Investment Q&A

Q: If you were to add just one of these, which would it be please?

ASPN, CROX, TMDX, AVAV, CLBT

Q: What are your thoughts on individual stock covered call us etf by harvest.

Eg: Microsoft , NVDA, LLY

Thanks for the great service

Q: I am rewording a question I recently submitted in the hopes of satisfying 5i's evident concerns with regard to liability.

Theoretically speaking, if YOUR tech holdings were about 19% and included LMN, MSFT, NVDA and UBER...and if YOU held an additional 18% in 'tech like' stocks such as GOOG, AMZN, and VRT....would you personally consider yourself to be overweight, underweight or nicely balanced in terms of your personal tech holdings? Thank you.

Q: With the opening of three mile island for Microsoft. AI will require huge amounts of electric power, Is this a potential area of investment?
Which companies will benefit?

Q: What do you think of a small 5% position on one of these ETFs ? Is tech sector over-values right now ?

Q: You previously mentioned that Pfizer stock might be a value trap. What if investors consider Pfizer stock as a dividend stock, similar to BCE, Telus, or other telecom stocks with limited growth potential? Dividend investors usually focus on the quarterly dividends and the potential risks to the business. What if they buy it for the income and hope for a recovery in the future? Another concern is whether the stock will continue to decline. Please share your thoughts. Thank you in advance.

Q: I presently own PANW and I am up modestly. I would like to know your opinion of selling PANW and buying CRWD after its sell off? I want exposure to cyber security. Do you see more upside potential with Crowd Strike? Would the unknown consequences of CRWD be a problem?

Thanks

Dave.

Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks

Q: I am presently down 61% on SMCI . What do you think of this company and is it a sell or hold ? I also hold QCOM, but not under on this one. Any thoughts on this one ?
LRCX , I'm down 17%, the chart looks good on it .Sell or hold ? If I were to sell any of them, please give me 5 choices of stocks in the same categories. Thanks guys.

Q: Hi Peter, my son was looking at starting a FHSA investment portfolio. I was thinking of having him start with a small position in NVDA as one of his holdings, would this be a good suggestion seeing that the shares have fallen since the split or would there be better stocks for such an account and if you could suggest some it would be appreciated. Thanks

Q: According to my Portfolio Analytics, I should raise my investment in the areas of Consumer cyclical and utilities.

Can you recommend your top 3 picks in both Cdn and US stocks for these sectors?

Thank as always.

Q: Hello Peter,
Given your last reply on well at 16 times forward earnings, is this stock mis priced by the market? I would think for growth company, investors would pile into the stock given the current decrease in rates which help small caps.. Any comments? Also, do you think xsu can go much higher or has it rallied already in expectation of rates going down? Lastly, i know you don't believe in market timing but when some stocks surge due to recent announcements on lower rates, is it worth selling and buying it back when markets settle.. much appreciated.

Q: I am significantly under water in a non-registered account with a holding in NXT, which I bought some months ago. What is your current outlook for the company and the share price going forward? Time to realize the loss and move on? If so, what are some of your current favorite ideas? I have a good number of the companies mentioned by you folks in the Q &A, so 3 or 4 names to choose from would be a help.

Many thanks for your excellent service

Q: Hello 5i
Could you please compare Krogers Q2 earnings and CEO compensation with its peers?
Thank you
Dave

Q: For a growth investor with a 20+ year time frame, please rank these as potential buys at today’s prices. Thank you.

Q: Hi would you buy at the current price or wait for a pull back ? Thanks

Q: Portfolio Cleanup Part 6:
I'm embarrassed to admit that I am down 50% or more (!) on the above.......
Are there any with good rebound potential that are worth holding on to? Can you provide a short reason why for each. Thanks

Q: I am a long-term dividend growth investor. I bought CGNX because it is debt-free and a leader in machine vision technology. I expected it to benefit from growth in the industrial automation sector. I also thought there was some possibility of it being acquired by a larger player in the IA sector. However I have been disappointed in its performance over the last twelve months as its growth seems to have stalled. I am considering switching to CNR, still in the industrial sector, but benefitting from overall industrial growth with less volatility. Would you hang in with CGNX for the long term or would you switch to CNR? I am also considering a sector switch to GOOGL which seems to have much better growth and ROIC than either of these companies. Which is the better long term investment?

Q: Entry point for AXON please? Wait for a pull back ? Thanks

Q: SPHQ ETF seems to have a good long term total return performance compared to SPY. When I looked in more detail it looks like Invesco changed the index 3 times since it's December 6, 2005 inception date. I'm trying to validate the active strategy but it's seems difficult to make any assumptions. Is it common for ETF providers to change underlying indexes? I looked at other Invesco ETF's and it seems like they in particular do it for some of there other ETF's as well. I would appreciate your thoughts.