Investment Q&A

Q: Why the big drop,earnings appear good??I

Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks

Q: What are your favored US Large Caps with some growth, medium risk.? Dividend yield is not important. Thanks

Q: Hi team,

About 6 month ago, you provided a list of 10 stocks you considered "high conviction" buys. Thus, I bought VRT, HPD.A, LLMN. I have no regrets so far....for good reasons.
Grateful if you would provide your actual high conviction list, both in Canadian and U.S. stocks, indicating your order of strongest conviction.

Gratefully,

Jacques IDS

Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks

Q: hi, can I get your picks ( 5 or so?) of US large cap (and/or larger mid-cap) growth stocks that you like for longer term buys with equal or better prospects than GOOGL and META. cheers, Chris

Q: At present What would be your top six stocks to buy for a 90,000$ TFSA contribution for sustainable growth.Any suggestions as to how to stage the purchase.?
Thank you for your remarkable service,Andrew

Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?

Thanks

Q: Adobe got hit pretty hard after its quarterly report last month and the share price seems to be continuing on its downward trend since then. Has there been any new news to change your generally positive opinion of this company?

Q: What is your opinion on the use of CDR's (Canadian Deposit Receipts) for the purchase of US Stocks? Also, what type of accounts would be the most beneficial and be the most risk in the use of them, RRSP, TSFA, RESP, or non-registered accounts?
I've recently purchased Palo Alta, Visa and Adobe using CDR's and it seems to be a way of getting US exposure while avoiding the immediate approximate 30% currency exchange, while using a CAD hedging process.
If you are somewhat positive on CDR's, what other US stocks would be good considerations.

thanks,

Q: Hi Guys, what are your thoughts on the current quarter? Is it a time to buy more or wait to see how it settles? Thanks

Q: The Open Ai creation of a video prompted by text (Sora) has resulted in ADBE dropping substantially. It does seem like Ai will be very disruptive in many ways. Is ADBE still buyable? If so what would be a good entry price? Thank you. John

Q: The price has dropped from its 52 week high. Do you consider this an opportunity to buy or is there a reason for its drop. Can you go review its historical and projected growth metrics and discuss any debt risk. Thank you.
John

Q: Hi, I would like to invest in AI (Artificial Intelligent)
I own: . AAPL.3%, ADBE. 3%, MSFT.3%, NVDA. 3%.
Do you have other stocks to suggest to me or add 2% to the four I currently have.
Thanks
Jean Guy

Q: hi,
thank you for, and this question is in reference to, the answer to the "baby Mag 7" question a few days ago by "JR". are you able to do a short analysis of these 7, compared to the "adult" Mag 7 in regards current and future valuation, growth, debt/equity metrics. further, do you have any guess on the timeline of googl/meta etc.'s development/utilization of their own AI chips in house?
take as many points off as needed, this question seems like a bad homework assignment to me!
thanks Chris

Q: Could you please give me 5-6 large cap US or Canada stocks you like at this time.

Thx

Q: I am not specifically asking about these 4 equities, rather they are representative of some tech stocks that have been increasing dramatically in the last few weeks / months. Are we looking at a bubble in tech? Where is all the momentum coming from? Many thanks.

Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?

Q: Could you please describe SPSC’s business model, competitive advantages or weaknesses? What are the key factors that would support a long term investment in SPSC? Would you be confident in their earnings forecast? Could SPSC be a takeover candidate?

Q: In my US denominatedm growth-focused TFSA, I own CRM, PYPL, TOL, AAPL, GOOG, ADBE, QCOM, and NVDA. It is time for me to make my annual contribution.

I am underweight PYPL; should I add to it or replace PYPL with something else? If I should replace it, please suggest two or three good candidates for long-term growth, US-based, sector/cap size unimportant, risk profile somewhere between that of your growth and balanced portfolios. If I remove PYPL, I'd rather add a new position than add to one of my current positions.

In your answer, please do not include MSFT, IBM, PFE or MDT, since I have full positions in these in my other accounts.

I've been a 5i member since 2016 and have been served well by your service; thanks for a great seven years. I remember starting a position in CSU at around $600 and thinking I was 'too late'.

Wishing 5i and all its members all the best for a prosperous 2024.