Investment Q&A

Q: Good Morning
I’m planning on lightening up my technology weighting, specifically AI related stocks. Can you suggest a couple of US companies that are showing good momentum?
Thank you

Q: I just sold my AAPL and looking for a replacement--doesnt have to be aTech stock --I want to replace it with a CAN or CDR stock.
What one stock would you recommend as a best buy right now? Thanks

Q: Thoughts on PINS quarter. Buy, sell, or hold? Thx M

Q: Thoughts on ABNB quarter. Is there a turn here? Do you have faith in the model. Buy, sell, or hold? Thx M

Q: Please list in order your preferred choices long term? Please consider its current valuation and future growth potential. A management rating please out of 10.

Is it best to wait for a market pull back? Thank you for everything

Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Q: What stands out for you in VERX’s recent quarterly report? Any red flags? How much room does VERX have to grow their business over the next 2-3 years? Thank-you.

Q: Can you comment on SQ's earnings.

Throughout this year you considered it a HOLD. YTD it is down 2.7%.

Unfortunately I am down 40%. It seems like there have been and continue to be better stocks to invest in. Are there any compelling reasons to hang onto this loser?

Q: I bought my first 100 shares of BCE on Oct 22, 2014 at $47.79. Ten (10!) years later it is $38.94/share. I estimate that over those 10 years I have received $32.34 in dividends - so that helps. But holding a stock whose share price is down 20% after 10 years is not something to be proud of.

I am torn with what to do with my BCE shares. Sell all, sell half, buy more? I am trying to maintain a diversified portfolio by having exposure to the Telecom Sector, and I am not interested in replacing BCE with Telus, Rogers, etc. I already own Telus, and am down on that as well.

Telecom stocks make up about 7% of my portfolio today (my target was 8%), so if I sold BCE my % in Telecom stocks would decrease further.

If I sold any or all of my BCE, the first choice would be to replace it with something in the Telecom sector from the US (not Canada!) to keep it from falling too far away from my target of 8%. What US telecom stocks would you suggest that are performing better than BCE, T? The Telecom sector has NOT been the place to be this year, and the future does not look any better, so it is hard to maintain my sector diversification target.

For a moderate growth investor with a medium risk tolerance, what % of the portfolio would you suggest be in Telecom stocks? Is an 8% target too high?

Q: I have a good sized position in VRT a smaller one in NVDA. I want to add to one of them. For growth in the next 2 years which would be better, Why.
Thank You
Peter

Q: Your analysis of Palantir please. Seems expensive but would you buy here if not already owned? At what price is it attractive? Thanks in advance.

Q: Peter and His Wonder Team
A year ago you stated that 2024 would be a "muted" year for this shipping company and you were right. It has drifted down. At the time you also stated that 2025 would see growth and better times. I am a long term investor so I held. So now I am faced with the same dilemma only a different year. So please give me your up to date assessment...Does 2025 look better...especially with all this geopolitical conflict and a threat of tariffs...not sure if that would reduce cargo tariff. Your assessments are always of value and is why I keep renewing my membership year after year.

Q: Hello 5i
Could I have your assessment of Paycom after their latest report? Is growth likely to accelerate?
Thank you
Dave

Q: Can I get your opinion on the recent results? And your thought going forward?
Thanks

Q: I am anxiously waiting a correction to buy these two companies before the year end, given their recent spectacular rise. Is it a realistic approach ? or would you consider a good move to take action now as soon as possible?

Thank you very much

Q: At this stage in the game if you had to choose one to hold which would you pick? Or would you go 50-50. Thanks!

Jason

Q: Hi 5i

Current opinion on PM please, seems to be bouncing a fair bit recently

Thanks

Q: Robinhood had eleven times the usual business last night, They have 24 hour trading . 80,000,000 Americans trade Bitcoin in some way according to Trump and Harris and this is why they backed it. Think of all the votes . Betting on Elections will become a World Wide Event .

24 hour trading 7 days a week will soon be in .

Robinhood will benefit from all this .

I think HOOD is a great Buy. Your comments please RAK

Q: Could you please give me your opinion on Unilever?
What is their balance sheet?

Thanks,
Milan

Q: Can you please share your thoughts on the trajectory of these two stocks under the Trump administration?

Aspen is tanking today but ADF Group is hanging in. Are there added risks or downward pressures you see going forward?

Thanks,

Brad