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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: What are your five current favorite stocks for short-term (1 year) gains? They can be either US or Canadian stocks. Thanks,
Read Answer Asked by John on January 24, 2024
Q: Dear 5i
Which of the above listed stocks would you place in an RRSP and which in a TFSA and in what order of preference ?
Thanks
Bill C
Read Answer Asked by Bill on January 24, 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: May I have your thoughts on SNPS and their acquisition of ANSYS? Since some shares are being issued to finance the purchase should I wait to see if the stock declines before taking the plunge? The market seems to like the purchase as SNPS's shares went up instead of declining when the deal was announced. The stock price was fairly steady until 2016 when it began a steep climb up, what changed? Or was it us, the buyers, whose attitude to their business changed? Is their business model very similar to NVDA or in a different niche?
Any thoughts you have would be appreciated.
Regards,
Jim
Read Answer Asked by James on January 18, 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: Hello 5i,

We have a full position in VGT and 1/2 position in BRK.B in an RRSP and NVDA, AMD, and Google in our TFSA's.

Do you see reduced growth in the VGT & BRK.B ETF's with AAPL downgrades and a possibility of consolidation of MSFT this year after stellar 2023 numbers?

Would you swap VGT or BRK.B to another ETF for 2024 or just let it ride?

Thank you for your advice

D&J
Read Answer Asked by Jerry on January 16, 2024
Q: For a RRSP account, and ignoring diversification, what would you be the most comfortable buying today at current prices, for:

1) 1-3 year short term gains
2) 10-year long-term gains?
Read Answer Asked by Ben on January 16, 2024
Q: Robotics were a big part of the latest CES show in Las Vegas.

I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.

Thanks for all your ideas and insights.
Read Answer Asked by Thomas on January 16, 2024
Q: I currently own NVDA and have enough funds to add only 2 , which 2 would you add today of MSFT, GOOG or AMZN ?

Thanks
Read Answer Asked on January 15, 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: A family member entering post-secondary school owns these stocks in their TFSA on an approximate equal weighting of $4,000. They have $8,000 to contribute and invest this fiscal.

The objective is growth with some risk; maintenance of capital is a secondary objective.

If allocating in $4,000 increments would you add to one or more of the existing investments or are there one or two you think would be better suited to a young investor over a 3 - 5 year investment horizon?

Thanks so much.
Read Answer Asked by Dave on January 12, 2024
Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.

Cheers, Chris

All the best for the new year to staff and members
Read Answer Asked by Christopher on January 09, 2024
Q: I'm a retired somewhat conservative investor content with slow steady growth and a dividend helps as well. I have been happy with my diversified portfolio but constantly struggle with should I or should I not make these changes;
1. Sell T (non-registered account, tax loss) buy BCE?
2. Sell AAPL (in an RRSP) and buy NVDA?
3. Sell TD (non-registered account, tax loss) and buy BNS?
4. Sell ATZ and or DOO (both in a TFSA) and buy what?
Thank you
Read Answer Asked by Lyle on January 08, 2024
Q: I have recently received $100,000 and as I have maxed out my TFSA, RRSP and RESP contributions for 2024 I will be depositing this into my cash/taxable account. I am looking for tax-efficient growth stocks. As capital gains are taxed lower I am looking for growth with no or low dividend.

Can you suggest 5 - 6 companies?

Thanks for your help,

Mike
Read Answer Asked by Michael on January 08, 2024
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