Investment Q&A

Q: In follow-up to the Q&A on Howard Marks' recent memo, out of the current "Mag 7", which one do you think is most likely to be in the S&P500's top 20 companies in 20 years, and which one do you think is least likely to be there? Feel free to make two picks for each or decline to respond. I own 5 of the 7.

Q: Hello 5i Team
I have noticed that Black Berry stock has started to rise in price, is it because of improved fundamentals ? Is this a company that you would recommend for a 3 year purchase?
Thank you

Q: Hello 5i
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.

Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?

With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?

Thank

Q: I have some fund from RRIF that I would like put into a TFSA and was just reading the latest issue of your ETF & Mutual Fund Update report. I am thinking of the above three ETFs and one stock. What are your thoughts. As a perspective, I would include some i2i fund if it was allowed in a TFSA.

Q: Hi Team,

Thoughts on adding this etf to a long term portfolio?

After the big run in U.S markets there seems to be great value here relatively.

Q: Do you see a urge in price of Bitcoin after January 20th when President

Trump comes in power ? What plays should one look at RAK

Q: The quantum computing stocks were crushed Wednesday. Would you be more comfortable to buy IONQ after the drop?

Q: Do you have a preference between these 2 stocks? Can they both be held?

Q: TIXT continues to drop (today down around 10%) with no news that I can find. Are you aware of any reason for the significant drop? Also, what is your take on how the senior executive team at Telus could have got this so wrong?

Q: Hello,

Both these stocks are falling quite considerably. I do believe they are both great businesses. At what price would you consider them “on sale” based on there historical metrics ?

Q: Hello 5i
I currently own CSU LMN TOI SHOP VHI (which I consider tech'ish).
Do you see a compelling reason to add any of the other tech holding from the 5i balanced or growth portfolios? Would you avoid the concentration of the CSU family in favour of others?

Q: I am looking for your top five CA and US stock ideas which capitalize on the AI boon, regardless of market cap. As well, what are your top three US cyber security ideas? Reasons for your picks would be appreciated. THX.

Q: Are news around QNX an important step toward the split announced a while back?

Q: Big drop on TIXT, -16%, while it was rising slowly since few months, any news?

Q: Dear Peter:

Is INTC a value play or Value trap?! Is it a turn around candidate or a potential "taken over" candidate?

QCOM offer seems to have faded!

Just for the heck of it I asked the two of the popular AI apps, Chat GPT 3.5 and Perplexity about this. I got some interesting answers! Perplexity was more "informative" and thought it could have a target price of 40$. A double from it's current price level. Chat GPT3.5 on the other hand demurred! Perplexity also thought Private Equity firms like Apollo, or AAPL/Samsung or some Sovereign wealth funds like Mubadala(Abudhabi) may be interested!

As you well know one can get different answers depending on how one poses the questions to these AI chatbots!
Words do matter with AI apps I have found out.

It is struggling to stay above 20$. Where is the floor?!

Any words of wisdom?

Q: Happy New Year! I like investing in themes (aging population, infrastructure, internet retail, water, security ect) and am wondering if you have 3-4 thematic stock suggestions that you think are interesting here. So ya know, I am chock full of AI names at the moment as you might guess. Thanks

Q: Hello,

Constellation was at its 200 day yesterday. Is it a good buy here?

Q: I see 3 new analyst ratings this week. One buy and two holds. Small sample but not a ringing endorsement. Has anything changed? It had a particularly rough day yesterday. Does it still make your top 5 growth stock picks or has it fallen down the list? What do you see going forward>

Q: Nvidia has been a ten bagger for me and I’m obviously ecstatic with this momentum. I’ve trimmed with my original stake at just under 100.00. It’s about ten percent of my portfolio. I know you don’t advise on individual portfolios but might it be wise to trim more and diversify further within the sector with Oracle! I also own Vertiv Holdings. Thanks. Your support and knowledge have been tremendously helpful over the years.

Q: SHOP is down heavy at 10:45 Tuesday. Only news I see is something about EMERGE selling domain names to SHOP (if I have it right). Is this causing the price drop or something else? Is it material? Yours thoughts ..., thanks