Investment Q&A

Q: Hi team,

I recently trimmed my position in NVDA and I would like to add the proceeds to my dividend income.

I currently owe BAC, BX, DFS, DUK, HAS, GLW, KMI, NVT, PAC, SWKS, VZ, WMB AND ABBV for dividend and some growth. I would like to add one or more US company to this list.

Any suggestions to add to this list? And, what company would you replace in this list if you have any concerns?

Oh, I'm not a big fan of tobacco companies.

Thank you for the great service and I really appreciate your insights.

Stephan

Q: As I'm sure you're aware, this is a name that has been drifting steadily lower since it ranked on its disappointing latest earnings release. Do you think it remains a premier us drug manufacturer worth holding or would you recommend redeploying the capital into another name?

Q: if you had to pick only one between ABNB or MELI for 3 to 5 year hold which one would you choose.

Q: I always seem to buy right at a high. Any idea why this is down so much last two sessions? I bought at $98 and it’s promptly fell $10.

Jason

Q: May you kindly provide a brief update on ULTA?

Is has come off significantly. Would you continue to hold for the long term? If your opinion has changed, and a switch is warranted, please Provide me with your highest conviction picks.

Thank you.

Q: Can you recommend 5 top value Canadian and 5 USA companies that have solid long-term businesses, with great management, a good P/E and have no debt or very low debt. Would really like to find a solid core of buy and hold names in any sector. It would appear to me that SLF would be one good choice.
Thanks!

Q: your thoughts on PD these days. Hold or no? thanks

Q: Is it too late to get into NVDA? Is it a FOMO trade now? Where would you put new money for growth (3-5 years) NVDA, SMCI, AMD or some other name? Please reply with a short reason and take as many credits as needed. Thanks in advance.

Q: The sudden price rise in NVDA seems like a bubble. While I want to continue to own this company into the future, is it time to take some off the table?

In other words, would you recommend sell, say, a quarter of it now and wait for a pullback to buy more? Would you wait and perhaps do this down the road?

Q: Hi Peter,

I hold IWO in my portfolio, currently at about 30% loss.

What you suggest, hold it, sell it Or ADD MORE OF IT ?

Thanks

Q: What are your thoughts on Ulta? With the current weakness is this a good opportunity to start a position?
Thanks,

Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.

META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).

I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.

Q: With the large caps largely moving the S&P500, would you put new money into SPY or RSP (equal weight ETF)? Looking for growth, short and long term. Please give a short reasoning for your answer. Thanks in advance.

Q: hello 5i:
In our various portfolios, we own DIVO, SCHD and MTUM. MOAT is not owned. I've done a fairly deep dive trying to compare the 4 etf's as I'd like to consolidate some of our single companies eg. MRK, LMT etc etc into ETFs to simplify things, and in the case of the RRIFs, to enhance yield. By my metrics, DIVO seems to come out on top on a risk/reward basis and a good balance of yield with growth. I've included MOAT as I'm interested in the concept (but not sold on the ETF). Can you confirm my findings? Would you agree, or what could you add to my findings? Is there a source (Morningstar does a good job, but not great) that would allow me to better compare risk/return of the listed etf's?
I realize there are a few questions here: take as many credits as necessary to answer as I have a lot banked.
thanks
Paul L

Q: May I please have 5i's view of VTS and its business model. Do you consider it a good stock for a RIF account, and is the attractive yield sustainable?

Q: Your thoughts on this stock.

Any details would be appreciated.

Thank you

Q: Hi guys,

Please comment on Costco's quarter.

Thanks

Jim

Q: I have a small position in MDB and I'm uncertain to add to or just hold. After reviewing past answers I wonder if your views have changed. Are you more positive? Analyst reviews from Scotia McCloud are so so. To my eyes, the technicals look good - actually better than its peers. Does MDB have an advantage in the market? Would you prefer another company competitor with more torque? Thanks..........Lionel

Q: I know that Five Below is one of 5i's favourites. SP has come off handsomely over the past 6 or 7 weeks. Any particular reason to sell, or change in company to justify drop?

Q: I compared the 6 month stock price performance of the following as Nasdaq stocks and as CDR's:: AAPL, AMZN, GOOG, META, & NVDA
All stocks showed better returns on the Nasdaq.
than as CDR's probably due to currency fluctuation but I am puzzled by the huge discrepancy in the gains between the 2 exchanges. eg. AAPL & NVDA show a 25% higher gain - AMZN 12.4% - GOOG 16% - META 1.7%
Can you explain?
Thanks, Hugh
You can treat as a private question at your discretion.