Investment Q&A

Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave

Q: Can you please name a US company best positioned to provide AI, preferably one with a dividend, even a modest one.

Thanks

Q: I've been active in DIY investing for 7 years. Have chosen only CDN listed stocks and, with 5i's help, have been reasonably satisfied with returns over that period. However, despite my stubborn resistance to the US, I cannot continue to ignore that market. So I have 5 forced-choice questions for you. I will invest in 5 of the 11 listed. I'd like your opinion about which one in each group to invest. These are LT holds (5+ years). I'm not expecting a detailed rationale, but would appreciate knowing if your preferences are strong. Or not. Thanks!
GOOG vs. AMZN
HD vs. LOW
AMD vs. NVDA
AAPL vs. MSFT
AYX vs. TTD vs. TEAM

Q: If one were interested in investing in Artificial Intelligence what might you recommend for Canada, US or abroad. More so interested "safer" stocks, as opposed to trying to hit a home run.
Thanks, Lee

Q: Good morning team 5i
All of these stocks are down. Setting aside sector weights and realizing I am asking for a "crystal ball" answer, which of the above do you think has the quickest (6 months to a year) upside? I have a bit of cash for this specific exercise. Much thanks as usual for all you do!

Q: Hi and thanks for your great info.

Would you please provide me with recommended US stocks to give me growth which have a good balance sheet .

Thanks

Q: Hi !
Being overweight in tech (holding those above roughly in equal amounts), could you indicate, in order, which one you would let go to create some cash ? I also hold the following ETFs: igv, vgt, iusg which may create some duplication.
Thanks as always,
Jacques, Île-des-Soeurs

Q: Good evening 5i
NvDA has just reported. Seems quite promising. Is it a good time to add more shares? Would you expect a good come back towards their high of $289.00?
Much thanks as always..

Q: Hi Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen

Q: Taking a bit of a blood bath on Canntrust (-68%) and NVDA (-24%) watching Aurora Cannabis plummet and have some of that too. Get out now, buy or hold? Recommendations for alternatives with growth potential appreciated depending on your thoughts on the above 3.
Thanks.

Q: I hold the above positions in the Information Technology sector of my US dollar portfolio that is balanced and well diversified. I am now able to add 1 or 2 Information Technology sector positions. Please provide me with your suggestions including weightings.
Also if you think that the above positions overlap one another, please let me know......Many thanks.....Tom

Q: Hi team. NVDA had a nice jump today (26th). Any news? Would you expect more of the same in the near future? I'm thinking of adding.
Cheers for now.

Q: Good Day All,
I am increasingly convinced that AI will be a growth area as we move forward and would like your recommendations for the best ETF and best individual Canadian stock to play the sector over the next 3-5 years or longer.
Thank you

Q: With recent blacklist Huawei by US, which companies sales will be impacted since Huawei imports millions of dollars hardwares from all over the world? As results of that, will their stock price be impacted as well?

Thanks,

Q: Thinking of 3-4 year play in some combination of this group. Risk is not the primary concern. Is this a viable strategy for a small portfolio segregated from other assets? What combination, if any, would you recommend? AYX momentum seems to be slowing. Is that a concern from your perspective?

Q: I bought NVDA a year ago at a 3% investment. I am now down to 1.5%. Hold, sell, top back up? I do have some cash to do so. This is in my TFSA. I am ok for a 5 year hold.

Q: Can you please comment on the following Companies with regards to how you see them performing over the next year and specific to SNC, would you cut losses or continue to hold and hope it turns around in the longer term (3-5 yrs).

Q: Good morning
Which would be the best company in AI to invest in ???

Q: Hello 5i,

We are looking for advice on stocks that should be held in a US account rather than a CDN account. Our RBC RRSP has both CDN and US funds available. After reading several questions and answers it is clear that we are very confused about this topic. We are hoping questions below can help us grasp a general rule of thumb on which currency should we purchase and hold stocks for our RRSP's.
e.g.
1. should stocks that pay dividends in US funds be held in the US account or CDN account if they can be purchased in either currency? i.e. AQN, BAM
2. if we buy a stock such as Google (no dividend) to hold for a long time should this be purchased with US funds or CDN funds. Is this a stock that should be in a TFSA instead of an RRSP?
3. if we buy and sell lows and highs on stocks without dividends such as AMZN, and BABA, (2-3 transactions per year) should this be purchased on the US or CDN side of our RRSP.
4. if we are to purchase an ETF that pays a dividend in US funds should this be purchased and held in US funds?

Thank you for your help.
Debbie and Jerry

Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.