Investment Q&A

Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?

2) Same as previous question, but the 10 names can be any security, Canadian or U.S.

Thank you!

(Public question)

Q: Hi Team,
I was debating taking a position in VRT. However, I am way overweight in NVDA at the moment in my portfolio. I was wondering if VRT is a stock that will be highly correlated to AI, and might track the sector same as NVDA? Perhaps they are too closely related to hold both? Or do you feel they are different enough that I should be holding both? I have been hesitant to trim NVDA for other AI plays simply due to the fact that NVDA seems to be the clear leader in the space and why sell the "Best"? Your thoughts please. Thanks

Shane.

Q: Hi 5i team! Thanks for your wonderful work.
Are LLY and NVDA going to have similar growth in the short term (next 6 months)? which would perform better in next 6 months? Lastly , if you had to choose between LLY and Novo Nordisk, which would you prefer? Thank you

Q: I want to spend the next 14 months growing my TFSA to pay down my mortgage when it comes due in June 2025. I started this quest about 6 months ago with 20% of the funds, and I'm now about halfway there. I have funds in US for 6 positions, and Canadian for 3, and currently own the above stocks. I haven't yet made my TFSA contribution for 2024, so could add a position to either. Keeping in mind the remainder of my portfolio is well balanced (cash account and RRSP) and this is a 14-month growth mission, do you see anything I should sell, or can you recommend something I should buy?

Q: Would you be comfortable bringing VRT up to a full position? I currently have half a position and uncommitted funds to increase that to a full position. If you would prefer more diversity, can you provide three other suggestions for a US growth stock - not in the consumer cyclical space - for a TFSA? (NVDA already held.) Thank you.

Q: Can you please update your opinion on STM? Is it an "Ai company" and if so, why has it not taken off like many of the others? They seem to be focused on "edge ai" which may just be their branding or is it a different way of commercializing AI than what companies like Nvidia do? When I last asked about it in July you seemed somewhat constructive on the stock so I'm intrigued as to what it may be lacking or missing in the minds of investors to cause it to sit out the recent rally. Perhaps it isn't AI enough? Your recommendation on its worthiness as a buy or hold would be appreciated as well as clarification that it is or is not really an AI play and whether that matters to the investment case please.

Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?

Q: Could you tell me where I could find a list of all the available CDRs and also could you suggest a medium risk CDR for a 1-2 year hold,half position maybe 3 companies and why you like them thanks

Q: Is this stock the NVDA of trucking companies?
Thanks Again

Q: I keep reading and stock keeps growing. Would you buy at current price, as likely not getting a pull back and what weighting would you consider. Cheers!

Q: I have a ~1% position in ERF (Enerplus), in an RSP, which looks to be taken over by Chord (CHRD). Most of the ERF proceeds would be in CHRD shares (a company I don't know much about), with only a relatively small amount of cash received. Meantime, my portfolio is currently ~8.5% oil & gas (SU, CVE, TOU, IMO, CPG, etc.) but only ~3% "chips" exposed (CHPS.to, MSFT). From your perspective, what do you think of selling some (or all) ERF now, so as to buy something like ASML?

Ted

Q: Can you suggest 3 "best" US stocks for growth other than MAG7 ?
3 best US with dividends. thanks

Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M

Q: I opened an FHSA and am looking to max it out and put half in index and half in high growth potential stocks. Not looking to purchase a home for min 5 years up to 10. If i end up not buying I would just flip it over to the RRSP. What are some stocks that you would recommend that have a high upside potential? CAD or US stocks.

Q: Do you recommend AMD now, and if so, why? Is the P/E ratio too high?

Q: AMD The perpectives for this stock are sometimes contradictory. Some analysts see it as as a promising competitor of nvidia with a great future. Others on the contrary are very more sceptical...about a possible sustainable performance. What are you appreciation on a 2-3 years range? Thank you very much

Q: Good Day,

I picked up CELH and CROX based on the answer to my last question, and added in POWL to boot. Based on my portfolio in my previous question, was POWL something you would consider redundant in my account, or would you be fine with that type of addition in your portfolio.

I have been holding SNPS and CDNS for a minute now, and it just seems to bounce back and forth between +5% and -5%. Are these mostly growers on news and earnings? What are their respective Expected growth rates over the next 1 and 2 years?

This brings me to almost "fully deployed". I have noticed in the last couple weeks that the volatility in the market seems to have increased, and the average of that volatility seems to be sort of flat over this time. I have seen some videos and articles calling for the "AI Bubble" to burst, etc. Do you think there will be a cooling in that space coming? and if that occurs will the market follow it? I've seen many replies where you state that NVDA has a clear 18 month runway for growth, and thus I imagine the companies that support it as well, does that still hold true in your view? If said cooling could be coming, would it be worth the fees to say, shrink/cut some positions? Or is that too much like timing the market and thus better to stay in?

Thanks for everything,

Q: Has the US high tech sector peaked in price yet, or would you recommend 4 stocks with lots of upside pls?

Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??