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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: Please rank the magnificent seven from best anticipated performance first to least in the next 5-10 years.
Read Answer Asked by David on January 26, 2024
Q: Could you please give me 5-6 large cap US or Canada stocks you like at this time.

Thx
Read Answer Asked by blake on January 26, 2024
Q: HERE is the DEAL, My wife and i are going to live off grid for 3 years, no internet, no phone, no visitors, oh YEAH, the dogs want to come, we grow are food, hunt and fish, we have a 1 million to invest, we own no other stocks. So could you rate the following stocks for safety and % rating.


APPL
MSFT
AMZN
GOOG
NVDA
BERK/B
LLY
META
SPY
COST
VGT
TSLA
SMH

13 stocks are LUCKY #,
We will prepay for our 5i sub. so we can look back. and not have worry again if a stock goes down 1% in a day.

SO THIS WAS JUST FUN,

Thanks Again
Read Answer Asked by eugene on January 26, 2024
Q: I currently have BBU, BBUC, BN, CRWD, LSPD, MSFT and U in my TFSA account. BN, CRWD and MSFT have shown good growth but I have losses in the other stocks. I will be investing $7000 in my TFSA for 2024. Would you suggest any changes to my current stock holdings? For my 2024 TFSA investment, would you suggest adding to one on my current stock holdings or investing in another stock such as LMN, AMZN or LMN? Thank you
Read Answer Asked by Don on January 25, 2024
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
Read Answer Asked by michael on January 23, 2024
Q: In the midst of portfolio rebalancing for the coming year and have another question with regard to composition. I've been reading your comments around the positive prospects for tech in 2024 and want to overweight that sector. I am currently at 18% tech (NVDA, MSFT, LMN). But I also hold GOOG (technically Communications) at 5.46% and AMZN (technically Consumer Cyclical) at 7.39%. Within the context of an alpha-balanced portfolio, would you recommend increasing my tech holdings further, or do you believe I am sufficiently weighted in this sector given my additional holdings in AMZN and GOOG? Thank you.
Read Answer Asked by Maureen on January 19, 2024
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?
Read Answer Asked by JR on January 19, 2024
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
Read Answer Asked by Fernando on January 18, 2024
Q: PSA


i find it funny that the media fawns over these great companies; gushing over their collective 2023 'huge gains

never mentioning that 5 of 7 haven't even made it back to their 2021 price

so those unlucky enough to have bought at the last euphoria (fall 2021) or almost breaking even

(and yes, i agree these are some fabulous businesses)

good luck





Read Answer Asked by Robert on January 17, 2024
Q: There is so much buzz in media about the Magnificent Seven- the latest grouping that alleges dominance from these mega cap leaders and how 2024 is likely to see them fall from grace at least in momentum rallies, or at least in contrast to others.
Don’t support this assertion, ie is there relative price and growth rate relative to others such that they are due to get leapfrogged, or worse decline? I feel like this same line has been towed for several years and look at five and ten year growth rates for any of these as examples.
If you had some chunk of change would you lean here or elsewhere, say to financials or industrials?
Read Answer Asked by Peter on January 15, 2024
Q: I currently hold all these stocks, with the exception of elf. I came up with the thanks in large part to 5i as these are names that have come up in various Q&As. If you had to pick only 10 to hold long term (which for me is 1 year), what would be your ten? The 10 should be those that are the best expected performs regardless of diversification or risk. Just the top 10. Alternately., would you suggest holding them all but with different weightings and if so please comment on a suggested weighting.

My plan was to hold 10 with 10% in each but I’m not married to that idea.

Thank you kindly.

Jason
Read Answer Asked by Jason on January 08, 2024
Q: You remarked about Apple that "above average market returns will be difficult to come by in the near-to-medium term." What tech-space alternatives would you suggest, if one wanted to move some money from AAPL to a company with better medium term grown prospects?
Read Answer Asked by Martin on January 05, 2024
Q: I previously asked you about the rule of 40 for SaaS companies here:
https://www.5iresearch.ca/questions/text/rule+of+40#answer163822. Could you explain further why this model doesn't seem to work for companies in other industries?

For example, ATD has a low single digit free cash flow margin and would not meet the rule of 40 threshold, but it has proven to be a consistently good investment over the years despite that fact. Why doesn't its poor profitability hold it back and what other criteria would you consider important in lieu of the rule of 40 that help you identify it as a good investment?
Read Answer Asked by Adam on January 03, 2024
Q: My wife owns the stocks above. She is looking to add 1 to 2 more stocks in the new year. Can you recommend a couple us and Canadian?
Read Answer Asked by sean on January 02, 2024
Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!
Read Answer Asked by Andrew on January 01, 2024
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