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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: I am currently doing my quarterly rebalancing of my portfolio. I need to up my US equity holdings. My current US holdings are AAPL, BRK.B,XOM, JPM, MSFT, MCD, V. What are your favorite long term US holdings right now ?
Read Answer Asked by Mark on October 07, 2024
Q: Greetings. Seeking a TSX traded in Cdn dollars ETF non-hedged that holds as a majority of its portfolio US equities the likes of AMZN AVGO MSFT PALO ALTO NETFLIX GOOG META NVDA or most of them and similars since wishing to sell a variety of these types of equities currently held as hedged CDRs in a registered account. Methinks the CDN dollar is destined for a fall at some point so wishing to remove CDR hedging. Please comment if this doesn't agree with your view aside from the difficulty in predicting currency moves. Thank you for any suggestions.
Read Answer Asked by Ken on October 06, 2024
Q: I have positions in these companies. some of the names have pulled back recently. Would you be adding to any of these names? What entry point would you be adding?

Thank You
Tim
Read Answer Asked by Timothy on October 02, 2024
Q: With the downgrade Microsoft has been dropping these last few days. Is this worrisome, should I take my profit and run or will this calm down and Microsoft will resume gaining? I take it there is nothing wrong with the company, just market sentiment which will change with a little time.
Read Answer Asked by STANLEY on September 26, 2024
Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor
Read Answer Asked by Alnoor on September 26, 2024
Q: Hello Folks:
We currently hold a higher position in energy producing / servicing stocks and are considering 1. adding to our current GE aerospace or 2. adding to our current tech sector of Amazon (not really tech?) and Microsoft by purchase of Navidia. We do
not currently have large portions of either GE, Microsoft or Amazon. We have owned NVDA in the past. What are your top 3 tech picks, is Amazon also a good choice and how do you see GE upside?
Thanks for your great service
brian
Read Answer Asked by Brian on September 26, 2024
Q: I am rewording a question I recently submitted in the hopes of satisfying 5i's evident concerns with regard to liability.

Theoretically speaking, if YOUR tech holdings were about 19% and included LMN, MSFT, NVDA and UBER...and if YOU held an additional 18% in 'tech like' stocks such as GOOG, AMZN, and VRT....would you personally consider yourself to be overweight, underweight or nicely balanced in terms of your personal tech holdings? Thank you.
Read Answer Asked by Maureen on September 23, 2024
Q: In response to a recent question, you had suggested an appropriate portfolio weighting for the tech sector would be 20-30%. Strictly speaking, I hold about 19% tech ( LMN 4.5%, MSFT 5.55%, NVDA 6.5% and UBER 2%). That said, I also hold an additional 17.6% of what I would consider 'tech-like' stocks: GOOG 5%, AMZN 6.75%, and VRT 5.85%. Would you suggest I am overweight, underweight or nicely balanced in terms of my tech holdings? By way of context, I would describe my investment style as risk-managed growth. Thank you.

Read Answer Asked by Maureen on September 23, 2024
Q: Your thoughts and analysis of these 2 new listed etfs? I realize their size is minimal,but they apparently pay a healthy dividend. Do you see investor interest accelerating? Thanx.
Read Answer Asked by Steve on September 23, 2024
Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.
Read Answer Asked by Karim on September 20, 2024
Q: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "

Please list your top 5. Thx
Read Answer Asked by Christopher on September 18, 2024
Q: I am a long term owner of AAPL and have done well by it. I am wondering if a switch into GOOG for its projected growth is a better long term holding in your opinion. How would you compare the two? Perhaps the obvious solution is to sell half of AAPL for a GOOG purchase. My other tech names include MSFT, CSU, SHOP, LMN, NVDA and VRT with tech making up 25% of my overall portfolio. Many thanks.
Read Answer Asked by David C. on September 05, 2024
Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.
Read Answer Asked by Jemma on September 04, 2024
Q: Is there a US equivalent of CSU that you would recommend as I take profits from growthier AI stocks? Happy to split it between a few stocks, but the big 7 have grown as a large part of my US portfolio.
Read Answer Asked by Dave on September 03, 2024
Q: Can you please provide your top 10 US Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.

Much appreciated

Deduct credits accordingly.
Read Answer Asked by Nick on August 29, 2024
Q: Have held Google for some time and pleased with the return but wondering if you think the breakup talk will hold it back in the short term. Is there more upside potential in Microsoft near term or would you hold both? Alternatively is there another name you would prefer outside of the Mag 7?
Read Answer Asked by Chris on August 26, 2024
Q: Good day all ! as a purchase for a 5 to 10 year hold in what order would you purchase these for US stocks and what would be a good entry price ? Thank you !
Read Answer Asked by Roger on August 26, 2024
Q: This question is about small TFSA with 98% Canadian equities with 32.06% total weight in the technical sector. Weight for LMN, SHOP and DSG are close to 5i Bal portfolio but CSU is at 14.8% (Thank you). All these names are at profit.

Question 1 -I am contemplating selling CSU to reduce Canadian exposure and buying MSFT or NVDA What is your opinion of such a move? Any other suggestions in technical space?

Question 2 - This TFSA has no exposure in Consumer Staples. Would you suggest buying COST instead of US technical name? Any other suggestions and entry price?

Much Thanks for your very valuable comments.
Read Answer Asked by Hali on August 23, 2024
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