Investment Q&A

Q: Hello 5i
Could you rank the above stocks for a 3-5 year TFSA hold with a medium to high risk tolerance in mind.
Thank you
Dave

Q: Palantir stock price is growing by leaps and bounds, do you believe it's overpriced now?

Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.

Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?

Please deduct however many questions you feel necessary, I don't often ask Q's.

NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%


Thanks,
Dan

Q: Hi,
PLTR has had an incredible run but I believe the fundamentals are disconnected from the stock price. Trading at fwd P/E 150x and P/S 46x!! I believe this not sustainable with the estimated growth. What would PLTR have to grow rev and eps by for the next 5-10 years to get to this valuation? I'm looking to short PLTR and I know the risks of shorting stocks but I believe the risk/reward is good here and the stock will pullback. I am long the tech sector so this is somewhat of a hedge. Your thoughts?

Q: What is 5i opinion of Investor Business Daily service? They publish an IBD50 and IBD Big Cap 20 list. Have you looked at these names on the list over any period of time and is it a valuable tool? You may not be able to answer this if you don't use the service but if you do out of the names on the lists what would be your top 5-7 names?

Q: What are your top 3 software companies that would benefit greatly from AI going forward, please pick 3 CAN & 3 US.
Thank-you for your great service as always!!

Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.

What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.

*Assume 4+yr holds

Q: Good Day,

POWL went basically up 100$ and down almost as much within a week or 2, what happened? Any significant news?

My personal experience with these types of moves has been mixed, sometimes I let them run, and sometimes "Something doesn't seem right/too good to be true". The exits have been on 'psychology' type stocks and have been pretty successful (TSLA, first buy on SMCI, etc). I know it comes down to position sizing, but are some general guidelines or metrics to look at that can help decide whether it's worth trimming your position or not?

Secondly, PLTR. I have read a lot of the comments on it, and see the value in where they have positioned themselves, but am also concerned about the valuation, and how only a small slowdown could significantly tank the share price.

With the addition to the SP500 being one of a list of its catalysts, are there other companies with solid fundamentals, market share, and or momentum that are on the shortlist/likely to be added to a major index in the coming year or 2? Could you provide 2 or 3 condidates for the TSX60, SP500, NASDAQ100 and any other significant ones that may be of interest.

Thanks!

James

Q: for the bext 2-4 years, which do you prefer as investment ?

Q: For a young growth investor, would any of these positions scare you from holding long term? Please rank your order of preference if starting a position today.
Thanks

Q: Please list in order your preferred choices long term? Please consider its current valuation and future growth potential. A management rating please out of 10.

Is it best to wait for a market pull back? Thank you for everything

Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Q: Your analysis of Palantir please. Seems expensive but would you buy here if not already owned? At what price is it attractive? Thanks in advance.

Q: I am anxiously waiting a correction to buy these two companies before the year end, given their recent spectacular rise. Is it a realistic approach ? or would you consider a good move to take action now as soon as possible?

Thank you very much

Q: We’re retired with comfortable pensions and a 10 year+ investing horizon. To date we’ve invested in Canadian growth companies inside our TFSAs (we’ve tried to access the US market through companies such as WSP and PRL). We’ve recently opened a $USD trading account and want to start investing in relatively stable US companies with some growth potential. ISRG is one we’re considering. Could you please provide a list of 6-8 companies you’d be looking into if it was your money. Thanks so much for all you do.

Q: Both the Ceo and Cathie Wood's Ark have recently sold shares just prior to Q results on Nov 4 though each still hold lots of shares. Please inform the no. of shares each are holding after sale.Reportedly it has recently signed many contracts,both commercial and governmental,and Dan Ives has a $45 TP and called it the Messi of Ai YTD,it has increased some 154% and many analysts consider it very expensive.It is volatile especially after Q results.I have some 100% profit.and thinking of taking profit especially before Q results.Please provide u opinion.Txs for u usual great services & views

Q: Please advise date of 4th quarter results scheduled:

Q: Hello 5i:
I want to add to my AI exposure with a 3 – 5 year horizon.
I already have sufficient TSLA and AAPL, and moderate positions in NVDA and MSFT, and a starting position in PLTR.
What would be your choice(s) for adding to any of these, and/or starting new positions such as AVGO, DELL , TSM, or others? I have avoided GOOG due to possible breakup legislation.
Many thanks for your ongoing great service.

Q: Bought in the $60's in 2020.A great underperformer,Recently Ceo left,and in my humble opinion,the whole Board should be gone too,. What do U think of taking my losses.?Please provide best replacements,thinking of Nvda,Pltr,Amzn,Goog. Txs for U usual great services & views.

Q: Peter; Where do you think the huge volume on PLTR is coming from today?thanks.
Rod