Investment Q&A

Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:

ANET: Provider for the networking solutions 
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks

If you have to select 5 for a 10 year hold, which one would you pick.

if you have to select 3 for a 3 year hold ?

Please deduct as many question credits as you must!

Thanks

Q: I am a longterm holder of DOL. They should continue to prosper as long as they continue to execute as they have been doing.

The one concern we hear about is the company debt. I would appreciate your comments on risk going forward as it relates to this company's debt?

Thank you,

Patrick

Q: If there is a sharp correction in the housing market how badly will Canadian banks be hit?

Q: I was thinking of buying some Stantec (STN) shares. However, I already own WSP. Are they too similar to own both? Thanks

Q: My holding in EQB is now less than 2 %. Would you purchase more to bring it back up to 2% or sell and add to my current holding of X and TD?

Thanks

Q: Would you be okay with buying more CLBT if already owned but in a loss position?

Thanks

Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.

Q: Are there any uranium stocks you like other than Cameco (which I already own)

Q: What are the chances that a deal can be made with 7/11 at this point?

I read recently that 7/11 is pursuing a dual-track : exploring a possible sale to ATD or going it alone as a more focused business. As part of plans to remain independent, it is selling underperforming supermarkets and has announced plans to list a portion of its U.S. retail operation to fund a massive stock buyback.

I also understand that if the deal goes through with ATD, there will be a lot of debt for awhile.

Is this a good time to buy ATD? If yes, what would be an appropriate price to acquire it? (5+ year time frame)

I am looking for a stock with some sort of dividend, along with a good chance of high appreciation in share price over time. The chart history of ATD over the last 10 years is impressive. If there are other well-managed Canadian companies with reasonable debt that fit this profile better, please suggest them (with a entry price).

They do not have to be in the same sector as ATD. However, I am already heavy in financials. Thank you for your valuable input.

Q: Good morning,

Could you please give me your prospectus on Eminent Gold Corp. It’s of course on the risky side. But has had some positive developments as of late. I was looking to add a long shot to my gold portfolio.

If you’d shed some more light on it that would be great. Thank you.

Q: Can I have your opinion about this company? Would it be suitable for a small speculative position?

Q: How would you rank CNR, CTC.A, MG, OTEX, TCL.A as both dividend growers and separately to buy? Please provide a short reason for your ranking.

Q: Hi Everyone at 5i!

I was thinking of starting an initial holding in SES and am interested in hearing your opinion of the company. It seems to have good growth and pays a dividend. I would intend to keep it as a long term hold.

Cheers,
Tamara

Q: Is CIBR-T a reason option compared to CIBR-Q ?

Q: Good morning, In a recent question I inquired about brokers that held U.S. stocks in U.S. funds in a RRIF accounts . I asked this question, as much to my surprise Wealthsimple does not hold U.S. stocks in U.S. funds in a RRIF account. They are held in CAD. I am looking at Qtrade and TD invest for this account. Is there a preference? Open to any ideas. Thank you.

Q: would like to know about capital direct if it would be a good investment and if not would have anouther option.

Q: Here are 6 US stocks that have been beaten way down. Would appreciate your thoughts on the recovery potential.
Thanks, Greg

Q: Would you favour DSG over KXS today? Would holding both in a portfolio be complementary or would there be too much overlap?

Q: I like this industry and model. I am retired and looking to hold this for the long-term of 10+ years.

Q: Good morning,

Thank you for the ongoing incredible insight.
Could I please get your favourite US momentum and sector ETF that you have a high conviction in its holdings.

Thank you.