Q: Hi, I am presently overweight in Costco - it represents 24% of my portfolio. I hold Costco shares in a TFSA, corporate account and RRSP.
I would appreciate your thoughts which account I should decrease my Costco shares in as well based on the quality of Costco would be an acceptable percentage to hold. Thank you.
Q: Hello 5i,
Since KO has split 10 for 1 is it an opportunity to jump in? I would be giving up PEP and PG. PEP has been down for 2 years though PG is at a peak I feel taking advantage of the KO price would be an advantage. Your thoughts please.
Stanley
Q: What are your thoughts on their earnings. Is it still buy, hold or sell. I trim before earnings should I buy more or sell the balance. I am long term investor. I sold since it move so fast up last few days
Q: When it comes to cybersecurity companies has your favourable opinion of CRWD been changed as a result of the quarterly results and forward guidance?
Q: Hi 5i, I'm looking at some US Stocks for my RRSP with a decent dividend yield , how would you rank these stocks. KHC RITM CVX, if you could suggest a couple more , thank you
Q: Greetings 5i, I own both of these companies and both have done well, although JPM has significantly outperformed. Would you sell MS and consolidate the position in JPM or would you continue to hold both? Please provide primary reasons. Thank you.
Q: I have held both the above stocks since 2020 in my TFSA. Both are now 76% below my buy prices. Today C3Ai is showing signs of life for valid and obvious reasons. CRSP is not ? at least not that I'm aware of. Would very much appreciate your views as to whether or not either or both of these might continue to be held for logical reasons ? or just bite the bullet and sell.
Q: I'm, looking to get in on the defense sector. Wondering if the above two are the same, why the volume is much higher in the US, did they both initiate at the same time and do you think its a good play to get in or are there other ways to play that sector ?
Thanks
jeff
Q: Given today's world politics, what are your views of defense stocks, both European and North American examples: AIRBUS, NOC, BA and European contractors etc?
Thank you again for your terrific service
brian
Q: Hi 5i
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?
Would 5I have any interest in Dell at current prices?
Thx
Q: How would you rate these for holding in the SMID Growth section of a portfolio (A couple may not be SMID, which means they just may not be forever keepers for me) - I hold all except SNPS and NOW, which I've been watching, and I’m thinking of consolidating into 6-8 positions, but could keep more. I'm considering 3-4 for shorter-term growth, 1-3 years, 3-4 for longer-term growth, 5-10 years. Please order from most conviction to least with a preference to Shorter (S) or longer(L) or either (E). Thanks!
SNPS, NOW, GLXY, KSI, FOUR, ROAD, CLBT, CRM, HPS.A, VHI, GENI, SRAD