Investment Q&A

Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Q: My wife and I have accumulated a fair amount of cash in our RRSP we would now like to invest. We have at least 5 years time horizon. We are well represented in Oil, Banks, Tech., financial. We have some reits as well. Not much retail or healthcare. We like growth and dividends and not too concerned about higher weightings in the right industries (we are considering more banks and tech, as well as minerals for batteries). We have about 40K which is about 10% of our portfolio. What would you consider good value right now? It seems many tech stocks are priced very high right now so would you avoid tech at the moment? Can you suggest 5 value stocks? Thanks.

Q: I have these companies on my cash account , they all are doing good, but now I'm looking to sell 3 of them, so I can buy some BRK.B.
Which 3 would you let go. thank you.

Q: Good morning
3 questions plse take 3 credits

1. I purchased AW.UN at around 44$ a couple of years ago and since then it has now slid to 30$ what will it take for it to regain some value back up to around 44$?

2. BIP.UN looked like it was recovering but now has slipped back into the high 30$ any particular reason for the fall back?

3. Currently own GOOG which cant seem to get any traction but wondering for a long term hold would AMZN be a better buy for long term growth? Which would you buy if only one can be held?

Thks
Marcel

Q: Hi team,

Which of Netflix and all in the Magnificent Seven do you forecast to have the best growth this year and in which order ?
Would you at the same time risk to forecast the % of growth ?

Gratefully,

Jacques IDS

Q: Can you give me your opinion on which would give the most toque as share price rises.? The regular amazon stock is trading at roughly 164USD and the Amazon CDR is a 20ish CAD. I like to be a bit concentrated so buying the CDR would allow me to buy many times the amount of units than the actual stock purchase, but if the CDR is bought will I still get the same amount of upside as the stock moves higher? I hope my question makes sense. Also what is your general view of the 5-10 year outlook on this company? Thanks

Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.

Q: Everyone, for more than 30 years I have used ‘good’ debt to buy good assets, such as my house and stocks. My maximum debt to equity ratio is 50%. My thought was if the asset depreciated by 50 % I would still be even. Additionally, I only buy top quality assets such as AAPL, AMZN, etc. Also I buy assets to hold forever. For a retail investor what range would you suggest as a debt to equity. Clayton

Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.

Q: How would you rank these four in terms of 1) current valuation 2) safety of invested funds (kind of related to current valuation I guess) 3) anticipated investment return over the next couple of years and overall quality of investment - ie. if you were to select only 1 or 2, in what order would you invest considering the overall quality/valuation of these companies? Thanks.

Q: I own 3 of the big 7, Apple, Amazon and Nvda and manage the positions for weighting. I would like to own Microsoft and/or Google. Please suggest if you think it's necessary to expand to one or both of these, and if better to have a half position in both, or full position in one or both considering the other holdings. Thanks!

Q: SHOP Been a shareholder since it was $15.00 and as I understand Shopify focus is on personal clients, and although different from Amazon platform, which seems to conflict with Amazons over objective. I recently understand that Amazon "Jeff" has recently redeemed a large amount of shares. I am wondering if he is planning a takeover of Shopify. What are 5I thoughts on this and could it happen?

Q: I'd like to increase investments in industrial, consumer discretion and consumer staples and also increase U.S. holdings.
I'm considering Amazon and COST for consumer names - are there other U.S. names you would recommend in these sectors and please suggest a U.S. industrial as well.

Q: Bought Eng at $64 some 3 years ago,It basically traded in a range of $28 to $38 the past year.Saw u answer on Feb 8.Please provide some replaements besides those mentioned on Feb 8,How about Goog or Amzn? Txs for u usual great services & views

Q: Can you offer your thoughts on Roku results and its future potential? Increasingly, it looks vulnerable to larger more powerful players and its competitive position and ability to price for value to customers appear to be eroding. Any comments are welcome. It is noteworthy that after an 80% drop it is up 100% this year. It is yet dramatically lower than its peak.

Q: How would you interpret Jeff Bezos recently offloading almost half of his shares of Amazon?

Q: Today would you pick Amazon or Uber for greater growth over the next year?

Thank you.
David

Q: Can you tell me the difference between buying Amzn:US and buying Amazon.com inc -CDR and which is preferable. Thank you

Q: Hi, Could you please comment on Affirm earnings. Thank you

Q: Thoughts on the PINS quarter and potential. Buy, sell or hold?

thx, M