Investment Q&A

Q: TYD has dropped 54% ytd. Obvious negative momentum. Do you rate as buy hold or sell at this time?
In normal times I would expect you to say wait and see but we aren’t in normal time- what do you see going forward for those holding already? Is it worth waiting.

Q: Hi Team,
These Tariff moves have gone from "not a big concern" to a major concern with anyone holding a growth portfolio. Currently I am down 23% from peak in short order since January, due to a higher concentration in Tech names and other growth names. An amazing fall considering I thought I was holding all solid names (such as NVDA. PRL, SHOP, TTD as examples) Do you view this as 2022 all over again? Or do you think the market will bottom sooner than it did in that year? Hard to say I know based on Trump saying that he no longer cares much about the market this go around. A much different tune that last term. However I suppose that could change overnight. I don't imagine Musk in enjoying Tsla's fall; perhaps that will end up in a clash with Trump on trade policies or hopefully talk some sense into him at the very least. Looking for your take on the current situation. Lastly, I assume that since major damage is already done would I be best to just hold the line at this point? Or sell out some growth names even at current levels? If buying new purchases what would be your top 3 names to add to at current levels?

Thanks,
Shane.

Q: Tradedesk was hammered after its earnings, and IAS saw a positive uptick after its earnings. What is the outlook for each company. I own both and thinking of consolidating the 2 holdings into one holding. What are your thoughts.

Q: Is TTD going to be in the penalty box for a few quarters? Is this a hold or sell?

If I sell looking to allocate the funds to make Google and VHI full positions.

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Q: TTD cratered and now keeps moving down. I didn't think earnings were THAT bad. Is this an overreaction or can you explain why the fall has been so harsh? Would you consider this a buying opportunity or is this a falling knife? Thanks!

Q: Hello 5i,

The quarter has been quite a ride so far. Get a sniff of a miss or lower guidance and stocks drop faster than a toboggan coming down Mt Everest.

Do you have any recommendations that appear to be Buys if you don’t already have a position? Some examples are: DDOG, VRT, TTD, TMDX, SPSC, CELH, CLBT, ROAD, CECO, APPF, ASPN, POWL, (electrical grid suppliers), and any other intriguing opportunity? The purchases would be for a 3-5 year hold.

If feels like the tipping point for earnings for many companies has been reached. If a looming reporting date is like a 5-alarm fire warning to get ready to bail water and run for the hills, which sounds like… opportunity!

Thank you for all of your help and wisdom.

D&J

Q: Hi Team,
TTD is plunging after earnings so far this afternoon. What's your take? Has the outlook here soured that quickly? Would you be a buyer, seller, or hold into this extreme weakness?

Thanks,
Shane.

Q: Hi 5i Team,

I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?

I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?

I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.

Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.

Lisa

P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.

Q: Are large (but not giant) tech companies at risk of being competed-out by the trillion plus tech companies? With their high multiples, is the growth case still there in 2025 and going forward?

Q: Hi 5i team,

I'm looking to deploy some new TFSA money for a 15-20+ year hold, ideally for a CAD stock given the current high US exchange rate. I currently have more tech than other industries with stocks like NVDA, SHOP, GOOGL, CSU, MFST, LMN, TOI and TTD.

I'm looking for some non-tech growth CAD options. Can you please recommend and rank 5-10 options in order of their leadership and balance sheet?

For CAD non-tech stocks, I currently own WSP, TVK, GSY, BN, EQB, ATD, BYD, ATZ, HPS, SLF, TD, TFII, LULU, WELL, CS, and ATS. Would you add or start new positions in your recommendation?

Q: Hi team, Amazon DSP.. I think people just assume it’s always going to be a two-way race between Google and TTD. Can I get your take
on Amazon’s DSP and if it *could* become the 2nd most dominant player after Google? I have a 3% position and looking to make it 5%. Are you a buyer today? I have a 3.4% position in Apple which I’m considering selling completely to fund this.

Q: Hi Team,
I hold the following stocks in my TFSA with the indicating weightings within the TFSA. BN (17.5%), HPS.A (6.4%), LMN (18.6%), META (26.3%), SHOP (13.9%), TTD (16.9%). I am looking for advice for what stock I should add for my 2025 contribution. Could I please have your 3 "best" ideas to add to my TFSA ranked in order. I am looking for something solid with high potential (multi bagger potential) with solid management. Another NVDA would be nice (not asking to much here..lol). Time frame would be 10yrs plus ( I am 45 aiming for the dream of freedom 55).

Thanks,
Shane.

Q: I have made some updates to my portfolio before heading into the new year and am looking for your thoughts on total portfolio. I have it all in TFSA and am 28 years old with a long time horizon. Could you give me your opinion over next 1, 3, 5 years of portfolio.

What changes might you make to this portfolio to stengthen it?

Portfolio Breakdown:
Stock Amount Invested (USD) % of Portfolio
NVDA $6,500 12.04%
SHOP $2,840 (converted from CAD) 5.26%
AMZN $2,650 4.91%
MSFT $2,520 4.67%
MELI $2,483 4.60%
PLTR $2,250 4.17%
TSM $2,000 3.70%
CRWD $1,830 3.39%
GOOGL $1,780 3.30%
TTD $1,767 3.28%
ISRG $2,180 (converted from CAD) 4.04%
META $2,150 (converted from CAD) 3.98%
BRK.B $1,470 2.72%
AXP $1,560 2.89%
LLY $1,500 2.78%
DIS $1,280 (converted from CAD) 2.37%
NBIS $840 1.56%
CELH $700 1.30%
SMCI $392 0.73%
SPCE $188 0.35%
XRP $120 (converted from CAD) 0.22%

Thanks,
Dan

Q: Hi there
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.

Q: Hi There, I am trying to stear my portfolio decisions going into 2025, and looking for some of your feedback. I am 28 with 55k in myTFSA ( all after home purchase, so longer time horizon), I have about 5K of the 55K to invest, and the other 50K in the stocks below with their respective weightings of the 55K. I am trying to decide if I should add any other specific stocks or top up weightings to 2% on BSX / BKNG / ISRG / TSM / CELH / SMCI and add to CRWD, DIS, GOOGl, another 1.0%.

Are there any other stocks you would recommend to diversify this portfolio some more. Do you have any concerns with any holdings or their weightings?

Please deduct however many questions you feel necessary, I don't often ask Q's.

NVDA - 15%
SHOP - 10.7%
MELI - 9.8%
TTD - 9.2%
PLTR - 9.0%
MSFT - 7.6%
AMNZ - 7.6%
META - 4.1%
GOOGL - 3%
DIS - 2.5%
AXP - 2.45%
CRWD - 2%
NBIS - 2%
SMCI - 1.75%
NU - 1.64%
CELH - 1.54%
BSX - 1.12%
BKNG - 1%
ISRG - 0.7%
TSM - 0.7%


Thanks,
Dan

Q: I've held TTD for many years now (since about $17 thanks to 5i) and it's starting to seem expensive at current prices (especially given the roku talk). Would it be best to diversify some towards others in the ad sector like APP or MGNI (or any other suggestions)?

You've spoken favourably of APP recently, do you like it better than TTD at current prices? My holding period is as long as possible if that helps.

Q: I have full positions in all of these. All in the positive, no tax implications with selling. Do you see any unnecessary overlap here? If so, what would you sell and what would you keep? CRWD up 18%, DDOG up 47%, TTD up 355%.

Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Q: The Trade Desk Announces Ventura, a Revolutionary Streaming TV Operating System. What is your opinion of this move ? Do ypu think it can become a major part of future income ?