Q: Would be interested in your take on The search question. Many are saying Goog has lost its leadership position due to AI - I believe search is still the overwhelming cash cow for the company. It’s Gemini doesn’t appear to be getting much traction?
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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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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Prudential Financial Inc. (PRU)
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Berkshire Hathaway Inc. (BRK.B)
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RTX Corporation (RTX)
Q: We are down about 15% from the peak of the S&P 500. I have about 5% of my portfolio in USD cash to deploy. Would you advise going a fifth of my cash for every 3% further fall in the S&P 500? I have enough Google and Meta, but was looking at JPM and Apple. Any other US names you can suggest?
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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United Rentals Inc. (URI)
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Blackstone Inc. (BX)
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WELL Health Technologies Corp. (WELL)
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Knight-Swift Transportation Holdings Inc. (KNX)
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U-Haul Holding Co Com (UHAL)
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TFI International Inc - Ordinary Shares (TFII)
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Vertiv Holdings LLC Class A (VRT)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Nebius Group N.V. (NBIS)
Q: Which tax loss proxies would you suggest for the following companies?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Meta CDR (CAD Hedged) (META)
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Microsoft CDR (CAD Hedged) (MSFT)
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Amazon.com CDR (CAD Hedged) (AMZN)
Q: Hi 5i,
Most of the MAG7's charts show a "Death Cross" pattern. Please rank which would be the most attractive to purchase for a 5+ year hold. Your answer can also include other companies that have exhibited this pattern. Looking for big caps, mostly US. Thx.
Most of the MAG7's charts show a "Death Cross" pattern. Please rank which would be the most attractive to purchase for a 5+ year hold. Your answer can also include other companies that have exhibited this pattern. Looking for big caps, mostly US. Thx.
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Alphabet Inc. (GOOG)
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JPMorgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Prudential Financial Inc. (PRU)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be your best three stocks for a long term hold that have a good combination of dividend yield and modest growth on both the US and Canadian side of the border ?
Q: just wondering if you wanted to either buy cnr on the tsx or the canadian cdr goog today which one would you prefer for long term?
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Alphabet Inc. (GOOG)
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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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Salesforce Inc. (CRM)
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Eli Lilly and Company (LLY)
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Global X S&P 500 Index Corporate Class ETF (HXS)
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Global X S&P/TSX 60 Index Corporate Class ETF (HXT)
Q: Hello I am new to 5i (one week!) and am really enjoying the Q&A as a learning opportunity. I use one of the banks to invest our personal retirement funds (ie we don't have company pensions) and am keen to learn to self invest.
As a 60 yr old I have recently started an incorporated and am wanting to invest my incorp dividends appropriately. I have invested about 20% of my available funding and have a high cash position at present.
The information I have gleaned online is that a an incorporation should invest accordingly:
Corporation:
1. Corporate Class Mutual Funds/ETFs
2. Broad market ETFs (stock and bond ETFs) *capital gains only taxed when sold, reducing annual tax drag. Be mindful of whether dividends or capital gains.
3. Canadian dividend stocks (eligible for dividend refund mechanism)
4. Growth stocks (Capital gains taxed at 50% when you sell) but no Dividend reduction management benefits compared to Canadian dividend stocks.)
5. Investment Real Estate (Rental income is considered passive and taxed at 50%. Can reduce small business tax rate eligibility if passive income exceeds $50K)
The online information also indicates that incorporations should not invest in:
1, High Interest Savings accounts and GICs
2. Foreign Dividend Stocks and REITS
3. Actively managed mutual funds
As well - I have completed your portfolio questionnaire which tells me that I am an Alpha Balanced Investor. This happens to align with the personal portfolio that I hold for our retirement which is invested 70% in equities.
Based on the guidance you have been providing in the past week, I feel it is time to start $ cost averaging for my incorporation funding. I believe that my husband and I can live off of our personal portfolio and do not need to pull $ out of the incorporated for 3-10 years.
Given that my current interest is to starting investing my incorporated revenues, can you please recommend the selections?
I understand that you cannot provide personal recommendations. However, I suspect there may be additional members who have set up their own businesses recently and can benefit from a tutorial and investment recommendations. Thank you !
As a 60 yr old I have recently started an incorporated and am wanting to invest my incorp dividends appropriately. I have invested about 20% of my available funding and have a high cash position at present.
The information I have gleaned online is that a an incorporation should invest accordingly:
Corporation:
1. Corporate Class Mutual Funds/ETFs
2. Broad market ETFs (stock and bond ETFs) *capital gains only taxed when sold, reducing annual tax drag. Be mindful of whether dividends or capital gains.
3. Canadian dividend stocks (eligible for dividend refund mechanism)
4. Growth stocks (Capital gains taxed at 50% when you sell) but no Dividend reduction management benefits compared to Canadian dividend stocks.)
5. Investment Real Estate (Rental income is considered passive and taxed at 50%. Can reduce small business tax rate eligibility if passive income exceeds $50K)
The online information also indicates that incorporations should not invest in:
1, High Interest Savings accounts and GICs
2. Foreign Dividend Stocks and REITS
3. Actively managed mutual funds
As well - I have completed your portfolio questionnaire which tells me that I am an Alpha Balanced Investor. This happens to align with the personal portfolio that I hold for our retirement which is invested 70% in equities.
Based on the guidance you have been providing in the past week, I feel it is time to start $ cost averaging for my incorporation funding. I believe that my husband and I can live off of our personal portfolio and do not need to pull $ out of the incorporated for 3-10 years.
Given that my current interest is to starting investing my incorporated revenues, can you please recommend the selections?
I understand that you cannot provide personal recommendations. However, I suspect there may be additional members who have set up their own businesses recently and can benefit from a tutorial and investment recommendations. Thank you !
Q: Hello,
Looking for what is currently on sale / best current valuations. 2 stocks from each of:
1) Income Portfolio
2) Balanced Portfolio
3) Growth Portfolio
4) US
Of these picks, please rank from lowest to highest risk.
Thank you!
Looking for what is currently on sale / best current valuations. 2 stocks from each of:
1) Income Portfolio
2) Balanced Portfolio
3) Growth Portfolio
4) US
Of these picks, please rank from lowest to highest risk.
Thank you!
Q: Hello 5i,
If we assume Trump continues with his grandstanding for another few weeks, is it plausible that SPY could reach levels of 460 or 430, or an unthinkable 2022 level of 360?
There has been a few questions and answers with a list of stocks and ETF’s to purchase. Our query will be focused on RRSP and TFSA choices. We have a large cash pile (50% CDN and 50% USD funds) residing in PSA and BIL from our rebalance in mid-February to sleep at night. We have 15% in laddered GIC’s for fixed income in RRSP’s.
We set a target of the SPY at 500 to begin a slow accumulation of equities. A reply to our questions below can include International ETF’s, US or CDN stocks or ETF’s, with the only limitation that the stock or ETF must be available in CDN and US stock markets.
If possible, could you provide a list of 10-15 stocks for RRSP’s?
Which 5 stocks would you recommend for TFSA (not the same as RRSP)?
Thank you for your time and support.
D&J
If we assume Trump continues with his grandstanding for another few weeks, is it plausible that SPY could reach levels of 460 or 430, or an unthinkable 2022 level of 360?
There has been a few questions and answers with a list of stocks and ETF’s to purchase. Our query will be focused on RRSP and TFSA choices. We have a large cash pile (50% CDN and 50% USD funds) residing in PSA and BIL from our rebalance in mid-February to sleep at night. We have 15% in laddered GIC’s for fixed income in RRSP’s.
We set a target of the SPY at 500 to begin a slow accumulation of equities. A reply to our questions below can include International ETF’s, US or CDN stocks or ETF’s, with the only limitation that the stock or ETF must be available in CDN and US stock markets.
If possible, could you provide a list of 10-15 stocks for RRSP’s?
Which 5 stocks would you recommend for TFSA (not the same as RRSP)?
Thank you for your time and support.
D&J
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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JPMorgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Prudential Financial Inc. (PRU)
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Williams Companies Inc. (The) (WMB)
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Berkshire Hathaway Inc. (BRK.B)
Q: What would be your top 10 US and Canadian stocks for a recession into 2028 with a 75% value ,25% growth protectionist portfolio strategy thanks
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
Q: Can you suggest a few names with strong fundamentals and growth prospects in the long long which could be good picks in this bloodbath
Q: Hello 5I. Are there 5 dividend stocks and 5 growth stocks that you think have substantial upside on a market recovery?
Thanks
Thanks
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Eagle Materials Inc (EXP)
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Berkshire Hathaway Inc. (BRK.B)
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Genius Sports Limited (GENI)
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Sportradar Group AG (SRAD)
Q: Given the volatility of markets, I would like to purchase some small quantities of equities shares as I have some cash to invest. Which equities would you recommend, top 5 in Nasdaq, S&P 500, and TSX.
Best,
Neeraj
Best,
Neeraj
Q: What buy the dip stocks would you grab? I was thinking shopify because it was done so much. Thanks as always for your sober advice in these stressful times.
Jason
Jason
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Procter & Gamble Company (The) (PG)
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Berkshire Hathaway Inc. (BRK.B)
Q: In today’s and current turmoil what would be your favourite 5 Canadian and US Stocks to buy? Would you be averaging in over the next 6 to 12 months?
Thanks
Tim
Thanks
Tim
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Alphabet Inc. (GOOG)
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Garmin Ltd. (Switzerland) (GRMN)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
Q: Stocks are being pummelled. But as always, hopefully they will come back but it may take a while longer than normal. Trump is not normal. If one understands the risk, would you suggest buying some names that are being particularly hit today (eg SHOP -15%)? If so, can you suggest a few names?
Q: Hello
looking for an entry for a partial position
3 plus years hold
both have dropped alot, should I wait for a bottom to form 1st,
can you suggest an entry price for both of this 2 stocks? (US price)
thank you
Michael
looking for an entry for a partial position
3 plus years hold
both have dropped alot, should I wait for a bottom to form 1st,
can you suggest an entry price for both of this 2 stocks? (US price)
thank you
Michael
Q: Hi,
Any thoughts on the markets reaction to Kyndryl's deal with Google,
Cheers, Chris
Any thoughts on the markets reaction to Kyndryl's deal with Google,
Cheers, Chris
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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Alphabet Inc. (GOOG)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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RTX Corporation (RTX)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks