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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: I know that you still like KXS, and you also like XIT. I manage my son’s TFSA, and he’s made a tidy profit in KXS, since it’s been held for quite a while. However, going forward, and since more recent charts indicate XIT's outperforformance, what would be your assessment of switching from KXS to XIT?

He doesn’t have enough room to buy CSU or SHOP, and I see that they’re the first two holdings in XIT, and would you agree that these two names are ‘better’ than KXS? As well, XIT holds a small amount of KXS.

Finally, he can buy and sell XIT with zero commission.

Your pertinent advice is, as always, important in our decision making.
Read Answer Asked by Jerry on March 13, 2024
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,

Read Answer Asked by James on March 13, 2024
Q: Hi, Celestica shares pulled back, over past 2-3 days, along with most AI related stocks. However, most of these names including CLS nicely bounced back today. I managed to start a small 1% position, yesterday at $59. Based on your favourable comments ( also in 5i Growth Portfolio), and as a strong beneficiary of the AI related future growth, I would be inclined to hold on to this as a core position and may be add more, over time. What is your view on its current valuation and where do you see the stock in, say 18-24 months from now ? Thanks
Read Answer Asked by rajeev on March 13, 2024
Q: I have long held both and am intrigued as they now move in opposite directions. Within the last few months I believe MARA has reached heights 50% greater than today's levels and yet despite the spike in BTC, it falls while MSTR rolls. I understand that MSTR is closer to a pure play on bitcoin whereas MARA is a miner and has operating risks and would ask if you can explain what has led to MARA being punished as BTC rose from 50k to 70? If gold goes up, so to do most miners so I'm thinking there as to be more to the story. Lastly, if you believe BTC goes higher, does exposure to a company like MARA who stand to benefit make sense to add or hold?
Read Answer Asked by Tim on March 13, 2024
Q: Has the US high tech sector peaked in price yet, or would you recommend 4 stocks with lots of upside pls?
Read Answer Asked by Ron on March 13, 2024
Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??
Read Answer Asked by Bill on March 13, 2024
Q: Hi The focus on bitcoin these days I am surprised that I can’t find more questions or information about bitcoin and related cryptocurrencies on the 5i website.

I can’t help but wonder if I’m just not asking the right questions or looking in the right places.

If that’s the case, can you please direct me to the proper area so I can do some homework before making a commitment

On the other hand, if there isn’t anything currently available on your website, could you please tell me what your top three bitcoin purchases would be?

Addition, could I have your thoughts on Solana and Ethereum going forward

As always, thank you so much for your help. Much appreciated.
Read Answer Asked by Donald on March 12, 2024
Q: Thanks for all of the great information you provide!
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard
Read Answer Asked by Richard on March 12, 2024
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