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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: Do you think it likely that we are at or near the bottom for this correction in the tech stocks?/ Of MSFT, GOOG, AMD, which would you prefer and are any or all definite buys?? Thanks Jim
Read Answer Asked by jim on August 15, 2024
Q: Hi Folks,
I have some cash to deploy in my non registered account. I am looking at adding to CSU, AMZN, GOOGL, MSFT or COST. Would you please rank in order of adding to at current prices.
Thanks
Read Answer Asked by JOHN on August 13, 2024
Q: Previous answer: We think software may be the next area to move, with names like PLTR. There is some consolidation happening but we do not see AI as being 'over' as a theme.

Can you provide your three best ideas outside of Palantir and provide a brief summary of why you see growth? Please present in order from most to least conviction.

Thanks!

Read Answer Asked by Tim on August 12, 2024
Q: LULU,VRT,GLXY,MU,MSFT,ESAB,STARBUX
Which one to keep and which one is sell?
Read Answer Asked by Nizar on August 12, 2024
Q: I would like to add to the listed stocks, at current valuations, for a 3 year hold. Would you please rank in order of buying the ones you are ok with adding to at current prices. Thank you
Read Answer Asked by Richard on August 11, 2024
Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma
Read Answer Asked by Terence on August 08, 2024
Q: Hi 5i team
With the recent downturn in the stock market, being a relatively new investor, how long would you expect stock to drop or do you believe have we already reached close to the bottom? And what are your thoughts on tech companies such as Nvidia and Microsoft going forward (what would you consider a good buying point to look for)?
Thanks!
Read Answer Asked by Michael on August 06, 2024
Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?
Read Answer Asked by Ed on August 02, 2024
Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd
Read Answer Asked by Terence on August 02, 2024
Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!
Read Answer Asked by Rob on August 01, 2024
Q: Good Morning,

I have a 5% position in Google and 2.5% in Microsoft. Given the (seemingly) unjustified after-earnings price drop in Microsoft, can I get your thoughts on the possible merits of bringing these two positions into balance?

Thanks,

Brad
Read Answer Asked by Bradley on August 01, 2024
Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT
Read Answer Asked by Brian on August 01, 2024
Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?
Read Answer Asked by Ben on July 31, 2024
Q: A number of good names in US have significantly pulled back recently. Do you consider the names above buys at current prices? What order would you be buying these names, is there any of these names you would wait for better entry points? Please deduct credits appropriately.

Thanks
Tim
Read Answer Asked by Timothy on July 26, 2024
Q: This sentence comes from an Goldman Sachs article. What are some examples of the “Utilities” companies referred to here? ….he sees more room for the AI theme to run and expects AI beneficiaries to broaden out beyond just Nvidia, and particularly to what looks set to be the next big winner: Utilities.
Read Answer Asked by Kim on July 23, 2024
Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 25 stocks portfolio would you recommend that includes both.

Do you think you would create new balance portfolio in the future that includes CDR.

Thanks for the great service

Read Answer Asked by Hector on July 19, 2024
Q: Hi 5i,

Provided the long term business models for these stocks remains intact, and seeing a sale happening now, what would be attractive sales prices for each going into earnings?

Thx
Read Answer Asked by Christopher on July 19, 2024
Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).
Read Answer Asked by Brian on July 17, 2024