Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?
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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.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOGL)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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AbbVie Inc. (ABBV)
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JPMorgan Chase & Co. (JPM)
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Pfizer Inc. (PFE)
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Procter & Gamble Company (The) (PG)
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Visa Inc. (V)
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RTX Corporation (RTX)
Q: Hi Folks,
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
I am looking to add some more US names in my RRSP account. I currently have AMZN, PG, V, MSFT, AAPL, GOOGL, ABBV and PFE( along with CDN names 50/50 split). Can you recommend 3 US names regardless of sector?
Thanks
Q: Of these four companies, which one has the strongest overall position in the AI space? Why?
Please rank these four companies in general based based on a three year outlook. Why?
GOOGL: Why does GOOGL carry such low debt relative to its equity?
Please rank these four companies in general based based on a three year outlook. Why?
GOOGL: Why does GOOGL carry such low debt relative to its equity?
Q: What is your take on APPL's recent fall? It's presumably due to Siri's not being up to its competitors in the AI space.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Tesla Inc. (TSLA)
Q: Hello 5i
I'm hearing noise about a rotation away from the Mag7 type companies. Could I have your perspective please?
Also what are the expected EPS growth for each of the MAG7 for 2025?
Thank you so much!
Dave
I'm hearing noise about a rotation away from the Mag7 type companies. Could I have your perspective please?
Also what are the expected EPS growth for each of the MAG7 for 2025?
Thank you so much!
Dave
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Home Depot Inc. (The) (HD)
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Honeywell International Inc. (HON)
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Stryker Corporation (SYK)
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Visa Inc. (V)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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TELUS Corporation (T)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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The Trade Desk Inc. (TTD)
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Zscaler Inc. (ZS)
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Reliance Inc. (RS)
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Trane Technologies plc (TT)
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.
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: Hello,
Can you please give me your input on Skyworks Solutions earnings. Is it a sell ?
Thanks !
Can you please give me your input on Skyworks Solutions earnings. Is it a sell ?
Thanks !
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
Q: Hi can you please rank in order from best to least for the following FAANG + NVDA stocks for the next +5 years? An explanation why is much appreciated along with a management rating for each. Thank you
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Apple Inc. (AAPL)
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NVIDIA Corporation (NVDA)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Descartes Systems Group Inc. (The) (DSG)
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Palo Alto Networks Inc. (PANW)
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CrowdStrike Holdings Inc. (CRWD)
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Vertiv Holdings LLC Class A (VRT)
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Palantir Technologies Inc. (PLTR)
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Duolingo Inc. (DUOL)
Q: Hi,
Looking to replace NVDA and VRT. I wish to avoid the AI theme and Mag7. Do you have an handful of tech alternatives to suggest in the US?
Many thanks.
Michael
Looking to replace NVDA and VRT. I wish to avoid the AI theme and Mag7. Do you have an handful of tech alternatives to suggest in the US?
Many thanks.
Michael
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Apple Inc. (AAPL)
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Broadcom Inc. (AVGO)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Johnson & Johnson (JNJ)
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Stryker Corporation (SYK)
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UnitedHealth Group Incorporated (DE) (UNH)
Q: I am looking at rebalancing my portfolio. I am currently overweight Tech and financials and underweight health care, Consumer Discretionary, and Communication.
Can you please provide suggestions on which of the tech stocks you would recommend trimming (maybe Apple? priced as a growth stock but not growing much?) and which of the listed health stocks (or other) would you recommend starting a position in?
Thank you!
Peter
Can you please provide suggestions on which of the tech stocks you would recommend trimming (maybe Apple? priced as a growth stock but not growing much?) and which of the listed health stocks (or other) would you recommend starting a position in?
Thank you!
Peter
Q: Do you have any concerns with Apple, it has been trending downward since bought into it
Q: I’ve owned AAPL for the past 15 years+ and it now represents a 3.5% position of my overall portfolio. 10 years from retirement with a risk reward appetite leaning to measured risk. Top holdings in order are BN, GOOG, NVDA, AMAZ, WSP, BkNG, CSU, ISRG, V, AXON then AAPL. If it’s you, do you keep it or find something with a better growth trajectory? I’m over in consumer discretionary and under in staples so wondering if a move to DOL makes sense? Thoughts?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Q: Apple and Microsoft have grown to be well over 10% of my portfolio. I do not have Google or Amazon. Would you rebalance the 4 stocks into 4 equal parts? I also own NVDA.
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.
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.
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Visa Inc. (V)
Q: AAPL, MFST, GOOGL & AMZN are 24% of my portfolio. What would you considered a proper allocation for the Magnificent 7?
My financial position is 30% of my portfolio and include V (6%). Where would you classify V? financial or consumer?
Best regard for the New Year
Ray
My financial position is 30% of my portfolio and include V (6%). Where would you classify V? financial or consumer?
Best regard for the New Year
Ray
Q: FINN is an actively managed etf from Fidelity Global. It has a high MER but its returns so far in its short life have been impressive. What do you think of this ETF? What risk level would you place on it?
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Apple Inc. (AAPL)
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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QUALCOMM Incorporated (QCOM)
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Salesforce Inc. (CRM)
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Toll Brothers Inc. (TOL)
Q: Happy New Year to 5i and members, wishing all a prosperous investing year ahead.
It's time to make my annual TFSA contribution. I own AAPL, ADBE CRM, GOOG, NVDA, PYPL, QCOM, and TOL in my TFSA.
I would like to add to one position, which do you recommend? I am overweight NVDA so do not wish to add to that one.
Does 5i consider any of these positions in the 'do not need to own' category? If so, please recommend a replacement (not LLY, MDT, IBM, or MSFT; I own full positions of these in another account). The focus of this account is US equities with a risk profile somewhere between that of the 5i Balanced and Growth portfolios, and the objective is long-term capital appreciation.
Thank you very much.
It's time to make my annual TFSA contribution. I own AAPL, ADBE CRM, GOOG, NVDA, PYPL, QCOM, and TOL in my TFSA.
I would like to add to one position, which do you recommend? I am overweight NVDA so do not wish to add to that one.
Does 5i consider any of these positions in the 'do not need to own' category? If so, please recommend a replacement (not LLY, MDT, IBM, or MSFT; I own full positions of these in another account). The focus of this account is US equities with a risk profile somewhere between that of the 5i Balanced and Growth portfolios, and the objective is long-term capital appreciation.
Thank you very much.
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Apple Inc. (AAPL)
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Vanguard Dividend Appreciation FTF (VIG)
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iShares Expanded Tech-Software Sector ETF (IGV)
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Invesco NASDAQ 100 ETF (QQQM)
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Invesco S&P 500 Momentum ETF (SPMO)
Q: I plan to own above 4 ETF is there an overlap on these ETF. If there is an overlap which one would you recommend as a buy for long term hold.
Thanks for the great service
Thanks for the great service
Q: Could I please get your thoughts on Apple’s recent announcement that they will start using their own inhouse developed modem to replace the presently used Qualcomm modem. I presently have a 50% gain. At this time would you recommend Sell, Hold or Buy. Thanks … Cal
Q: Would you consider apple a buy at its current price