Investment Q&A

Q: Interested i allocating some fuds to AI. What wou;d you recommend, stocks and or EFT
Guy R

Q: I am looking at starting some new positions (3) in an unregistered portfolio – and doing so without regard to diversification or taxation – simply the best combination of a trio of stocks that based on current evaluation and their prospect for the greatest total return over the next 2-3 years.
I have reviewed your current answers over the last few weeks to a variety of similar questions and from your answers have identified a list of the stocks from those answers that I currently do not hold:
BN, DOL, DSG, EQB, DCBO, TFII, HEI, ODFL, SAIA, BKNG, ISRG. AXON, BRK.B, LLY, X, CPRT, ULTA, URI, DIR.UN, AW.UN., HPS.A, FIVE, PM, EIF, ENB, NEE, ABBV, TSLA, TOU, CELH, VRT, GLXY
Which trio (or Quartet, if you prefer!) of stocks would have your strongest conviction.

Thanks,
Terry

Q: Can you please supply 5 names that have the highest potential for growth in the next year. Div, non div, any sector. Just best growth. US and CDN.
Thank you in advance.
John

Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS

Q: Hello 5i...How similar are the above two companies in their business models?.
Is their significant overlap? Would you see then them moving in tandem going forward and would you prefer one over the other or owing both at this time ?
thanks

Q: With the rapid need for liquid cooling in data centres and quantum computers and other high end chips are there any recommended liquid cooling stocks to look at for a small exposure in a portfolio?
Thanks, Lesley

Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.

I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.

Thanks!!

Q: Hi All at 5I!!

Could you please tell me what is going on with VRT??

Cheers,
Tamara

Q: Industrials 12% target allocation - what allocation do you advise? I have Full positions in WSP VRT and Partial Positions in ATS TFII HEI and AXON. Based on your advice, I would also like to have positions in URI HON TRI TIH HPS.A. Need to sort out what to own as Full and partial positions. Please rank for full and partial positions with entry prices for those not owned and what to drop from this list. I have a bias for serial acquierers along the lines of CSU.

Q: Which stock do you better going forward for industrial exposure between VRT and ATS. I own WSP, TRI, and TFII already in this sector. Thinking of adding one of the two to either my TFSA or non registered account. Thanks.

Q: Hi !

I am looking for an industrial stock for my TFSA. Strong growth in a short period of time is the objective.

What do you think of Target Hospitality (th-q), Vertiv (vrt-n), Preformed Line (plpc-q), MDA Ltd (mda-t), Doman Bldg (DBM-t) ?

Any other suggestion ?

Gratefully yours,

JD IDS

Q: Dear 5i
The mean analyst recommendation in Yahoo finance is 1.8 whereas in 5i s website under market data it shows 1.22 for VRT . I assume the market data you show thru your website has more accuracy and therefore more validity . Is that a safe assumption .?Out of curiosity where does your market data come from anyways ?
Thanks
Bill C

Q: This question has been asked many different ways and times. I am looking for 10 of your highest conviction, long term growth [5-10years] stocks - Canada or US, any sector - with target entry prices and short blurb on what distinguishes them.

Q: 5 from 5i Tech is Going to Get Much Bigger

Very well articulated article. Based on this article what would be your top 3 picks to invest in the tech market.

Wayne

Q: Long term holding and price appreciation of AAPL and NVDA has led to a U.S. portion of a registered portfolio weighting of 28% and 17% respectively. I'd like to take some profits on these positions and trim these weightings to diversify. Please provide your top suggestions for replacements to consider in Health, Consumer, IT, Communication, and Financial sectors with a timeframe of 10years+

Q: Hi Peter and Team
Now that the "B" word has been mentioned in reference to MPW I guess my buy and hold approach does not work this time. Could you suggest two or three possible stocks that could help toward a 60% recovery of funds in my RIF account .
Thanks

Q: hi,
according to portfolio tracking and analysis, I am short on basic materials, consumer cyclical, health care, industrials. im also quite short US and international equities. I prefer equities with dividends that are growing, and has some capital appreciation/growth as well. with this in mind, can you provide your top few picks in each sector please. much appreciated. chris

Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?

Q: Which do you like more vrt or pstg, i own smci and want to add another. Dave

Q: Everyone. AI is at the beginning of a great breakout in many industries. AI is in exponentially growth period and the early adopters will benefit but the biggest beneficiaries are yet to be identified. I didn’t understand the benefits of MSFT or APPL in their pre-real growth stages. Will AI change the stock market in a profound way the humans will not be involved ie the human stock pickers. What tech areas should I look for be looking for or are they in my view already? Should we believe in the large cap tech stocks will continue to lead, or buy, the AI technology revolution? Clayton