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Booking Holdings Inc. (BKNG $4,159.10)
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PayPal Holdings Inc. (PYPL $39.08)
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Edwards Lifesciences Corporation (EW $76.44)
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Celsius Holdings Inc. (CELH $44.39)
Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends?
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Apple Inc. (AAPL $261.73)
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Amazon.com Inc. (AMZN $199.60)
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
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The Walt Disney Company (DIS $102.38)
Q: Will partially liquidate Dis (at a loss) balance hold for recovery. Am debating deploying to one or two of the above. For a 3 to 5 yr hold (registered acct), with capital appreciation/total return in mind, which is favoured?
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Apple Inc. (AAPL $261.73)
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Amazon.com Inc. (AMZN $199.60)
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Meta Platforms Inc. (META $649.81)
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Alphabet Inc. (GOOGL $309.00)
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Microsoft Corporation (MSFT $401.84)
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NVIDIA Corporation (NVDA $186.94)
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Tesla Inc. (TSLA $417.07)
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Berkshire Hathaway Inc. (BRK.B $500.01)
Q: Hi Peter and company,
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
What would be the percent weight range holding the “magnificent 7” in a portfolio for a growth investor? Are there any names you would substitute? Expand to 10?
Thanks for the great service,
Angelo
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Costco Wholesale Corporation (COST $998.86)
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Microsoft Corporation (MSFT $401.84)
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Johnson & Johnson (JNJ $244.55)
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Morgan Stanley (MS $168.06)
Q: Hi 5i,
I plan on purchasing these 4 companies to cover off my exposure to the US markets.
What is your opinion of this portfolio? Any other addition?
Weighting in the Portfolio is a consideration, so I only have 4 positions.
Is now a good time to start accumulating, and it what order?
Thanks for the opinion.
John
I plan on purchasing these 4 companies to cover off my exposure to the US markets.
What is your opinion of this portfolio? Any other addition?
Weighting in the Portfolio is a consideration, so I only have 4 positions.
Is now a good time to start accumulating, and it what order?
Thanks for the opinion.
John
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Adobe Inc. (ADBE $262.50)
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Amazon.com Inc. (AMZN $199.60)
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Costco Wholesale Corporation (COST $998.86)
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Meta Platforms Inc. (META $649.81)
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Alphabet Inc. (GOOG $309.37)
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Intuitive Surgical Inc. (ISRG $478.60)
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Microsoft Corporation (MSFT $401.84)
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QUALCOMM Incorporated (QCOM $138.47)
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Constellation Software Inc. (CSU $2,300.49)
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Kinaxis Inc. (KXS $125.12)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.63)
Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.
Thank you.
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Amazon.com Inc. (AMZN $199.60)
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Alphabet Inc. (GOOG $309.37)
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Alphabet Inc. (GOOGL $309.00)
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Microsoft Corporation (MSFT $401.84)
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Arista Networks Inc. (ANET $135.12)
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Coherent Corp. (COHR $216.10)
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Fabrinet (FN $462.05)
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Credo Technology Group Holding Ltd (CRDO $121.78)
Q: Would you consider these as early winners as AI "picks and shovels", quite apart from SMCI which has had a huge run-up?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
What are your views on other hardware for cloud benefitting from AI - such as, IBM DELL HPE NET and CSCO. Bottom line - which are buyable today or could you suggest buy prices?
Q: I have held MSFT for a long time and recently sold a covered call - which is now making me nervous. How much more upside do you see for MSFT in, say the next year or so?? Thanks Jim
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Apple Inc. (AAPL $261.73)
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Amazon.com Inc. (AMZN $199.60)
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Costco Wholesale Corporation (COST $998.86)
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Meta Platforms Inc. (META $649.81)
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
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CVS Health Corporation (CVS $77.93)
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The Walt Disney Company (DIS $102.38)
Q: I have held disney now for 2 and half years and i have been in the red since can you please advice me if i sell it what would be a good replacement for it in my rrsp. And the same goes for cvs it has put me in the red as well is there a better replacement for this that pay a good yield as well. Thank you for all the support
Q: Since AI become news I have been following with interest, however a little reluctant to put my feet into the water, as I am thinking this could be another bubble.
I have reviewed all question on AI companies, and wonder if 5i is going to consider an AI stock for the growth portfolio.
I did own Microsoft, and Apple however sold when the market crashed 2 years ago..
I look forward to reviewing your answer.
Thanks
Rick
I have reviewed all question on AI companies, and wonder if 5i is going to consider an AI stock for the growth portfolio.
I did own Microsoft, and Apple however sold when the market crashed 2 years ago..
I look forward to reviewing your answer.
Thanks
Rick
Q: Hello 5i: SCHG vs VONG
the symbols above don't come up. Your take on these ETFs please, and which one would you have as the best rick/reward? Present valuations, in my opinion, very stretched. Your take?
thanks
Paul L
the symbols above don't come up. Your take on these ETFs please, and which one would you have as the best rick/reward? Present valuations, in my opinion, very stretched. Your take?
thanks
Paul L
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Apple Inc. (AAPL $261.73)
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Amazon.com Inc. (AMZN $199.60)
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Costco Wholesale Corporation (COST $998.86)
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Microsoft Corporation (MSFT $401.84)
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The Walt Disney Company (DIS $102.38)
Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.
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Alphabet Inc. (GOOG $309.37)
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Intuitive Surgical Inc. (ISRG $478.60)
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Microsoft Corporation (MSFT $401.84)
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Booking Holdings Inc. (BKNG $4,159.10)
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Deere & Company (DE $598.11)
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Enbridge Inc. (ENB $70.62)
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Constellation Software Inc. (CSU $2,300.49)
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Pembina Pipeline Corporation (PPL $59.35)
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Keyera Corp. (KEY $51.03)
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WSP Global Inc. (WSP $221.48)
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BRP Inc. Subordinate Voting Shares (DOO $104.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.63)
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?
Thank You
Thank You
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Adobe Inc. (ADBE $262.50)
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Amazon.com Inc. (AMZN $199.60)
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Costco Wholesale Corporation (COST $998.86)
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Alphabet Inc. (GOOG $309.37)
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Intuitive Surgical Inc. (ISRG $478.60)
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Microsoft Corporation (MSFT $401.84)
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QUALCOMM Incorporated (QCOM $138.47)
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Toronto-Dominion Bank (The) (TD $130.18)
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BCE Inc. (BCE $35.11)
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Enbridge Inc. (ENB $70.62)
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Constellation Software Inc. (CSU $2,300.49)
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ONEX Corporation Subordinate Voting Shares (ONEX $104.47)
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AltaGas Ltd. (ALA $44.38)
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BRP Inc. Subordinate Voting Shares (DOO $104.00)
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Kinaxis Inc. (KXS $125.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.63)
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Boyd Group Services Inc. (BYD $223.39)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.81)
Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective
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Apple Inc. (AAPL $261.73)
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
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Constellation Software Inc. (CSU $2,300.49)
Q: I know that 5i has huge respect for a company like CSU. What would be an equivalent stock in the US markets?
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Alphabet Inc. (GOOG $309.37)
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Intuitive Surgical Inc. (ISRG $478.60)
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Microsoft Corporation (MSFT $401.84)
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NVIDIA Corporation (NVDA $186.94)
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Advanced Micro Devices Inc. (AMD $205.94)
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GLOBAL X FDS (BOTZ $37.96)
Q: Peter,
You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?
Thank you
Paul
You recently mentioned recently the way to play AI was through U.S. Mega cap companies. Which ones in particular were you referring to ? Are there any ETF's worth reviewing?
Thank you
Paul