Investment Q&A

Q: Having been bitten by the emerge ark funds disaster and wondering (not apples and apples but)

1 - about the potential for further gains for the mag 7

2 - what additional risks are involved in buying CDR’s instead of the us listed stocks.

Upvote 7

Read Answer Asked by Barrie on January 29, 2024

• Vanguard Industrials ETF (VIS)
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• Pacer Industrial Real Estate ETF (INDS)
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Q: I was looking at INDS ETF showing 10% dividend. Are they really paying 10%.

Is there any other Industrial ETF.

Thanks for the great service

Upvote 1

Read Answer Asked by Hector on January 29, 2024

• International Business Machines Corporation (IBM)
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Q: Could you please give us your latest opinion on IBM its been on a tear lately

Upvote 2

Read Answer Asked by dennis on January 29, 2024

• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• SPDR S&P 500 ETF Trust (SPY)
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• Invesco S&P 500 Equal Weight ETF (RSP)
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Q: Is there an ETF that tracks the s&p but excludes the mag 7 ?

Upvote 6

Read Answer Asked by Mark on January 29, 2024

• Microsoft Corporation (MSFT)
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• Visa Inc. (V)
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Q: Hi Folks,
In my RRSP account, I am looking to add to MSFT, which I currently hold or start a new position in VISA. May I have your opinion as to which one would be best at this time.
Thanks

Upvote 6

Read Answer Asked by JOHN on January 29, 2024

• Vertiv Holdings LLC Class A (VRT)
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Q: Hello may I have your thoughts on VRT

Upvote 6

Read Answer Asked by George on January 29, 2024

• Intuitive Surgical Inc. (ISRG)
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• Exact Sciences Corporation (EXAS)
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• Guardant Health Inc. (GH)
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Q: I hold Gardant in a riff. I am down 70% on the name. I am thinking of selling to look for better opportunities. Could I have your opinion please. Thank you.

Upvote 4

Read Answer Asked by Frank on January 29, 2024

• Miscellaneous (MISC)
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Q: Aaron Rodgers (star Green Bay Packer) called out Nancy Pelosi for buying millions of NVDA in curious stock trades before a government announcement as Aaron's friend used his X account to become more informed on the Pelosi trades. I imagine there is quite a bit of this going on and I would ask if that benefits or hinders the ordinary trader like us who rely a lot on your knowledge.

Upvote 2

Read Answer Asked by Dennis on January 29, 2024

• CryoPort Inc. (CYRX)
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Q: I just saw a SEC filing which reports that Blackrock acquired 7.3% of CYRX. There is a saying that there are many reasons why someone might sell a security but only one reason for a purchase. Should I be taking this purchase seriously?
Many thanks for your thoughts.
Ian

Upvote 2

Read Answer Asked by Ian on January 29, 2024

• RTX Corporation (RTX)
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Q: Hello, what is your opinion of RTX, their Q4 earnings, their future growth given the problems with Pratt engines? Is this a good time to invest, with wars popping up here and there? Thanks.

Upvote 2

Read Answer Asked by Martin on January 29, 2024

• Costco Wholesale Corporation (COST)
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• Intuitive Surgical Inc. (ISRG)
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• Microsoft Corporation (MSFT)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: In my US TFSA, I currently hold Costco Microsoft Berkshire Hathaway and Intuitive Surgical at equal weighting. I’m making my annual maximum contribution. Which one would you recommend at this time?

Upvote 4

Read Answer Asked by Dennis on January 29, 2024

• NVIDIA Corporation (NVDA)
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• Advanced Micro Devices Inc. (AMD)
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Q: For someone looking to make a first time entry into the sector, which one of the two would you recommend and why? Are there any others to consider that would rank above these?

Thank you.

Upvote 5

Read Answer Asked by Constantinos on January 29, 2024

• Northrop Grumman Corporation (NOC)
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• RTX Corporation (RTX)
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Q: What is your view on NOC's recent earnings. Would you continue to hold or are there other companies in the sector that you believe are signicficantly better investments. Thanks as always for you expertise.

Upvote 1

Read Answer Asked by Ian on January 29, 2024

• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Vertiv Holdings LLC Class A (VRT)
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Q: Would you give me 5 of your TOP picks CANADA and USA Thank you RAK

Upvote 23

Read Answer Asked by bob on January 29, 2024

• RTX Corporation (RTX)
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Q: What stock in the defense industry would you recommend for a five year investment?

Upvote 1

Read Answer Asked by serge on January 29, 2024

• Microsoft Corporation (MSFT)
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Q: Hello Peter & team,

Microsoft reports in 4 days. Can you please tell us what the expectations are, and if you think there will be a beat or a miss? And how you think the stock will perform over the coming 3 - 5 years.

Thanks for all you do

gm

Upvote 3

Read Answer Asked by Gord on January 29, 2024

• Lockheed Martin Corporation (LMT)
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Q: We seemed to be cursed with "Living in interesting times". Do you think Lockheed Martin is a possibly, smart buy after their quarter/2023 report and resulting pull back?

Upvote 4

Read Answer Asked by Stephen on January 26, 2024

• The Cigna Group (CI)
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• UnitedHealth Group Incorporated (DE) (UNH)
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• Elevance Health Inc. (ELV)
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Q: Hi 5i Team,

May I please have your thoughts on UNH? Is it a hold, sell or buy? Would you also recommend an alternative to it.
Cheers,
Harry

Upvote 4

Read Answer Asked by Harry on January 26, 2024

• Visa Inc. (V)
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Q: Thoughts on earnings and guidance ? Thank you.

Upvote 7

Read Answer Asked by Paul on January 26, 2024

• Caterpillar Inc. (CAT)
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• Deere & Company (DE)
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• Finning International Inc. (FTT)
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• Toromont Industries Ltd. (TIH)
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• Wajax Corporation (WJX)
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Q: What is your view on Wajax? As a smaller market cap with yield, is it a decent alternative to the bigger names like CAT, TIH or FTT? If not, which is your preferred name at these levels and why? Thanks and deduct the necessary credits...

Upvote 6

Read Answer Asked by Michael on January 26, 2024