Investment Q&A

Q: What are your top 4-5 picks (stocks or ETFs) for an RRSP with a 15-20 year horizon?

Thanks,

Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.

Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?

Q: Following your answer to Dan about LSPD risks and potential, you say that there is a better place for capital in tech. What would be your top picks to replace LSPD? Thanks

Q: Hi 5i,
These holding are all in my RRSP, 12 months from retirement, I'm planning to sell 80% of TOI, LMN, NVDA (not now) waiting for "better time" if it's possible to catch it. Can I have 2 or 3 suggestions for income + a bit of growth.
thank you 5i for all your great work!!!

Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks

Q: For AI, which companies are in the best position to benefit from having the largest and highest quality data sets, in addition to GOOGL ADBE and META. Please explain how they can benefit and whether they are buyable today for long-term holds.

Q: Seth Klarman's fund reported a recent trimming of Alphabet and a new purchase of Amazon. Since he is a renowned value investor how would you explain that trade from a value investor's perch? Could it be that a company like Amazon which operates many global businesses and that may be poised to move into several others meaningfully (healthcare, etc) and potentially dominate in those cannot be traditionally valued because it provides future growth opportunities like no other company can and because of that isn't able to be predictably valued? Could it be that someone like Mr Klarman is investing in Amazon for the long term because he sees no company that compares with its potential, not even an Alphabet? Could it actually be reasonably priced as a "one-of-one" company? Would like your opinion on this "analysis" of Amazon. Thank you.

Q: Remind me what the diff is between the two and which would you recommend.? My research (TD) gives the identical description for both companies.

Carl

Q: Hi

Contemplating selling either MS or JPM to purchase GOOG. Is selling financials good timing and if so, which one? And, is it the right time to by GOOG?

Carl

Q: Is it timely to buy Goog? Ai is the big game nowadays.What is a good entry point?.Txs for U usual great services & views

Q: Hi 5i - which company do you like better for a 10+ year hold today?

Thanks, Neil

Q: Hello 5i,

If you had to pick ONE US stock, regardless of sector, in the current market that you believe to be undervalued and offers the greatest potential return what would it be?

I am a long term investor and have a high risk tolerance. Thank you as always.

Greg C.

Q: Hi Folks,
In my RRSP account - thinking of selling my 2% position in AQN. I am currently down 33%. I also have FTS and BIP.UN as my Utility holdings with a 11% weighing for these two.
With that money I would buy a 3% position in APPLE. I also have MSFT and CSU as my holdings in the Tech sector. I currently have a 10% weighing in the Tech sector. ( I also have a 4% position in GOOG not included in the Tech sector weighing)
I have a fairly diversified conservative portfolio.
May I have your opinion as to whether this would be a wise move to make at this time. I am looking at a 10 year time frame and looking to add some "zip" to my portfolio.
Thanks

Q: I own both GOOG and AAPL in my portfolio. AAPL has been taking a bit of a hit in the past few days. Would you recommend holding both and which one do you see as the best performer in the next three years. Your comments on both companies would be appreciated. Thank You.

Q: Hi Team,
Shop is falling again today despite earnings beats and price target increases across the board. Is it a good time to buy the shares from todays profit takers? Also in general do you see this market sell off sparked by the fitch downgrade of the US credit rating a buying opp? There has been some brutal sell offs over the last 2 days. Which names would you be looking to buy in this weakness? Thanks

Shane

Q: I’ve been holding qualacom at a loss for 2 years or so and am now considering moving on after the earnings release tonight as I don’t want to ride it back to the lows. Is there a stock that is down after today’s big drop that you would suggest on a trade? I was considering either sedg or PAyc. Thank you!

Jason

Q: Hi. My son recently put 15K into a TSFA and he intends to put 10K/year into it until it is fully funded. Can you suggest, say, 8 equities/etf's (US and or Canadian) that he should buy to start his investing career? Thx. JR

Q: I have done well with AMZN and am considering a switch to GOOG. Which do you think will fare better in the longer term? Please explain. I'm a big nervous about AMZN's PE ratio.
thanks. al

Q: 5 must own stocks (US/Canada) in your opinion for long term-10 years irrespective of sectors.