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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: Are there alternatives to MITK and BKNG that you feel would be better to have in a portfolio today?
Read Answer Asked by Andrew on February 26, 2024
Q: If this is too broad a question, please feel free to decline. If you were to start from scratch today, with a goal of maximizing total return at 10 years regardless of income/growth/dividends/distributions etc., which stocks would be on your list?
Read Answer Asked by Sam on February 15, 2024
Q: Hi Team,
I was debating if it was time to trim some NVDA after the big gains the stock has had over the past while. Do you have any quality growth names that would you suggest buying with the funds if I do decide to trim at this point? From my end I was thinking of HPS.A...would this be advisable? Or perhaps ISRG. Your opinion would be greatly appreciated.

Thanks,
Shane.
Read Answer Asked by Shane on February 12, 2024
Q: Hi Group what's going on with FFH this am. Is it a buy sell or hold is it a good time to add more as i already own it. Also what's you top 3 picks in (stocks or ETFs /US or Cad ) Financials / Health care /Industrials /Tech / Consumer Disc...Thanks for your help it is much appreciated
Read Answer Asked by Terence on February 08, 2024
Q: Hello 5i,
I need to increase my U.S. exposure in 1) healthcare 2) consumer discretionary and 3) consumer staples.
Can you please recommend 2 stocks and 1 ETF for each of these sectors for a 3-5yr hold.
Thank you.
Read Answer Asked by Trevor on February 08, 2024
Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!
Read Answer Asked by Keith on February 07, 2024
Q: 1. What percentage do you advise allocating to discretionary sector.
2. Included are non-US names because of pricing power/ controlled supply. If I missed any from your favs, please add to the list.
3. Recently you answered my question on industrial stocks based on
a) core [large, defensive names]
b) high growth regardless of size
c) recent strength and positive momentum.
Applying that to my list of discretionary stocks, please rank in each category (1-3, with 1 strongest)
Thanks
Sam

Read Answer Asked by sam on February 05, 2024
Q: If you had to put together a portfolio to hold for at least one year for max gain what would they be? No concern for risk or the size of the company. Must be traded on a USA exchange although not necessarily a USA company. I’m guessing you will include smci, vrt, google and amazon. Part two of the question is whether I should sell some smci to lock in a gain? I’ve never in my life enjoyed such a large gain so quick. Thanks.
Read Answer Asked by Jason on February 01, 2024
Q: Hi, can you give me your 5 best US growth stocks ideas, ranked 1 to 5 (one being best), with a high degree of safety yet good growth to hold and not touch for 3-5 years? Thank you.
Read Answer Asked by Harry on January 31, 2024
Q: I'm looking to add more US companies. Could you please give an answer to Larry's question but substitute 2 US companies per sector for 2024?
Read Answer Asked by Kel on January 30, 2024
Q: Would you give me 5 of your TOP picks CANADA and USA Thank you RAK
Read Answer Asked by bob on January 29, 2024
Q: Could you please give me 5-6 large cap US or Canada stocks you like at this time.

Thx
Read Answer Asked by blake on January 26, 2024
Q: I'm looking to invest some funds...

Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?

Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...

Thanks,
M
Read Answer Asked by michael on January 23, 2024
Q: If you were to list favourite US and Cdn companies with the added criteria of high cash flow and significant stock buybacks what would they be?
Read Answer Asked by Jeffrey on January 18, 2024
Q: HI 5I, I like to reduce my tech stocks, I like to keep 5 of them (the ones with more stability) , the rest will sell to buy BN & COST (or any other suggestion) , I hate to let go some of them since they have provided me good gains , but I need peace of mind, and balance, I hate to be in your shoes with this question, please advice, thanks
Read Answer Asked by Fernando on January 18, 2024
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason
Read Answer Asked by Jason on January 08, 2024
Q: I am low on Consumer Cyclicals. What portfolio percentage do you advise to allocate? I have broken down the sector into sub-categories: housing, e-commerce, retail, personal services, lodging. Am I missing a sub-sector that shoud be included? Which ones have the most potential? I have listed some names - but am not tied to any. Apart from AMZN [owned], what are the top 5 or more that you would buy today and any others to keep on watchlist with buy targets? Please rank.
Read Answer Asked by sam on December 20, 2023
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