Investment Q&A

Q: It's getting a little scary to see such huge profits in my portfolio (Cash, TFSA, RRIF). I know you are flexible about percentages, so I'd like your opinion on whether to reduce the following equities and by how much?

SIS 7% ; BABA 6% ; NVDA 9%; SHOP 8% ; ALGN 6% ; DOL 9% ; PBH 9%.
Many thanks for all your thoughtful advice.

Q: What did you think of NVDA earnings?

Q: I’m thinking of selling one or two of these holdings, all currently in a RRIF, and re-buying them in a TFSA. I’m thinking that the best ones to transfer would be the most “growthy”. What would you advise? Could you list them in order of expected growth?
As always, thanks for this great service!!

Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?

Q: Sold FB and have some US$ to spend, can you provide 3 of your current favorites that may provide short term upside from down south please - higher risk is fine? Of the two I provided, which would you choose and why?

Q: Hello team,

There is a lot of debate about how AMD may actually, not in so distant a future, steal the show from NVDA by beating them in their GPU technology as well as other areas such AI technology. So which one do you side with NVDA or AMD? NVDA is a leader for now but would you invest in AMD if you were looking or even faster growth for a similar risk?

Have a wonderful weekend!

Q: Hello,

I would like to add one of these two companies to my protfolio.
Which one would you choose at this time.
Thank you

Q: I'd like to pick a US stock for my portfolio. I like NVDA, but do you feel it and MU at current prices are already overvalued and if so would you suggest something else.
Thanks!

Q: If you were asked for 5 top stocks recommendations to invest in in the USA what would they be ? RAK

Q: I have a small position in PHO. This is my only position in tech. Is it a wise move to invest in the tech space at this time, if so do you have a suggestion.

Q: What's the best AI company for a 3-5 year investment ? Thanks.

Q: Looking to add a couple of different stocks to my TFSA. Based on your article in the FP, thinking of these as possibilities, but I have 28% in my IT already. I have 11% to invest after having sold TOY and ATD.B.

Q: Please deduct number of credits that you deem appropriate. I essentially follow and hold your balanced equity portfolio. It is supplemented with the following US stocks. JPM, STZ, SPOT, NVDA, GOOG, TEAM, UTX, HXL, BIIB and WYNN.

I originally bought WYNN for a trade on the recent dip caused by the Steve Wynn situation. Should I keep it as a long term position or take my profits and look elsewhere.

I have funds for one more position. Do you have any suggestions or should I add to some of the stocks I have.

Are there any of these stocks that you would sell and if so what would you suggest for a replacement.

Thank you for your service! I am sure someone else will ask but please let us know about your thoughts on SIS earnings release. It looked like a miss.

Q: Dear 5i
I`m interested in INTC as I'm reading that its growth rate will be accelerating over the next 1-2 years . I already own NVDA.
Is this a company you would invest in at this time ?
Thanks
Bill C.

Q: Please advise what analysts' expectations are for NVDA's quarterly results which will be released later today.

Thank you, Peter

Q: Your opinion on the best 8-10 US stocks going forward (based on the metrics that you consider when choosing a company) as well as recognizing the TRUMP effect. I have been holding off on the US since February but now believe there is at least 12 -20 months of positive growth available before the next recession. Thank you.

Q: Can you provide a few names that would benefit from the rise of autonomous vehicles? I'm a bit leery of TSLA because Elon Musk seems to have gone off the deep-end lately. I also think companies like ACQ could be in trouble because fewer cars will purchased in the long-term.

Q: If you were to start a growth and balanced portfolio in the USA tomorrow, what would be your top 5-8 picks for both portfolios. Also, based on your experience, what management teams do you regard as top allocators of capital, USA firms. Thanks for your great service.

Q: Please suggest 2 companies in Canada and 2 companies in the USA you would buy today. No need to worry about portfolio diversity, or sector weighting. Just your 2 favorites in each country and let's say with a 5 year time frame before I would want to access the funds or switch them to income stocks.

Q: I am largely an extremely long term buy and hold investor. With respect to tech stocks over the next three decades I see the usual suspects alphabet, amazon, facebook and apple as fairly certain bets over that time frame notwithstanding potential government intervention causing breakups. That said, what other US tech companies would you feel have similar potential staying power for the extremely long term aside from Cognex ? Which 4-5 others would you select ?
I continue to spread the good word about this site. You do solid work.