Investment Q&A

Q: At current valuations, does Meta have more upside potential than Microsoft?

Q: Good morning, In the communications sector my only current holding is GOOG, which is a half position. I previously held BCE and T but sold them in recent months. Would you be comfortable topping up GOOG to a full (5%) position for growth over the next 3-5 years? Are there other companies in the communications sector you would recommend, US or Canada? Thanks!

Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...

- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...

- The Trump Factor is also a concern...

1. How do you see this playing out for these tech companies playing out ? Short/Long Term

2. Which are the best in class to weather the storm ?

3. Who is the Most Vulnerable To successful lawsuits against or breakup?

4. Best Pick/Picks To Buy and Hold Going Forward??

Thanks,
M

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: Dear 5i Team I sold BYD recently. I would like to replace with something US. I have visa Costco, ISRG, Google, Lily Would you happen to know a few founder led companies I can do some research on? Thank you Brent

Q: The following stocks are all up nicely: AXON, PANW, NVDA, COST, ISRG, META, TTD and CRWD. All are mid size positions in my portfolio. Where do you see the markets going in January? Would you recommend trimming any of these stocks? Would you suggest holding more cash going into the new year? Thank you

Q: Thoughts on PINS quarter. Buy, sell, or hold? Thx M

Q: I bought my first 100 shares of BCE on Oct 22, 2014 at $47.79. Ten (10!) years later it is $38.94/share. I estimate that over those 10 years I have received $32.34 in dividends - so that helps. But holding a stock whose share price is down 20% after 10 years is not something to be proud of.

I am torn with what to do with my BCE shares. Sell all, sell half, buy more? I am trying to maintain a diversified portfolio by having exposure to the Telecom Sector, and I am not interested in replacing BCE with Telus, Rogers, etc. I already own Telus, and am down on that as well.

Telecom stocks make up about 7% of my portfolio today (my target was 8%), so if I sold BCE my % in Telecom stocks would decrease further.

If I sold any or all of my BCE, the first choice would be to replace it with something in the Telecom sector from the US (not Canada!) to keep it from falling too far away from my target of 8%. What US telecom stocks would you suggest that are performing better than BCE, T? The Telecom sector has NOT been the place to be this year, and the future does not look any better, so it is hard to maintain my sector diversification target.

For a moderate growth investor with a medium risk tolerance, what % of the portfolio would you suggest be in Telecom stocks? Is an 8% target too high?

Q: 1. Please Rate As a "Buy Today" that you would hold for 5 years or more...
- GOOG, MSFT, AMZN, META, APPL
- 1-11, 10 being Good, 11- Must Buy/Own and Hold...

2. Which on the List is Cheap or Over Valued at this Stage...

Thanks,
M

Q: Hi Team,
I am a bit perplexed about why the last couple days NVDA has been trending down after earnings releases such as Meta, GOOG, Msft which all seem to show massive spending on AI. You would think this will translate into high demand for NVDA chips which hopefully will bold well for NVDA earnings. Any thoughts on the outlook here for NVDA earnings estimates? I assume the correct answer as usual will be to hold the stock into earnings. I am also surprised Meta and Msft are dropping after great earnings.

Thanks,
Shane.

Q: I sold BCE and T some time ago and no have zero communications shares. What do you suggest for telecom exposure today? Also, which consumer defensive companies, preferably Canadian but US is OK too. Many thanks Al

Q: We are planning to set up a separate investment account for our grandkids. Assume a 10 year hold. There are a few sectors we would want to overweight - 3 stocks, CAD or US, in Financials, Industrials, Technology and 1-2 stocks in the others. What would you look for and how would that translate into individual stock selections.

Q: Hi team,
What do you think of the short attack on roblox today? Stock seems to be recovering from initial loses earlier today. I had been holding Roblox with hopes the name would recover with its advertising potential and growth prospects in future omniverse development and being a leader in VR games. Should I continue to hold this smaller position or is it time to run away. On a side note I always thought they would make a good aquisition target for meta for the headset usage and advertising expertise within the rblx platform. However regulators don’t seem to let Meta aquire any company these days . Thoughts ?
Shane

Q: Sold 1/2 my portfolio (except CSU, TOI, LMN) at the end of August. First week into Sept and I'm looking smart. While I think it's still too early, when and how do I get back into market? Holdings (some sold out in August) include AMZN, META, NVDA, AMD, VRT, BN, SHOP, AXON, SNPS, NOVT, GOOG, NU, ELF.

Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?

Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in

also what your general thoughts (short comment will suffice) on the markets going fwd

Q: I'm hoping everyone at 5i is enjoying their summer. Just recently I trimmed NVDA, META, GOOGL, MSFT.Would you please suggest 3 or 4 ideas for small cap tech and also US growth potential industrials. Thanks for all you do!

Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT

Q: Morning, could break down the PINS quarter and where you see it now, would you add to a full position here... thx.M

Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?