Investment Q&A

Q: I currently hold the following securities in my TFSA:
AMD - 8.89 %
BAM - 7.76 %
BN - 12.99 %
CROX - 12.59 %
GSY - 16.11 %
IFC - 9.07 %
LMN - 12.16 %
TFII - 9.78 %
TOI - 8.86 %

In 2024 I added IFC and TFII to the portfolio. Thank you.
AMD is the only holding in the red. What is your opinion on AMD's future prospects?
Looking for ideas on where to invest the 2025 contributions. Add to an existing position or take on a new holding?
Thank you for the great service (just renewed my membership)
Happy New Year.
Francisco

Q: Happy New Year to 5i and members, wishing all a prosperous investing year ahead.

It's time to make my annual TFSA contribution. I own AAPL, ADBE CRM, GOOG, NVDA, PYPL, QCOM, and TOL in my TFSA.

I would like to add to one position, which do you recommend? I am overweight NVDA so do not wish to add to that one.

Does 5i consider any of these positions in the 'do not need to own' category? If so, please recommend a replacement (not LLY, MDT, IBM, or MSFT; I own full positions of these in another account). The focus of this account is US equities with a risk profile somewhere between that of the 5i Balanced and Growth portfolios, and the objective is long-term capital appreciation.

Thank you very much.

Q: Good Morning and Seasons Greetings to the 5i team and everyone out there.
If you had to start a new TFSA account what 15 to 20 stocks, ETF,s Etc. would you buy in order of first to last. US and Canadian mix?

Thank You

Q: Peter, our one true source of help in this investment purgatory, thank you for your response to David yesterday regarding covered calls. Moving forward, could you please provide us with some companies that you use in this endeavor?

Merry Christmas, everyone!

Q: What's your opinion on buying GraniteShares 2x Long NVDA Daily ETF , NVDL.

Or other Long ???? Daily ETF's.

Thank you.

Q: Happy holidays…. Tax loss selling….. proxy for TLT, VDE, EMXC, OXY, PICK, LLY, NXT, ZBH, AMD, -Thanks

Q: With recent pullback what are your top 5 Cdn and US names that have pulled back to attractive entry points?

Thank you
Tim

Q: If you have to create new balance portfolio that includes CDR and CDN stocks.. Which 20 to 25 stocks portfolio would you recommend that includes both.


Thanks for the great service

Q: Everyone, what is your biggest regret about investing? Clayton

Q: Hi Team,
UNH is one that rarely seems to selloff. With my experience it’s often a good time to buy quality names when they are on sale. Does it look like UNH is at a good buy level today? Today it’s bouncing a little after many days of selling off.
Next part of the question. I would be looking at trimming a little of either Gsy or Nvda to purchase UNH if I choose to go ahead with the trade . Which would you prefer to trim today? Both Gsy and Nvda are equally overweight for me and in a non registered account with capital gains incurred if I sell. However I have enough built up tax losses at the moment to offset the sale. I hate to sell either one of Gsy or Nvda but with the weightings it makes most sense in my portfolio . Does this trade make sense to you?

Thanks,
Shane

Q: I am over weight in NVDA. Would you concur with selling 25% of my position and buying AVGO? This would be a 3% AVGO position and a 7% NVDA position.

Q: Can you comment on MU earnings? Does the outlook change your views going forward? Anything better to switch into? Thanks.

Q: Best holdings for a US dolar RRIF, I already have QQQ and SPY, up sustantially and think I should take some profit and redeploy the cash. lookings fior capital appreciation not dividends
Thanks for good advice as always

Q: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks

Q: Hello 5i,

We are in sync with the theory that hardware stocks will slow down and software will be the next phase. Which stocks from this group would you purchase today if not owned. We will assume that those not mentioned may be purchased on a pull-back. Of the list, are there any stocks that you would swap out for another stock?

WMT, NVDA, VRT, FTNT, GDDY, EVLV, SPT, UEC, FFIV, PYPL, SYM, BMY, LLY, APPF, ARM, MNDY, ORCL

Thank you for your help.

D&J

Q: I am trying to decide if I should start a small position in NVDA.NE or top up my GOOG.NE for my 2025 TFSA contribution. I don't have any NVDA other than what is in my HXS ETF. I know you like both companies. GOOG might be best because it is kind of diversified within itself. However, NVDA might offer better growth without the antitrust issues, but it might be overpriced compared to GOOG. I'm leaning slightly toward GOOG, but a smaller position in NVDA would diversify my portfolio a bit more. My hesitation with NVDA is that it seems a bit like a cult stock, not exactly like TESLA but similar. I won't have enough funds to do both, It may ultimately be a coin flip, but which way would you nudge on these two.

Q: Since I bought some NBIS a few weeks ago, it has been a wild ride, in both directions. It's making me dizzy. Is this volatility common in stocks like NBIS? What if anything do you make of all the ups and downs? Thanks.

Q: I currently hold the above investments in my non-registered account and will invest some additional funds before the end of the year. My plan is to top up my investments in approximately 8 stocks and 1 ETF. The investments will be a 5 to 10 year hold. Please provide a ranking for the top 10 stocks in my non-registered account. Which ETF fund do you suggest topping up for a 5 to 10 year hold? Thank you 5i

Q: Hello Peter,

In the US, where would you go for the Santa rally? Would it be momentum stocks? Undervalued? Specific sectors -Industrials, AI related? or Crypto?
I am thinking crypto - the backers of the new govt. Add dollar tariffs to the mix. Crypto heads higher.
How would you play the Canadian market end of the year? I am going to dabble in short term trading this year.

Regards

Rajiv

Q: Hi Team,
Is it just me or why do I get the feeling this market is getting a bit “out of whack” in some areas . It looks to me like people are selling the solid winners such as Nvda , for names such as Tesla and Bitcoin. Am I the only one that thinks some of the moves made since Trump got in will end up painful when the hype fades and there’s no real meat to back the valuations ? It’s almost like the irrational excuberance phase has kicked in like it did at the end of 2021 before the tech sector crashed. Except this time only in certain high flying names.

Just looking for your take on things as they stand today. Stay the course ? Join the Tesla party and fly into the sun ? Or buy the laggards perhaps in undervalued areas (Gsy , or even add to nvda dip for example, or trim nvda if the justification is there …which I don’t think it is) . Hard question perhaps!

Thanks ,
Shane