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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: While picking up the pieces from the Deep Think carnage on my tech stocks, it occurs to ask which stocks will benefit from the possible reduction in the cost of AI......can you provide a short list 5 - 10 of potential beneficiaries of that? Many thanks for your excellent service.
Read Answer Asked by Leonard on January 29, 2025
Q: I have the above tech stocks sitting at just over 30% weighting in portfolio. Could you please rank them as to which you might sell first. I sadly sold Crowdstrike last summer when they had their issues and I am thinking I need a cybersecurity stock. Would you buy Crowdstrike or Palo Alto or half of both. Also, What do you think about Saleforce? With the thought of cheaper AI, is that one that would possibly benefit and how where would it rank within my aboce tech stocks? Thanks for all your help. With all your advice, last year was awesome and still up this year following yesterday’s falloff.
Read Answer Asked by Neil on January 28, 2025
Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?

If I were only to sell one, which holding would you let go of first and why?

Thanks.
Read Answer Asked by Nicola on January 27, 2025
Q: Could you please rank the following in terms of 2 year growth prospects, irregardless of risk? (first most growth, on down the road....) Thank you!

TD, SHOP, VIU, BN, RTX, ROAD, UBER, GLXY, CRM, TRI, ATZ
Read Answer Asked by Judith on January 27, 2025
Q: It’s now 2025, new Canadian leadership coming and reduced regulations/government in the US. You suggested on a reply today how a 50% US - 40% CAN - 10% Global portfolio mix might be right for today’s environment. Based on this, what is YOUR best ideas for a brand new $1M+ portfolio? Assume average investor, 15 year investment horizon with reasonable risk tolerance and loves when stocks go on sale..aka buy the correction attitude. As always.. you guys rock! Thanks. Don
Read Answer Asked by Don on January 23, 2025
Q: I'm interested in investing in some U.S. companies by using CDR's. As the years go by it seems the list is getting longer. Based on current conditions and valuations which 8 CDR's have the greatest chance for capital appreciation in 2025? Please rank them from greatest potential to least potential.
Read Answer Asked by Les on January 20, 2025
Q: Hi there,

I’ve done ok with these stocks but I want to raise some cash for diversification - in what order would you reduce/sell?

Ok thanks!
Read Answer Asked by Robert on January 16, 2025
Q: Happy New Year 5i team,

I have been holding this name TEAM for several years. It has been underwater for a long period of time until 3 months ago (November of 2024). What is your outlook for this name? If replace it with a better Growth one, what would be your recommendation? Thanks.
Read Answer Asked by Lin on January 16, 2025
Q: I understand CRM, a software company, is getting into AI via software. Does 5iR know any other S&P 500 software companies doing the same thing???.....Happy New Year ......Tom
Read Answer Asked by Tom on January 06, 2025
Q: Hi there
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.
Read Answer Asked by Judith on January 06, 2025
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.
Read Answer Asked by Walter on January 02, 2025
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!
Read Answer Asked by Ray on December 30, 2024
Q: Hi, in your estimate, which of these three stocks would give the most bang for your buck over the next three years? Please rank them. Thank you for the service .
Read Answer Asked by Tian on December 18, 2024
Q: What are your thoughts on VEEV recent earning? I have less than 1% in VEEV and have become frustrated with it after 3 years. Who is the leader in this sector? Who do they compete with? What kind of prospect do they have? Add, hold or sell?

Thanks
Read Answer Asked by Lin on December 16, 2024
Q: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent
Read Answer Asked by Brent on November 20, 2024
Q: Hi There,

I own the first 3 companies in equal weightings and have done reasonably well with each. I’d like to buy AVGO but I need to sell one of the three.

All things considered which 1 do you think I should sell with a 5 year horizon.

Thank you!
Read Answer Asked by Robert on November 04, 2024
Q: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "

Please list your top 5. Thx
Read Answer Asked by Christopher on September 18, 2024
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