Q: Hi 5i,  rumor has it Apple is going to sign a deal with one of the best chatbots out there, and this could add more revenue than Google provides.  Please opine on this and Apple's AI strategy.  Thx.
        
    
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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.
            Q: Hello Everyone,
May I have your take on Apple and Amazon earnings please. Market seems to like them.
Also was the Microsoft sell off after earnings yesterday to some degree because the stock was priced to perfection?
Thank you.
    May I have your take on Apple and Amazon earnings please. Market seems to like them.
Also was the Microsoft sell off after earnings yesterday to some degree because the stock was priced to perfection?
Thank you.
            Q: Greetings 5i, a combination of these 2 companies was announced along with release of preliminary results (Q4 & FY 2025 for Skyworks; Q2 2026 for Qorvo). Referencing your response to my last question on Skyworks Oct 20th, please update your analysis of future growth prospects for the combined entity. Would you add, hold or sell Skyworks (I had not yet gotten around to exiting my position)? The last question on Qorvo was in 2022. Thank you.  
        
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                Apple Inc. (AAPL $269.05)
    
        
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                Amazon.com Inc. (AMZN $254.00)
    
        
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                Alphabet Inc. (GOOG $284.12)
    
        
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                Microsoft Corporation (MSFT $517.03)
    
        
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                Netflix Inc. (NFLX $1,100.09)
    
        
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                NVIDIA Corporation (NVDA $206.88)
    
        
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                Tesla Inc. (TSLA $468.37)
    
        
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                Palantir Technologies Inc. (PLTR $207.18)
    
        
 
            Q: Hi 5i, What technology companies are likely to be in business in 20 years from today. 
Of the above ?
Thanks
        
    Of the above ?
Thanks
            Q: I notice that my APPLE (CDR) shares are down about 3.5% today and the US listed APPLE shares are up about 1.6%.
What accounts for this disparity and does this get corrected in some way so that my APPLE shares trade and therefor the overall valuation is consistent on both sides of the border?
    What accounts for this disparity and does this get corrected in some way so that my APPLE shares trade and therefor the overall valuation is consistent on both sides of the border?
            Q: Regarding AAPL, what position size would you be comfortable with for a long-term hold in a moderate-risk portfolio?
Thanks as always.
    Thanks as always.
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                Apple Inc. (AAPL $269.05)
    
        
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                Alphabet Inc. (GOOG $284.12)
    
        
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                Microsoft Corporation (MSFT $517.03)
    
        
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                NVIDIA Corporation (NVDA $206.88)
    
        
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                Oracle Corporation (ORCL $257.85)
    
        
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                Celestica Inc. (CLS $490.61)
    
        
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                Nebius Group N.V. (NBIS $120.47)
    
        
 
            Q: Hi Folks,
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
    I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
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                Apple Inc. (AAPL $269.05)
    
        
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                Alphabet Inc. (GOOG $284.12)
    
        
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                NVIDIA Corporation (NVDA $206.88)
    
        
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                QUALCOMM Incorporated (QCOM $180.72)
    
        
 
            Q: I am considering selling my nvda and buying goog or qucom to replace. Please advise if this is good or any other replacement for nvda.
Cheers , Doug
    Cheers , Doug
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                Apple Inc. (AAPL $269.05)
    
        
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                Alphabet Inc. (GOOG $284.12)
    
        
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                Microsoft Corporation (MSFT $517.03)
    
        
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                NVIDIA Corporation (NVDA $206.88)
    
        
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                Constellation Software Inc. (CSU $3,584.85)
    
        
 
            Q: Hello Folks:
A quick question:
What are your thoughts on AI"s future price
affects on the big tech firms such as Apple, Microsoft,
Google, Navidia, CSU etc. We are considering purchasing
CSU although their PE frightens us?
Thanks for all you do
brian
    A quick question:
What are your thoughts on AI"s future price
affects on the big tech firms such as Apple, Microsoft,
Google, Navidia, CSU etc. We are considering purchasing
CSU although their PE frightens us?
Thanks for all you do
brian
            Q: Given Apple stocks recent upward momentum, and friendly chatter about Google in the US courts, where do you think Apple stock might get to for the end of the year?
        
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                Apple Inc. (AAPL $269.05)
    
        
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                Amazon.com Inc. (AMZN $254.00)
    
        
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                Broadcom Inc. (AVGO $362.55)
    
        
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                Meta Platforms Inc. (META $637.71)
    
        
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                Microsoft Corporation (MSFT $517.03)
    
        
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                NVIDIA Corporation (NVDA $206.88)
    
        
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                INVESCO QQQ Trust (QQQ $632.08)
    
        
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                Taiwan Semiconductor Manufacturing Company Ltd. (TSM $304.86)
    
        
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                iShares U.S. Tech Independence Focused ETF (IETC $107.91)
    
        
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                Roblox Corporation Class A (RBLX $107.66)
    
        
 
            Q: Hi Team,
What are your thoughts on Fidelity Global Innovators ETF (FNN-T)?
Would you consider it a buy at the moment?
Are there any similar funds in the same category or style that you would recommend instead?
Thanks very much for your insights,
Jacques IDS
    What are your thoughts on Fidelity Global Innovators ETF (FNN-T)?
Would you consider it a buy at the moment?
Are there any similar funds in the same category or style that you would recommend instead?
Thanks very much for your insights,
Jacques IDS
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                Apple Inc. (AAPL $269.05)
    
        
 - 
        
                            
                Amazon.com Inc. (AMZN $254.00)
    
        
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                Microsoft Corporation (MSFT $517.03)
    
        
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                Palantir Technologies Inc. (PLTR $207.18)
    
        
 
            Q: In light of PLTR’s decline now can you think of other similar companies from the past that have come back and become market staples now…. Like an apple, Microsoft. Or an industrial or energy stock ? Or is PLTR such an anomaly that a more significant drop might be in the offing?
        
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                Apple Inc. (AAPL $269.05)
    
        
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                Tesla Inc. (TSLA $468.37)
    
        
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                Apple Hospitality REIT Inc. (APLE $11.41)
    
        
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                Palantir Technologies Inc. (PLTR $207.18)
    
        
 
            Q: Hello 5i,  Would you buy these stocks today ? for a  2-3 years hold ? 
thanks
        
    thanks
            Q: Do you think that AVGO's high valuation is justified by its growth prospects or is it time to get out?  Would you switch to QCOM, which is cheap because of the concerns they are about to lose Apple's business, some other stock, or would you hang in with AVGO?
        
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                Apple Inc. (AAPL $269.05)
    
        
 - 
        
                            
                Alphabet Inc. (GOOG $284.12)
    
        
 - 
        
                            
                Tesla Inc. (TSLA $468.37)
    
        
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                Uber Technologies Inc. (UBER $99.72)
    
        
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                IonQ Inc. (IONQ $58.40)
    
        
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                Aurora Innovation Inc. (AUR $5.05)
    
        
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                Mobileye Global Inc. (MBLY $13.09)
    
        
 
            Q: Remote Driving Cars. Are they the new Apple iPhone or a dud?
What company's would be the pick & shovel company's to invest in.
Is something else the new Apple iPhone?
Thank you.
        
    What company's would be the pick & shovel company's to invest in.
Is something else the new Apple iPhone?
Thank you.
            Q: Hi 5i, Any news regarding today's pop in Apple?  Thx.
        
    
            Q: Hello Everyone,
What did you think of Apple and Amazon's earnings, along with their outlook?
Thank you!
    What did you think of Apple and Amazon's earnings, along with their outlook?
Thank you!
            Q: If Apple is an opportunity, would you buy the shares themselves or get exposure through Berkshire B which has also lagged over the last quarter or so?  Thanks!
        
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                Apple Inc. (AAPL $269.05)
    
        
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                QUALCOMM Incorporated (QCOM $180.72)
    
        
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                AbbVie Inc. (ABBV $211.96)
    
        
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                Colgate-Palmolive Company (CL $74.98)
    
        
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                JPMorgan Chase & Co. (JPM $309.35)
    
        
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                Altria Group Inc. (MO $56.67)
    
        
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                Procter & Gamble Company (The) (PG $148.02)
    
        
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                Prudential Financial Inc. (PRU $104.63)
    
        
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                Williams Companies Inc. (The) (WMB $59.03)
    
        
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                ABM Industries Incorporated (ABM $43.21)
    
        
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                Berkshire Hathaway Inc. (BRK.B $475.68)
    
        
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                RTX Corporation (RTX $177.04)
    
        
 
            Q: Hello 5i Team,
What are your top 12 more conservative or dividend-generating US stocks to buy in an RRSP for a 3-5 year hold?
Thanks in advance for your always helpful advice!
        
    What are your top 12 more conservative or dividend-generating US stocks to buy in an RRSP for a 3-5 year hold?
Thanks in advance for your always helpful advice!
- 
        
                            
                Apple Inc. (AAPL $269.05)
    
        
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                Regeneron Pharmaceuticals Inc. (REGN $642.25)
    
        
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                UnitedHealth Group Incorporated (DE) (UNH $333.79)
    
        
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                Canadian Natural Resources Limited (CNQ $44.90)
    
        
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                Sun Life Financial Inc. (SLF $85.74)
    
        
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                CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.78)
    
        
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                TFI International Inc. (TFII $125.55)
    
        
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                Alimentation Couche-Tard Inc. (ATD $69.61)
    
        
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                AAON Inc. (AAON $95.90)
    
        
 
            Q: Sir:   What 2 US and Canadian stocks or ETFs do you see most unfairly punished now, and most likely to reward , down the road. Also could you suggest one non US value ETF or stock that cheers you a lot?  Thanks-JP