Investment Q&A

Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris

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

Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?

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

Q: Can you please comment on the earnings report .Is the company a buy, hold or sell? Thanks

Q: What are the best stocks in the data memory storage space?

Q: Dear Peter et al:

Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.

What would be your choice? If not these three do you have any other favourites? Many thanks.

Mano

Q: IBM pays a nice dividend that has shown good growth over the past 5 years (the last 3 years, not so much). How would you rank it for both income and equity growth going forward? It seems that at one time is was the leader in AI and now it does not seem to get mentioned in that vein.

Appreciate your insight.

Paul F.

Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!

Q: Which of these would you suggest for a good balance of growth vs risk?

Q: Is there an ETF that has all these 7 companies pls?

Q: Can I have your comments on IBM as both a source of dependable income and moderate growth.

Q: Hi 5i Team - Could you give a brief explanation of what VMS is. Also is this the main component of all three: CSU, Topicus and Lumine. I have some understanding of the operations of these three companies but am still somewhat confused as to their differences from each other. Are there any major competitors and if so could you name a couple. Thanks.

Q: Hello Folks:
As many others I have been hanging onto our Tech stocks (Goog, Amazon and Apple) hopping improvement is in sight.

Currently in consumer stocks we own Costco and Johnson and Johnson and media advises are diversifying more into this segment (eg. Mendalez, P&G etc.) useful strategy.

Do you think thinning down Tech is good advice? Perhaps utilities such as Enbridge could also be good defensive play. We are seniors valuing dividends with which Tech world is parsimonious. Apple appears the best bet in Tech as they actually produce and sell real products. Everything changes, however we value your thoughts and suggestions of including specific equity options (including an ETF). Currently I do not own any ETF's as I have preferred individual companies.
Thank you very much
brian

Q: What's your opinion on etf's that follow insider buying like the PKW
Invesco BuyBack Achievers ETF. I was trying to look up others like KNOW Direxion All Cap Insider Sentiment Shares and The Guggenheim Insider Sentiment ETF (NFO)which I can't even find the ticker in my td trading accounts for the latter two and finally the INK Canadian Insider (CIN) Index.

If there are trading vehicles/etfs that one can add to their portfolio do you recommend them or stick to using them as tools to find individual stocks such as Oracle ORCL the top holding in PKW Invesco BuyBack Achievers ETF. I'm confused by Oracle because it looks like there's more selling so I don't why it would be a top holding. Anyways just trying to educate myself please help. P.s. is there any stocks in these indexes that attract your attention? Cheers

Q: Looking at buying ORCL or Now or both . Buy now or wait a few months till things settle down. Your comments ? Thanks.

Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard

Q: Considering the purchase of one of these two companies.
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John

Q: Would appreciate any info. you have with respect to the takeover of Cerner by Oracle. Thanks and Happy Holidays. Brian

Q: Hi team,
I bought Verizon two years ago in expectation of a stable price and a good dividend. Two years later it is down 11% eating up the dividend and leaving me essentially where I started. Would it make sense to sell VZ and use the funds to buy IBM which has a similar dividend and perhaps some growth potential? I can also claim the tax loss on Verizon.