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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: Good morning 5i
A number of people have commented on the large amount of cash that Berkshire is holding and worry about it. Mr. Buffet says they haven’t seen much to swing at and mentions that it is not a bad time to hold cash, given numerous unresolved and potentially dangerous situations in the world at the moment. I realize that Mr. Buffet has much more money than the average investor and that makes buying significant assets more difficult. I would be interested in your take on this?
With appreciation
Read Answer Asked by joseph on May 07, 2024
Q: I used to own NVDA at <$100/share and foolishly sold it around $300 USD before it started to climb vertically. I am now too chicken to buy back in. What would be some names to own in the AI and Semi conductor theme that are still reasonably priced? Or would you suggest sitting out of this theme for now?
I already own MSFT and GOOG.
Read Answer Asked by Anh on May 07, 2024
Q: Could you please give me 5 or 6 of your favorite momentum stocks at present?

Thx
Read Answer Asked by blake on May 07, 2024
Q: Hi
Thank you for your assistance with my portfolio style questions. I am looking at a company, Vertiv? What are their prospects, would this be a good stock to invest for the next 5 years and are there similar stocks that may be better purchases?

Thanks, Len
Read Answer Asked by Leonard on May 06, 2024
Q: Can you account for the recent drop in TMO and possibly also for its quick recovery.

Portfolio analytics call for more in my healthcare sector. Do you prefer ETFs or individual companies here?

Please recommend a few of your favourite quality long-term holds for both (more American than Canadian, but both if possible).

Thanks as always.
Read Answer Asked by Kevin on May 06, 2024
Q: RBC isnt showing much revenue growth for 2025, considering the massive capex spending announced recently in big tech, I'm thinking of moving on here. I realize it's up 45% ytd and 128% in a year, it's also up 128% in 5 years, of which I've been in the stock, are analysts being too conservative? I already own NVDA and VRT, interested in other high conviction names that will benefit from from the capex?
Read Answer Asked by Charles on May 06, 2024
Q: Hello friends,

I'm interested in MLPA:US but since the ETF is a holder of mostly US LPs, I'm not sure if the new taxation and selling rules for US LPs will apply to it as well. What would be the implications of holding it in a registered or margin account aside from the normal Canadian taxation rules? Hoping you can shed some light on this.

Many thanks!
Read Answer Asked by Iulian on May 06, 2024
Q: WELL was $3.50 in August 2020 and its $3.55 today.

Reminds me a lot of GUD. IMHO 5i tends to be overly patient on some failed investments whereby selling them and moving on could make for a much better return.

So I have been as patient as I want to be with WELL. When I sell my shares of WELL, which I intend to do, what would be a good replacement that is well managed and has good potential growth in its future outlook?

And of course, has a proven management team.

Thanks


Sheldon

Read Answer Asked by Sheldon on May 06, 2024
Q: I have a longstanding position in Alphabet (GOOG) in a corporate account, and I am planning to crystalize this position prior to the June 24, 2024 deadline (to qualify for the lower capital gains tax rate). Here is my question: I plan to rebuy my position in Alphabet, but I am wondering if I should take the opportunity to repurchase the GOOGL--rather than the GOOG--shares. Right now, these two classes of shares trade at similar prices, but there is a possibility that the voting shares (GOOGL) could trade at a premium in the future. What would you do if you were faced with this decision?

Ted
Read Answer Asked by Ted on May 06, 2024
Q: Hi 5i Team,

I have a handful of losers that I'm trying to decide what to do with. Using your crystal ball, which of these would you continue to hold and which would you dump?
Read Answer Asked by David on May 03, 2024
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